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Investor Portfolios

This sub-section will offer content on well-known investor portfolios. It will discuss what each investor has in their portfolio and their investments.

Introduction:

Cricket has produced many legends such that the nation breathes with every shot they hit and every ball they bowl. However, only a few have managed to translate their on-field success into a robust financial empire. 

One of them being Virat Kohli. With millions of fans and numerous accolades, he’s not just a sportsman but a global brand and entrepreneur. While he’s broken records on the field, his financial achievements off the field have led to his substantial net worth. Let’s decode Virat Kohli’s net worth and understand how he built wealth.

About Virat Kohli

Virat Kohli, born on November 5, 1988, in Delhi, India, discovered his passion for cricket at a young age and started his career with the West Delhi Cricket Academy at nine. He captained the Delhi Under-15 team in the 2002-03 Polly Umrigar Trophy and later led the Under-17 team to victory in the Vijay Merchant Trophy. Despite facing challenges, like losing his father during a crucial Ranji Trophy match in 2006, Kohli’s dedication never wavered. He played a defining innings that day, showcasing his deep commitment to the game.

Kohli’s international career took off in 2008 with his ODI debut, and by 2011, he was a force in Test cricket. His record-breaking feats, like surpassing Sachin Tendulkar’s ODI century record in the 2023 ICC Men’s Cricket World Cup, underline his extraordinary talent. With 26 centuries in run chases and four consecutive double centuries in the Test series, Kohli has solidified his status as one of cricket’s all-time greats.

Virat Kohli Net Worth:

Virat Kohli’s net worth in rupees is around Rs.1,090 crore ($130 million). Most of his earnings come from his central contract with the BCCI and his IPL salary. In addition, he has lucrative deals with popular brands that significantly boost his income. Over the years, his net worth has consistently grown due to investments in equity, startups, and his own brands. The net worth of Virat Kohli in rupees has followed an upward trend, as shown-

Source- Link

While his own net worth crosses the Rs.1000 crore mark, the combined net worth of him and his wife, Anushka Sharma, exceeds Rs.1300 crore. This includes Kohli’s portfolio returns and career earnings, along with Anushka’s income from movies, the production house, fashion label, and investments. 

Virat Kohli’s Income and Assets:

A] Primary Income Streams:

  1. Match fees:

Virat Kohli is in the “A+” category of players. He earns about Rs.7 crore ($850,000) per year through his contract with the Board of Control for Cricket in India (BCCI). For each match, he earns Rs.15 lakhs for a test match, Rs.6 lakhs for an ODI, and Rs.3 lakhs for a T20 game. 

Additionally, Kohli also plays in the Indian Premier League (IPL) as the captain of Royal Challengers Bangalore. The team has retained him with an annual salary of Rs.15.25 crore.

  1. Brand Endorsements:

Virat Kohli is a big name in the endorsement world, earning over Rs 17 crore from his deals. He charges Rs.2 crore daily, matching cricket legend Sachin Tendulkar and surpassing MS Dhoni’s Rs.1.5 crore. Kohli signs three-day contracts, during which brands utilize his time for photo shoots, press briefings, and other events. 

Have you noticed the MRF logo on Virat Kohli’s bat? The company pays him Rs.12.5 crore as part of a Rs.100 crore deal until 2025. Kohli has also been Puma’s brand ambassador since 2017, as per a Rs.110 crore deal he signed with the sports lifestyle brand.

Kohli’s extensive endorsement portfolio also includes major brands like Audi India, Adidas, Pepsi, Google Duo, Myntra, Vivo, Hero MotoCorp, Reebok, Toyota, Manyavar, Head & Shoulders, Nestle India, Digit Insurance, Wrogn, Mobile Premier League, Royal Challenge Alcohol, Colgate, and American Tourister.

  1. Social Media:

Virat Kohli is the third most-followed athlete on Instagram, with over 269 million followers. He earns over Rs.11.45 crore for each Instagram post and around Rs.2.5 crore for each post on X (Twitter). Kohli isn’t just popular; he’s also the third-richest athlete on Instagram, following Cristiano Ronaldo and Lionel Messi, who earn Rs.26.76 crore and Rs.21.49 crore per post, respectively.

B] Businesses and Startup Investments:

  1. Startup Investments:

Virat Kohli began investing at 25, starting with a stake in a London-based social media startup, Sports Convo, which connects sports stars with fans. By 2019, he had invested in Galactus Funware Technology Pvt. Ltd., the company behind the Mobile Premier League (MPL) in Bengaluru. As a part of this transaction, he got Compulsory Convertible Debentures worth Rs.33.32 lakh.  In October 2020, Kohli put Rs.19.30 Crores into Universal SportsBiz (USPL), a fashion startup. He also owns gyms, fitness centers, and restaurants across India. Recently, he made headlines with his investment in Digit Insurance, an online insurance aggregator now valued at $3.5 billion.

Moreover, Go Digit’s investment gave a substantial return because of the company’s IPO launch. As a result, Virat Kohli’s 266667 shares increased in value by 262% and reached Rs.7.25 crores. Such substantial returns are possible when you correctly analyze the stock intrinsic value and invest accordingly. 

  1. Businesses:

Virat Kohli, known for his cricketing prowess, has also made a mark in the business world, boosting his net worth significantly. His key ventures include:

  • Wrogn: Launched in 2014, this fashion brand reflects Kohli’s stylish image and adds to his brand value. The company posted revenue of Rs.300 crore in 2023-24 and has a valuation of $105 Million as of June 2024.
  • Chisel Fitness: Co-founded in 2015, Chisel Fitness is a chain of gyms offering advanced fitness programs and facilities. The company’s annual revenue for 2023-24 was $5.6 million. 
  • One8: Named after his jersey number, One8 is a partnership with Puma that includes athletic footwear, apparel, and accessories. The brand’s net worth as of June 2023 is Rs.112 crores.
  • Nueva: Kohli also ventured into hospitality with Nueva, a Delhi restaurant serving South American cuisine, expanding his business into food and lifestyle. 
  1. Sports Team:

In 2014, Kohli became a co-owner of the FC Goa football team in the Indian Super League (ISL). He then took his sports investments global by backing the UAE Royals in the International Premier Tennis League. In 2015, he also co-owned the Bengaluru Yodhas in the Pro Wrestling League.

C] Equity Portfolio:

Virat Kohli’s total net worth and portfolio answer the question ‘What is stock portfolio?’, with their equity investments. He publicly holds stakes in 8 stocks, which take the portfolio’s net worth to Rs.557.2 crores. His stock portfolio includes the following-

Source- Trendlyne

D] Other Assets and Priced Possessions: 

  1. Real Estate Properties:

Virat Kohli owns some impressive properties in India, both residential and commercial. In Mumbai, he has a gorgeous apartment in Worli worth around Rs.34 crores. He and his wife, Anushka Sharma, also purchased an 8-acre farmhouse in Alibaug for Rs.19.24 crores in September 2022. Plus, there’s his grand house in Gurugram, which he bought back in 2015 for Rs.80 crores.

  1. Car Collection:
Source- Link

Takeaways from Virat Kohli’s Investment Approach:

  • Kohli invests in businesses he understands well. His stake in Chisel, a fitness chain, reflects his commitment to health and wellness. His involvement with One8, a lifestyle brand, shows his varied interests and growth potential. These ventures bring financial rewards and support to the causes he believes in.
  • These investments offer more than just extra income—they ensure long-term financial security. By diversifying his portfolio, Kohli reduces reliance on his cricket career and sets himself up for success beyond the sport. 
  • While Kohli enjoys his success, his choices are driven by smart financial planning. He knows the value of financial responsibility. Much of his earnings goes into investments, growing his wealth and securing his future. He balances enjoying his success and planning wisely for what’s ahead.

Conclusion:

Virat Kohli’s path to success and wealth shows what it means to be a modern sports icon. His cricket career, business decisions, and high-profile endorsements have helped him build a solid portfolio. Kohli’s story highlights how talent in sports can go hand-in-hand with building the right financial acumen, making him not just a cricket legend but also a sharp businessman. Balancing his life well, Kohli keeps inspiring people in cricket and business, setting high standards for athletes and entrepreneurs.

Remember, before replicating the investment approach of star portfolios like Virat Kohli or Vijay Kedia portfolio, consult a SEBI registered investment advisory for proper equity market guidance

FAQ

  1. What is the age of Virat Kohli?

    Virat Kohli is 35 years old as of 2024.

  2. How much does Virat Kohli earn?

    Virat Kohli earns a salary of Rs.7 crore yearly from the BCCI. He also earns income through match fees for T20 and IPL matches, which are Rs.3,00,000 and Rs.15.25 crores respectively.

  3. What is the net worth of Virat Kohli?

    Virat Kohli’s total net worth as of June 2024 is Rs.1090 crores, that is, $130 million.

Introduction:

When we think about the few things that connect every heart around the world, sports, especially football and tournaments like FIFA, are among the top choices. And what bonds people, even more, is the fan-following of legends like Cristiano Ronaldo.

Ronaldo is one of the wealthy football players of 2024. But what made Ronaldo’s net worth reach millions? Did he also focus on undervalued stocks and businesses or opt for other options? 

While his football career is his primary income source, Ronaldo has smartly leveraged his fame in other ventures, making him one of the most valuable and lucrative athletes of his time. Let’s dive into how his financial savvy built his fortune.

About Cristiano Ronaldo:

Cristiano Ronaldo, born on February 5, 1985, in Funchal, Madeira, Portugal, started playing football at age seven with Andorinha. By 14, he was committed to football full-time, and at 16, he was already impressing coaches at Sporting Lisbon. He became the first player to advance through Sporting’s under-16, under-17, under-18, B team, and first team in a single season. At 17, Ronaldo made his first-team debut, scoring twice in a 3-0 win.

After Sporting Lisbon defeated Manchester United in 2003, Sir Alex Ferguson was eager to sign him. Ronaldo joined Manchester United the following season for a record fee for a teenager. He debuted as a substitute, scoring his first goal with a free-kick. Despite requesting a transfer in the 2006-2007 season, Ronaldo stayed, scoring over 20 goals and helping United win the Premier League. The following year, he led United to a Champions League victory with 42 goals.

In 2009, Ronaldo moved to Real Madrid for a record fee. He set numerous records and won the Ballon d’Or in 2013. After stints with Juventus and a return to Manchester United, Ronaldo joined Al Nassr in 2023, continuing his remarkable career.

Cristiano Ronaldo Net Worth:

Athletes earn a lot from winning matches, and Cristiano Ronaldo is no exception. As the top-ranked player in the world, he’s also invested heavily in his branded products, hotels, and personal ventures. With his incredible performance and record-breaking achievements, his net worth is only set to grow. Ronaldo, one of the wealthiest athletes globally, became the first active team sport athlete to surpass $1000 million in career earnings in 2020. 

Cristiano Ronaldo’s net worth as of 2024 is estimated at around $600 million, factoring in wages, endorsements, real estate, and advertisements. Recently, he signed a deal with Saudi Arabian club Al Nassr, which reportedly earns him $200 million a year, making him the highest-paid footballer in history. Ronaldo’s wealth is further boosted by a lifetime deal with Nike and his CR7-branded clothing, accessories, hotels, and gyms. 

Cristiano Ronaldo’s Net Worth & Portfolio:

A] Income Streams:

Match Fees:

Ronaldo’s football career has been nothing short of extraordinary. Here’s a quick look at the match fees he charged throughout the years-

(Source- Link)

Later, he joined Al Nassr in Saudi Arabia in a 2.5 years deal  

Endorsements:

Ronaldo’s earnings through brand endorsements are as follows:

He is also a brand ambassador of his own creation- CR7. Additionally, owing to the impact of his fame in the virtual world, he has a significant presence in EA Sports’ FIFA video game series where he is featured on the cover. Ronaldo, through CR7, has also entered into a partnership with Jacob & Co., Donum Septum, Erakulis, and Ursu. Moreover, he is a major shareholder (30%) in the Portuguese media company Medialivre.

Social Media:

Ronaldo stands out as the most-followed user on Instagram, and for good reason. In February 2021, Ronaldo became the first to reach 500 million followers across Facebook, Instagram, and Twitter, highlighting his global appeal. CNN reports that Ronaldo is Instagram’s top earner, raking $3.23 million per post. 

With over 600 million followers, he not only leads in followers but also in revenue potential. In 2018, his social media presence generated $474 million in value for Nike, a figure that indeed delights the brand. Besides, he also made a significant €2.34 million from his role in the 2022 Louis Vuitton campaign right before the World Cup.

B] Businesses and Startup Investments:

  1. Own Brand- CR7:

In 2006, Ronaldo kicked off his fashion brand ‘CR7’ with a boutique in Madeira. Just two years later, he opened a second store in Lisbon. CR7 isn’t just about fitness clothing and underwear; it also includes accessories, perfumes, and even leisure and home products. Ronaldo didn’t stop there. He expanded into the hotel business with Pestana CR7 hotels, now found in Lisbon, New York, Marrakech, and Madrid. As of 2024, the CR7 brand generates a solid $3.7 million annual revenue. 

  1. Startup Investments:

Cristiano Ronaldo’s net worth reached an enormous figure owing to the following startup investments as well-

Here, the valuation of Chrono24 ($946 M), Draftea ($80-$120 M), FanCraze ($400 M), and UFL ($160-$240 M) all cross the $100 million mark. Besides, FanCraze grew by 34% in 2022-23. Apart from these, Ronaldo is also invested in a human performance company called ‘Whoop’, which operates in the B2C health sports industry and is valued at $3600 Million. 

  1. Club Ownership:

In 2018, Ronaldo bought a controlling stake in Real Valladolid, a La Liga club. He paid about $32 Million (30 million euros) for a 51% share, making him the majority owner. Ronaldo was serious about his new role, saying he wanted to build “the best team possible.” Then, in December 2021, he bought a controlling stake in Cruzeiro, the club he grew up supporting. He spent around $70 million (approximately 400 million reais) at the time.

C] Assets and Priced Possessions: 

  1. Real Estate:

Cristiano Ronaldo’s portfolio holds some of the most luxurious living spaces in the world. They include the following-

  1. Other priced Collections:

Ronaldo has a car collection that includes luxurious models like Maserati, an Audi R8, a Bentley Continental, a Bugatti Veyron, a Porsche 911, a Rolls Royce, and a Lamborghini. He also owns a luxury yacht and a private plane. The estimated value of these wheel collections is as follows-

Investment Lessons from Ronaldo’s Net Worth and Portfolio:

Cristiano Ronaldo’s investment journey offers an apt answer to the question ‘How to build a portfolio?’ through the following valuable lessons-

  • Leverage Your Brand: Ronaldo has transformed his CR7 brand into a powerful entity, spanning clothing, hotels, and gyms. This highlights how personal branding can drive authentic and successful businesses.
  • Diversify Your Investments: By spreading investments across sectors like real estate, fashion, and tech, Ronaldo minimizes risk and creates a balanced portfolio—a crucial strategy for building long-term wealth.
  • Invest in What You Know: Ronaldo invests in areas he’s passionate about, like sportswear and luxury hotels. His deep understanding and enthusiasm fuel his success in these ventures.
  • Embrace Technology: Investing in tech companies shows Ronaldo’s forward-thinking mindset, recognizing technology’s role in future economies.
  • Plan Beyond Your First Career: Ronaldo’s business ventures prepare him for life after football, ensuring financial stability and career longevity.
  • Stay Involved: Ronaldo’s hands-on approach in his investments, especially in fashion and hospitality, ensures they align with his brand and standards.
  • Commit to Learning: Venturing into new fields reflects Ronaldo’s dedication to continuous learning, which is essential for diversifying income.
  • Maintain Financial Discipline: Ronaldo’s careful investment choices reflect a disciplined financial approach crucial to sustaining wealth.

Conclusion:

Cristiano Ronaldo’s net worth is a reflection of his success both on and off the football field. At 39 years old, he’s entering the later stages of his career, making it natural to consider his future earnings beyond football. While predicting future income is challenging due to factors like injuries or market changes, it’s safe to say Ronaldo will continue to earn consistently through endorsements even after retirement. His journey from humble beginnings to global icon inspires athletes, entrepreneurs, and anyone aiming for greatness against the odds.

If you are inspired by Ronaldo’s investment style and wish to replicate it in your portfolio, consider financial consulting from a registered entity. They will help you understand what is stock portfolio and how you can diversify your investments based on your risk appetite. 

FAQ

  1. Who is Cristiano Ronaldo?

    Cristiano Ronaldo, a Portuguese football forward, is widely regarded as one of the greatest players of his generation. With five Ballon d’Or awards to his name, he stands out as one of the sport’s top goal scorers.

  2. What is Cristiano Ronaldo’s net worth in rupees?

    Ronaldo’s net worth (Indian Rupees) as of 2024 is approximately Rs.4972.71 crores ($600 million).

  3. How much does Ronaldo earn?

    Ronaldo’s contract with Al-Nassr, in December 2022, is estimated at 200 million dollars a year for two seasons. That means he’s earning 548,000 dollars every day. Breaking it down further, and he’s making over 22,000 dollars every 60 minutes.

Introduction:

The LPG policy played a crucial role in helping Indian companies compete globally. Liberalization, Privatization, and Globalization policies have significantly boosted the Indian economy, especially the finance sector. After 1991, investing shifted from a side activity to a full-fledged career, with many big names emerging. 

One of them was Ramesh Damani, who made his first big move in the 1990s. How did Ramesh Damani enter the investing world? Did he focus only on equity asset management? How did he become one of the best investors? Let’s find out!

About Ramesh Damani:

Ramesh Damani is a veteran investor at BSE. His portfolio focuses on Indian and US markets. He manages Damani Finance Pvt. Ltd. and chairs D-Mart. He was born into a well-off family, and his father was a regular market investor.

Initially, Damani started his investment journey when his father gave him around Rs.8,39,000 ($10,000) as a challenge to invest in the stock market, but he lost both the challenge and the money. After finishing his bachelor’s in India, Damani went to the USA for an MBA. Later, in 1989, he returned to India with a Master’s degree from California State University and became a member of the Bombay Stock Exchange

Damani was intrigued by spotting successful businesses and investing in them for the long term. His big break came in 1993 when he invested Rs.10 lakh in Infosys and CMC. 

By 1999, his investment had increased multifold when the share price of Infosys increased from Rs.1.86 to Rs.226.82, and that of CMC reached approx Rs.203 ($2.42) from Rs.146.67 ($1.75). In 2002-03, he invested in the liquor industry with McDowell (now United Spirits) and saw significant returns. He also invested early in Bharat Electronics Ltd and Bharat Earth Movers Ltd, though he regrets not buying more.

Ramesh Damani Net Worth

As of the quarter ending 30 June 2024, Ramesh Damani’s net worth is Rs.317.45 crore, 115.1% higher than the previous quarter’s Rs.147.58 crore. His net worth grew consistently since the December 2020 quarter’s Rs.4.48 crore. However, as of August 2024, it declined slightly and dropped to Rs.298.68 crore

Ramesh Damani Portfolio Holdings:

The following is the list of shares held by Ramesh Damani as of the latest filing made in the quarter ending 30th June 2024-

Sr. No.StockQty HeldJun 2024 Holding %Mar 2024 %June 2024 Quarter Revenue (Rs. Cr.)June 2024 Quarter Net Profit(Rs. Cr.)Promoter Holding as of June 2024
1Goldiam International Ltd.1,682,8981.60%1.60%1652264.26%
2Vadivarhe Speciality Chemicals Ltd.189,0001.50%1.50%5-274.50%
3Panama Petrochem Ltd.678,4561.13%1.20%6705061.94%
4Garden Reach Shipbuilders & Engineers Ltd.1,251,1561.10%1.10%10098774.64%

Source- Trendlyne

Apart from the listed shares, Ramesh Damani stock portfolio includes investments in startups and unlisted company shares of a few other businesses. The list of such investments includes the following-

  1. CurryIt (August 2024)
  2. Arrivae (October 2021 and again in April 2024)
  3. StockEdge (October 2018)
  4. Wellness Forever (September 2014 and again in November 2017)

Ramesh Damani Latest Portfolio Analysis:

  • Ramesh Damani portfolio consists of four publicly held stocks, and three out of these are small-cap stocks. Their market cap and one-year price growth as of 23rd August 2024 are as follows-
CompanyOne-Year GrowthMarket Cap 
Goldiam International Ltd.126.83%Rs.3030.85 crore
Vadivarhe Speciality Chemicals Ltd.47.76%Rs.80.28 crore
Panama Petrochem Ltd.43.80%Rs.2,549.81 crore
Garden Reach Shipbuilders & Engineers Ltd.120.99%Rs.20,194.37 crore

(Source- NSE and MoneyControl)

While two of these stocks have outperformed NIFTY50 in the last month, they have all surpassed the NIFTY50 one-year return of 29.65%.

