How To See Portfolio Of Big Investors – Superstar Portfolio!

How To See Portfolio Of Big Investors – Superstar Portfolio!

Discovering How To See Portfolio Of Big Investors: Be it investing, cricket, movies, or Formula One, we all have idols and heroes that we worship. They’re maestros in their field and make it look easy for the entire world.

Within the investing community, a handful of super-rich and successful investors stand out from the crowd. Due to their impressive portfolio, successful track record, and ridiculously high net worth, many investors look up to their strategy to mimic their movements.

Keeping that in mind, you might have asked yourself – How To See Portfolio Of Big Investors? Retail investors can truly learn the movements and investing mindset of these big investors by understanding where and why they pick companies for their portfolios. 

Side Note –

Big Investors have a higher risk appetite than retail investors. Additionally, their investment strategy is completely different from what regular investors follow, so mimicking their portfolio might not give the exact same results.

Furthermore, the movement of big investors is only revealed once a quarter when companies release shareholding pattern data, along with their quarterly results. Be wary when following big investors for your personal investment portfolio. 

Who Are The Big Investors?

While there isn’t a fixed definition for “Big Investors”, it usually refers to ace investors such as the late Rakesh Jhunjhunwala, Vijay Kedia, and Dolly Khanna, who have amassed impressive portfolios over the years.

These investors have a comparably huge stake when seen from a retail investor point of view. 

How To See Portfolio Of Big Investors 

1. Stock Screeners

How To See Portfolio Of Big Investors

The quickest and easiest way to track the portfolio of big investors is using a stock screener such as Trade Brains Portal. The best part is that this feature is completely free and you get the latest updates on the shareholding movements of all your favorite investors at one site. 

After signing up for free, all you need to do is select the Features tab and click on SuperStar Portfolio. Here, you can find the shareholding pattern of all the top investors in India, including R.K. Damani, Ashish Kacholia, Mohnish Pabrai, and Porinju Veliyath. 

Sign Up For Trade Brains Portal for FREE here.

2. Company Shareholding Pattern

Companies are liable to disclose the names of the investors who hold more than 1% of the total shares in the company. If you have a specific company in mind, you can view its shareholding pattern, which reveals holdings of promoters, FIIs, DIIs, and the public. 

A good example of this would be Titan Company, which is Rakesh Jhunjhunwala’s biggest investment. A closer look at their shareholding pattern reveals the exact percentage stake held by him.

This data is available on multiple sources such as the company’s website, NSE and BSE’s website, and popular stock screeners such as Moneycontrol.

Also Read: Porinju Veliyath Portfolio Analysis – The Czar of Small Cap!

3. Bulk/Block Deals

On a daily basis, the websites of NSE and BSE are updated with the latest bulk and block deals. A block deal is one where either 5 lakh shares are transacted or the total investment amount worth ₹5 crores is executed. 

A bulk deal is when the total quantity of shares that are bought/sold is greater than 0.5% of the total number of shares of the company. These deals reveal the movements of big players in the markets. 

What Is The Best Portfolio Tracking App?

With a Playstore rating of 4.7+, Trade Brains Portal is one of the best stock screener and portfolio tracking apps. It has multiple features, most of which are free. Apart from Portfolio Tracking, the app also has Stocks Compare, Screener, and Buckets, to name a few.

Find the BSE Bulk/Block Deal Link here.

In Closing

There you have it – The quickest and simplest ways to see portfolios of big investors. Keeping these tools handy to track ace investor portfolios can go a long way in saving time and effort. Thank you for reading our article on How To See Portfolio Of Big Investors and as always – Happy Investing.

Tags: Where to see what investors are buying?, How do I track an investor?, Who holds the largest stock portfolio?, How do you find a company’s portfolio?, Portfolio of top investors in India 2022, How to check big investors portfolio in India, Top investors portfolio, Top investors in India portfolio, Portfolio of top 10 investors in India, How To See Portfolio Of Big Investors, What Is The Best Portfolio Tracking App?,What Is The Best Portfolio Tracking App?

What Is Portfolio In Share Market? – Definition and Importance!

What Is Portfolio In Share Market? – Definition and Importance!

What Is Portfolio In Share Market: Around investor circles,  people often ask each other, “How does your portfolio look today?” and “Is your portfolio in red or green?”. To an outsider, it does make one wonder exactly what the term portfolio means and why it is used among investors so frequently.

This blog post will give you a brief understanding of what a portfolio in the share market is. So scroll down and find out!

What Is Portfolio In Share Market?

Put simply, a portfolio is a collection of an investor’s total assets. It could include financial assets such as stocks and bonds as well as other valuables such as gold and real estate.

The combined net worth of an individual tied up into these assets tells us their net worth.

Also known as a financial portfolio, it is the basket of investments that you as an investor own. Let’s assume that you own stocks, bonds, and cash, which are all a part of your total investment.

The complete collection of these assets is called a portfolio. By definition, a portfolio is a collection of securities and investments that an investor possesses.

These could be stocks, bonds, cash, cash equivalents, and commodities. Now that you’ve read about what is portfolio in share market, let’s understand it with an example, of how it works!

What Is A Portfolio In Simple Words?

