3 hrs ago
Jefferies Raises Reliance Weight, Adds Kotak and Welspun
Jefferies changed some of the investments in its model portfolio.
It gave Reliance Industries a bigger share.
It also added Kotak Mahindra Bank and Welspun Corp.
The portfolio now has smaller shares in NBFCs and real estate.
Jefferies still says it is overweight in both of those areas.
It also reduced the portfolio’s share in Eicher Motors.
The article does not explain why Jefferies made these changes.
Jefferies increased Reliance Industries’ weight in its model portfolio.
Kotak Mahindra Bank and Welspun Corp were added to the portfolio.
Jefferies reduced its weightings in NBFCs and real estate.
Despite the cuts, Jefferies remains overweight on NBFCs and real estate.
Jefferies also trimmed its weight in Eicher Motors.
- Who
- Jefferies
- What
- It increased Reliance Industries’ portfolio weight, added Kotak Mahindra Bank and Welspun Corp, and reduced weightings in NBFCs, real estate and Eicher Motors.
- Where
- Not stated.
- When
- Not stated.
- Why
- The article does not state Jefferies’ reasons for the portfolio changes.
Key facts
- Portfolio
- Jefferies model portfolio
- Increased weighting
- Reliance Industries
- New inclusions
- Kotak Mahindra Bank and Welspun Corp
- Reduced weightings
- NBFCs, real estate and Eicher Motors
- Continuing stance
- Jefferies remains overweight on NBFCs and real estate









