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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.

Porinju Veliyath Portfolio

Porinju Veliyath Portfolio, Shareholdings & Investments

Porinju Veliyath Portfolio: An Introduction

Looking for Porinju Veliyath’s portfolio? 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. 

Also Read: Madhusudan Kela Portfolio

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. 

Also read: Mukul Agrawal Portfolio

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.”  

Also read: Ramesh Damani Portfolio

Porinju Veliyath Portfolio 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 Ltd1.06–0
13PG Foils Ltd1.061.062.44
14Mitsu Chem Plast Ltd–1.663.22
15TAAL Enterprises Ltd–1.089.56
(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 on Porinju Veliyath’s Portfolio

  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:

Sunil Singhania 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

*Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as recommendation or investment advice by Research & Ranking. We will not be liable for any losses that may occur. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

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sunil singhania portfolio

Sunil Singhania Portfolio: A Detailed Analysis

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.

Also read: Mukul Agrawal Portfolio

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.

Also read: Ramesh Damani Portfolio

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. 

Also Read: Madhusudan Kela Portfolio

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.1.03–0
22Dreamfolks Services Ltd.1.52–0
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-

Also Read: President of India’s Portfolio

  • 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. 

*Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as recommendation or investment advice by Research & Ranking. We will not be liable for any losses that may occur. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

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
Read more
mukul agrawal portfolio shareholdings investments

Mukul Agrawal Portfolio, Shareholdings & Investments: All You Need To Know

Introduction:

Looking for information on Mukul Agrawal’s portfolio? 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. 

Also Read: Madhusudan Kela Portfolio

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’s Portfolio: His Net Worth

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

Sr. No.CompaniesShare in the Company (%) (Dec 2023)Share in the Company (%) (Mar 2024)Value in Crores (Rs.)
1Allcargo Gati Ltd.–5.3771.82
2Allcargo Logistics Ltd.1.341.3481.72
3Apollo Pipes Ltd.3.813.8195.66
4Arman Financial Services Ltd.4.093.8284.02
5Ceat Ltd.1.241.24140.01
6CL Educate Ltd.––0
7Delta Corp Ltd.––0
8Dhabriya Polywood Ltd.3.852.7810.37
9Dish TV India Ltd.1.091.0931.86
10Dishman Carbogen Amcis Ltd.5.235.74156.8
11EKI Energy Services Ltd.––0
12Ethos Ltd.2.612.04143.51
13Goldiam International Ltd.––0
14Hindware Home Innovation Ltd.1.111.1135.92
15Indian Metals & Ferro Alloys Ltd.1.441.4457.86
16Indo Count Industries Ltd.1.171.17103.06
17Infobeans Technologies Ltd.5.045.0456.67
18Ion Exchange (India) Ltd.1.02–0
19J Kumar Infraprojects Ltd.2.642.64182.61
20Jagsonpal Pharmaceuticals Ltd.–1.7515.63
21JTEKT India Ltd.1.3–0
22Kanoria Chemicals & Industries Ltd.––0
23Karur Vysya Bank Ltd.1.06–0
24KDDL Ltd.3.383.38136.07
25Kingfa Science & Technology (India) Ltd.2.482.4863.6
26LT Foods Ltd.1.151.15105.2
27Mitcon Consultancy & Engineering Services Ltd.2.882.885.02
28MPS Ltd.4.464.46159.81
29Neuland Laboratories Ltd.3.123.12308.93
30Parag Milk Foods Ltd.––0
31PDS Ltd.2.642.57189.06
32PE Analytics Ltd.––0
33Pix Transmissions Ltd.2.482.4245.19
34PTC Industries Ltd.–1.16233.8
35Radico Khaitan Ltd.1.051.05247.56
36Raymond Ltd.1.51.5299.24
37Sahyadri Industries Ltd.2.352.3511.19
38Sarda Energy & Minerals Ltd.1.191.1997.43
39SG Finserve Ltd.––0
40Shankara Building Products Ltd.2.411.1319.09
41Surya Roshni Ltd.1.381.3897.69
42Tasty Bite Eatables Ltd.1.171.1731.97
43Thejo Engineering Ltd.1.681.6761.88
44Thomas Cook (India) Ltd.1.061.06123.78
45Vardhman Special Steels Ltd.––0
46Vidhi Specialty Food Ingredients Ltd.1.81.839.26
47Zota Health Care Ltd.6.836.83102.15
48Bhagiradha Chemicals & Industries Ltd.––0
49Intellect Design Arena Ltd.1.681.68255.53
50Newgen Software Technologies Ltd.––0
51Paras Defence And Space Technologies Ltd.––0
52Pearl Global Industries Ltd.3.443.44110.66
53Raghav Productivity Enhancers Ltd.1.551.5527.07
54SIRCA Paints India Ltd.2.922.6246.16
55Sula Vineyards Ltd.2.372.3799.78
56Suryoday Small Finance Bank Ltd.2.832.8256.88
57Tracxn Technologies Ltd.1.941.9318.31
58De Nora India Ltd.––0
59ISMT Ltd.1.331.5864.92
60TAAL Enterprises Ltd.8.928.9279.63
61Suzlon Energy Ltd.––0
62Zen Technologies Ltd.1.341.19128.25
63Allcargo Terminals Ltd.––0
64BSE Ltd.1.481.48502.83
65Gensol Engineering Ltd.1.51–0
66Prakash Industries Ltd.1.41.446.56
67Vasa Denticity Ltd.–2.5624.68
68Nuvama Wealth Management Ltd.1.421.42249.29
69Prakash Pipes Ltd.2.512.5127.8
70Strides Pharma Science Ltd.1.521.63142.43
71Transpek Industry Ltd.2.122.1220.84
72Concord Control Systems Ltd.–4.0130.53
73Dredging Corporation Of India Ltd.–1.858.08
74Hind Rectifiers Ltd.–1.2414.73
75Oriental Rail Infrastructure Ltd.–5.5395.88
76Quick Heal Technologies Ltd.–1.3136.16
77West Coast Paper Mills Ltd.–1.6776.99
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 on Mukul Agrawal’s Portfolio