Let’s understand a portfolio through a simple representation. Imagine one entire portfolio as a complete cake. Each slice of the cake represents an asset, which ranges from stocks to cash. 

In the representation shown below, the sample portfolio shows that of the total investment, 60% has been invested in the equity segment, 20% in bonds, and 20% is held in the form of cash.

What Is Portfolio In Share Market

Components of a portfolio

The major components of a financial portfolio are –

  1. Stocks

Stocks represent the holdings in publicly listed companies, irrespective of the size of the companies. The percentage of stocks in a portfolio depends on the number of shares held and the market price of each share.

Shareholders are eligible for dividends from these stocks as well. Based on the companies held, they carry a moderate to a high amount of risk.

Investors earn revenue from stocks either through dividends or capital gains when the share price climbs higher than the purchase price of the investor. 

  1. Bonds

Bonds are fixed-income securities that carry a relatively lower risk than stocks are pay out a fixed interest rate year on year, till the maturity of the bond. Upon maturity, investors receive their initial investment or principal, along with interest. 

  1. Alternative Investments

Alternative investments are options beyond stocks and bonds that carry a varied amount of risk. They can be gold, real estate, commodities, and cryptocurrency.

Types Of Portfolio

An interesting aspect of portfolios is that you can create your own portfolio, as per your investment goals, time duration, and risk tolerance. 

The types of portfolios are listed below –

  1. Income Portfolio

An income-based portfolio is focused on one important feature –

To generate regular income from your investments. A perfect example of this is investing in dividend-based stocks so that your stocks regularly pay you a return on your holdings. 

  1. Value Portfolio

Here, the gain lies in researching and owning stocks of companies that are undervalued or trading below their fair market value. 

When such stocks correct themselves and rise to their fair value, investors gain substantially. 

  1. Growth Portfolio

Having a growth portfolio involves investing in companies that are in their “growth” phase, meaning that the company is rapidly expanding and its business is growing quite well. However, this kind of portfolio carries a high risk-reward ratio so tread lightly. 

  1. Defensive Portfolio

Markets are volatile and so are world economies. In times of high inflation and retrogressive growth, there are only a handful of companies that can manage to stay afloat. A defensive portfolio is prepared for that purpose alone – to defend your investments against bad market downturns. 

Managing A Portfolio

As mentioned above, investors can manage their own portfolios. This is a skill that is acquired through practice and studying the fundamentals of a company over time. 

Generally, a financial portfolio is a combination of securities such as stocks and bonds but it can also include other investments such as gold and real estate.

Why Portfolio Management Is Important?

If you plan it right, portfolio management can help you prepare for any financial hurdles you may face in the future, as well as achieve your goals quicker. The bulletin points below state why portfolio management is important and why you should manage your finances –

  • It mitigates risk from chance investing
  • Improves the likelihood of generating profits
  • Develop strategies that work in different market conditions
  • Quicker rebalancing based on the financial condition.

A good portfolio depends on regular rebalancing and a mix of securities that are fundamentally strong. It varies from person to person due to differences in goals, timeline, and tolerance for risk. 

Also Read: What are Portfolio Rebalancing Strategies? Different ways to Rebalance your Portfolio!

In Closing

We have reached the end of this informative blog on ‘’What Is Portfolio In Share Market?’’ To learn more about the world of investing, visit our blog section and if you’re interested in going the extra mile, then sign up for our courses! Happy Investing!

Tags: What Is Portfolio In Share Market, What is a portfolio give an example?, What are share portfolios?, What is a good stock portfolio?, How can I create a share market portfolio?, How to create a portfolio in share market?, Types of Portfolio Investment, What is portfolio investment, Portfolio of a person meaning, Types of portfolio

Rakesh Jhunjhunwala Portfolio Analysis – The Stock Market Midas!

Rakesh Jhunjhunwala Portfolio Analysis – The Stock Market Midas!

Glance at Rakesh Jhunjhunwala Portfolio Analysis: Famously dubbed “Midas of the Indian Stock Market”, Rakesh Jhunjhunwala has gained a strong reputation for his investments in quite a few multibagger stocks.

A Chartered Accountant by profession, he began his investment career with a capital of just Rupees 5000. Today he is one of the biggest investors in the country with a net worth of $5.5 billion dollars. Apart from investing, he also has a keen interest in Bollywood, having produced several films himself. 

He began his investment career in Mumbai and now has one of the most valuable portfolios in India. Together with his wife, he incorporated an investment company – Rare Investments in 2003. 

Aside from his investments, the investor has also backed a new low-cost airline – Akasa Air that is awaiting launch and operations in India. So what does the star investor’s portfolio look like? 

Rakesh Jhunjhunwala Portfolio Analysis & His Latest Holdings

Today we’re going to take a closer look at Rakesh Jhunjhunwala portfolio analysis, keep reading to find out more.