  • Ramesh Damani slightly lowered his stake in the Panama Petrochemical Ltd. shares by 0.07% as of the June 2024 quarter. 
  • Apart from the mentioned holdings, Damani bought 8,00,000 shares of NIIT Ltd. (National Institute of Information Technology) at an average price of  Rs.127.55 each on 23rd August 2024.
  • Except for Vadivarhe Speciality Chemicals Ltd., the other three have given a dividend yield as of the June 2024 quarter.  
Company NameDividend Yield
Goldiam International Ltd.0.42%
Panama Petrochem Ltd.1.66%
Garden Reach Shipbuilders & Engineers Ltd.0.53%

Source- MoneyControl 

  • Ramesh Damani’s portfolio shows the following sectoral distribution-
AD 4nXcjWP3jefihWtUNVeKVNGpTYCUDJhSofZzDB jTdy3E6zLjatjm2La5t313dAUKUeCVSo5unu YjgdnsF8yxTEZZybGmvR1y1gKkkmpaV5bcyZV8DzLQZMBpMcRAWrrkUF8C3tTfmuwDLjcMSDSgNFzqv4?key= 6gUEAq9 TFhWKfB6n6QCw

Source- MoneyControl

  • When investing, he preferred a bottom-up approach involving concentrated stock picking and identifying undervalued companies with strong management and growth potential. The strategy worked for him because he stayed invested for a long term and did not time the markets often. 

Takeaways from Ramesh Damani’s Investment Approach:

  • Just like Raamdeo Agrawal portfolio focuses on quality investments, Ramesh Damani’s investment philosophy centers on buying stocks of companies with strong management and solid fundamentals early on and holding them long-term to reap the benefits. He stresses the importance of starting to invest as soon as possible and staying invested for as long as possible.
  • Damani advocates for simple investing. He believes in basic market understanding and spotting external opportunities. He encourages investors to invest in equity markets, even during boom periods, as he sees equities as a long-term game.
  • Try targeting sectors that cater to the growing middle class, especially those offering premium products and services. 
  • As Damani often says, “There are no losses, only lessons earned.” Losses marked his early days, but through years of learning and experience in the Indian stock market, he built significant wealth.
  • Unlike Mukul Agrawal portfolio, Ramesh Damani portfolio includes only a select few stocks held in large quantities. He believes that quality pays off over time, so your portfolio doesn’t need to be filled with too many stocks.

Conclusion:

No one is born an investor, and Ramesh Damani is proof of that. His journey shows you can build confidence in the stock market without fearing losses. A slow, steady approach can boost your net worth, just as it did for Damani. 

His portfolio is a masterclass in strategic investing, with significant stakes in companies like GRSE and early successes in CMC and Infosys. These investments reflect a deep market understanding and a focus on long-term growth. His diversified, value-driven approach continues to inspire both seasoned and new investors.If Ramesh Damani’s portfolio inspires you and you wish to follow in his footsteps, consider consulting a registered stock advisory to better understand your financial profile and invest accordingly.

FAQs

  1. Who is Ramesh Damani?

    Ramesh Damani is the MD of Damani Finance Private Limited and a renowned investor in the Indian and US stock markets.

  2. Are Radha Kishan Damani and Ramesh Damani related?

    No, Ramesh Damani and Radha Kishan Damani are not related. While both are successful investors, they do not share any family connections.

  3. What is Ramesh Damani’s investment vehicle?

    Ramesh Damani primarily invests through his proprietary portfolio, which is managed under Damani Finance Pvt Ltd.

Introduction:

The Indian stock market buzzes with hidden gems- portfolios built by seasoned investors, quietly generating impressive returns. These portfolios, meticulously crafted over time, hold valuable lessons for anyone navigating the investment landscape and seeking an answer to the question- what is a stock portfolio

Today, we’ll be taking a deep dive into one such portfolio, Rekha Jhunjhunwala’s portfolio, renowned for its consistent growth and strategic diversification. By dissecting its composition and principles, we can unlock valuable insights to strengthen our own investment strategies.

About Rekha Jhunjhunwala:

Rekha Jhunjhunwala, with an estimated net worth of $5.7 billion, is a powerhouse in finance. She was recognized on the 2023 M3M Hurun Global Rich List. Born September 12, 1963, Rekha graduated from Mumbai University and married Rakesh Jhunjhunwala in 1987.

She’s been active in the stock market for years. By 2022, she was linked to four companies: Jalaram Baba Children’s Nest Education Private Limited, Ohm Educom Foundation Private Limited, Minosha Digital Solutions Private Limited, and Rare Family Foundation (Rare Enterprises, the stock brokerage firm started by Rakesh Jhunjhunwala in 1992).

After Rakesh’s death in August 2022, Rekha inherited his valuable stock portfolio, which was valued at Rs.31,833 crore at his passing. By March 2024, Rekha Jhunjhunwala’s net worth (including the inherited portfolio value) reached Rs.37831 crore. Rekha has made notable changes to the portfolio and has also ventured into pre-leased commercial real estate. Despite these changes, she remains committed to continuing her late husband’s legacy of value investing.

Rekha Jhunjhunwala Net Worth:

As of the quarter ending June 2024, Rekha Jhunjhunwala’s net worth stood at Rs.39181.6 crores. Networth of Rekha Jhunjhunwala has followed an upward trend since the quarter ending December 2022, which was Rs.26764.48 crore. 

Rekha Jhunjhunwala Portfolio:

As of the quarter ending June 2024, Rekha Jhunjhunwala’s latest portfolio held the following stocks:

CompanyHolding Value (In Rs.Cr.)Holding QuantityMarch 2024June 2024
Crisil Ltd.1,675.503,923,0005.40%5.40%
Federal Bank Ltd.710.537,109,0601.60%1.50%
Geojit Financial Services Ltd.192.117,218,5007.30%7.20%
Jubilant Pharmova Ltd.784.910,472,0006.60%6.60%
Raghav Productivity Enhancers Ltd.100.61,143,8525.10%5.00%
Agro Tech Foods Ltd.147.21,788,7597.50%7.30%
Nazara Technologies Ltd.570.86,403,6208.50%8.40%
Aptech Ltd.276.713,536,37623.30%23.30%
Canara Bank1,503.80133,213,0001.50%1.50%
Valor Estate Ltd.489.225,000,0004.70%4.70%
Escorts Kubota Ltd.686.61,750,3881.60%1.60%
Fortis Healthcare Ltd.1,479.1030,725,0004.10%4.10%
Indian Hotels Company Ltd.1,705.3029,507,9652.10%2.10%
NCC Ltd.2,422.1078,333,26612.50%12.50%
Sun Pharma Advanced Research Company Ltd.139.16,292,1341.90%1.90%
Tata Communications Ltd.804.94,500,6871.60%1.60%
Tata Motors Ltd.4,196.7042,391,0001.30%1.30%
Titan Company Ltd.15,418.8047,311,4705.40%5.30%
Va Tech Wabag Ltd.612.25,000,0008.00%8.00%
Wockhardt Ltd.225.42,902,0051.90%1.90%
Singer India Ltd.35.54,250,0007.00%7.00%
Jubilant Ingrevia Ltd.272.74,874,5003.10%3.10%
Star Health and Allied Insurance Company Ltd.1,048.1017,870,9773.10%3.10%
Metro Brands Ltd.3,424.5026,102,3949.60%9.60%
Karur Vysya Bank Ltd.731.734,823,5164.30%

(Source- Trendlyne)

Apart from her stock portfolio, Rekha Jhunjhunwala has also stepped into real estate investments. She purchased the Rockside CHS, a 9-apartment sea-facing building worth Rs.118 Cr. as of April 2024. In November 2023, Rekha Jhunjhunwala made significant real estate acquisitions through Kinnteisto LLP. She bought four floors in ‘The Capital’ building at BKC, totaling 1.26 lakh square feet. She also purchased the 8th floor of the Boomerang building in Chandivali, covering over 68,195 square feet. These key office spaces cost Rs.740 crore in total.

Jhunjhunwala emphasized the strategic positioning of these properties, especially in BKC, one of Mumbai’s most expensive commercial zones, making them secure investments. The properties are leased to top-tier tenants, ensuring good returns.

Rekha Jhunjhunwala Portfolio Analysis:

  • By the end of June 2024, Rekha Jhunjhunwala slightly reduced her stake in Raghav Productivity Enhancers Limited by 0.1%. This change came after a tough year for the stock. The company, known for producing Silica Ramming Mass, saw its stock price fall by over 15% in 2024.
  • She also reduced her stake in CRISIL by 0.08% in the June quarter, bringing it down to 5.36% from 5.44% in March 2024. This decision followed a lackluster performance by CRISIL. Over the past year, CRISIL has returned 13%, underperforming the Nifty, which has seen 25% returns in the same period. Year-to-date, CRISIL shares have gained less than 1%.
  • In the March quarter, stakes in Canara Bank dropped from 2.1% to 1.5%. However, the June quarter saw no further changes. As of the June quarter of 2024, Canara Bank’s stock has gained 38% since January 2024.
  • Rekha Jhunjhunwala also reduced her holdings in Fortis Healthcare, NCC, and Tata Telecommunications. Meanwhile, during the March 2024 quarter, she added KM Sugar Mills Ltd to her portfolio. She bought around 5 lakh shares, making up a 0.54% stake in the firm.
  • Rekha Jhunjhunwala likely earned Rs.224 crore in dividend income from her portfolio for the quarter ending March 2024, valued at Rs.37,831 crore. From the March quarter shareholding pattern, she earned
    • Rs.52.23 crore from Titan Company, 
    • Rs.42.37 crore from Canara Bank, 
    • Rs.27.50 crore from Valor Estate, 
    • Rs.17.24 crore from NCC, and 
    • Rs.12.84 crore from Tata Motors. 

Other companies she holds stakes in, like CRISIL, Escorts Kubota, Fortis Healthcare, Geojit Financial Services, and The Federal Bank, brought in nearly Rs.72.49 crore in dividends, according to Ace Equity data.

  • The sectoral distribution of her portfolio as of quarter ending December 2023 was as follows-
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Rekha Jhunjhunwala’s Investment Philosophy:

Learning from Rekha Jhunjhunwala’s portfolio, you can gather valuable investment advice:

  • Diversification: Rekha Jhunjhunwala’s portfolio includes stocks from various sectors like banking and finance, construction and real estate, FMCG, healthcare, and hospitality. This diversification spreads risk and offers potential gains from different sectors.
  • Long-term Investing: She inherited her stock portfolio in 2022 and has held onto many stocks for a long time. This shows a long-term investment approach, focusing on the growth and value of the companies she invests in. This approach is also seen in other star portfolios like Radhakishan Damani’s portfolio.
  • Focus on Quality Stocks: Her portfolio includes well-known companies such as Tata Motors, Titan Company, and Indian Hotels Company. This emphasizes a focus on quality stocks with strong fundamentals and growth potential. Quality companies often show sustained growth and profitability, making them well-positioned for long-term appreciation and potential dividends.
  • Active Portfolio Management: Her active participation in managing her portfolio is evident from her increased stake in Titan Company, earning her over Rs.2,400 crore in two months. This proactive approach helps adjust investments based on market conditions, economic trends, and company-specific factors. However, this dynamic approach involves constant monitoring and adjustments.

Conclusion:

Rekha Jhunjhunwala’s portfolio is a great example for aspiring investors. Her journey from inheriting her late husband’s portfolio to becoming one of India’s top billionaires highlights strategic investment decisions and wealth creation in the stock market is a guide for many who aim to build wealth through the stock market. We can learn valuable insights from her journey and apply them to our own investment strategies for financial growth and success.

FAQs

  1. Who is the investor Rekha Jhunjhunwala?

    Rekha Jhunjhunwala, an Indian investor, is the wife of the famous Rakesh Jhunjhunwala. She actively manages their investment portfolio and is known for their substantial holdings in various Indian companies across sectors.

  2. How much is Rekha Jhunjhunwala worth?

    As of June 2024, Rekha Jhunjhunwala’s net worth is Rs.39181.6 crores.

  3. Who are the richest investors in India?

    The list of the top 5 wealthiest investors in India includes-
    Radhakishan Damani
    Raamdeo Agrawal
    Ramesh Damani
    Ashish Dhawan
    Mohnish Pabrai

In Bollywood, where success often seems tied to lineage or connections, Akshay Kumar stands out as a self-made talent. He has carved a distinct place for himself in Bollywood with versatility, dedication, and an unyielding work ethic. 

Not only has he excelled in his acting career, but he’s also proven his business and financial acumen such that despite a few setbacks, his diverse revenue streams keep him at Bollywood’s forefront. Let’s explore the different aspects of Akshay Kumar’s net worth and check what investment advice it holds for you.

About Akshay Kumar:

Akshay Kumar, born Rajiv Hari Om Bhatia on September 9, 1967, in Punjab, didn’t have an easy start in Bollywood. Before becoming an acclaimed actor, he worked as a waiter, chef, and martial arts teacher. Unlike many of his contemporaries, Kumar had no godfather in the industry. 

His journey began with modeling, and he made his acting debut in “Saugandh” (1991). The 90s brought stiff competition, but his “Khiladi” series shot him to fame. Kumar then showcased his versatility with comedy and drama films, eventually becoming the face of modern patriotic cinema. Over a 29-year career, he starred in over 100 films, often performing his stunts. In 2011, he was granted Canadian citizenship for his role in strengthening India-Canada relations through cinema. Today, Kumar remains one of Bollywood’s most successful actors.

Akshay Kumar Net Worth:

Akshay Kumar’s net worth in rupees is approximately Rs.2,728 crore ($325 million). His early successes in Bollywood have significantly boosted his wealth. While films are his primary income source, he also has various business ventures. Brand endorsements, fees from shows, and stage performances contribute a large portion of his earnings. Additionally, he earns a share of film profits along with his remuneration. His high net worth is also due to his busy Bollywood schedule, completing four to five projects yearly. 

The net worth of Akshay Kumar has followed a growing trend since 2019. 

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(Source- CA knowledge)

Akshay Kumar’s Portfolio:

Akshay Kumar’s portfolio may not give a precise answer to the question, ‘What is stock portfolio?’ but it is sure to show what makes a well-diversified portfolio. 

A] Income Streams:

  1. Movies and Shows:

Akshay Kumar generally charges Rs.45 crores per movie, plus a commission, which can bring his total earnings to Rs.135 crores per film. He also made a good sum from TV shows like ‘Fear Factor: Khatron Ke Khiladi’ for which he charged Rs.3 crore per episode. He was also a part of The Great Indian Laughter Challenge, and Master Chef India. 

  1. Brand Endorsements:

Beyond his impressive film career, Akshay Kumar shines as a top brand ambassador. He commands a fee of around Rs.2 to Rs.3 crore per day for endorsements. According to Forbes’ 2018 report on the Top Earning 100 Celebrities, his brand value is estimated at around Rs.937.76 crore ($111.7 million). 

Akshay endorses about 50 brands, including Fau-G, GOQii, Honda, Nirma, Policy Bazaar, Livguard Energy, Harpic, Suthol, Dollar, Lux Cozy, Eveready Batteries, Reliance Jio, Bajaj Allianz Insurance, Tata Motors, Kajaria tiles, PC Jewelers, Revital H, Lever Ayush, and Cardekho, among others.

B] Businesses and Investments:

  1. Production House:

Akshay Kumar’s started a production company in 2008 called Hari Om Productions, now known as Cape of Good Films. The production house funded many hits, including Padman, Rustom, Good Newz, Naam Shabana, and Sooryavanshi. In 2018-19, the company recorded net sales of Rs.99.6 lakhs and a total income of Rs.1.85 crore

In 2012, he ventured into another production company, ‘Grazing Goat Pictures’. 

  1. Sports Team Ownership:

Akshay Kumar’s love for sports is well-known. In 2014, he turned this passion into a business by co-owning the Khalsa Warriors team in the World Kabaddi League. Three years later, in 2017, Kumar partnered with the Future Group to co-own the Kolkata-based Pro-Kabaddi League franchise, Bengal Warriors. However, the amount of stakes is kept discreet for both the teams.

  1. Startup investments:

Akshay Kumar has invested in the fan engagement startup SocialSwag, which launched in 2021 and raised approx. Rs.7.73 crore ($1 million) in its seed funding round. He also invested in the healthcare platform GOQii in 2019, joining its Series-C funding round. Additionally, Akshay serves as the brand ambassador for this fitness technology venture.

In 2022, he announced his passion project, the apparel brand Force IX, which was later revealed by Myntra in 2023. He also invested in Two Brothers Organic Farm, a food company valued at around Rs.309.78 crore ($36.9 million), which recorded an annual revenue of Rs.24.3 crore as of March 31, 2023.

Akshay Kumar entered into a joint venture with the Good Glamm Group for holistic personal care and wellness products for men. Additionally, Akshay has invested in the Fashion Entrepreneur Fund (FEF), which provides early-stage investments and mentorship to fashion entrepreneurs.

C] Assets and Personal Possessions: 

  1. Real Estate Portfolio:

Akshay Kumar’s real estate investments are as impressive as his film career. His portfolio includes the following properties-

  • Sea-facing bungalow in Juhu, Mumbai, valued at approximately Rs.80 crore
  • An apartment in Khar West, Mumbai, costing around Rs.78 crore in 2022
  • A Portuguese-style villa in Goa worth Rs.5 crore as of September 2023
  • Four apartments, each 2,200 square feet, in Transcon Triumph- Tower 1 building of Andheri, totaling Rs.18 crore
  • A duplex apartment in Marina at Gujarat International Finance Tec-City (GIFT), one of Gujarat’s most prestigious residential projects with 225 residential units and a built-up area of 7 lakh sq ft. The exact amount of this transaction remains undisclosed.
  • A beach house in Mauritius
  • A bungalow and a hill-land property in Toronto, Canada. 
  1. Car Collection:

Akshay Kumar’s car collection includes the following-

Model NameApproximate Value
Range Rover SportsRs.0.6 crore
Range Rover VogueRs.1 crore
Mercedes GLSRs.2 crore
Porsche CayenneRs,1 crore
Land CruiserRs.10 crore
Rolls Royce PhantomRs.10 crore
Bentley Continental Flying SpurRs.1 crore
  1. Bike Collection:
Model NameApproximate Value 
Bullet 500Rs.0.3 crore
HayabusaRs.0.15 crore
Honda XRV 750Rs.0.13 crore
Yamaha R1Rs.0.15 crore

Apart from the mentioned valuable possessions, the actor also owns a private jet valued at Rs.260 crores. 

