Regarding the enhanced performance, we haven’t made very significant changes. We have followed the standard template: buy head-winded or value businesses, and then over a period of time wait for tailwinds to reappear. We supplement this by maintaining a strict valuation discipline; ensuring we reduce exposure or exit the position when valuation multiples more than adequately reflect that the turnaround or value discovery of that business is close to complete.
Nestle India, Cochin Shipyard among top 10 stocks that LIC bought in Q3
LIC’s share by value in NSE-listed companies decreased to 3.51% in Q3 FY25, down from 3.59% in Q1 FY25, according to data from primeinfobase.com, an
February 5, 2025