Stocks HeldValueNo. Of Shares Held
Titan9,822.6 Cr44,850,970
Star Health Insurance6,589.3 Cr100,753,935
Metro Brands2,056.9 Cr39,153,600
Tata Motors1,664.0 Cr39,250,000
Crisil1,473.9 Cr4,000,000
Fortis Healthcare768.6 Cr31,950,000
Canara Bank721.6 Cr35,597,400
The Indian Hotels Company697.9 Cr30,016,965
Federal Bank658.0 Cr75,721,060
NCC Ltd.499.8 Cr78,333,266
Delta Corp Ltd484 Cr20,000,000
Jubilant Pharmova452.0 Cr10,770,000
Nazara Technologies417.2 Cr3,294,310
Rallis India397.1 Cr19,068,320
Jubilant Ingrevia345.9 Cr7,520,000
Tata Communications311.5 Cr3,075,687
Aptech Ltd277.1 Cr9,668,840
National Aluminium Company Ltd245.1 Cr25,000,000
Agro Tech Foods164.4 Cr2,003,259
Karur Vysya Bank Ltd157.1 Cr35,983,516
Va Tech Wabag Ltd.125.0 Cr5,000,000
Geojit Financial Services98.8 Cr18,037,500
Edelweiss Financial Services Ltd.87.3 Cr15,125,000
TV18 Broadcast Ltd.84.7 Cr20,000,000
Wockhardt Ltd.77.7 Cr3,000,005
Indiabulls Housing Finance Ltd.73.5 Cr6,000,000
Dishman Carbogen Amcis Ltd.62.7 Cr62.7 Cr5,000,000
Anant Raj Ltd.56.6 Cr10,000,000
Man Infraconstruction Ltd.42.6 Cr4,500,000
D B Realty Ltd.34.4 Cr5,000,000
Orient Cement Ltd.30.0 Cr2,500,000
Bilcare Ltd.14.5 Cr1,997,925
Autoline Industries Ltd.10.7 Cr1,751,233
Prozone Intu Properties Ltd.7.5 Cr3,150,000

Source – Trendlyne

Rakesh Jhunjhunwala Portfolio Analysis Chart

1. Titan Ltd. – 9,822.6 Cr

Titan is a major player in the accessories and jewelry business. A subsidiary of the Tata Group, the company has expanded over the years through different brands such as Tanishq (Jewellery) Fastrack (Watches and accessories), and Skinn (Perfumes and Fragrances). 

Titan is presently the largest investment in Rakesh Jhunjhunwala portfolio analysis, with a net worth of close to 10,000 crores. He holds a 5.1% stake in the Tata subsidiary. Rakesh and his wife Rekha Jhunjhunwala had invested in the company in the year 2002-03.

At the time of purchase, the share price of Titan was estimated to be at Rupees 30-35. Currently, the stock is trading at Rupees 2,170, which is over a 7200% jump in value. The Big Bull investor has kept his holding steady at an average of 5% over the last few quarters of 2021. 

2. Star Health and Allied Insurance Company Ltd. – 6,589.3 Cr

They are a health insurance company and are one of the largest in India presently. The ace investor and his wife had initially held out a 17.5% stake in the health insurer in the quarter ending Dec 2021 and had held onto his stake without any change as of March 2022.

Since the company’s IPO, his entire stake is currently valued at over 6500 crores. This is a 6 fold increase from the investor’s initial investment of 1287 crores between 2019 and 2021. The company went public in December 2021 at an issue price of Rs 906.

ALSO, READ RK Damani Portfolio Analysis – Rakesh Jhunjhunwala’s Guru!

3. Metro Brands – 2,056.9 Cr

Metro is a footwear company that sells shoes, bags, belts, and accessories. 

The Jhunjhunwala-backed company operates over 630 stores across 140 cities in India. With a 14% stake in the company, the bullish investor recently invested in the footwear company. As of December 2021, he has held a 14.4% equity stake in the company and that number has remained unchanged. 

4. Tata Motors – 1,664.0 Cr

The Indian Car and Truck Manufacturer is slowly growing to be an established name in the automobile sector. They already have an 85% market share in the EV segment in India. With consistent growth and a recent rebranding, the company is likely to take on other major car manufacturers.

Rakesh Jhunjhunwala invested in Tata Motors in the quarter ending September 2020. He holds an equity stake of 1.2% in the company (March 2022).  The investor increased his stake from 1.1% in September 2021. 

5. Crisil – 1,473.9 Cr

CRISIL is a subsidiary of S&P Global, an analytics company. Incorporated in 1987, it was the first credit rating agency in India. The ace investor and his wife hold a combined 5.5% stake in the company which is worth over 1,400 crores presently. Over the recent quarters, his holdings have stayed unchanged. The share price has rallied to over 3600 rupees over the past year. 

6. Fortis Healthcare – 768.6 Cr

The Ace Investor has slowly increased its holdings in the healthcare company over time. He currently holds a 4.23% stake in the hospice company (March 2022) as compared to 2.65% during the period ending March 2020.  However, Rakesh Jhunjhunwala offloaded 400,000 shares in 2021 (June). Since then, he has held onto his stake in the company as per the latest data. 

7. Canara Bank – 721.6 Cr

The ace investor holds a minor stake in the state-operated bank. He recently bought a 1.6% equity stake at the quarter-end of September 2021. Since then, he has increased his holdings by 0.4%. As of March 2022, he holds over 35,597,400 shares in the bank. Canara bank is the third largest nationalized bank in India. 

