Portfolio Performance Update – October 24, 2025

Monitoring portfolio performance regularly is essential for disciplined investing and informed decision-making. As of October 24, 2025, the review of your recommended stocks reflects a balanced mix of gains and losses, highlighting areas for action like averaging underperforming names and holding steady on strong performers.

Focus: Symphony Ltd – Averaging Opportunity

With Symphony Ltd currently down by over 20% from purchase price (₹1,135 to ₹903.00), averaging the stock could be a prudent strategy given:

• Sector Tailwinds: Demand for energy-efficient cooling solutions remains strong, and Symphony’s innovation pipeline supports growth.

• Valuation Appeal: Recent correction improves entry price, potentially enhancing future returns as business recovers.

• Market Sentiment: Temporary headwinds appear to be value-inhibiting rather than fundamental, making it a candidate for averaging to reduce cost basis.

Stock	Date	Exit Date	Avg Price	Current Price	Profit/Loss %
BSE	10-Oct-2025		₹2,379.90	₹2,473.80	3.95%
KARURVYSYA	10-Oct-2025		₹226.40	₹242.40	7.07%
DODLA	5-Sep-2025		₹1,460.50	₹1,305.00	-10.65%
CHAMBLFERT	22-Aug-2025		₹561.00	₹487.70	-13.07%
THANGAMAYL	2-Aug-2025		₹1,904.10	₹2,043.30	7.31%
MARKSANS	6-Jul-2025		₹214.00	₹176.40	-17.57%
SCHNEIDER	20-Jun-2025		₹759.00	₹840.05	10.68%
VEDL	6-Jun-2025		₹446.40	₹494.40	10.75%
TARIL	30-May-2025		₹522.40	₹481.20	-7.89%
CMSINFO	24-May-2025		₹482.00	₹374.30	-22.34%
USHAMART	24-May-2025		₹325.00	₹448.20	37.91%
ALIVUS	16-May-2025		₹1,028.84	₹923.00	-10.29%
MOTILALOFS	18-Apr-2025		₹652.30	₹1,036.50	58.90%
BASF	11-Apr-2025		₹4,503.00	₹4,490.40	-0.28%
SYMPHONY	11-Apr-2025		₹1,007.40	₹903.00	-10.36%
NSE:TCI	11-Apr-2025		₹1,089.00	₹1,188.00	9.09%
BBTC	4-Apr-2025		₹1,770.00	₹2,074.00	17.18%
TIMETECHNO	30-Mar-2025		₹210.65	₹213.40	1.31%
GRAVITA	30-Mar-2025		₹1,823.00	₹1,682.00	-7.73%

Portfolio Highlights

• Strong Performers: MOTILALOFS (+58.90%), USHAMART (+37.91%), BBTC (+17.18%), SCHNEIDER (+10.68%), and VEDL (+10.75%) are leading gains, driven by solid sectoral dynamics and company fundamentals.

• Moderate Gains: BSE, KARURVYSYA, THANGAMAYL, and NSE:TCI show steady growth between 3-9%, contributing positively to portfolio stability.

• Underperformers: MARKSANS (-17.57%), CMSINFO (-22.34%), CHAMBLFERT (-13.07%), SYMPHONY (-10.36%), and DODLA (-10.65%) have seen notable declines, highlighting potential averaging opportunities or re-evaluation triggers.

Strategic Takeaways

• Diversification Benefits: Gains in high-performing stocks cushion the impact from corrections elsewhere.

• Active Monitoring: Stocks with double-digit losses such as CMSINFO and MARKSANS require ongoing review for news or structural changes.

• Averaging Underperformers: Tactical averaging in fundamentally sound underperforming stocks like Symphony and Marksans can improve portfolio metrics over time.

Conclusion

As of October 24, 2025, the portfolio presents a healthy mix of growth and opportunities. The decision to average Symphony Ltd aligns with value-investing principles in volatile markets. Continued vigilance, timely adjustments, and thematic awareness will help navigate near-term fluctuations while aiming for long-term wealth creation.