Model portfolio - compounders

Rebalancing portfolio - compounders #24

Rebalancing# 05

We have cash in Demat account : Rs 17,749.93

Buy - LIC INDIA - 5 QTY - Market order - it will be approximately 2.5 to 2.7% weightage in our overall portfolio. ( on 13th Jun 2022)

Right now LIC share looks discounted to the embedded value 5.4lakhs core as per government draft filled in exchange during IPO.

Current market cap of LIC share - Mkt Cap (Rs. Cr.)448,885

It was trading approx 17% lower to the embedded value of LIC India as per government draft with exchange.

Even as per market correction if LIC holded companies if corrected 10 -15% in this two months correction post government draft with exchange.Still the price traded at discount of 2 - 3 % . LIC largely invest in NIFTY 100 stocks, soon market may move upward.So LIC invested large caps companies will start to perform, its embedded value will increase. For long term investment we can use this correction to invest in LIC India.

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