8. The Indian Hotels Company – 697.9 Cr

IHCL is a subsidiary of the Tata Group, Under the Indian Hotels brand, they own and operate over 200 hotels domestically and internationally.  The ace investor holds a 2.1% stake or 30,016,965 shares in the hotel company as of March 2022. He has doubled his stake from 1.1% in the quarter ending September 2020 to 2.1%. 

9. Federal Bank – 658.0 Cr

Federal bank is the 2nd bank stock in Rakesh Jhunjhunwala’s portfolio. He and his wife hold a 3.7% stake worth 658 Crores in the privatized bank. Previously his stake in the company was 2.8% according to the quarter ending June 2021. He has gradually increased his holdings over the last year.

10. NCC Ltd. – 499.8 Cr

Nagarjuna Construction Company is an urban construction and development company. The NCC Group has two subsidiary companies – NCC Infra and NCC Urban. Each one focuses on the development of long-term infrastructure projects, both government and private. 

Rakesh Jhunjhunwala has a 12.8% stake in the company, amounting to almost 500 crores and 78,333,266 shares. He previously owned a 12.1% stake in the company as of September 2020 and 11.5% in June 2020, indicating that the investor is looking toward the long-term capital gains from his investment. And with this stock, our post on Rakesh Jhunjhunwala Portfolio Analysis comes to an end.

In Closing

That’s it for this piece on Rakesh Jhunjhunwala Portfolio Analysis. If you have any thoughts about this blog then do leave a comment below and as always, Happy Investing!

Tags: Can I know Rakesh Jhunjhunwala portfolio?, How many stocks in Rakesh Jhunjhunwala portfolio?, rakesh jhunjhunwala mutual fund, Rakesh Jhunjhunwala net worth, Rakesh Jhunjhunwala portfolio 2022, rakesh jhunjhunwala portfolio analysis, Rakesh Jhunjhunwala portfolio Penny stocks, Rakesh jhunjhunwala stocks in market, Rekha Jhunjhunwala portfolio, What is Rakesh Jhunjhunwala current portfolio?, What Rakesh Jhunjhunwala is buying?, What is the current value of Rakesh Jhunjhunwala portfolio?, rakesh jhunjhunwala blog, How many stocks does Rakesh Jhunjhunwala have in his portfolio?, In which company Rakesh Jhunjhunwala invested recently?, What is Rakesh Jhunjhunwala CAGR?

Dolly Khanna Portfolio Analysis 2022 – The Small Cap Prophet Investor!

Dolly Khanna Portfolio Analysis 2022 – The Small Cap Prophet Investor!

Glance at Dolly Khanna Portfolio Analysis 2022: Around two years ago, Dolly Khanna’s net worth stood at Rs.18 cr. This is based on the public listed stocks she owned at the time. Today Dolly Khanna’s net worth has increased by 32 times to a whopping Rs. 580 crores! 

Dolly Khanna Portfolio, managed by her husband Rajeev Khanna, has a reputation for providing multi-bagger returns consistently. The investor couple began investing as early as 1995 and have been early investors in some multi-bagger companies in the past as well. She runs her blog as well – Dolly Khanna blog ‘Best Stock Picks from Dolly Khanna‘.

A unique feature about Dolly Khanna portfolio is that, unlike most investors, she has holdings in companies that are unheard of. So what is this Chennai-based investor holding today? Keep Reading to find out the latest additions, sales, and shareholding patterns of the ace investor.

Dolly Khanna Portfolio Analysis & Her Latest Holdings

Today we’re going to take an insightful look at the top 10 stocks in Dolly Khanna’s portfolio (March 2022). 

Chart

Source Trendlyne

StockHolding Value ( In Crores)No. Of Shares
Polyplex Corporation Ltd.96.6409,070
Sharda Cropchem Ltd871,243,710
Rain Industries55.53,430,925
Sandur Manganese & Iron Ores Ltd.53.8137,608
KCP Ltd.51.24,771,855
Butterfly Gandhimathi Appliances Ltd.45.3320,292
Nitin Spinners Ltd.23.4993,016
Mangalore Chemicals & Fertilisers Ltd18.21,963,104
Rama Phosphates17.7452,987
Nahar Spinning Mills Ltd17.5381,973

1. Polyplex Corporation

Polyplex Corporation is the first stock on our list of Dolly Khanna Portfolio Analysis. Polyplex is a PET film manufacturer based out of the foothills of the Himalayas. They have 5 major plants in India, the USA, Turkey, Indonesia, and Thailand.  Dolly Khanna recently bought a 1% stake in the company as per shareholding data at the quarter end of June 2021. The shares of the company have since doubled in value to 2,300 rupees.

Recent data shows that she has increased her holding in the company to 1.3% or 409,070 shares. As per the current market price, her stake is valued at 96 crores, making it the most valuable part of Dolly Khanna portfolio.

2. Sharda Cropchem Ltd.

Sharda Cropchem is one of the most recent additions to Dolly Khanna’s portfolio. It is a chemical company that manufactures agrochemicals and industrial chemicals. Besides chemicals, they also sell conveyor belts used in mining factories and steel plants.