Akshay Kumar’s Investment Style:

Akshay Kumar’s net worth owes a lot to his strategic investment approach. His portfolio is characterized by diversification, calculated risks, well-thought strategic partnerships and brand associations, and a long-term perspective. The actor’s investment style highlights how he has an eye for opportunities in both real estate and startups. One key takeaway that you can get from Akshay Kumar’s net worth and portfolio is staying focused on building sustainable wealth, taking a balanced approach, and combining entrepreneurial angle with financial goals. 

Conclusion:

Akshay Kumar’s journey from a small-town boy with big dreams to one of India’s most celebrated actors is truly inspiring. His determination to create his own path, dedication to meaningful cinema, and commitment to peak physical fitness have earned him a special place in the industry. As he keeps surprising and delighting audiences with diverse roles, Kumar embodies self-made success. He redefines stardom in Bollywood and in the financial world.

If you are interested in following Akshay Kumar’s investment style, consider consulting a registered advisor. They can provide stock advice, recommend investment approaches, help you measure portfolio performance, and analyze your financial profile before investing. 

FAQ

  1. What is the age of Akshay Kumar?

    Akshay Kumar is 56 years old.

  2. How much does Akshay Kumar charge for a movie?

    The actor charges around Rs.60 crores to Rs.145 crores per movie. Sometimes, he also asks for a share of the movie’s profits. 

  3. What is the net worth of Akshay Kumar in rupees?

    Akshay Kumar’s net worth in crores is over Rs.2000 crores. 

When talking about celebrities, especially Bollywood celebrities, the first things that come to mind are their earnings, movie performances, and lifestyle. This exploration heightens when one talks about the industry’s A-listers, like Shahrukh Khan. He has built himself a lavish empire. But was this success solely due to his movie earnings? It’s also the result of smart portfolio management. Let’s dive into the different aspects of Shahrukh Khan’s portfolio and explore his investment style. 

About Shahrukh Khan:

Shahrukh Khan was born in New Delhi on November 2, 1965, to a Muslim family. As a child, he lived with his maternal grandparents in Mangalore before returning to New Delhi. Growing up in Rajendra Nagar, he attended St. Columba’s School, and after earning a degree in Economics from Hansraj College in 1988, he shifted direction. 

At college, he immersed himself in theater with Delhi’s Theatre Action Group (TAG). Although he started a Master’s in mass communication at Jamia Millia Islamia University, his love for acting took over. His breakthrough came in 1989 with the TV series ‘Fauji,’ where he won hearts as Abhimanyu Rai. This led to his film debut in 1992 with “Deewana,” kicking off a remarkable Bollywood career. Known for his romantic roles, Shahrukh has acted in over 90 films, won 14 Filmfare awards, and received several prestigious honors.

Shahrukh Khan’s Total Net Worth:

Shahrukh Khan’s net worth in Indian Rupees is Rs.6,300 crore, making him the fourth wealthiest actor in the world. This wealth comes from his film career, VFX and production company (Red Chillies Entertainment), brand endorsements, returns from his Kolkata Knight Riders team ownership, and various other investments. Cumulatively, Khan earns an income of around Rs.280 crore annually. 

Shahrukh Khan’s Assets and Income Sources:

A] Different Income Streams:

  1. Movies and Shows:

In his early career, he started charging Rs.25000 per movie. Gradually increasing the fees to lakhs, he started charging Rs.30 lakhs. As of 2024, he earns a high fee from his movies, which range between Rs.150 crore ($18 million) and Rs.251 crore ($30 million). 

For some movies, he charges a portion of the profit in addition to the fees. For instance, in the recent release Pathaan, he charged Rs.200 crores, not as a straight fee but as a part of the profit. 

  1. Brand Endorsements:

Shahrukh Khan estimately earns about Rs.3.5 to 4 crore per promotional shoot for the brands he endorses. The endorsement deals include big brands like Thums Up (Coca-Cola), ICICI Bank, BYJU’s, Dubai Tourism, and Hyundai. These collaborations add significantly to his earnings.

  1. Sports Team Co-ownership:

Kolkata Knight Riders (KKR), co-owned by Shahrukh Khan, Juhi Chawla, and Jay Mehta, is a cricket in the Indian Premier League (IPL). Purchased for Rs.262.5 crore ($75.09 million) in 2008, KKR is now valued at around Rs.780 crore ($1100 million). 

KKR benefits from media rights, sponsorships, and ticket and merchandise sales online and through its Knight Club app. KKR’s on-field success, winning titles in 2012 and 2014 and being runners-up in 2021, also adds prize money to their finances.

Shahrukh Khan owns KKR, Abu Dhabi Knight Riders, Los Angeles Knight Riders (worth Rs.740 crores), and the all-women’s team Trinbago Knight Riders (50% stake). Despite nearly Rs.100 crore of expenditures, KKR remains profitable, earning more than Rs.150 crore annually. Shahrukh Khan’s 55% stake earns him around Rs.70 to Rs.80 crore yearly.

  1. Stage and Wedding Performances:

Bollywood celebrities like King Khan make lavish wedding parties even more extravagant. He charges between Rs.4 and 8 crore to appear or perform at a wedding. Additionally, he is a stage performer and has performed in events like Asha Bhosle’s Moments in Time concert (Malaysia), From India with Love at Manchester’s Old Trafford, and the Indian premiere of Got Talent World Stage Live in India, all for a similarly significant fee. 

B] Investments and Businesses:

  1. Production House:

In 2004, Khan transformed Dreamz Unlimited into a new venture titled Red Chillies Entertainment, his famed production company, adding his wife, Gauri Khan, as a producer with 49.9% stakes. The company recorded a net profit of Rs.85 crore on 31 March 2023. Revenue also increased to Rs.300 crore in FY2023 from Rs.130 crore in FY2022. The company’s unsold film rights, inventories, and unreleased films in FY2023 stood at Rs.367 crore

  1. Investments in Businesses:

Shahrukh Khan has a total personal holding of over Rs.930 crores in equities and other securities market instruments. He also holds stakes in BYJU and KidZania (26% stake). However, the amount of his stakes in BYJU is undisclosed. 

  1. VFX Studio:

Redchillies.vfx, a division of Red Chillies Entertainment, was founded by Shahrukh Khan, Keitan Yadav (COO), and Haresh Hingorani (CCO) in 2006. In just 18 years, it has become one of India’s top visual effects studios, setting industry benchmarks and winning numerous awards. The studio has worked on renowned movies like Ra. One (2011), Phillauri (2017), Zero (2018), Jawan (2023), Yodha (2024), and many more. 

C] Assets:

  1. Real Estate Properties of Shahrukh Khan:
Property NameProperty TypeValue 
MannatResidentialEstimated Rs.200+ crore
Dubai VillaResidentialRs.18 crore
Alibaug Holiday HomeResidentialRs.15 crore
London ApartmentResidentialRs.183 crore
Los Angeles VillaBought and listed on AirbnbRs.112,900 per night
  1. Other Personal Possessions:
    1. Luxury Cars Collection:
Car NamePrice 
BMW 6 seriesRs.0.9 crore
BMW 7 seriesRs.2.5 crore
BMW i8Rs.2.3 crore
Audi A8Rs.1.6 crore
Rolls Royce Drophead CoupeRs.7.6 crore
Mitsubishi PajeroRs.0.3 crore
Toyota Land CruiserRs.1.47 crore
Bugatti VeyronRs.11.39 crore
Bentley Continental GTRs.4.04 crore
Vanity vanRs.4 crore
  1. Luxury Watch Collection:
Watch ModelsApproximate Price
Patek Philippe Aquanaut Chronograph 5968ARs.4,616,064
Audemars Piguet Royal Oak Perpetual CalendarRs.9,136,514
Audemars Piguet Royal Oak Offshore 26401PORs.4,338,828
Patek Philippe Nautilus 5811/1GRs.1,37,67,440
BVLGARI Octo Roma Tourbillon Sapphire 103154Rs.31,70,656
TAG Heuer Carrera Calibre 1887Rs.4,83,941
Swatch x Omega MoonSwatch ‘Mission to Neptune’Rs.22,528
TAG Heuer Monaco Sixty-NineRs.3,00,000

Investment Philosophy:

Shahrukh Khan’s investment philosophy states a simple four-point frame. 

  • Diversify: 

Shahrukh Khan earns money from his movies and has invested in sports, real estate, educational startups, and other businesses. His portfolio, which includes Red Chillies Entertainment, part ownership of the IPL franchise Kolkata Knight Riders, and the Indian franchise of KidZania, highlights diversification. 

  • Avoid borrowing as far as possible

Shahrukh Khan doesn’t seek finances or debt for his movies, even though he could easily find funding. He invests his own money, preferring not to risk anyone else’s. He believes in avoiding debt whenever possible and living within the means. 

  • Keep following your passion:

Shahrukh Khan’s father ran a restaurant, but Shahrukh Khan admits he doesn’t understand business well. So, he followed his passion, and business success followed. His current dream is to own a film studio, even though it’s not a sound business proposition due to the lack of immediate returns. It’s pure passion, not business, that drives him to set up a studio.

He also often states that staying updated about the markets and getting the right insights helps keep investments aligned with market and industry trends in the long run. Additionally, to reap maximum gains from your portfolio, maintain a long-term vision in your investments, an attribute also highlighted in star portfolios like Radhakishan Damani’s portfolio

Conclusion:

Shahrukh Khan’s net worth shows his hard work, dedication, and business acumen. As one of Indian cinema’s most successful actors, his story inspires millions worldwide. His wealth reflects not just his financial success but also his global impact. Khan is a role model in many aspects, proving that great achievements are possible through effort and commitment. 

But remember, if you plan to adopt his investment style, it is always helpful to seek financial advisory services from a registered firm to understand whether the style matches your investment objectives and risk appetite. 

FAQ

  1. What is stock portfolio, and what is Shahrukh Khan’s stock portfolio?

    A stock market portfolio consists of your financial assets, such as bonds, stocks, mutual funds, and ETFs. For example, your stock portfolio comprises Infosys, Reliance, and HDFC Bank shares. Shahrukh Khan’s portfolio includes a 55% stake in unlisted shares of KKR, undisclosed stakes in BYJU’s, and a 26% stake in KidZania.

  2. What is the age of Shahrukh Khan?

    Shahrukh Khan is 58 years old.

  3. What is Shahrukh Khan’s net worth in rupees?

    Shahrukh Khan’s net worth in rupees is estimated at Rs.6300 crores. 

  4. Who is Shahrukh Khan?

    Shah Rukh Khan, often called SRK, is a well-known Indian actor and film producer in Hindi cinema. He has appeared in over 100 films and received many awards, including 14 Filmfare awards.

Introduction:

Success in the stock market in India isn’t simply about luck or randomly picked stock advice; it’s a result of well-honed skills and a strategic approach. Seasoned investors like Madhusudan Kela have honed these skills through years of experience, developing unique investment philosophies that have propelled their portfolios to the forefront of the market. In this article, we’ll dissect his investment philosophy and analyze his portfolio composition to gain valuable insights into sustainable investment strategy and know what is a stock portfolio

About Madhusudan Kela

Madhusudan Kela, from Kurud, Chhattisgarh, is a notable Indian investor and businessman. He completed his Master’s in Management Studies in 1991 from K. J. Somaiya Institute of Management Studies and Research (SIMSR) in Mumbai. He began his career in equity research at CIFCO and Sharekhan. 

In 1994, he joined Motilal Oswal to establish its institutional desk, moved to UBS in 1996, and then to Reliance Mutual Fund. From June 2004 to September 2010, he led equity investments at Reliance Mutual Fund, driving it to become India’s first fund with an Asset Under Management of Rs.1 lakh crore. Under his leadership, the Reliance Growth Fund achieved a 32% CAGR (Compound Annual Growth Rate) from 2004 to 2010.

After leaving Reliance in 2017, Madhusudan Kela founded MK Ventures in January 2018 and continued as its Managing Director. He is also a respected member of the Venture Capital Investment Committee (VCIC) of the Small Industries Development Bank of India (SIDBI) for the ‘Fund of Funds for Start-ups (FFS).’ Kela also holds positions in industry bodies like FICCI and CII and is a Founder and Trustee at Plaksha University, highlighting his dedication to education and philanthropy.  Apart from these, Madhusudan Kela is also involved in social causes and serves as a Trustee at the Konark Cancer Foundation. 

His insights are highly sought after by top business news channels in India, such as CNBC TV18, ET Now, Bloomberg, BTVI, CNBC Awaaz, and Zee Business. He frequently participates in investment forums and major conferences organized by FICCI, CII, ICAI, and other institutions. Recognized for his contributions, Kela has received accolades, including the Best Equity Fund Manager award from the Prime Minister of India. His strategic insights are valued by leading industrial houses in India.

Madhusudan Kela’s Net Worth:

As of the quarter ending June 2024, Madhusudan Kela’s net worth was Rs.2155.4 Cr., 10.16% less than the March 2024 net worth of Rs.2399.2 Cr. However, his net worth has shown a consistent upward trend since the quarter ending in June 2022, when his net worth was Rs.641.4 Cr. 

Madhusudan Kela Portfolio:

As of the quarter ending June 2024, the portfolio of Madhusudan Kela holds the following stocks-

Company1-year % Return (June 2024 quarter)March 2024(% Holdings)June 2024(% Holdings)Holding Value (Rs.Cr.)
Choice International Ltd.112.7812.04Filing Due895.2
Iris Business Services Ltd.177.415.545.3929.05
MKVentures Capital Ltd.74.3674.3674.36602.11
Sangam (India) Ltd.49.494.864.8698.67
Bombay Dyeing And Manufacturing Company Ltd.82.501.651.6577.3
Kopran Ltd.29.781.041.0411.73
Indostar Capital Finance Ltd.50.692.482.4883.78
Repro India Ltd.13.673.32Filing Due29.75
Niyogin Fintech Ltd.17.085.285.2834.61
Samhi Hotels Ltd.24.831.72Filing Due66.08
Transformers & Rectifiers (India) Ltd.809.503.910
Rashi Peripherals Ltd.2.442.4465.29
(Source- Ticker Finology)

Of the stocks, Madhu Kela’s latest buy is Niyogin Finance Limited, which resulted in a 5.28% stake in the company. 

Apart from stocks, Madhusudan Kela is also an angel investor who has invested in various small companies. The companies include- 

CompaniesInvestment Date
S3v Vascular TechnologiesMarch 2024
Waaree EnergiesAugust 2023
ServifyFebruary 2021
KapivaJanuary 2019
Akasa Air (Seed capital)August 2021
(Source- Pitchbook and Tracxn)

In addition, his portfolio includes a $167M investment in Shyam Metallics. He invested in this company pre-IPO and exited the position in June 2021. 

Madhusudan Kela Portfolio Analysis:

  • The angel investment portfolio mainly concentrates on financial services and travel and hospitality companies.
  • Madhusudan Kela strategically invested in small and mid-cap companies with substantial growth potential. Notable investments included BEML, Kirloskar Brothers, and Jaiprakash Associates. These companies emerged as multi-baggers, offering promising valuations and significant returns.
  • As of December 2023 quarter details, the current portfolio holds nearly 51.51% small cap and 48.49% micro-cap stocks. 
  • In 2009, Kela shifted his focus to the pharmaceutical sector. He made disproportionately large bets, convinced of the sector’s medium-term prospects. Despite macroeconomic challenges, Kela saw a meaningful opportunity in pharmaceuticals and capitalized on it.
  • The sectoral analysis of the portfolio shows the following bifurcation-
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Madhusudan Kela’s Investment Philosophy:

Madhusudan Kela and Madhuri Madhusudan Kela’s portfolio highlights the importance of emotional discipline in long-term investing. You need to stay level-headed and rational amid market fluctuations. While his investment philosophy isn’t easily defined, controlling emotions and learning from various sources is key. Inspired by investors like Rakesh Jhunjhunwala and George Soros, as well as insights from Peter Bregman’s “18 Minutes,” Kela values continuous learning and adaptation in the dynamic investing world.

Kela advocates for a well-defined asset allocation plan designed for the long term. He sees volatility as an opportunity, encouraging you to use market fluctuations to invest in fundamentally strong companies. Additionally, he advises on education on what is compounding and entrusting investments to skilled asset managers or registered financial consulting firms specializing in the complexities of financial markets, highlighting the importance of professional expertise and diligence in wealth management. He also often highlighted how important it is to measure portfolio performance regularly.  

Conclusion:

Madhusudan Kela is a renowned investor in Indian capital markets with around three decades of experience in both sell-side and buy-side investments. His journey is a testament to his sharp financial skills and talent for spotting opportunities, building strong investment teams, and adapting to market changes. Madhu Kela’s story is truly inspiring, showing how passion, resilience, and constant learning can lead to remarkable success in investing. 

FAQs

  1. Who is Madhusudan Kela?

    Mr. Madhusudan Kela is a prominent and experienced investor in Indian Capital Markets. With years of expertise, he now leads “MK VENTURES,” a boutique investment firm he started in 2018. MK VENTURES focuses on finding unique alpha opportunities.

  2. What is the net worth of Madhusudan Kela?

    As of the quarter ending June 2024, Madhusudan Kela’s net worth is Rs.2155.4 Cr.

  3. Who is the owner of MK Ventures capital?

    MK Ventures Capital is owned by Madhusudan Kela, a renowned Indian investor.

When entering the investment world, is this your first question- ‘What is a stock portfolio?’ Or is it ‘What is a portfolio?’ It is time we answer the most common questions and broaden the meaning of the portfolio with an in-depth analysis of one of the good-performing star portfolios. 

Salman Khan, a Bollywood A-lister, has amassed significant wealth by investing in different businesses and creating sources of income other than movie fees. He runs a production house, owns a clothing line, backs multiple startups, and more. These helped him build a net worth among the top ten in Bollywood. Read further to know more about Salman Khan’s net worth. 

About Salman Khan:

Salman Khan, born Abdul Rashid Salim Salman Khan on December 27, 1965, in Indore, Madhya Pradesh, grew up in a Hindi-speaking Muslim family. He studied at The Scindia School in Gwalior and St. Stanislaus High School before briefly attending St. Xavier’s College. However, he dropped out to pursue a career in film, starting as an assistant director. 

At 15, Salman appeared in a Campa Cola commercial. His acting debut came in 1988 with “Biwi Ho To Aisi,” but his big break was Sooraj Barjatya’s “Maine Pyar Kiya” (1989). This role catapulted him to stardom and laid the groundwork for a career of over 30 years. Salman has starred in over 100 films and won several prestigious awards. Beyond acting, he’s a producer with Salman Khan Films and is known for his philanthropy through the Being Human Foundation.

Salman Khan’s Total Net Worth

As of May 2024, Salman Khan’s net worth is over Rs.2900 crore. His annual income is around Rs.220 crore, and he earns about Rs.16 crore monthly. This significant net worth results from his acting career, entrepreneurial activities, brand endorsements, profit-sharing deals from films, and the brands he launched. 

c:

Salman Khan has diversified his financial portfolio with different investment avenues, bringing in an impressive annual income of over Rs.200 crores. Here is a list of all his assets and income sources:

A] Main Income Streams:

  1. Movies and Shows:

Salman Khan gets about Rs.100 crore per film. In addition to his regular fee, he also benefits from profit-sharing deals. For each film, he takes home 60% to 70% of the profits. Additionally, his earnings from Bigg Boss come close to Rs.25 crore, including Rs.12.5 crore for each episode of Weekend Ka Vaar.

  1. Brand Endorsements:

Salman Khan earns around Rs.300 crore annually from brand endorsements. He takes home Rs.1.5 crore per day for each ad he does. He has been featured in advertisements for brands like Suzuki motorcycles, Chlormint gum, Relaxo footwear, Campa Cola, Mountain Dew, Limca soft drinks, and Jerai Fitness. 

B] Businesses and Investments:

  1. Startup Investments:

Salman Khan invested in Yatra.com, a travel company, in 2012 to own a 5% stake in the company. He also participated in a Rs.109 crore ($13 million) investment round for investing in the short-video platform Chingari. However, the deal amount is undisclosed.

