2008 Summary

This is the distribution of my Top 12 holdings across sectors on a cost basis. I intend to continue to increase my Agro, Power and Oil & Gas holdings. Little concerned that BFSI is now almost 25% of my holdings, need to do something

Note - This is a more correct representation of the sectors I hold. What I have done is to drill down into the sector-wise holdings of the mutual funds I own, and accordingly adjusted my overall sector holdings.