The stock price of the company has doubled in the past year from Rs. 355 to the current market price of 708 rupees per share. Her holding of 1.24 million shares is worth around 87 crores currently. The investor added this stock in the quarter ending March 2022 and owns a 1.4% stake in the company.  

Quick Read: Is Swiggy Listed In Stock Market? Funding, IPO, and Acquisitions!

3. Rain Industries

Rain Industries Ltd is one of the largest manufacturers of petroleum coke and coal tar in the world.  They have production facilities in India, Russia, Belgium, and the United States for their petroleum coke and coal tar.  Rain Cement, a wholly-owned subsidiary, operates in South India for cement production and distribution.  

Rain Industries represents one of the few companies where Dolly Khanna has reduced her stake. Previously she held a stake of 1.15% in December 2021. The latest data shows that she has sold about 33,000 shares or a 0.13% stake. The share price has been consistently dipping in the market over the past year, reaching almost its yearly low price. 

4. Sandur Manganese & Iron Ores Ltd.

Based in Sandur Hills in Karnataka, the mining company dates its history as far back as 1907. Their business operations primarily focus on mining low-grade manganese ore. 

Sandur Manganese is one of the recent additions to Dolly Khanna’s portfolio, adding a 1.5% equity stake worth 54 crores. The share price of the Karnataka-based mining company has seen an upward trend over the past year. She owns 137,000 shares in the company as of the quarter ending March 2022. 

5. KCP Ltd.

KCP ltd is a heavy engineering and commodities company with a market capitalization of 1396 crores. They began operations as a sugar factory in 1941 and have diversified into cement, hospitality, power, and heavy engineering. 

From the quarter ending September 2020 to June 2021, Dolly Khanna’s holdings pattern shows a consistent buying pattern. She gradually increased her stake from 2.4% to 4.3%, almost doubling her stake in the engineering company.

Since then, analysis shows that she has been on a selling trend, reducing a 0.2% stake every quarter till March 2022. The share price has been on a downward slope, almost reaching its all-year low recently.

6. Butterfly Gandhimathi Appliances Ltd.

The butterfly is a kitchen appliance company based in Coimbatore. Dolly Khanna first bought a stake in the company in the quarter ending December 2020. Her first investment was a 1.5% stake in a steel appliance manufacturer. 

For the quarters ending June 2021 and September 2021, the ace investor regularly sold 20 basis points or 0.2 percent stake in the company, before increasing it to 1.8% as of March 2022. Total investment in the company is valued at around 45 crores, for 320,292 shares or a 1.8% equity stake.

7. Nitin Spinners Ltd.

Nitin Spinners is a cotton manufacturer that produces end-to-end products. They convert raw materials ( Cotton and Yarn) to finished fabrics. Dolly Khanna bought a stake in the company in the quarter ending June 2021. She bought a 1.2% stake in the company.

That has now increased to 1.8%, worth about 23 crores today. Every quarter of the past year, the shareholding pattern shows that the investor has been consistently buying shares in the yarn mill company. In total, she currently holds about 993, 016 shares. 

8. Mangalore Chemicals & Fertilizers Ltd.

Mangalore Chemicals is the largest fertilizer manufacturer in the state of Karnataka, India. Their corporate headquarters is located in Bangalore and the manufacturing plant is based out of Panambur, Mangalore.

The company consists of one of the more recent additions to Dolly Khanna’s portfolio. With a market capitalization of just above 1100 crores, it is one of the small-cap companies with potential. The ace investor owns a 1.7% stake worth 17.5 crores. This is an increase of 20 basis points from the previous quarter ending December 2021. 

9. Rama Phosphates

Another fertilizer manufacturing company in Dolly Khanna portfolio, Rama phosphates is a sulfate fertilizer company listed on the Bombay Stock Exchange (BSE). The latest Trendline data shows that the ace investor initially bought a 1.8 % stake in the quarter ending June 2021.  Since then, she has been increasing her stake every consecutive quarter, bringing it to a total of 2.6% or 452,987 shares. 

10. Nahar Spinning Mills Ltd.

Nahar is one of the latest additions to Dolly Khanna’s portfolio. It is a yarn spinning company with a market capitalization of 1,579 crores.  Their products range from cardigans and pullovers to denim and shirts. For about 380,000 shares, she owns a 1.1% equity stake worth 16.9 crores, as of the quarter ending March 2022, Consequently, this concludes our discussion on Dolly Khanna Portfolio Analysis.

Quick Read: RK Damani Portfolio Analysis – Rakesh Jhunjhunwala’s Guru!

In Closing

That’s all for the article on Dolly Khanna portfolio analysis. If you liked this article, then do check out our Blog Section for similar content and other SuperStar Portfolio analysis. 

This might be an excellent time for investors to enter the market. However, investors with little knowledge can take courses on FinGrad to make the right investment strategy. Happy Investing!