The actor has also invested in the ed-tech platform ‘Khan Academy’ in 2008 and ‘Khan Lab School’ in 2014. His equity picks  also include stakes in the following startups

JPIN VCATS, OnMobile, GARI, Republic Labs, ProfitBoard, India TV, and White Star Capital.

  1. Fitness Business:

Salman Khan launched his fitness equipment line, Being Strong. He has also opened several gyms in major cities like Mumbai, Noida, Indore, Kolkata, and Bangalore. The actor also acquired 100% of the manufacturing rights of Jerai Fitness Pvt. Ltd., a fitness equipment company in India that now manufactures an exclusive line for the brand.

  1. Production House:

Salman Khan has produced and distributed many successful Hindi movies under his banner, Salman Khan Films, which he started in 2011. For the financial year 2021-22, the company reported operating revenues of over Rs.100 crore. Its EBITDA jumped by 326.62% compared to the previous year, 2023-24, and its book net worth rose by 30.23%. As of the same period, the company’s liabilities fell by 95.96%, and its Return on Equity was 23.21%.

  1. Apparel Brand:

Being Human Clothing started in 2012 to support Salman Khan’s foundation, Being Human. It has expanded its market into the Middle East, Europe, and India. Today, there are over 90 stores across the country. As of the year ending March 2023, it had earned an annual revenue of Rs.1.5 crore. Nearly 84.4% of the brand’s revenue comes from India, while exports contribute to 15% of the revenue. 

  1. NFT investment:

Salman Khan’s portfolio includes non-fungible tokens (NFT). These are unique digital assets recorded on a blockchain, representing ownership of items like art or music. Unlike cryptocurrencies, they are not interchangeable and often serve as proof of ownership but don’t grant legal rights over the associated digital files.

In 2021, Salman Khan partnered with Bollycoin (a Bollywood-centric NFT platform) and launched his own collection of NFTs called Salman Khan Static NFT. More than twenty lakh BOLLY tokens were sold within seven hours of the launch. The income model for such tokens states that 10% of the NFT sale value goes to the BollyCoin holders. 

C] Salman Khan’s Assets:

  1. Personal Assets:
  2. Car Collection:

Salman Khan is an avid car enthusiast, and his impressive collection features some of the world’s most luxurious and high-performance vehicles. His collection includes the following models-

Car ModelApproximate Value
Audi A8LRs.1.50 Crore
Audi RS7Rs.2.20 Crore
Mercedes Benz AMG GLERs.1.20 Crore
Mercedes Benz GL 350 CDIRs.79.78 Lakh
Mercedes S classRs.1.60 Crore
Porsche Cayenne TurboRs.1.50 Crore
Range Rover VogueRs.1.18 Crore
BMW X6Rs.1.04 Crore
Lexus LXRs.35 lakh
Toyota Land CruiserRs.1.8 Crore

  1. Bike Collection:

If you know Salman Khan, you already know he’s a big superbike fan. He owns some of the world’s priciest motorbikes, including the following:

Bike ModelApproximate Value (INR)Approximate Value (USD)
Suzuki Hayabusa21 lakh26,000
Yamaha R116 crore1.9 million
Suzuki GSX-R1000Z16 crore1.9 million
Suzuki Intruder M1800 RZ16 crore1.9 million
Giant Propel 2014 XTC4.32 lakh5,191

  1. Yacht:

A year before buying a beach house in Gorai, Salman Khan gifted himself a private yacht for his 50th birthday. As reported by Times of India, he spent about Rs. 3 crore on this cruiser.

  1. Real Estate Properties:
Property TitleProperty TypeValuation
Galaxy ApartmentApartmentRs.16 crore ($1.9 million)
Panvel FarmhouseFarmhouseRs.80 crore ($9.7 million)
Gorai PropertyBeach HouseRs.100 crore ($12 million)
Bandra ApartmentApartmentRs.30 crore ($3 million)

Apart from the mentioned properties, Salman Khan owns a four-floor commercial property in Santacruz, Mumbai. He purchased it in 2012 for around Rs.120 crore for commercial purposes. Initially, he leased it out for Rs.89.60 lakh per month. Now, it’s rented to LandCraft Retail, and the rent has increased to Rs.1 crore monthly. He also owns a house in The Address Downtown by Burj Khalifa in Dubai. However, information about its valuation is limited. 

Salman Khan’s Investment Philosophy:

You can get the following takeaways from Salman Khan’s portfolio:

  • Investment Insights:

Salman Khan’s investment strategies are an excellent example for new investors. He focuses on thorough research and invests in industries he knows well, like entertainment and real estate.

  • Asset Diversification:

Salman has invested in various sectors, such as real estate, educational startups, fitness brands, and other business ventures. This way, if one investment performs poorly, others can offset the losses.

  • Long-Term Vision:

Salman Khan’s strategy highlights the value of a long-term perspective. He invests in opportunities that build value over time rather than seeking quick profits. The compounding of these investments yielded a significant corpus that contributed to his net worth growth. You can grow your wealth similarly from your market investments by staying patient and avoiding panic during market fluctuations.

Conclusion:

Salman Khan is known for inspiring many to improve their lives. His work spans various industries, showing his versatility as an entrepreneur. His charitable efforts through the Being Human Foundation also set him apart. His diverse portfolio highlights his entrepreneurial acumen, which has greatly impacted society and the business world. 

If you are inspired by his or any other ace investor’s portfolio (like Vijay Kedia’s portfolio) and wish to replicate the investment style, consider consulting a SEBI-registered investment advisor. They will help you check whether the strategies align with your investment objectives. 

FAQ

  1. Who is the richest actor in India?

    Shah Rukh Khan is the wealthiest actor in India, with an approximate net worth of Rs.6300 crore. Salman Khan stands second in the list.

  2. Who is the highest-paid Indian actor?

    The highest-paid Indian actor is Shah Rukh Khan, who has an approximate per-movie fee of Rs.150-250 crores. Salman Khan stands sixth in the list with a per-movie fee of Rs.100-150 crores.

  3. What is the age of Salman Khan?

    Salman Khan is currently 58 years old. 

  4. What is the total net worth of Salman Khan?

    Salman Khan’s total net worth is approximately Rs.2900 crores. 

Introduction:

Stock market stalwarts often leave a trail for aspiring investors to follow. Be it Rakesh Jhunjhunwala, Radhakishan Damani, Sunil Singhania, Ramdeo Agarwal, or Ankita Vasistha, every ace investor has a lesson in their portfolio. Some lead with exceptional vision, and some with unconventional strategies. 

But the seasoned investor we will discuss here has made big wealth and a name with small-cap stocks. Porinju Veliyath is a famous Indian investor known for his unique investing style and success in the stock market. Let’s explore the Porinju Veliyath portfolio to understand Porinju Veliyath stock recommendations in detail. 

Who is Porinju Veliyath?

Porinju Veliyath is a well-known Indian investor and fund manager famous for his value investing approach. Born on June 6, 1962, near Kochi, he grew up in a middle-class family. During his teenage years, his family faced a severe financial crisis, forcing them to sell their house to repay loans. This motivated him to find a job to support his family. 

He worked while studying, starting as an accountant and earning Rs. 1000. Later, he worked at Ernakulam Telephone Exchange and earned a law degree from Government Law College, Ernakulam.

Despite his degree, Veliyath couldn’t find a well-paying job. In 1990, he moved to Mumbai and began as a floor trader at Kotak Securities. He then joined Parag Parikh Securities, developing his skills as a fund manager and research analyst. 

In 2002, Veliyath returned to Kerala and founded Equity Intelligence India Pvt. Ltd., focusing on value investing in Indian equities. His first significant investment was in Geojit Financial Services, a stock considered a bad penny by many, yet it generated substantial returns. This demonstrates his confident and strategic investing style. He also invested in Shreyas Shipping, which became profitable in the long run.

Veliyath’s personal wealth creation led him to start his own firm. Today, Equity Intelligence manages both its portfolio and those of other investors. His ability to pick undervalued stocks and turn them into valuable investments earned him the title “Small-Cap Czar.”  

Porinju Veliyath Holdings:

Porinju Veliyath’s portfolio as of the quarter ending March 2024 holds 13 active stocks. Porinju Veliyath’s holdings include the following-

Sr. No.CompanyDec 2023March 2024Value in Crores
1Aeonx Digital Technology Ltd.3.043.041.89
2Ansal Buildwell Ltd.2.03
3Aurum Proptech Ltd.4.524.4950.1
4Duroply Industries Ltd.6.455.5416.50
5Kaya Ltd3.023.0217.52
6Kerala Ayurveda Ltd4.825.1819.55
7Orient Bell Ltd3.733.7321.34
8RPSG Ventures Ltd1.561.3933.12
9Max India Ltd1.041.0413.2
10Centum Electronics Ltd.1.011.0121.39
11Kokuyo Camlin Ltd1.011.0115.35
12Arrow Greentech Ltd1.060
13PG Foils Ltd1.061.062.44
14Mitsu Chem Plast Ltd1.663.22
15TAAL Enterprises Ltd1.089.56
(Source- Ticker Finology)

Porinju Veliyath’s current investment portfolio details aren’t publicly available, but his strategy is clear. He selects companies across various sectors, aiming to benefit from India’s economic growth and emerging trends. This approach pays off, as evidenced by the return rate of the investments he made through his PMS firm, Equity Intelligence India Pvt. Ltd.

In FY24, his investments generated an average annual return of 23.60%, compared to the NIFTY50’s 10.74%. Over the past three years, his PMS returned 11.50%, while the NIFTY50 had 20.15%. Additionally, his PMS achieved an 18.30% return in the last five years, outperforming the NIFTY50’s 11.52%. 

Porinju Veliyath Portfolio changes and analysis:

  • As of the quarter ending March 2024, Porinju Veliyath reduced his share in Duroply Industries Limited (-0.91%), RPSG Ventures Limited (-0.17%) and Aurum Proptech Limited (0.03%). 
  • During the same tenure (March 2024 quarter), he increased his holdings in Kerala Ayurveda Limited by 0.36%, bringing the total share tally to 5.18%. He also reduced his shareholding in Arrow Greentech Limited. 
  • The portfolio’s sectoral distribution is strategically divided into various industries, including finance, ceramics and granite companies, electricals, pharmaceuticals, transport and logistics, plastics, and computer software. However, the portfolio is concentrated (not limited to) on value small-cap and mid-cap stocks. 
  • The sectoral breakup of the portfolio is as follows-

Lessons from Porinju Veliyath Portfolio:

Porinju Veliyath’s journey offers valuable lessons and market insights for investors navigating the stock market:

  • Embrace Value Investing: Veliyath’s success shows the importance of value investing. This means finding undervalued companies with strong fundamentals and growth potential.
  • Conduct Thorough Research: Veliyath is known for his detailed research and due diligence. You should adopt a similar approach, thoroughly analyzing companies and keeping risk analysis at the centre of your decision-making.
  • Think Long-Term: Veliyath focuses on finding multi-bagger stocks, highlighting the need for a long-term investment horizon. Patience and discipline are key to realizing the full potential of your investments.
  • Embrace Contrarian Thinking: Veliyath’s contrarian approach involves going against the prevailing market sentiment. Be willing to challenge conventional wisdom and seek opportunities others might overlook.
  • Guide to Diversification: Even though Veliyath’s portfolio might seem concentrated, it’s important to maintain a diversified portfolio. This helps mitigate risk and allows you to capitalize on opportunities across different sectors and market capitalizations.

In an old interview, Porinju Veliyath advised investors to visualize the selected company’s growth over the coming five to ten years and focus on its different dynamics. 

Conclusion:

Porinju Veliyath’s investment journey is a masterclass in strategic thinking, financial acumen, and resilience. He identified undervalued stocks and followed a disciplined approach to significantly shape his wealth. If you are starting your investment journey and looking for a guide in value investing, you can take inspiration from his strategies to achieve financial success. 

His story highlights the power of value investing and the importance of a well-researched approach to the stock market. However, before following his trail of investing completely, consult SEBI-registered financial advisory services to understand what is stock portfolio and to analyze the alignment of your goals and investment style.

FAQs

  1. What is the net worth of Porinju Veliyath?

    As of the quarter ending March 2024, Porinju Veliyath’s net worth amounts to Rs.210.83 crores.

  2. Is it OK to invest in small-cap?

    Small-cap stocks are often volatile, but they hold the potential to grow into a multi-bagger over the long term. However, before investing in a small-cap stock, you must thoroughly research the company’s fundamentals. Ensure the company has a strong managerial and financial base and a growth vision. Additionally, ensure you balance the risk of small-cap stocks with other more stable options in your portfolio.

  3. Is small-cap worth investing in?

    Small-cap investments have an advantage over large-cap stocks—their potential long-term performance. However, they carry comparatively greater risk, so they are suitable only if you have a high-risk appetite and can take any possible capital loss.

Also Read:

Introduction:

Super investors, with their vast experience and keen market insights, have a proven track record of making wise investment decisions. Today, we’ll explore the portfolio of one such star investor, Sunil Singhania. His portfolio has been the talk of the town lately, thanks to the amazing performance of Abakkus Asset Managers. They started in September 2018 and have already made waves in the stock market. What drove these successful investments? What approach did Singhania follow? Let’s understand this through his portfolio analysis.

Sunil Singhania Profile:

Sunil Singhania is a respected chartered financial analyst (CFA) with over 20 years of experience. He became the first Indian on the CFA Global Board of Governors. His journey began in a middle-class family. In 1988, he became an all-India rank-holder Chartered Accountant, and in 2001, he became a Chartered Financial Analyst.

He served as the Global Head of Equities at Reliance Capital Limited, overseeing equity assets and providing strategic input across the Reliance Capital Group. As Chief Investment Officer of Equities, he led Reliance Mutual Fund (now Nippon India Mutual Fund) to great success. The Reliance Growth Fund grew over 100 times in less than 22 years under his leadership.

Singhania also led Reliance Nippon Life Asset Management’s international efforts, launching India funds in Japan, South Korea, and the UK. In 2018, he founded Abakkus Asset Management Company (AMC), reflecting his investment principles. Singhania’s sharp market insight and talent for spotting growth prospects make him a top expert in investment management.

Sunil Singhania’s Net Worth:

According to the most recent corporate shareholding filings, Sunil Singhania’s net worth is more than Rs.2831.6 crores as of the quarter ending March 2024. This was 0.26% less than the previous quarter. However, in the next quarter (June 2024), his net worth increased by 7.91% to reach Rs.3055.7 crores. Sunil Singhania’s net worth has shown a consistent uptrend since September 2022. 

Sunil Singhania’s Stock Portfolio:

Here are Sunil Singhania’s equity picks as of the March 2024 quarter:

Sr. No.CompaniesDec 2023 %March 2024 %Value (Rs. Cr.)
1Carysil Ltd.5.865.76131.87
2DCM Shriram Industries Ltd.2.982.8653.87
3Dynamatic Technologies Ltd.2.942.94145.27
4H.G. Infra Engineering Ltd.1.471.44163.95
5HIL Ltd.3.213.2170.8
6Hindware Home Innovation Ltd.4.424.45151.41
7IIFL Securities Ltd.3.283.31211.09
8Ion Exchange (India) Ltd.2.142193.36
9J Kumar Infraprojects Ltd.2.652.64179.55
10Jubilant Pharmova Ltd.1.21.2143.14
11Mastek Ltd.3.223.14278.69
12PSP Projects Ltd.1.511.5137.2
13Route Mobile Ltd.2.582.44272.08
14Rupa & Company Ltd.4.24.294.93
15Sarda Energy & Minerals Ltd.2.182.12180.07
16Siyaram Silk Mills Ltd.1.791.5937.19
17Stylam Industries Ltd.2.52.583.3
18Technocraft Industries (India) Ltd.2.692.69179.87
19The Anup Engineering Ltd.3.853.8168.13
20ADF Foods Ltd.1.541.5439.75
21CMS Info Systems Ltd.1.030
22Dreamfolks Services Ltd.1.520
23Ethos Ltd.1.241.2487.49
24Uniparts India Ltd.2.192.1951.4
25EMS Ltd.1.351.3549.11
26TTK Healthcare Ltd.1.131.1323.14
27Shriram Pistons & Rings Ltd2.272.31192.2
Source: Ticker

Sunil Singhania’s Portfolio Analysis:

Sunil Singhania’s portfolio revolves around the investment philosophy of creating long-term wealth by identifying companies with enormous potential, practicing ethical governance, and maintaining a diversified portfolio. It is a guide to diversification for the masses. As of March 2024, Sunil Singhania’s latest pick and other changes in the portfolio are as follows-

  • Additions:

He increased his stake in Shriram Pistons and Rings Limited by 0.04% and his holdings in IIFL Securities Ltd. and Hindware Home Innovation Ltd. each by 0.03%.

Sunil Singhania reduced the following holdings-

  1. Siyaram Silk Mills Ltd. (0.2%)
  2. Ion Exchange (India) Ltd. (0.14%)
  3. Route Mobile Ltd. (0.14%)
  4. DCM Shriram Industries Ltd. (0.12%)
  5. Carysil Ltd. (0.1%)
  6. Mastek Ltd. (0.08%)

The sectoral distribution of the portfolio shows the following break-up:

Sectors% Share
Cement and construction14
Engineering 13.34
Metal- Ferrous11.81
Infrastructure 11.27
Others 49.23

The ‘others’ include textiles, consumer durables, utilities, general industries, commercial services and supplies, banking and finance, pharmaceuticals, and retail companies. 

Sunil Singhania Investment Strategy:

Sunil Singhania’s portfolio reflects a straightforward yet effective investment approach:

  • Diversification: He believes in diversifying across sectors and market caps, balancing exposure to large and small firms.
  • Quality Companies: Sunil Singhania’s portfolio has stocks from companies with robust fundamentals, competitive edges, and growth prospects.
  • Ethical Governance: Sunil Singhania’s portfolio emphasizes investing in companies that adhere to ethical practices.

Sunil Singhania Investment Philosophy:

Sunil Singhania’s portfolio follows the MEETS framework, which analyzes Management, Earnings, Events or Trends, Timing, and Structure. Here’s a breakdown of the parameters:

  1. Management: To examine the management of a company means to consider the following-
  • Assess the management team’s experience, skills, and past successes. Look for a consistent history of delivering results.
  • Assess how effectively the company invests its resources. Look for evidence of profitable projects (return on investment), efficient capital expenditure (CapEx),  return on equity (ROE), and debt-to-equity ratio.
  • Check whether profits are fairly distributed to shareholders. Consider the company’s dividend payout ratios, share buybacks, and the company’s history of increasing shareholder wealth.
  • Differentiating downfalls (if any) between business errors and intentional mishaps. Look for consistent patterns of underperformance or evidence of intentional misconduct. 
  1. Earnings: To examine the earnings of the company means to
  • Compare the quality of earnings vs. reported numbers. 
  • Analyze actual earnings vs. expected earnings to check whether the company meeting or beating its financial goals.
  • Consider whether earnings are cyclical (seasonal) or structural (long-term).
  • Look for companies that can double profits in four years or where the value can halve in four years.
  1. Events: To analyze the events means you need to
  • Analyze how significant events (e.g., product launches, mergers, acquisitions, regulatory changes) affect the company’s stock price. Identify opportunities to buy or sell based on market reactions.
  • Stay informed about emerging trends and disruptive technologies that could impact the company’s future. 
  1. Timing: Focusing on the timing of the investment means evaluating the right price and timing for investments. For that, you must consider the following-
  • Assess the current price to determine if the stock is overvalued, undervalued, or fairly valued. For this, compare the company’s current stock price to its intrinsic value using valuation metrics like the price-to-earnings (P/E) ratio, the price-to-book (P/B) ratio, and the industry average. So, suppose a company’s P/E ratio is 20, and the industry average is 18; you can say the stock is either fairly valued or slightly overpriced. 
  • Determine the appropriate holding period based on the company’s growth prospects, industry trends, and overall market conditions. 
  • Considers mean reversion (evaluating the tendency of a stock’s price to return to its long-term average over time).
  1. Structure: To evaluate the company’s structure is to-
  • Assess the size and growth potential of the company’s target market. A large and growing market can drive revenue and profit growth. For instance, the Indian electric vehicle market, valued at USD 8.03 billion in 2023, is projected to grow at a CAGR of 22.92% till 2030, offering significant growth potential for EV manufacturers. 
  • Assess competitive positioning or market advantage (MOAT). Understand how the company stands out from competitors— strong brand value (E.g., Apple Inc.), patents, or cost advantage. 
  • Look for consistent profit growth. Analyze the company’s profit margins, operating efficiency, and cost structure for at least the last three to five years. 

