What is also important is what is RD's weight on this stock..He has not disclosed that.. What makes a difference to your portfolio is the weight of a stock in your portfolio.
If i have 60%(high) confidence on a stock being a 30% compounder. I would give it a very high weight ( 20-30%). If you have 5-6 such stocks you are set ... its a waste of time and energy to keep the rest.
If you find another good stock you should see if it is a good candidate to replace any of the stocks you hold.

It is not available in public domain and he will not disclose that unless required by SEBI.