Tags: Dolly Khanna blog, Dolly Khanna investor photo, Dolly Khanna latest pick, Dolly Khanna Portfolio, Dolly Khanna Portfolio 2022, Dolly Khanna Portfolio Analysis, Dolly Khanna share, Dolly Khanna Story, Dolly Rajeev Khanna Portfolio, How do I know if my Dolly Khanna portfolio?, Latest Dolly Khanna shareholdings and portfolio, What is Dolly Khanna buying?, What is Dolly Khanna portfolio?, What is Dolly Khanna worth?, What is Dolly Khanna?, What is the net worth of Dolly Khanna?, Who is Dolly Khanna investor?, dolly khanna blogspot, Dolly Khanna holdings, Dolly Khanna net worth, dolly khanna blog 2022, Dolly Khanna Portfolio Analysis 2022, Dolly Khanna latest portfolio, dolly khanna latest pick 2022, dollykhanna blog, Who is the best investors in India?, Who is Sangeetha S investor?

Porinju Veliyath Portfolio Analysis – The Czar of Small Cap!

Porinju Veliyath Portfolio Analysis – The Czar of Small Cap!

Porinju Veliyath Portfolio Analysis: The key to making a multi-bagger investment is – Search and find the diamond in the rough. That is the investing strategy of smallcap superstar investor, Porinju Veliyath, and his firm, Equity Intelligence India. If you are looking for small-cap stocks selected by one of India’s best investors, keep reading!

Porinju Veliyath is an investor and investment firm founder. His career started when he worked as a floor trader for Kotak Securities in 1990. After 4 years, he moved to Parag Parikh Securities in 1994 to work as a research analyst and fund manager. 

He founded Equity Intelligence India in 2002 to promote value investing. Through his firm, he manages portfolios for clients and himself.

Like every Superstar investor, Porinju recognizes fundamentally sound and undervalued stocks and makes his investment decisions. He is an avid believer in value investing and actively interacts with the public through his Twitter handle @porinju.  Without taking up more time and space, let’s get into Porinju Veliyath Portfolio Analysis.

Porinju Veliyath Portfolio Analysis

Porinju Veliyath Portfolio Analysis Chart
CompanyStakeNo. Of SharesPercentage ChangeValue ( Rupees in Crores)
Orient Bell Ltd.4.90%704,51244.6
RPSG Ventures1.70%460,00026.2
Gati1.00%1,250,00017.4
Shalimar Paints1.60%1,120,000-0.70%16.2
Thejo Engineering1.40%147,600NEW14.3
Kaya1.50%200,0000.20%6.4
Swelect Energy Systems1.10%170,0006.2
HPL Electric & Power1.30%810,0005.3
Cupid1.30%170,0004
Taneja Aerospace & Aviation1.20%300,0000.10%3.7
Praxis Home Retail1.10%800,0053.4
Aurum Proptech1.10%300,0002.8
McDowell Holdings3.00%420,0000.50%2.6
chart

1. Orient Bell 

Orient Bell is a ceramic and tile manufacturer headquartered in Delhi. They currently have over 40 types of tiles for almost every purpose from parking spaces to traffic junctions. At number one on the list, it represents the most valuable holding in Porinju Veliyath portfolio analysis.

He owns 4.9% equity (March 2022)  of the Tiles Manufacturer which is worth over Rs.44 crores. As of March 2021, he held only a 3.9% stake in the company, indicating that he has increased his holdings recently. The share price has risen by 83.8% YTD.

chart

2. RPSG Ventures

RPSG is the flagship company of RP-Sanjiv Goenka Group. They are responsible for the generation and distribution of electricity in the area of Kolkata and Howrah in West Bengal. The company was incorporated in 2017 as a subsidiary of CESC Ventures. 

Shareholding history shows that Porinju Veliyath via Equity Intelligence owns a 1.73% stake in the IT and Power supply company. He last increased his stake in the quarter ending June 2020 from 1.3% to 1.73% presently. Recently that stake has been mostly unchanged. 

3. Gati

Founded in 1989, Gati is a logistics company headquartered in Hyderabad, Telangana. They also operate along the lines of air express delivery, supply chain, and warehousing. In 2020, the company was acquired by Allcargo Logistics Ltd. 

Small-cap investor Porinju owns a 1.0% stake in Gati, which is worth Rs. 17.4 crores. Shareholding data shows that he bought a stake in the supply chain company somewhere in the quarter ending September 2020. 

His stake has remained unchanged since then as per the latest data. 

4. Shalimar Paints

Shalimar is a paints manufacturer founded in the year 1902. Their products are mainly paints and industrial coatings. Their products are used to coat renowned structures such as the Howrah bridge and Rashtrapati Bhavan. 

Between quarters ending June 2021 and March 2022, The small-cap czar has offloaded 0.6% or 80,000 shares of the company, bringing his stake down to 1.6% overall. 

5. The Engineering

Headquartered in Chennai, Thejo Engineering is a conveyor belt splicing company. It was founded in 1974 as a partnership between K J Joseph and Thomas John. They have 5 manufacturing facilities and one R&D Centre. 

The latest data shows that Thejo represents one of the latest entries to Porinju’s portfolio. He owns a 1.4% stake worth over Rs. 14 crores for 147,600 shares.

6. Kaya

Kaya is a subsidiary of Marico Group. The company is a retail clinic franchise that operates 94 clinics in India and 24 in the Middle East. Their business model focuses on skincare, body care, and hair treatment. Apart from their services, they also have a range of self-care products as well.