Conclusion:

Abakkus Fund, under the expert guidance of Sunil Singhania, exemplifies excellence in securities advisory and equity picks. With a deep understanding of what constitutes a robust stock portfolio, Singhania’s approach offers a valuable guide to diversification. His strategic investments across diverse sectors demonstrate his market acumen and provide a blueprint for achieving balanced and profitable portfolios. 

For investors seeking insightful and effective strategies, Sunil Singhania’s portfolio is a testament to the power of informed, diversified equity investments. You can begin your journey by understanding what is a stock portfolio to be able to navigate the markets with confidence. 

FAQs

  1. What is the qualification of Sunil Singhania?

    Sunil Singhania holds the prestigious Chartered Financial Analyst (CFA) designation conferred upon by the CFA Institute. His qualifications include being a Chartered Accountant and a CFA Charter Holder. He graduated in commerce from Bombay University and completed his chartered accountancy at ICAI, Delhi, earning an all-India rank.

  2. Who is the owner of Abakkus?

    Sunil Singhania, CFA, is the Founder of Abakkus Asset Management, LLP, an India-focused Asset Management Company established in 2018.

  3. What is the net worth of Abakkus?

    Abakkus Asset Manager LLP manages assets worth Rs.26,500 crores. Abakkus focuses on alpha-driven strategies in listed Indian equities.

Also Read:

Porinju Veliyath Portfolio
Mukul Agrawal Portfolio
Raamdeo Agrawal’s Portfolio
Dolly Rajiv Khanna Portfolio
Allu Arjun’s Portfolio Analysis
Rahul Gandhi’s Portfolio
Amit Shah’s Portfolio
Mohnish Pabrai Portfolio
President Of India Portfolio
Ashish Dhawan Portfolio
Nemish S Shah Portfolio
Vijay Kedia’s Portfolio
Radhakishan Damani Portfolio
Ashish Kacholia Portfolio

Introduction:

The stock market has seen many successful investors, including Mukul Agrawal. He’s a visionary investor and the founder of Param Capital Group. With over two decades in the securities market, Mukul Agrawal has made a name for himself, especially as a guide to diversification. 

He’s known for his analytical skills and thorough research. Mukul focuses on finding value opportunities and has a track record of successful investments across various sectors. How does his portfolio reflect the same? And what other rules can you learn from his investment journey? Let’s delve into the details of his holdings and investment approach to answer these.

Who is Mukul Agrawal?

Mukul Agrawal was born in 1981 in Jaipur, Rajasthan. He was raised in a business family, and his early exposure to entrepreneurship paved the way for his success. His success is due to his ability to adapt to market changes, spot emerging trends, and build well-diversified portfolios. 

Mukul graduated in Commerce from Mumbai University in 1991 at 19. He also studied Management and Leadership at Harvard Business School. He entered the markets in the 1990s and started making profits at 23. In 1993, he founded Param Capital Group. He also holds directorship positions at Permanent Technologies Pvt. Ltd and Mahavir Prasad Nevatia Education Institution.

His investment strategy involves aggressive investments, thorough analysis, taking risks with promising penny stocks, and keeping separate portfolios for investment and trading. 

Mukul Agrawal Networth

As of the latest filings done at the quarter ending March 2024, Mukul Agrawal’s net worth exceeds Rs.5756 crore. Over the three years, his net worth has followed an uptrend, and in the June quarter of 2024, this led to a rise of 1.47% in his net worth, taking the total to Rs.5841.03 Crores. 

Mukul Agrawal’s Stocks List

Source: Ticker

Mukul Agrawal Portfolio Analysis:

Mukul Agrawal’s portfolio spans various sectors, reflecting a strategic allocation across industries. If you search for Mukul Agrawal Investor, you can find numerous details about his portfolio, which can provide valuable insights into his shareholding patterns. The search results bear the following sectoral distribution in Mukul Agarwal portfolio-

AD 4nXeYBgvwRKIgZo21wXrMAN1CGd26ty0R6tkZSB1Lxp3ZoU7h3ngvdExYa0waeQNReiTNsML3RlDnQFw5LuwVQfdvnvyStwmNCaCRtz0OztukcBoZb79Teg82ac3uZEn3ygqOAQ kMtsE21qroV2el9kFOU
Source- Economic Times

The 68.7% allocation (others) here include transport and logistics, engineering companies, textiles, chemicals, electricals, companies dealing in steel, media and entertainment paper, tyre companies, food processing companies, dyes and pigment, watches and accessories, rubber, and power distribution companies. 

As of the quarter ending June 2024, 42 of the total stocks in his portfolio have given dividend yields ranging from 0.04 to 4.31%. Plus, the stocks in the portfolio are diversified to strike a balance between risk and reward. This is why his portfolio is considered solid stock advice for investors seeing balanced risks and growth.

Mukul Agrawal Investment Philosophy:

Mukul Agrawal’s investments are based on two main principles:

  • Focus on small and micro-cap companies with a patient investment strategy: These companies can take years to reach their full potential.
  • In-depth fundamental analysis: Mukul emphasizes the importance of identifying business moats and the credibility of company promoters.

He also follows one golden rule: *Bhaav bhagwan che* (price is god). The price of a stock says it all, and there’s no point arguing against it, regardless of your view or conviction.

Mukul’s investment philosophy revolves around the synergy of innovation, technology, and a strong team. He believes in the transformative power of technology to address real-world challenges and has strategically invested in startups like Swiggy, Ola, and Cure. Fit. His focus on evaluating the founding team highlights his belief that a strong team is crucial to a company’s success.

In 2023, Mukul shared that he considers himself a patient investor. He invests heavily in small-cap and micro-cap stocks, often taking at least four years to build a substantial position. For example, he first bought shares in Kingfa Science & Technology in 2013, added more in 2014, and continued to do so in 2020 and 2021. 

He understands it can take years for a company to perform to its full potential. Mukul starts by analyzing an industry and then creates a list of key stocks in that sector. He monitors the stock prices and news flow around those stocks. He’s okay with buying a stock after it has moved up 15-20 percent from when he identified it. He needs to feel comfortable with the price at which he buys the stock, even though this might go against traditional market wisdom.

Mukul is not a contrarian investor. He believes you can’t be a good trader without being a good investor and vice versa. To be a good trader, you need a basic understanding of a company’s fundamentals. Good companies can stay overvalued, and bad companies can stay undervalued. Investing is about identifying the right companies. 

Knowing when to buy, hold, or average your investment becomes clearer with trading experience. Though not as actively as before, he still trades and takes risks with penny stocks and small-caps, but he has kept separate portfolios for trading and investing.

Conclusion:

Mukul Agrawal’s portfolio showcases a meticulously crafted approach to stock investing, combining aggressive investments with thorough analysis and calculated risk-taking. His practice of keeping separate portfolios for trading and investment provides a valuable guide to diversification. Agrawal’s strategy emphasizes the significance of a diversified portfolio, balancing high-risk penny stocks with more stable assets. 

As an aspiring investor, you can draw lessons from his approach, understand what is a stock portfolio, and reap the potential benefits of informed risk-taking and comprehensive market analysis. But before investing, consider consulting a registered financial consulting to help you check if the approach aligns with your investment objectives.

FAQ 

  1. What is Mukul Agrawal’s investment strategy?


    Mukul Agrawal’s investment strategy is multifaceted. He embraces aggressive investments, conducts thorough analyses to identify potential growth stocks, and takes calculated risks with penny stocks. Mukul Agrawal’s portfolio has two separate divisions—one dedicated to investment and the other to trading.

  2. What is Mukul Aggarwal’s net worth?

    As of June 2024, Mukul Agrawal’s net worth from equity investments stands at approximately Rs.5841.03 crore. His investment approach, emphasizing thorough research and low portfolio churn, has yielded impressive returns in India’s stock market.

  3. Who is the richest Aggarwal?

    The youngest self-made billionaire, Ritesh Agarwal, founder of OYO, boasts a net worth of approximately ₹16,000 crores. He leads India’s largest hotel network of leased rooms and the world’s third-largest brand of accommodation rooms network.

Also Read:

Sunil Singhania Portfolio
Porinju Veliyath Portfolio
Raamdeo Agrawal’s Portfolio
Dolly Rajiv Khanna Portfolio
Allu Arjun’s Portfolio Analysis
Rahul Gandhi’s Portfolio
Amit Shah’s Portfolio
Mohnish Pabrai Portfolio
President Of India Portfolio
Ashish Dhawan Portfolio
Nemish S Shah Portfolio
Vijay Kedia’s Portfolio
Radhakishan Damani Portfolio
Ashish Kacholia Portfolio

Introduction:

When you learn about the stock market, you’ll quickly hear about Warren Buffett, the maestro. Have you ever wondered how his legendary wisdom influences top financial firms? Meet Raamdeo Agrawal, the co-founder of Motilal Oswal Financial Services. He credits his success to Buffett’s timeless principles. How did he apply his principles? Did he opt for financial consulting? And what does Raamdeo Agrawal’s portfolio look like? Let’s explore.

Who is Raamdeo Agrawal?

Raamdeo Agrawal is the Chairman and Co-Founder of the Motilal Oswal Group. He has significantly influenced the company’s investment approach. Motilal Oswal, established in 1987, is a diversified financial services firm with a strong focus on Indian equity capital markets and research.

As Chairman of Motilal Oswal Asset Management Company, Raamdeo Agrawal developed the “QGLP” (Quality Growth Longevity & Favorable Price) Investment Framework and its ‘Buy Right, Sit Tight’ investment philosophy.

Raamdeo Agrawal hails from a modest, rural background. He was born and raised in a small village near Raipur, Chhattisgarh, where he lived until completing elementary school. He then moved to Raipur for further studies and later to Nagpur to graduate. He is a qualified Chartered Accountant from India’s Institute of Chartered Accountants.

Raamdeo started his career in 1987 as a sub-broker. He co-founded Motilal Oswal Financial Services, which is widely recognized today. His family now owns 36% of the company. Raamdeo’s consistent and honest tax payments from 1995 to 1999 earned him the Rashtriya Samman Patra from the Central Board of Direct Taxes. He considers Warren Buffet his mentor and inspiration. Which is why he developed a knack for identifying undervalued stocks with high growth potential.

Raamdeo Agrawal’s Portfolio

Here is a list of Raamdeo Agrawal’s stock picks to date:

(Source- Screener)

Sectoral Distribution of the Portfolio:

Raamdeo Agrawal’s stock picks demonstrate a highly diversified selection of stocks. The distribution is as follows-

The ‘others’ in this bifurcation include paper, edible oil, diamonds and jewels, textiles, plantation and plantation products, beverage companies, e-commerce, entertainment, power infrastructure, ferroalloys, sugar, engineering, and packaging companies. 

Raamdeo Agrawal Investment Strategy 

Raamdeo Agrawal, the co-founder of Motilal Oswal Financial Services, boasts a substantial net worth of $1.6 billion as of June 6, 2024. His investment prowess and commitment to quality have contributed significantly to his wealth. 

He follows an investment style known as QGLP. This acronym stands for Quality, Growth, Longevity, and Price. Here’s a brief overview of each component:

  • Quality: Raamdeo Agrawal emphasizes the importance of management quality in an organization. He looks for honest, transparent, and capable leadership that prioritizes shareholder interests.
  • Growth: Agrawal considers growth stocks crucial for wealth creation. Investing involves assessing future earnings’ current value.
  • Longevity: He prefers companies with a long track record. Stability and historical performance provide investors with confidence and information for decision-making.
  • Price: Agrawal believes in buying stocks below their intrinsic value. This approach ensures a margin of safety.

Raamdeo Agrawal also put forward the ‘Buy Right, Sit Tight’ theory. This means you should thoroughly research before buying a stock and be confident enough to invest a minimum of 10% of your portfolio. He also believes that if things go wrong, the price of a quality stock won’t suddenly drop. If you’ve done enough research, you’ll see the decline coming. This gradual fall will give you plenty of time to exit.

Raamdeo Agrawal’s Advice for Investors:

  • Here are some key lessons from his journey:
  • Never take on debt to invest in the stock market.
  • Don’t be shaken by drawdowns. 
  • Believe in your portfolio and hold a concentrated selection of quality stocks.
  • Investing starts with a vision.
  • Buy and hold stocks forever, and aim to avoid losses.
  • Don’t let tax rules dictate your investment decisions. Raamdeo learned this the hard way when he held onto a stock to avoid short-term capital gains tax, only to see it crash.
  • Invest in stocks that have the potential to double in three years.
  • A company’s management should have competency, a passion for growth, and unquestionable integrity.
  • Dividends are crucial for investment returns. Increased dividend payouts often signal good stock price growth.
  • Read extensively. Raamdeo reads 15-20 books each year.

Conclusion:

Raamdeo Agrawal’s portfolio exemplifies strategic financial consulting, focusing on identifying undervalued stocks with high growth potential. By employing his “QGLP” (Quality Growth Longevity & Favorable Price) Investment Framework, Raamdeo Agrawal’s portfolio has effectively guided investors in understanding what a stock portfolio entails and can act as a guide to diversification

His expertise ensures a balanced mix of assets, mitigating risks and maximizing returns. Through his commitment to sound investment principles, Raamdeo Agrawal’s portfolio continues to provide invaluable insights into building robust and diversified portfolios.

FAQ

  1. What is the net worth of Raamdeo Agrawal?

    Raamdeo Agrawal, co-founder of Motilal Oswal Financial Services, had a net worth of $1.6 billion as of June 6, 2024. His exceptional investment skills and dedication to quality have contributed significantly to his wealth.

  2. Who is the son of Raamdeo Agarwal?

    Raamdeo Agrawal, co-founder of Motilal Oswal Financial Services, is married to Sunita Agarwal. They have a son, Vaibhav Agarwal, who is the Fund Manager at Motilal Oswal Asset Management and the Founder of Teji Mandi.

  3. Where is Raamdeo Agrawal from?

    Raamdeo Agrawal was born in a small village near Raipur, Chhattisgarh. His upbringing in this close-knit community played a crucial role in his journey to becoming a successful businessman and stock market investor.

Also Read:

Mukul Agrawal Portfolio
Sunil Singhania Portfolio
Porinju Veliyath Portfolio
Dolly Rajiv Khanna Portfolio
Allu Arjun’s Portfolio Analysis
Rahul Gandhi’s Portfolio
Amit Shah’s Portfolio
Mohnish Pabrai Portfolio
President Of India Portfolio
Ashish Dhawan Portfolio
Nemish S Shah Portfolio
Vijay Kedia’s Portfolio
Radhakishan Damani Portfolio
Ashish Kacholia Portfolio

Introduction:

In the male-dominated world of finance, a few trailblazers break barriers and redefine success. One remarkable figure is Dolly Khanna, a name respected in the share market. With astute investment decisions and unwavering determination, Dolly Khanna has carved a niche for herself. Her ability to identify lucrative investment opportunities has earned her substantial wealth and inspired many to believe in their potential in investing. 

She manages her portfolio with her husband, Rajiv Khanna. Together, this duo has solidified their reputation as savvy and influential investors in India. Let’s dissect the investment approach in Dolly Khanna’s Portfolio and learn more about their journey so far.

Who is Dolly Rajiv Khanna?

Dolly Khanna, a Chennai-based investor, is well-known in the Indian stock market for her astute stock picks, primarily in the small and mid-cap space. Her investment journey began in the late 1990s, with her husband Rajiv Khanna, a chemical engineer, playing a pivotal role in managing and strategizing their investments

The Khannas own Kwality Milk Foods, which sold its ice cream business to Hindustan Unilever in 1995. With the money from this sale, Rajiv Khanna, now 67, began investing in the market for the first time in 1996-97. The market gains were modest in the first decade of their investing career. It was only after 2007 that their investments started yielding larger returns. 

Over the years, they have built a reputation for identifying high-potential stocks that often yield impressive returns. While Rajiv Khanna often makes the investment decisions, Dolly’s name is synonymous with successful stock picking in India. Originating from Chennai, the Khannas ran a prosperous manufacturing business before entering the stock market in the late 1990s. While Rajiv’s analytical skills and business acumen helped identify potential growth stocks, earning them a reputation for successful investments, Dolly’s diverse portfolio showcases their expertise. It reflects their profound understanding of market trends and company fundamentals, which serve as practical equity market guidance.  

Investment Philosophy:

Dolly Khanna’s investment philosophy is rooted in several core principles:

  1. Identifying Emerging Leaders: Dolly Khanna’s latest portfolio includes emerging companies as sector leaders. These are businesses with strong growth potential and competitive advantages.
  2. Value Investing: She emphasizes value investing, seeking undervalued stocks with solid fundamentals. Dolly Khanna’s current portfolio involves buying stocks at a low price and holding them until they appreciate in value.
  3. Thorough Research: Extensive research and analysis underpin her investment decisions. Before investing, she evaluates a company’s financial health, management quality, and market position.
  4. Sectoral Diversity: Dolly Khanna’s portfolio is known for its diversity across various sectors, including manufacturing, chemicals, consumer goods, and technology. This approach helps mitigate risks and capitalize on growth opportunities in different parts of the economy.
  5. Long-Term Perspective: A long-term investment horizon is central to her strategy. She holds onto stocks for several years, allowing the businesses sufficient time to grow and realize their potential.

Dolly Rajiv Khanna’s Shareholding Pattern

As of June 2024, Dolly Rajiv Khanna’s net worth is Rs. 580.33 crores. Her investments span multiple sectors, such as fertilizers, chemicals, sugar, textiles, cement, hotels, refineries, etc.. 

Sector-Wise Breakup Of Dolly Khanna’s Portfolio Holdings

Investment Strategy

Dolly Khanna’s latest portfolio involves good strategy, meticulous research, and a keen eye for undervalued opportunities. Rajiv Khanna’s analytical skills play a crucial role in identifying these opportunities. They focus on companies with:

  • Strong Management: Effective leadership that can drive the company’s growth.
  • Scalable Business Models: Businesses with the potential to expand and increase profitability.
  • Robust Financials: Healthy balance sheets and strong cash flows.
  • Growth Potential: Industries and companies poised for growth due to market conditions or competitive positioning.

Top stocks from Dolly Khanna’s portfolio

Dolly Khanna’s stock portfolio, one of the ideal guides to diversification, includes a range of stocks from different industries. Here are some notable holdings:

Source: Ticker

Apart from the stock investments, Rajiv Khanna is also an angel investor. Two of the notable investments in the angel portfolio include-

  • Entero Healthcare (Series B investment) 
  • VelvetCase (Seed funding)

Influence and Legacy

Dolly Khanna’s investment choices are closely watched by retail investors and analysts alike. Whenever new stocks are added to her portfolio, they often garner significant attention, with many looking to emulate her strategies. Her success has made her a respected figure in the Indian stock market, influencing many aspiring investors.

