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ā¢ Kotak Institutional Equities has made changes to its concentrated All-Season portfolio, replacing Coal India and NTPC with Larsen & Toubro and ITC.
ā¢ The portfolio comprises 5 Nifty stocks, including Nestle India, Tata Consultancy Services, and Bajaj Auto.
ā¢ The All-Season portfolio has given 97.4% returns since its inception in February 2023, with annualized returns at 20.3%.