As of March 2022, Porinju owns a 1.5% stake in the skincare company, up from 1.3% in December 2021. His stake of 200,000 shares is worth Rs. 6.4 crores.

7. Select Energy Systems

Select is a solar power company that has diversified into other engineering divisions such as steel castings. They manufacture their solar panels end to end and have made over 10,000 installations so far. 

Select Energy also represents one of the new additions to Porinju Veliyath’s portfolio. He bought a 1.1% stake worth Rs.6.2 crores in the quarter ending September 2021. His holding in the green energy company has remained the same so far. 

8. HPL Electric & Power

HPL is a manufacturer of electrical equipment such as meter switches, LED lights, wiring, and cables. They also provide solar solutions and have 7 manufacturing facilities. The company began as a joint venture with a french company Socomec.

They went public in 2016 and are now a part of Veliyath’s portfolio. Data from Trendline reveals that the ace investor has reduced his stake between March 2021 and March 2022. He held a 1.7% stake in the company which has now been reduced to 1.3% currently. As a result, this stock is ranked last on Porinju Veliyath Portfolio Analysis.

Also Read: Rakesh Jhunjhunwala Portfolio Analysis – The Stock Market Midas!

In Closing

Through his portfolio and his investment firm, Porinju Veliyath has displayed the key factors of value investing. His firm, Equity Intelligence India was set up to promote value investing over speculating.

That is all for the article on Porinju Veliyath Portfolio Analysis, Let us know your thoughts in the comment section below. To get a deeper look into SuperStar Portfolios like Porinju, do check out – https://portal.tradebrains.in/superstars/. Happy Investing!

Tags: How is Porinju Veliyath?, How rich is Porinju Veliyath?, Latest Porinju V Veliyath shareholdings, Porinju Veliyath company, Porinju Veliyath farm, Porinju Veliyath latest portfolio 2022, Porinju Veliyath loss, Porinju Veliyath net worth, Porinju Veliyath Net worth 2022, Porinju Veliyath penny stocks, Porinju Veliyath Portfolio Analysis, Porinju Veliyath portfolio performance, Porinju Veliyath stock Recommendations, What is Porinju buying?, When did Porinju Veliyath start investing?, porinju veliyath portfolio 2022, porinju veliyath holdings, porinju veliyath portfolio latest, portfolio of porinju veliyath, porinju veliyath portfolio 2021

Vijay Kedia Portfolio Analysis – Find Out What Future Multibaggers He Holds!

Vijay Kedia Portfolio Analysis – Find Out What Future Multibaggers He Holds!

Glance at Vijay Kedia Portfolio Analysis: Here is a story of an investor who started trading at the young age of 19. His strategy of SMILE – Small in size, Medium in experience, Large in aspiration, and Extra-large in market potential has led him to reap the benefits of multi-bagger investments. 

Some of those stocks were Atul Auto, Punjab Tractors, Aegis Logistics, and Cera Sanitaryware. Vijay Kedia came from a family of stockbrokers. Born in Kolkata, he took over the family business of stockbroking after the passing of his father.

Vijay Kedia Portfolio Analysis

After some time, he decided to venture out on his own and begin stock trading so he relocated to the city of Mumbai in 1989.  His first big win was investing rupees 35,000 in Punjab Tractors.

After a short span of three years, he earned 1.5 lakhs from the stock.  Kedia is known for spotting undervalued stocks that have been overlooked and turning them over for a multifold profit.

To get a better idea of this rags-to-riches Investor, we’re going to take a closer look at Vijay Kedia Portfolio Analysis as of March 2022.

Vijay Kedia Portfolio Analysis & His Latest Holdings

Vijay Kedia has a net worth of 445 crores spread across 15 different stocks. His most valuable holding is Vaibhav Global Ltd.

Company NameHolding Value ( In Crores)No of SharesStake Percentage
Vaibhav Global Ltd.123.83,045,0001.90%
Cera Sanitaryware51.5130,5071.00%
Mahindra Holidays and Resorts India Ltd.492,040,0001.00%
Sudarshan Chemical Industries Ltd.48.11,000,0001.40%
Repro India Ltd.34.2901,4917.10%
Elecon Engineering Company25.91,339,7131.20%
Affordable Robotic and Automation22.21,440,00014.20%
Ramco Systems18.8725,0002.40%
Heritage Foods15.2525,0001.10%
Neuland Laboratories13.5130,0001.00%
Innovators Facade Systems12.62,010,63210.70%
Talbros Automotive Components12280,0002.30%
Atul Auto5.6321,5121.50%
Lykis5.41,807,9119.30%
Panasonic Energy India Company2.593,0041.20%

Source – Trendlyne

1. Vaibhav Global Ltd

Headquartered in Jaipur, Vaibhav Global is an online retailer of gems and fashion accessories. They export their products to the USA and UK through home shopping channels. Vijay Kedia’s holdings in the company, worth about 123 crores, have slowly increased to 1.90% from 1.8% in September 2021.  He has been holding this stock at least since March 2017, As a result, this was the first stock in Vijay Kedia Portfolio Analysis.