Challenges and Risks

Like any investor, Dolly Khanna faces challenges and risks in the stock market. Market volatility, economic downturns, and sector-specific risks can impact the value of her investments. However, her diversified portfolio and long-term approach help mitigate these risks.

Conclusion

Dolly Khanna’s investment journey showcases effective equity market guidance through meticulous research, value investing, and a long-term approach. Her stock portfolio, shaped by Rajiv Khanna’s insights, demonstrates a deep understanding of market dynamics and company fundamentals. Also, it is better to start with an understanding of what is a stock portfolio to become a successful investor in the stock market.If you are looking for investment suggestions,  focusing on solid management, scalable business models, and robust financials is vital. Dolly Khanna’s strategies serve as an exemplary guide to diversification, significantly influencing and inspiring investors in the stock market.

FAQ

  1. What are the holdings of Dolly Khanna?

    The Dolly Khanna portfolio includes holdings in diverse sectors. Some notable investments are in Chennai Petroleum Corporation Ltd., Control Print Ltd., Deepak Spinners Ltd., Mangalore Chemicals & Fertilizers Ltd., and Prakash Pipes Ltd. These reflect her strategy of investing in high-potential small and mid-cap companies with solid fundamentals and growth prospects.

  2. How did Dolly Khanna make money?

    Dolly Khanna made money by meticulously selecting undervalued stocks with high growth potential, focusing on small and mid-cap companies. Her portfolio reflects her investment strategy, guided by thorough research and a long-term perspective. Key investments include companies like Chennai Petroleum Corporation Ltd. and Deepak Spinners Ltd., showcasing her ability to identify emerging market leaders.

  3. Who has the highest portfolio in India?

    Radhakishan Damani, the promoter of Avenue Supermarts (operator of D-Mart retail stores), holds the highest individual portfolio in India. As of March, his cumulative holdings were worth Rs.1.53 trillion (Rs.1,53,000 crore). Other notable investors include Rakesh Jhunjhunwala, Mukesh Ambani, and Mukul Agrawal. Prominent stocks in the portfolios of India’s top investors include Titan Company, Tata Motors, Escorts, and Lupin​.

Also Read:

Raamdeo Agrawal’s Portfolio
Mukul Agrawal Portfolio
Sunil Singhania Portfolio
Porinju Veliyath Portfolio
Allu Arjun’s Portfolio Analysis
Rahul Gandhi’s Portfolio
Amit Shah’s Portfolio
Mohnish Pabrai Portfolio
President Of India Portfolio
Ashish Dhawan Portfolio
Nemish S Shah Portfolio
Vijay Kedia’s Portfolio
Radhakishan Damani Portfolio
Ashish Kacholia Portfolio

Introduction:

Some people have a knack for spotting opportunities and turning them into big success stories. One such person in the Indian investment world is Ashish Kacholia. Known as the Big Whale of the Indian stock markets, he has inspired many young investors in India and beyond to invest in equities. 

Even seasoned investors look up to Ashish Kacholia, taking cues from his strategies to succeed in the stock market. What exactly does his approach teach? Is it a guide to diversification? To answer these questions, let’s delve into this ace investor’s journey and his current equity portfolio.

Ashish Kacholia Profile:

Ashish Kacholia, a name big in the Indian stock market but rarely seen in the media, is known for his sharp investing strategies. He co-founded Hungama Digital with Rakesh Jhunjhunwala in 1999 and later started his own broking firm, Lucky Securities, in 2003. His investment approach involves identifying promising small and mid-size companies. 

Known as the ‘big whale’ among retail investors, Ashish Kacholia’s age doesn’t matter. In his 50s, he has gained fame for his strategic investments in small and mid-size companies, achieving remarkable long-term returns. Ashish Kacholia’s portfolio includes approximately 66 stocks spanning sectors such as hospitality, education, infrastructure, and manufacturing.

As per the latest corporate shareholdings filed, Ashish Kacholia’s net worth is Rs.3385 crores. His portfolio has over 18 stocks and a net worth of Rs. 700 Crores. He has a knack for picking companies with strong fundamentals, and some of his investments have given him returns of over 500%.

Ashish Kacholia’s Portfolio

Ashish Kacholia’s net worth is estimated at Rs. 3,385 crores as of the quarter ending June 2024. He has invested in companies across various sectors, including chemicals, pharmaceuticals, packaging, consumer goods, steel and infrastructure, and transport and logistics.

Sectorwise Breakup of Ashish Kacholia’s Portfolio 

SectorAllocation Percentage
Trading4%
Chemicals4%
Packaging4%
Pharmaceuticals4%
Glass Products4%
Finance – General4%
Machine Tools2%
Consumer Goods2%
Printing & Stationery2%
Consumer Food2%
Steel2%
Infrastructure2%
Transport & Logistics2%
Engineering – Heavy2%
Electrodes & Graphite2%
Domestic Appliances2%
Computers2%
Iron & Steel2%
Diversified2%
Textiles2%
Film Production % Distribution2%
Engineering – Industrial Equipment2%
Steel – Tubes & Pipes2%
Miscellaneous14%
Speciality Chemicals2%
IT Services & Consulting2%
Auto Ancillaries2%
Retail2%
Plastic2%
Metals2%
Food Processing2%
Source: Moneycontrol

Notable Shareholdings in Ashish Kacholia’s Portfolio

As of the latest filings, Ashish Kacholia publicly holds shares in 66 companies, of which 50 are active. Here is a list of Asish Kacholia stocks that he actively owns:

Sr. No.CompaniesShare in the Company (%) (Dec 2023)Share in the Company (%) (Mar 2024)Value in Crores (Rs.)
1ADF Foods Ltd.1.210
2Ador Welding Ltd.4.384.1778.6
3Agarwal Industrial Corporation Ltd.4470.59
4AMI Organics Ltd.2.112.05100
5Barbeque-Nation Hospitality Ltd.1.431.4331.78
6Best Agrolife Ltd.1.360
7Carysil Ltd.3.733.7385.65
8DU Digital Global Ltd.9.1546.1
9Faze Three Ltd.5.425.4258.76
10Fineotex Chemical Ltd.2.832.83123.35
11Garware Hi-Tech Films Ltd.4.173.42200.37
12Genesys International Corporation Ltd.1.641.3131.34
13Gravita India Ltd.2.152.15213.6
14HLE Glascoat Ltd.1.41.449.05
15Inflame Appliances Ltd.4.214.94
16La Opala RG Ltd.1.660
17PCBL Ltd.1.881.83176.23
18Repro India Ltd.3.222.825.39
19Safari Industries (India) Ltd.2.11.85195.06
20Sastasundar Ventures Ltd.1.881.8820.1
21Shaily Engineering Plastics Ltd.9.639.63395.18
22Shankara Building Products Ltd.1.971.0718.14
23Stove Kraft Ltd.1.751.7536.61
24Vaibhav Global Ltd.1.211.0657.02
25Xpro India Ltd.3.913.6780.44
26Yasho Industries Ltd.4.174.1792.45
27Beta Drugs Ltd.12.5212.52145.64
28Knowledge Marine & Engineering Works Ltd.2.782.7840.62
29Likhitha Infrastructure Ltd.1.770
30Raghav Productivity Enhancers Ltd.2.022.0235.25
31Aditya Vision Ltd.1.991.87107.3
32Virtuoso Optoelectronics Ltd.2.5919.75
33SG Finserve Ltd.1.141.1625.44
34Ugro Capital Ltd.1.561.5639.99
35Aeroflex Industries Ltd.1.81.836.61
36Balu Forge Industries Ltd.2.112.1476.28
37BEW Engineering Ltd.5.423.39
38Dhabriya Polywood Ltd.6.436.4325.41
39NIIT Learning Systems Ltd.2.222.11131.2
40Universal Auto Foundry Ltd.8.548.3217.36
41Vasa Denticity Ltd.3.837.39
42Zaggle Prepaid Ocean Services Ltd.2.212.3784.1
43Basilic Fly Studio Ltd.2.352.7834.2
44Brand Concepts Ltd.1.441.5610.47
45Sky Gold Ltd.3.093.0569.62
46Tanfac Industries Ltd.1.191.1925.36
47Updater Services Ltd.1.961.9539.57
48Awfis Space Solutions Ltd.4.83173.05
49Krishna Defence and Allied Industries Ltd.3.4241.53
50Man Industries (India) Ltd.2.162.39
51Megatherm Induction Ltd.1.6813.95
52Saakshi Medtech & Panels Ltd.3.5319.55
53Sanjivani Paranteral Ltd.3.178.08
54Walchandnagar Industries Ltd.3.1745.51
Source: Ticker

Diversified Holdings in Ashish Kacholia’s Portfolio

Ashish Kacholia’s portfolio spans various sectors, showcasing not just the perfect answer to ‘What is stock portfolio?’ but also his diversified investment approach. He holds shares in hospitality, education, infrastructure, and manufacturing companies. His meticulous selection process and a keen eye for growth potential have garnered attention in the market.

Let’s highlight a few notable shareholdings of Ashish Kacholia’s portfolio:

Stock NameShareholding %
Ador Welding Ltd.67.44%
Agarwal Industrial Corporation Ltd.51.01%
AMI Organics Ltd. 82.66%
Fineotex Chemical Ltd.102.47%
Garware131.65%

Here are a few of the latest additions to Ashish Kacholia’s stocks list.

  • Aditya Vision: A new addition to his portfolio during Q1 2021.
  • Inflame Appliances: Another stock acquired during Q1 2021.
  • Virtuoso Optoelectronics: Also added in Q1 2021.
  • Venus Pipes & Tubes Ltd.: Added in Q2 FY23.
  • Ugro Capital Ltd.: Another Q2 FY23 addition.
  • SG Finserve Ltd.: Included in Q2 FY23.

Ashish Kacholia’s Investment Strategy

Ashish Kacholia’s portfolio’s success lies in thorough research, understanding industry dynamics, and identifying growth prospects. He combines fundamental analysis with a long-term perspective, allowing his investments to flourish. His ability to spot hidden gems has earned him the nickname “Big Whale” in media circles.

In conclusion, Ashish Kacholia’s portfolio reflects his strategic investment choices and commitment to value creation. Investors keenly watch his moves as he continues to navigate the stock market, hoping to learn from his expertise. 

Building a successful portfolio like Asish Kacholia’s requires financial consulting and a strategic approach. A guide to diversification helps you spread your investments across asset classes to mitigate risk. While this blog offered a foundation, consider seeking professional guidance. A financial consultant can tailor a plan to your unique goals by offering you stock advice and letting you understand all the answers to the question of what is a stock portfolio. Don’t hesitate to leverage their expertise to navigate the exciting world of stock portfolios and unlock your financial potential.

FAQs

  1. What is Ashish Kacholia buying?

    Ashish Kacholia, known as the “whiz-kid” of stock markets, publicly holds shares in over 50 stocks with a net worth of ₹2,884 Cr. He added Venus Pipes & Tubes Ltd., Ugro Capital Ltd., and SG Finserve Ltd. to his portfolio in recent quarters. Notably, he bought shares in Genesys International Corporation and United Drilling Tools last quarter1. His investment choices continue to attract attention in the financial world.

  2. Who has the highest portfolio in India?

    Among India’s top investors, Rakesh Jhunjhunwala and Associates hold a portfolio worth ₹44,068 Cr. Notable investors include Mukesh Ambani and Family (₹393,594 Cr), Radhakishan Damani (₹204,897 Cr), Mukul Agrawal (₹4,866 Cr), and Ashish Kacholia (₹2,800 Cr). These investment gurus strategically allocate their wealth across various stocks, making their moves closely watched in the financial world.

  3. What is the name of Ashish Kacholia’s investment firm?

    Ashish Kacholia, the renowned investor, founded Lucky Securities in 2003. His investment strategy focuses on small and mid-size companies, and he is known for identifying undervalued shares with substantial growth potential.

Also Read:

Radhakishan Damani Portfolio
Vijay Kedia’s Portfolio
Nemish S Shah Portfolio
Ashish Dhawan Portfolio
President Of India Portfolio
Mohnish Pabrai Portfolio
Amit Shah’s Portfolio
Rahul Gandhi’s Portfolio
Allu Arjun’s Portfolio Analysis
Dolly Rajiv Khanna Portfolio
Raamdeo Agrawal’s Portfolio
Mukul Agrawal Portfolio
Sunil Singhania Portfolio
Porinju Veliyath Portfolio

‘Pushpa: The Rise,’ ‘Sarainodu,’ ‘Arya,’ and many more gems make up the two-decade career of this philanthropist actor, Allu Arjun. He is a prominent name in the Telugu film industry for two reasons- his acting career and the efficiency with which he has invested his earnings to reach a net worth of approximately Rs.460 crores. 

Aren’t you curious to know how he’s created his wealth? Let’s peek into his financial journey and understand his investing principles. 

Allu Arjun’s Early Life

Allu Arjun is a famous actor from a family deeply rooted in South Indian cinema. His uncle, Chiranjeevi, is a stalwart of Telugu cinema. Arjun’s father, Allu Aravind, produced his first movie as a child artist in 1985.

The family’s extensive involvement in the film industry has shaped Arjun’s career, leading to successful films like Arya, Vedam, and Race Gurram. 

His father not only played a role in his acting career but also inspired him to venture into business, leading to a healthcare startup in Hyderabad. This influence has also guided his path as an actor and entrepreneur, as seen in his business ventures and successful films like Pushpa: The Rise.

Early education and childhood experiences can significantly influence individuals later in life. With a reported net worth of Rs.460 crore, his story illustrates the impact of early exposure to cinema and a solid base of strategic investment advice.

Allu Arjun’s Net Worth

Allu Arjun’s net worth is about USD 50 million, or Rs.460 crore. He earns an estimated Rs.90 crore annually. He charges a hefty Rs.65 crore for each movie. According to a Times of India article, he will be paid an impressive Rs.150 crore for his next film, Pushpa 2: The Rule. This significant payment has boosted his net worth even more. 

Allu Arjun’s Investment Analysis

Allu Arjun has ventured into various industries, including entertainment, food, and beverages. Through these diverse investments and income sources, Allu Arjun demonstrates a multifaceted approach to wealth accumulation, solidifying his status as a prominent figure in Telugu cinema and business. Some of his notable business ventures and investments, which can also be among the investment options for Gen-Z,  are as follows:

  1. Film Production House:

In 2022, Allu Arjun established Allu Studio in Hyderabad, covering 10 acres. This state-of-the-art studio is equipped with cutting-edge technology for filmmaking, commercial production, and television. Additionally, the Allu family owns Geeta Arts, a film production and distribution company.

  1. Multiplex Business:

In June 2023, Allu Arjun launched AAA Cinemas, a modern theater in Ameerpet, Hyderabad. This cinema offers a premium movie-watching experience featuring the latest Telugu films. He plans to expand this venture into more states, showing his commitment to growing and diversifying his business portfolio. 

  1. Real Estate holdings:

In the heart of Hyderabad, in the upscale Jubilee Hills, Allu Arjun owns a bungalow worth approximately Rs.100 crore. In 2015, he also bought a 2BHK apartment in Mumbai. He also owns Allu Studios in Narsingi, office space in Hyderabad, a farmhouse (Blessing), and multiple other properties across Telangana and Andhra Pradesh. 

  1. Startup Investment:

Allu Arjun has invested in CallHealth Services, a Hyderabad-based startup that offers medical services such as online consultations, nursing care, and medicine delivery. This 2016 Series C investment was worth $13.9M.

  1. OTT Platform- Aha:

In November 2020, Allu Arjun backed AHA, a Telugu and Tamil content streaming platform. Aha was founded by Arjun’s father, Allu Aravind, in collaboration with Jupally Rameswar Rao of My Home Group. 

The South Indian streaming and digital media market is projected to grow at a CAGR of 25%, making it one of the fastest-growing subsegments in India’s media and entertainment industry. This information comes from a Confederation of Indian Industry (CII) report titled ‘Regional is the new national—Way Forward for the South India Media and Entertainment Industry’. For FY23, Aha reported revenue of Rs.122.08 crore, showing a 61% growth from the previous year’s Rs.76.02 crore.

  1. Hospitality Business:

The Telugu superstar owns a Buffalo Wild Wings franchise in Jubilee Hills, Hyderabad. He also collaborated with an international hospitality brand, M Kitchen, to make way for Hylife Brewing Co. in Hyderabad. The investment in both ventures was significant.

  1. Priced possessions:

Allu Arjun’s priced possessions include-

  • His expensive car collection includes a Range Rover, Hummer H2, Jaguar XJ L, Volvo XC90 T8 Excellence, Mercedes GLE 350d, and BMW X6m, all worth approximately Rs.20 crores.
  • His luxurious vanity van, Falcon Vanity Van, is worth over Rs.7 Cr.
  • His private jet worth Rs.80 Cr.
  1. Brand Endorsements:

Allu Arjun partners with well-known national and global brands like KFC, Frooti, Rapido, CocaCola, Astral Pipes, Hero MotoCorp, RedBus, and Hotstar. Financial Express and Times of India report that the Telugu actor commands approximately Rs.4 crore per brand endorsement.

  1. Social Media Influence:

Capitalizing on his extensive social media following, Arjun generates income by leveraging his online presence through sponsored posts. With 25 million Instagram followers, he attracts lucrative promotional opportunities.

Apart from the mentioned investments and assets, he has Rs.6.08 Cr. invested in other miscellaneous assets that complete his net worth. Besides his acting career, he is also well-regarded for his philanthropy. He is usually seen spending birthdays with mentally challenged children, and he offered much-needed support during the devastating Chennai floods of 2015.

Conclusion:

Allu Arjun’s various income streams showcase his diverse approach to wealth, solidifying his stature in Telugu cinema, business, and entrepreneurship. Drawing inspiration from his strategic investments, consider consulting a registered financial advisor if you also plan to follow the same approach. They are the right choice to ensure your choices align with your goals, get clarity on stock portfolio management, and explore smart ways to save income tax

FAQs on Allu Arjun’s Portfolio

  1. What is Allu Arjun’s real name?

    Allu Arjun, affectionately known as Bunny, is celebrated as a prominent Telugu actor and a remarkable dancer.

  2. Why is Allu Arjun famous?

    Allu Arjun is famous for his outstanding dancing abilities, captivating screen persona, and flourishing career in Telugu cinema. His roles in many films have garnered immense admiration from audiences globally.

  3. Is Allu Arjun the biggest star?

    Allu Arjun is undeniably a major star in the Telugu film industry. His immense popularity, exceptional dancing skills, and successful filmography have earned him a significant fan base. However, whether he is the biggest star is subjective and varies based on individual preferences and opinions.

Also Read:

Dolly Rajiv Khanna Portfolio
Raamdeo Agrawal’s Portfolio
Mukul Agrawal Portfolio
Sunil Singhania Portfolio
Porinju Veliyath Portfolio
Rahul Gandhi’s Portfolio
Amit Shah’s Portfolio
Mohnish Pabrai Portfolio
President Of India Portfolio
Ashish Dhawan Portfolio
Nemish S Shah Portfolio
Vijay Kedia’s Portfolio
Radhakishan Damani Portfolio
Ashish Kacholia Portfolio

Introduction:

Owing to India’s economic progress, the stock market has consistently shown signs of growth. Many star investors have strategically capitalized on this uptrend. They have earned sizeable gains from their portfolios by decoding market psychology. As an investor, dissecting such successful portfolios will help you get insight into the application and outcome of different strategies. This article studies one such portfolio- Rahul Gandhi’s portfolio. 

About Rahul Gandhi:

Rahul Gandhi is a politician associated with the Indian National Congress (Congress Party). He comes from a family of prime ministers, including his father, Rajiv Gandhi, grandmother, Indira Gandhi, and great-grandfather, Jawaharlal Nehru. Educated at St. Stephen’s College, Harvard University, and Trinity College, Cambridge, he entered politics in 2004 and has since played a significant role in Indian politics. 

