Tactical move in portfolio!

In the past financial year, certain sectors/themes such as PSUs, Automobiles, Capital Goods, Telecom and Pharmaceuticals performed very well while Financials, Consumer Stocks, Commodities, etc., underperformed. In the current volatile global scenario, it may be prudent to book profits from some of these sectors which have got a disproportionate allocation in the portfolio now and reallocate funds to sectors like financials & large caps as a tactical move in the portfolio.