2. Cera Sanitaryware

Cera is the multibagger stock in Vijay Kedia’s portfolio. As per the latest data, the investor has consistently offloaded his stake in the company. According to the latest shareholding data, his name was missing from the list of shareholders of the company. He invested in Cera in 2004-2005 when the company shares traded at 3-4 rupees per share. Presently the share price of the company is ₹3,916.70. 

3. Mahindra Holidays and Resorts India Ltd.

A subsidiary of the Mahindra Group, the company is a hospitality and hotel company with locations throughout India.  The company is also a recent addition to Vijay Kedia’s portfolio. He bought a 1% stake at the quarter end of June 2021. The latest shareholding data shows that he is still holding onto the 2,040,000 shares of the company, worth approximately 49 crores. 

4. Sudarshan Chemical Industries Ltd

Sudharshan is a colour chemical company that began its operations in 1952. They ran two plants – Pune and Roha. Fast forward to the 21st century, the company has a market capitalization of 3,500 crores. Kedia’s equity stake in the company is worth just over 48 crores. The shareholding pattern reveals that he has been selling his stake regularly in the company from as far back as 2015. 

Quick Read: What are Portfolio Rebalancing Strategies? Different ways to Rebalance your Portfolio

5. Repro India Ltd

Repro is a printing company that makes physical books from renowned publishers such as Penguin, Pearson, and Oxford University Press. The company was listed on the BSE in 2005. Vijay Kedia holds a 7.1% stake in the company as of March 2022. The latest shareholding pattern shows that he has been selling his stake consistently over the past few quarters. He previously held a 7.46% stake in Repro. 

6. Elecon Engineering Company

Number 6 on the list is Elecon Engineering. It is an engineering company based in Gujarat. They are one of the largest industrial equipment manufacturers in Asia. Kedia’s holding in the company is at a 1.19% equity stake. It is one of the more recent entries in the ace investor’s portfolio. The current value stands at around 27 crores for 1,339,713 shares. This is a slight increase from the quarter ending December 2021 at 1.16%. 

7. Affordable Robotic and Automation

ARAPL Ltd is a Pune-based company focused on automation and smart parking solutions. Their automation robots are used in warehouses and factories and their parking infrastructure is used in commercial complexes. Vijay Kedia owns close to a 14% stake in the company, which is a slight decrease from 15.3% as of September 2021. The shareholding pattern shows that Mr.Kedia sold a portion of his holding and currently holds about  1.4 million shares in ARAPL. 

8. Ramco Systems

Ramco Systems is a subsidiary of the Ramco Group. It is based out of Chennai, India, and provides enterprise software solutions. Between June 2020 and December 2021, Vijay Kedia had been consistently increasing his stake in the company.

He initially held about 1.1% of the equity stake and increased it to 2.6% up until December 2021. At the quarter end of March 2022, the shareholding pattern shows that the investor sold a 0.4% stake in the software company. His current holding stands at 725,000 shares, worth 18.5 crores. 

9. Heritage Foods

Heritage is a dairy and agricultural company based out of Chittoor, Andhra Pradesh. The company was started by former Chief Minister Chandra Babu Naidu and is one of the largest privately owned dairy manufacturers in South India.  As of March 2022, Vijay Kedia owns 525,000 shares of a 1.1%  equity stake in the company. He had bought an extra 0.1% stake in March 2021, totaling the holding value to about 15.4 crores. 

10. Neuland Laboratories

Neuland is a pharmaceutical company based out of Hyderabad. They specialize in APIs (Active Pharmaceutical Ingredients) manufacturing.

The company started in 1984 and has its headquarters in Hyderabad. 

The shareholding pattern shows that Vijay Kedia has been selling his stake in portions from 2020 till recently. In March 2020, the investor held a 1.95% equity stake in Neuland.

That has now been reduced to 1.0% or 130,000 shares worth 13.4 crores. And with this stock, our piece on Vijay Kedia Portfolio Analysis comes to an end.

Who Is The Owner Of Kedia Securities?

Ace Investor Vijay Kedia owns and manages his investment portfolio through his own firm called Kedia Securities. He manages his entire portfolio worth over ₹770 crores across 16 stocks through his firm. 

ALSO READ

In Closing

That’s it for this piece on the ace investor’s Vijay Kedia portfolio analysis. If you have any thoughts about this blog then do leave a comment below and as always, Happy Investing!

Want to keep track of ace investors’ portfolios? Check out portal.tradebrains.in/superstars/ 

Tags: How many stocks are there in Vijay Kedia portfolio?, Is Vijay Kedia a trader?, Is Vijay Kedia billionaire?, Latest Vijay Kishanlal Kedia shareholdings and portfolio, Vijay Kedia multibagger stocks, Vijay Kedia net worth 2022, Vijay Kedia Portfolio, Vijay Kedia Portfolio Analysis, Vijay Kedia share price, Vijay Kishanlal Kedia’s Portfolio, What is the net worth of Vijay Kedia?, Vijay Kedia age, vijay kedia holdings, vijay kedia portfolio net worth, Vijay Kedia family, innovators facade multibagger, vijay kedia portfolio 2022, vijay kedia net worth