Rahul Gandhi’s Investment Journey:

Rahul Gandhi began his investment journey in 2014 with a modest Rs.81.28 lakh portfolio. Starting with mutual funds, he favored equity-oriented schemes, reflecting a cautious approach typical of a novice investor. He primarily invested in large-cap equity funds, following the power of compounding through systematic investment plans (SIPs). His top picks were:

  • HDFC Equity Fund: Focused on blue-chip stocks and known for consistent performance.
  • SBI Bluechip Fund: Valued for its stability and quality company exposure.
  • ICICI Prudential Bluechip Fund: A mix of growth and value stocks.

By 2017, his mutual fund holdings had increased to Rs.2.5 crore. Realizing the importance of diversification, he ventured into direct stock investments that allowed him to pick potential winners. His chosen stocks included:

  • Bajaj Finance: A strong performer in the NBFC sector.
  • Asian Paints: A leader in the paints industry.
  • Infosys: Benefiting from the booming IT sector.

Over the years, Rahul Gandhi’s wealth grew significantly. By 2024, his portfolio had soared to approximately Rs.8.16 crore based on stock market analysis. Some notable performers driving this growth were:

  • Pidilite Industries: His top holding which shows his confidence in consumer-centric businesses.
  • GMM Pfaudler: A promising mid-cap in the engineering sector.
  • Fine Organics: Capitalizing on the organic and specialty chemicals market.

Current List of Investments and Assets:

Rahul Gandhi’s investments are worth over Rs.20 crores. He has a diverse investment portfolio that spans stocks and mutual funds. The affidavit submitted to the Election Commission of India (ECI) revealed that out of the total investments, he holds movable assets valued at Rs 9,24,59,264, with approximately 90% (Rs.8,16,94,091) invested in mutual funds and stocks. The list of investments is as follows-

  • Direct Equity:

As of March 15, 2024, the total value of his stock portfolio had surpassed Rs.4.33 crore. He owns 1900 shares of Rs.100 each of Young Indian, which are valued at Rs.1.90 lakh as of April 2024. His stock portfolio also includes 25 other stocks.

  • Mutual Funds:

According to an affidavit on the Election Commission of India’s web portal, he has Rs.3.81 crore invested in seven mutual fund schemes as of March 15, 2024, including small and midcap funds. His largest investment is HDFC Small Cap regular (growth), at Rs 1.23 crore, followed by ICICI Prudential Regular Savings Fund, at Rs 1.02 crore. HDFC Small Cap regular’s NAV rose 51.85% in the past year.

  • SGB and PPF:

As of March 15, 2024, Rahul Gandhi held 220 units of sovereign gold bonds (bought in FY2021) worth Rs.15.21 lakh and a PPF (public provident fund) balance of Rs.61.52 lakh. 

  • Others:

Rahul Gandhi owns immovable property worth Rs.11.15 crores and has declared a total cash balance of Rs.26.8 lakhs, including both cash in hand and bank balance as of March 2024.

Rahul Gandhi’s Shareholding Pattern

Rahul Gandhi’s largest shareholding is in the small-cap company Suprajit Engineering, with 4,068 shares valued at over Rs 16.65 lakh as of March 15, 2024, rising to over Rs 17 lakh by April 4, 2024. Other notable holdings, by volume, include 3,093 shares in ITC valued at Rs 12.96 lakh and 2,299 shares in ICICI Bank valued at Rs 24.83 lakh, both as of March 15, 2024.

Top 25 stocks from Rahul Gandhi’s Portfolio:

CompanyQtyMkt. Val. (Rs.)Allocation (%)
Alkyl Amines Chemicals Ltd.3737392111.705
Asian Paints Ltd.123135299548.141
Bajaj Finance Ltd.55135894078.278
Deepak Nitrite Ltd.56811920332.749
Divi’s Laboratories Ltd.56719762224.558
Dr. Lal Pathlabs Ltd.51610434292.406
Fine Organic Industries Ltd.2118563011.975
Garware Technical Fibres Ltd.50816430753.789
GMM Pfaudler Ltd.112114000733.229
Hindustan Unilever Ltd.116127024606.233
ICICI Bank Ltd.229924837255.728
Info Edge (India) Ltd.854455021.027
Infosys Ltd.87014215803.279
ITC Ltd.309312962762.990
LTI Mindtree Ltd.40721141004.876
Mold-Tek Packaging Ltd.195314955103.449
Nestle India Ltd.137035670018.226
Pidilite Industries Ltd.147442274329.749
Suprajit Engineering Ltd.406816654393.841
Tata Consultancy Services Ltd.2349873052.277
Titan Company Ltd.89732589807.516
Tube Investments Of India Ltd.34012106212.792
Vertoz Advertising Ltd.2601890850.436
Vinyl Chemicals (India) Ltd.9603242400.748
Britannia Industries Ltd. 5.5 NCD521,5580.004

Rahul Gandhi’s Investment Philosophy

Rahul Gandhi’s portfolio showcases a well-balanced investment strategy. His portfolio includes 25 listed companies featuring prominent names such as ITC, ICICI Bank, Bajaj Finance, and Titan Company. He also invests in seven mutual funds, indicating a prudent approach to optimizing returns while effectively managing risks. Though his portfolio has followed a conservative approach, his equity allocations have shifted from mutual funds to direct equities over time. 

Conclusion:

Rahul Gandhi’s portfolio showcases the strategic financial management principles championed by financial advisory services. As a high-net-worth (HNI) investor, his diversified holdings in mutual funds and stocks highlight his expertise in stock market analysis

Investors can learn valuable lessons from Rahul Gandhi’s investment strategy. First, start early: his decade-long journey highlights the power of compounding over time. Second, diversify: his portfolio includes stocks from 25 listed companies and investments in seven mutual funds across various sectors and market caps, providing protection against market volatility. His refined approach to decoding market psychology is reflected in his investment strategy. Rahul Gandhi’s portfolio demonstrates the success of blending traditional and contemporary investment strategies within HNI investment.

FAQs:

  1. What is the share portfolio of Rahul Gandhi?

    Rahul Gandhi’s investment portfolio comprises shares of 25 listed companies, including ITC, ICICI Bank, Bajaj Finance, and Titan Company. As of March 15, 2024, his holdings are valued at over ₹4.30 crore. Notably, he holds the highest number of stocks in the small-cap company Suprajit Engineering, followed by ITC and ICICI Bank. Additionally, he has investments of ₹3.81 crore in seven mutual funds, including HDFC Small Cap and ICICI Prudential Regular Savings Fund.

  2. What are the assets of Rahul Gandhi?

    Congress leader Rahul Gandhi declared assets worth over ₹20 crore in his election affidavit. Approximately 90% of his movable assets, valued at ₹9.24 crore, are invested in mutual funds and stocks. He holds shares in 25 listed companies, including blue-chip stocks like ITC and ICICI Bank. His total stock holdings exceed ₹4.33 crore.

  3. Does Rahul Gandhi have any business?

    Rahul Gandhi, an Indian politician and member of the Indian National Congress, doesn’t have a personal business. His assets primarily consist of investments in stocks and mutual funds.

Also Read:

Allu Arjun’s Portfolio Analysis
Dolly Rajiv Khanna Portfolio
Raamdeo Agrawal’s Portfolio
Mukul Agrawal Portfolio
Sunil Singhania Portfolio
Porinju Veliyath Portfolio
Amit Shah’s Portfolio
Mohnish Pabrai Portfolio
President Of India Portfolio
Ashish Dhawan Portfolio
Nemish S Shah Portfolio
Vijay Kedia’s Portfolio
Radhakishan Damani Portfolio
Ashish Kacholia Portfolio

Amit Shah, is an Indian politician currently serving as the 32nd Home Minister and the 2nd Minister of Cooperation since June 2024. He previously held these roles from 2019 to 2024. Shah is the MP for Gandhinagar and was the BJP President from 2014 to 2020. He has chaired the National Democratic Alliance since 2014.

Disclosed in his election affidavit, Amit Shah’s portfolio has attracted considerable attention, revealing a broad spectrum of investments spanning various sectors. This post offers a detailed exploration of Amit Shah’s stock market investments, examining his strategies and drawing insights from his approach.

Amit Shah’s Portfolio & Shareholding Pattern:

Let’s delve into the details of Amit Shah’s portfolio holdings:

Equity Investments

Amit Shah disclosed ownership in nearly 181 firms in his affidavit to the Election Commission, including listed and unlisted entities. His spouse, Sonal Shah,  also holds stocks in over 80 companies. The assessed total market value of Amit Shah and his wife Sonal Shah’s shares is Rs 37.46 crores. Their portfolio includes a mix of equities, focusing on the banking and FMCG sectors. However, this is only a part of their total holdings, which is available in the public domain. 

Top 10 Stocks in Amit Shah’s Portfolio:

Stock NameNo. of SharesValue (₹ Crore)% Allocation
Colgate-Palmolive (India)40001.062.83
Hindustan Unilever61761.353.60
MRF1001.293.44
Procter & Gamble Hygiene & Health Care6000.952.54
Canara Bank500003.038.10
Karur Vyasa Bank1,00,0001.885.02
Gujarat Fluorochemicals50001.784.75
Lakshmi Machine Works10161.754.67
Bharti Airtel107321.233.28
Sun Pharma68001.042.78
Source: Fortune India

Amit Shah’s Other Investments

According to the affidavit, the couple’s assets are valued at Rs 65.67 crore. Amit Shah’s movable assets, including cash, bank savings, deposits, gold, silver, and inherited property, amount to Rs 20.23 crore. Sonal’s movable assets are approximately Rs 22.5 crore, comprising cash, bank savings, stock investments, deposits, and gold and silver jewelry worth over Rs 1.10 crore.

In addition to the equity market, Amit Shah and his wife have investments in small savings schemes, gold, and mutual funds. Their unlisted portfolio is valued at Rs 3 lakh. They favor banks and FMCG stocks in their sectoral choices.

Amit Shah’s top five interests, with a total market value of around Rs 17.4 crore, include HUL, MRF, Procter & Gamble Hygiene And Health Care, and ABB India. He also holds stock in ITC, VIP Industries, Infosys, Grindwell Norton, Cummins India, and Kansai Nerolac Paints. His diverse portfolio spans various sectors, making him a notable player in the Indian stock market

Learnings from Amit Shah’s Investment Philosophy 

Investors can get valuable insights from Amit Shah’s investment strategy. The BJP leader’s portfolio, comprising over 250 stocks, offers several key takeaways.

Firstly, diversification is crucial. Spread investments across different industries. This strategy reduces risks and takes advantage of growth opportunities in various sectors.

Although Shah and his wife own small portions of numerous stocks, a significant part of their portfolio is concentrated in just ten stocks. A comprehensive guide to diversification is essential in this process, as spreading investments across different sectors, industries, and geographic regions minimizes risk and enhances the potential for long-term growth. 

His top five investments—HUL, MRF, Procter & Gamble Hygiene And Health Care, ABB India, and Canara Bank comprise approximately one-third of his listed portfolio. 

Overall, investors can learn from Shah’s disciplined approach, emphasizing quality over quantity and staying informed about market dynamics. Understanding what is a stock portfolio is also crucial, as it encompasses a range of equities and other securities that represent ownership in various companies. 

In conclusion, a successful investor portfolio like Amit Shah’s requires a carefully curated collection of financial assets designed to achieve optimal returns while managing risk. By leveraging the expertise of securities advisory services and engaging in diligent equity asset management, investors can effectively navigate the complexities of the market. 

FAQs on Amit Shah’s Investment

  1. How many stocks does Amit Shah own in his portfolio?

    In his affidavit to the Election Commission, Amit Shah declares ownership in nearly 180 firms, including unlisted entities.

  2. Which is the best stock in Amit Shah’s portfolio?

    Amit Shah’s top-performing stock is Hindustan Unilever Limited (HUL), a substantial part of its portfolio, and has shown consistent growth over time. However, since stock performance can vary, diversification remains crucial for any investor.

  3. Is Amit Shah a stockbroker?

    Amit Shah is not a stockbroker.He is a prominent Indian politician and a Bharatiya Janata Party member (BJP) member. His primary focus is on his political career, and his stock portfolio is a personal investment, not part of a professional brokerage activity.

  4. What are the other assets in Amit Shah’s investment strategy?

    Amit Shah’s movable assets total Rs 20.23 crore, encompassing cash, bank savings, deposits, gold, silver, and inherited property. Among these, he owns shares worth over Rs 17.46 crore and precious metals valued at over Rs 72.87 lakhs. His affidavit, however, does not mention any vehicles. His wife, Sonal Shah, holds movable assets worth over Rs 22.46 crore, including deposits, cash, bank savings, stock investments, and gold and silver jewelry valued at over Rs 1.10 crore.

  5. How many times can a person be Prime Minister in India?

    There’s no limit! Unlike some countries, India’s constitution allows a person to be Prime Minister for multiple terms as long as they’re elected.

  6. Who is the longest-serving PM in India?

    Jawaharlal Nehru, the nation’s first prime minister, was the longest-serving prime minister of India, serving for 16 years and 286 days.

  7. What is the salary of a Prime Minister in India?

    India’s Prime Minister reportedly receives a monthly salary of Rs 1.66 lakh.

Also Read:

Rahul Gandhi’s Portfolio
Allu Arjun’s Portfolio Analysis
Dolly Rajiv Khanna Portfolio
Raamdeo Agrawal’s Portfolio
Mukul Agrawal Portfolio
Sunil Singhania Portfolio
Porinju Veliyath Portfolio
Mohnish Pabrai Portfolio
President Of India Portfolio
Ashish Dhawan Portfolio
Nemish S Shah Portfolio
Vijay Kedia’s Portfolio
Radhakishan Damani Portfolio
Ashish Kacholia Portfolio

Introduction

Deriving inspiration from professionals has always been among the first steps in learning anything new. This is especially true when starting an investment journey and taking a guide to diversification and consistent investing from top, seasoned investors. 

Mohnish Pabrai, a value investor and Managing Partner at Pabrai Investment Funds, is well-known for his disciplined stock picking. His focused portfolio strategy has attracted attention from experienced and new investors alike. 

This blog explores Pabrai’s current holdings, investment philosophy, and reasons behind his stock choices in detail. 

Who is Mohnish Pabrai?

Mohnish Pabrai, a well-known value investor, is famous for his investment firm, Pabrai Investment Funds, and his bestselling book, “The Dhandho Investor.” He is widely recognized for his profound respect for Warren Buffett and Charlie Munger. He famously participated in and won a charity lunch with Buffett, from which he gained priceless insights. 

Born in Mumbai, India, in 1964, Mohnish Pabrai moved to the USA to study software engineering but later shifted to international marketing, which broadened his understanding of global business dynamics. He has always viewed every experience as an opportunity to learn and grow. 

In 1991, Pabrai launched TransTech Inc., an IT consulting firm, which he sold in 2000 for $20 million to Kurt Salmon Associates. In 1999, he started Pabrai Investment Funds to focus on undervalued stocks, akin to Warren Buffett’s investment approach with the Buffett Partnership. The fund quickly gained traction, establishing Pabrai as a significant figure in the stock market. To date, it has delivered a remarkable 517% return.

Mohnish Pabrai Portfolio Holdings:

Stock Quantity heldValue of shares (Rs. in Cr.)Holding a percentage in the companyChange from the previous quarterDividend yield (%)
Edelweiss Financial Services Limited48093986332.145.09-2.562.17
Sunteck Realty Limited3164000167.192.16-4.520.28
Rain Industries Limited(holding below 1%)0.6
(Source- Moneycontrol– as of the quarter ending March 2024)

Apart from these two companies from the real estate and finance sectors, Mohnish Pabrai also holds stocks from the US stock market. The holdings as of February 2024 are as follows-

CompanyNumber of sharesValue ($1000)Weightage in the portfolio (%)
Alpha Metallurgical Resources Inc404,357133910.9762.08
CONSOL Energy Inc366,00730656.7514.21
Warrior Met Coal Inc470,76328575.3113.25
Arch Resources Inc140,30822560.1210.46
(Source- GuruFocus)

Mohnish Pabrai Portfolio Analysis:

Mohnish Pabrai has a concentrated portfolio of 2 active stocks following the principle of value investing. The Rs.238.6 Cr. stake in Rain Industries Limited, one of the petroleum coke and coal tar pitch-producing giants, was reduced by 4.35% in the quarter ending December 2023, after which the stock was deemed inactive. 

Mohnish Pabrai’s Networth:

Mohnish Pabrai’s net worth has seen an overall downtrend since the significant drop of 86% in 2016. After recovering, it again dropped by 25% in 2021, and as of the quarter ending March 2024, his net worth is Rs.495.54 crores. The reasons for the downtrend have been as follows-

  • Investment Concentration and Market Volatility – Pabrai’s strategy focuses on a few stocks. This approach yields high returns but also exposes him to significant market volatility.
  • Sector-Specific Problems – Economic downturns and market shifts have negatively impacted sectors like automotive and finance, affecting his portfolio value.
  • Global Economic Downturns – The pandemic caused market disruptions, impacting the valuation of his holdings and reducing his net worth.

Mohnish Pabrai’s investment philosophy- the “Dhandho” strategy:

Mohnish Pabrai’s investment philosophy is firmly rooted in value investing principles. He focuses on undervalued companies with strong competitive edges, reliable management teams, and plenty of safety margins. He draws heavy inspiration from Warren Buffett, whom he sees as his mentor. Moreover, he focuses on firms with capable leadership and a consistent history of returns on invested capital, making his strategy a valuable tool for any investor.

Pabrai’s “Dhandho” investing strategy revolves around the concept of “Dhandho,” borrowed from Gujarati, meaning “endeavors that create wealth.” It is a practical approach to investing and provides equity market guidance. His book on the same philosophy, ‘The Dhandho Investor’, advocates for investing in businesses with a low risk of permanent capital loss while offering promising potential gains. His book highlights the following-

  • Invest in established businesses with a proven track record.
  • Acquire shares in stable businesses with minimal volatility.
  • Look for companies or industries that have strong competitive advantages.
  • Buy businesses at prices significantly below their intrinsic value to ensure a margin of safety.
  • Understand clear exit strategies and selling when the price reflects a substantial profit margin.

What does the investment process look like for Mohnish Pabrai’s Portfolio?

  1. Mohnish Pabrai’s investment process starts by identifying businesses trading well below their intrinsic worth using numbers and qualitative assessments.
  2. Key to his approach is evaluating a company’s competitive edge or “economic moat” – factors like strong branding, unique tech, or customer loyalty that sustain profitability. Pabrai insists on capable management adept at allocating capital and enhancing shareholder value.
  3. He looks for a large margin of safety, insisting on stocks significantly discounted from their true value to cushion against risks. This strategy guards against permanent losses
  4. Rather than diversifying broadly, Pabrai opts for a focused portfolio of a few stocks he deeply understands and trusts. This concentrated approach reflects his confidence in their long-term potential.
  5. He’s patient, holding onto investments for extended periods to capitalize on their growth potential despite short-term market fluctuations. However, Pabrai remains vigilant, monitoring each company’s performance and adjusting his holdings if their circumstances change or the initial investment rationale no longer holds.

Conclusion:

Mohnish Pabrai’s investment journey shows how sticking to value-based investing pays off. He learned from Warren Buffett’s principles and made them his own.

  1. What is Mohnish Pabrai’s net worth?

    As of the quarter ending March 2024, the net worth of Mohnish Pabrai is Rs.499.33 crores.

  2. What is a stock portfolio?

    A stock market portfolio is a mix of stocks, funds, and other traded securities. Portfolios usually include cash and bonds. A diversified portfolio holds various assets across different sizes, industries, and factors.

  3. What companies does Mohnish Pabrai own?

    Mohnish Pabrai’s portfolio consists of three owned stocks: Edelweiss Financial Services Limited, Sunteck Realty Limited, and Rain Industries Limited.

  4. Is Mohnish Pabrai Indian?

    Yes. Mohnish Pabrai was born in 1964 in Mumbai, India.

  5. What are the books written by Mohnish Pabrai?

    Mohnish Pabrai has shared his knowledge and simplified investing through two books- 
    The Dhandho Investor | Mosaic.
    The books outline his investment philosophies in detail and break down the complexities of equity investment management.

Also Read:

Amit Shah’s Portfolio
Rahul Gandhi’s Portfolio
Allu Arjun’s Portfolio Analysis
Dolly Rajiv Khanna Portfolio
Raamdeo Agrawal’s Portfolio
Mukul Agrawal Portfolio
Sunil Singhania Portfolio
Porinju Veliyath Portfolio
President Of India Portfolio
Ashish Dhawan Portfolio
Nemish S Shah Portfolio
Vijay Kedia’s Portfolio
Radhakishan Damani Portfolio
Ashish Kacholia Portfolio

In the public sector or government-owned companies, most shares are owned by the government of India. But does the government as an entity hold the said shares? Public sector companies, with majority ownership by the government, are owned in India’s name. They are all part of the President of India’s portfolio. How does the mechanism work? 

Can the portfolio be a guide to diversification? And what does the President of India’s portfolio look like? Let’s understand.

Who manages the President of India fund portfolio?

The term “President of India” in a company’s shareholding pattern signifies shares owned by the President on behalf of the Government of India. The government can own shares in publicly listed companies. These shares, held in trust by the President, are often managed by agencies like the Department of Investment and Public Asset Management (DIPAM). The government may acquire ownership stakes in companies for several reasons-

  • Strategic Interests: The government may invest in companies crucial to national interests, such as defense, energy, telecommunications, or infrastructure.
  • Economic Policy: Governments can influence monetary policy by owning shares in certain companies. They might intervene to stabilize markets, promote specific industries, or address market failures.
  • Financial Investment: The government of India may hold stocks as part of their investment portfolios, aiming to earn returns from companies they believe will increase in value.
  • Public Enterprises: Some governments directly own and operate companies in specific sectors. The government can wholly or partially own these state-owned enterprises.
  • Corporate Governance: With significant stakes, governments can influence corporate governance, including board appointments, dividend policies, and major strategic decisions in public enterprises.
  • Privatization: Governments may privatize state-owned enterprises by selling their stakes to private investors or through public stock offerings. 

Portfolio of President of India

Before proceeding with the analysis, let’s first define what a stock portfolio is. A stock market portfolio is a collection of financial assets an investor holds. It can include stocks, bonds, mutual funds, and ETFs. 

In the case of the President of India portfolio, the following is the list of individual stocks included in the portfolio-

Sr. No.CompaniesShare in the Company (%) (Dec 2023)Share in the Company (%) (Mar 2024)Value in Crores (Rs.)
1Andrew Yule and Company Ltd.89.2589.251368.03
2Balmer Lawrie Investments Ltd.59.6759.671152.41
3Bank of Baroda63.9763.9790032.25
4Bank of India73.3873.3840427.77
5Bank of Maharashtra86.4686.4639380.74
6BEML Ltd.45.0345.0310198.13
7Bharat Dynamics Ltd.74.9374.9322182.19
8Bharat Electronics Ltd.51.1451.14114997.17
9Bharat Heavy Electricals Ltd.63.1763.1766517.43
10Bharat Immunologicals and Biologicals Corporation Ltd.59.2559.2574.28
11Bharat Petroleum Corporation Ltd.52.9852.9834998.39
12Canara Bank62.9362.9313513.28
13Central Bank of India93.0893.0851003.43
14Coal India Ltd.63.1363.13184732.14
15Cochin Shipyard Ltd.72.8672.8643437.22
16Container Corporation of India Ltd.54.854.834603.84
17Engineers India Ltd.51.3251.327391.75
18GAIL (India) Ltd.51.951.975390.52
19Garden Reach Shipbuilders and Engineers Ltd.74.574.519683.96
20General Insurance Corporation of India85.7885.7857694.18
21Hemisphere Properties India Ltd.51.1251.122758.48
22Hindustan Aeronauticals Ltd.71.6471.64258430.24
23Hindustan Copper Ltd.66.1466.1420608.34
24Hindustan Organic Chemicals Ltd.58.7858.78183.27
25HMT Ltd.93.6893.687606.49
26Housing & Urban Development Corporation Ltd.75.177542227.58
27IDBI Bank Ltd.45.4845.4841265.63
28IDFC First Bank Ltd.3.73.72121
29IDFC Ltd.16.3416.343140.2
30IFCI Ltd.70.3270.3210666.26
31India Tourism Development Corporation Ltd.87.0387.036159.8
32Indian Bank73.8473.8454202.95
33Indian Oil Corporation Ltd.51.551.5121925.7
34Indian Overseas Bank96.3896.38116014.3
35Indian Railway Catering And Tourism Corporation Ltd.62.462.449560.31
36Indian Railway Finance Corporation Ltd.86.3686.36193855.84
37Indraprastha Medical Corporation Ltd.2626574.59
38Ircon International Ltd.65.1765.1716625.68
39ITI Ltd.90.2589.9726764.48
40KIOCL Ltd.99.0399.0327156.72
41Life Insurance Corporation of India96.596.5608134.46
42Mahanagar Telephone Nigam Ltd.56.2556.251467.13
43Mazagon Dock Shipbuilders Ltd.84.8384.8375175.67
44Mishra Dhatu Nigam Ltd.74746382.6
45MMTC Ltd.89.9389.9310557.86
46MOIL Ltd.53.3553.355302.26
47MSTC Ltd.64.7564.753843.15
48National Aluminium Company Ltd.51.2851.2818018.38
49National Fertilizers Ltd.74.7174.714921.03
50NBCC (India) Ltd.61.7561.7517407.33
51NHPC Ltd.70.9567.467769.17
52NLC India Ltd.79.272.224442.24
53NMDC Ltd.60.7960.7944825.9
54NTPC Ltd.51.151.1183223.93
55Oil & Natural Gas Corporation Ltd.58.8958.89202225.03
56Oil India Ltd.56.6656.6643857.28
57Power Finance Corporation Ltd.55.9955.9992624.22
58Power Grid Corporation Of India Ltd.51.3451.34157380.19
59Punjab & Sind Bank98.2598.2539494.83
60Punjab National Bank73.1573.1598630.82
61Rail Vikas Nigam Ltd.72.8472.8463027.86
62Railtel Corporation Of India Ltd.72.8472.8411038.16
63Rashtriya Chemicals and Fertilizers Ltd.75758151.26
64Rites Ltd.72.272.212002.19
65Shipping Corporation Of India Ltd.63.7563.757632.92
66SJVN Ltd.555528482.16
67State Bank Of India57.4957.54427691.68
68Steel Authority Of India Ltd.656540018.36
69UCO Bank95.3995.3962339.24
70Union Bank Of India76.9974.7677268.19
71NMDC Steel Ltd.60.7960.7910272.9
72Madras Fertilizers Ltd.59.559.51051.11
73BEML Land Assets Ltd.54.0354.03671.85
74The Fertilisers And Chemicals Travancore Ltd.909059503.05
75Indian Renewable Energy Development Agency Ltd.757539532.32
76Shipping Corporation of India Land and Assets Ltd.63.752454.83
(Source- Ticker)

President of India Portfolio Analysis

  1. The sectoral breakdown of the portfolio is scattered into multiple sectors, and a significant portion is assigned to public sector banks. 
  2. The recent changes in the portfolio include the addition of shares held in the State Bank of India. When compared with the quarter ending December 2023 (57.49%), the portfolio now holds 57.54% shares in SBI (as of quarter ending March 2024)
  3. Another significant change was the purchase made in March 2024. Shares of Shipping Corporation of India Land and Asset Limited were added to the portfolio, and the President of India has 63.75% of the stake in the company. 
  4. From December 2023 to March 2024, deductions were made in the shares of NLC India Limited (-7%), NHPC Limited (-3.55%), Union Bank of India (-2.23%), ITI Limited (-0.28%) and Housing and Urban Development Corporation Limited (-0.17%). 
  5. The quarter ending March 2024 data shows 55 portfolio companies paid dividends. The dividend yield ranged between 0.08% and 7.16%. 
  6. During the financial year 2023-24, the government increased its stake in IFCI from 66.4% in the March quarter to 70.3% by the end of the previous quarter. The Bank of Maharashtra’s stake was reduced by 4.5%. Additionally, the government sold about a 3% stake in Coal India.

The strategic allocation has held the performance metrics of the President of India’s portfolio. As of March 2024, the following can be concluded as the outcome of this allocation-

  • The investments align with key national projects, boosting economic growth.
  • The portfolio stocks emphasize green investments and support environmental sustainability.
  • The diverse asset allocation reduces risk and promotes steady returns.
  • Strategic investments in emerging sectors ensure long-term growth.
  • The portfolio’s investment in technology and innovation drives progress and ensures it remains a future-proof, all-weather portfolio.

Can the President of India Portfolio drive growth?

The President’s stock portfolio plays a crucial role in driving sustainable growth. As an institutional investor for the government, these holdings support various sectors of the economy. By investing in diverse industries, the portfolio aids job creation, innovation, and economic prosperity. This strategy aligns with the government’s aim of inclusive and sustainable growth, ensuring economic progress benefits all parts of society.

The President’s investment choices also likely consider environmental sustainability, social responsibility, and good governance. This responsible investing promotes long-term value creation and sets an example for other investors to follow accountability and practice ethical principles.

Should you invest in the President of India portfolio and holding?

Filling your portfolio with the stocks from the President of India’s portfolio has its share of pros and cons. 

A] Advantages of investing in such companies:

  • Stability: Government-backed companies are stable due to government support.
  • Resources: They have access to substantial resources, including funding and infrastructure.
  • Preferential Treatment: These companies often benefit from favorable regulations, subsidies, and contracts.
  • Long-term Orientation: They prioritize long-term goals over short-term gains.

B] Drawbacks of investing in said companies: 

  • Political Interference: Prone to meddling by political entities in operations and decision-making.
  • Bureaucratic Hurdles: Due to bureaucratic inefficiencies, the company may face delays and obstacles.
  • Accountability Deficit: Often lacks strict accountability to shareholders because of government ownership.
  • Transparency Challenges: May struggle with transparency in financial disclosures and operations.
  • Political Risk: Vulnerable to risks from government policy changes or leadership shifts.

Conclusion:

The President of India portfolio has a net worth of Rs.44,16,416.78 crores, making it India’s most extensive stock portfolio. If investing in public sector enterprises aligns with your investment goals and fits your portfolio, you can track the President of India’s portfolio to monitor dividend stocks and multi-baggers like Housing and Urban Development Corporation Limited (HUDCO). However, consulting a SEBI-registered financial advisory service is always better to identify and add undervalued stocks, debt instruments, and public sector company stocks to your portfolio.

FAQs

  1. What is the President of India’s portfolio?

    The president of India’s portfolio is the government holding shares in the public sector units where the government owns the majority of shares.

  2. Who has the highest portfolio in India?

    The President of India’s portfolio is the most extensive portfolio in the country.

  3. What is the net worth of the President of India?

    The net worth of the President of India’s portfolio as of the quarter ending March 2024 is Rs.Rs.44,16,416.78 crores.

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Ashish Dhawan Portfolio
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Radhakishan Damani Portfolio
Ashish Kacholia Portfolio

Introduction

Ashish Dhawan is a prominent figure in private equity investments and is recognized for his wealth and philanthropy in India. Through his firm, Chrysalis Capital, Dhawan manages a portfolio of high-performing stocks, propelling Ashish Dhawan’s net worth past Rs.3,794 crore (Q4 FY 2023-24). 

Whether navigating the intricacies of investments or effecting meaningful change, Ashish Dhawan stands out as a notable figure. How did he make it this far? What are his investing principles? Let’s analyze his portfolio to study how ace investors think. 

Who is Ashish Dhawan?

Ashish Dhawan, born in 1969 in New Delhi, is a 54-year-old private equity investor. In India, he is a prominent figure in finance and education, known for wearing many hats as an investor, philanthropist, and entrepreneur. Ashish Dhavan graduated from Yale University and later earned an MBA from Harvard. He is a member of Harvard’s India Advisory Board and Yale’s Development Council.

Ashish Dhawan began his career in 1992 at the boutique Wall Street bank Wasserstein Perella and Company. He then worked for Goldman Sachs in New York and, in 1999, co-founded ChrysCapital, one of India’s largest private equity funds, with Raj Kondur.

Dhawan is the founder and CEO of the Convergence Foundation (TCF), which aims to boost India’s economic growth and development. He also serves as the chairperson of Ashoka University, a leading liberal arts institution, and the Central Square Foundation, a nonprofit dedicated to improving the quality of education for all children in India. 

Ashish Dhawan Portfolio:

The following is the list of Ashish Dhawan’s portfolio stocks (as per the quarter ending March 2024)-

Stock Percentage share in the companyNumber of sharesValue of shares (Rs. in crores)
RPSG Ventures Limited3.73123428681.51
Religare Enterprises Limited2.317605608166.05
Quess Corp Limited3.955861223356.16
Palred Technologies Limited5.546781897.86
Mahindra and Mahindra Financial Services Limited1.1814600000414.71
IDFC Limited 3.5056000000641.31
Greenlam Industries Limited3.774814210290.78
Glenmark Pharmaceuticals Limited2.557200000868.39
Equitas Small Finance Bank Limited3.5640370000392.72
Dish TV India Limited1.572895749143.15
Arvind Fashions Limited4.946564065309.27
AGI Greenpac Limited4.793100000221.87
(Source- MoneyControl)

Ashish Dhawan Portfolio Analysis

  1. Sectoral analysis:

Ashish Dhawan’s portfolio holds a major share of medium and small computer software stocks, nearly 18.9%. Media and entertainment stocks, computer software training company stocks, pharmaceuticals, private bank stocks, engineering company stocks, and finance and investment stocks each have an 8.9% share in the portfolio. 

  1. Portfolio changes:

During FY2023, Ashish Dhawan acquired a 3.6% stake in Equitas Small Finance Bank at Rs.355.9 crores. The acquisition followed the increase in the company’s quarterly revenue and profits. He also increased his holdings in Glenmark Pharmaceuticals by 0.1% in March 2023. 

  1. Dividend:

Six of the 12 stocks in Ashish Dhawan holdings gave dividend yields as of the March 2024 quarter. The quarterly dividend yields were as follows-

Stock Dividend Yield (%)
Arvind Fashions Limited0.26
AGI Greenpac Limited0.84
Quess Corp Limited1.64
Greenlam Industries Limited0.27
Glenmark Pharmaceuticals Limited0.21
Mahindra and Mahindra
Financial Services Limited
2.17

Ashish Dhawan Net Worth

Ashish Dhawan’s net worth for the quarter ending March 2024 was Rs.3454.31 Cr., which is 3.01% lower than the previous quarter. But by the end of the first quarter of FY24-25, on 30th June 2024, the net worth rose by 13.66% to reach Rs.3926.21 Cr. The rise was seen owing to the returns brought in by the top picks of the stock portfolio-

  • Glenmark Pharmaceuticals Ltd.- 32.68%
  • Mahindra and Mahindra Financial Services Ltd.- 6.85%
  • Quess Corp Ltd.- 25.63%

Investment learnings from Ashish Dhawan Portfolio

With 20 years of experience, Ashish Dhawan’s portfolio remains strong, even in volatile markets. Here are key lessons from his investment approach:

  1. Think Long-Term: 

Ashish Dhawan focuses on the long game. He holds his stocks for many years despite short-term fluctuations. For example, he invested in Mphasis at Rs. 350 per share. When the price dropped sharply to Rs.50, he didn’t panic. Instead, he maintained his belief in the company. Eventually, Mphasis delivered him 5x returns. To build wealth with investment, it is important to understand that while the stock market can be wild in the short run, it tends to rise over the long term.

  1. Analyse stocks and their values: 

Dhawan excels at finding bargains. He identifies undervalued stocks – hidden gems cheaper than their substantial intrinsic value. Buying these stocks is like getting a great deal on something valuable. But remember, the core of such deals is detailed research. 

  1. Risk Smartly: 

Dhawan is fearless in taking calculated risks. When Max Healthcare’s stock began to fall, he decided to exit and cut his losses without regret. He emphasizes understanding the basics of a company before investing and recognizes that not all trades will yield great returns. 

It’s better to cut losses early than wait for corrections. Dhawan is also open to investing in smaller companies, which can be riskier than larger ones. However, he is cautious and selects companies he believes will perform well in the long run.

  1. Diversification:

Dhawan doesn’t put all his eggs in one basket. His portfolio includes a mix of different types of companies and sectors. This diversification helps balance out performance—if one sector isn’t doing well, others can compensate. 

For example, he held six telecom companies and invested in other sectors. During the Dot Com crash, his telecom stocks suffered, but his investment in SpectraMind delivered attractive returns that offset the losses. Even today, Ashish Dhawan’s portfolio remains a good guide to diversification

Conclusion:

Ashish Dhawan is one of the most successful equity investors. Watching his investment moves can teach valuable lessons on selecting stocks and making sound investment decisions. His portfolio shines brightly in the investment world, built through hard work and learning from challenges. His investment strategies offer priceless lessons in-stock selection and wise decision-making. So, after reading about the Ashish Dhawan portfolio, if you’re set to start your own investment journey, seek equity market guidance and learn all about ‘what is stock portfolio’ from SEBI-registered advisors.

FAQs

  1. By how much did Ashish Dhawan reduce his holdings in RPSG Ventures Ltd.?

    Ashish Dhawan lowered his stake in RPSG Ventures Limited by 0.45%.

  2. What is the net worth of Ashish Dhawan?

    The net worth of Ashish Dhawan investor as of the quarter ending March 2024 is Rs.3794 crores.

  3. When did Ashish Dhawan quit Chryscapital?

    Ashish Dhawan stepped down from his role at Chryscapital in July 2012.

  4. Is Ashish Dhawan from Kolkata?

    Ashish Dhawan was born in Delhi in 1969.

Also Read:

President Of India Portfolio
Mohnish Pabrai Portfolio
Amit Shah’s Portfolio
Rahul Gandhi’s Portfolio
Allu Arjun’s Portfolio Analysis
Dolly Rajiv Khanna Portfolio
Raamdeo Agrawal’s Portfolio
Mukul Agrawal Portfolio
Sunil Singhania Portfolio
Porinju Veliyath Portfolio
Nemish S Shah Portfolio
Vijay Kedia’s Portfolio
Radhakishan Damani Portfolio
Ashish Kacholia Portfolio
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An investment advisory firm is a company that helps investors make decisions about buying and selling securities (like stocks) in exchange for a fee. They can advise clients directly or provide advisory reports and other publications about specific securities, such as high growth stock recommendations. Some firms use both methods, like Research & Ranking, India’s leading stock advisory company, specializing in smart investments and long-term stocks since 2015.

An investment advisory firm is a company that helps investors make decisions about buying and selling securities (like stocks) in exchange for a fee. They can advise clients directly or provide advisory reports and other publications about specific securities, such as high growth stock recommendations. Some firms use both methods, like Research & Ranking, India’s leading stock advisory company, specializing in smart investments and long-term stocks since 2015.

An investment advisory firm is a company that helps investors make decisions about buying and selling securities (like stocks) in exchange for a fee. They can advise clients directly or provide advisory reports and other publications about specific securities, such as high growth stock recommendations. Some firms use both methods, like Research & Ranking, India’s leading stock advisory company, specializing in smart investments and long-term stocks since 2015.

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