  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
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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
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Read more
raamdeo agrawals portfolio

Raamdeo Agrawal’s Portfolio

Introduction:

Looking for Raamdeo Agrawal’s portfolio? 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:

S.No.NameP/EDiv Yld %NP Qtr Rs.Cr.Qtr Profit Var %Sales Qtr (Rs.Cr.)ROCE %
1Adani Power13.2402737.24-47.7913363.6932.25
2Interglobe Aviat20.2201893.89106.7517825.2726.62
3Indus Towers17.701853.132.457193.220.16
4Oil India10.272.692332.9422.469147.0117.73
5Jindal Stain.25.930.18500.65-29.949454.0222.27
6Lloyds Metals30.020277.062.981554.2979.17
7Apar Inds.42.210.46236.22-2.684455.1142.86
8Star Health Insu39.930142.3239.823688.5717.21
9Motil.Oswal.Fin.13.750.62724.6338.962141.2920.69
10Narayana Hrudaya31.690.33190.7910.151279.4226.18
11ICICI Securities14.653.78536.53104.251543.1719.74
12BASF India40.880.28161.511273359.9725.04
13Godfrey Phillips25.241.03215.1245.6965.7822.62
14Waaree Renewab.139.090.0154.19341.65273.25103.31
15Jindal Saw11.090.72480.3761.475425.1621.38
16Jai Balaji Inds.18.460272.9821871845.661.05
17Welspun Corp140.84287.2813.534461.1721.58
18Godawari Power16.080.36218.8521.851529.8129.67
19Supreme Petroch.45.671.14131.5-17.471562.8522.46
20HBL Power System48.270.0981.21174.77610.0934.42
21C P C L5.352.77612.38-39.0217720.1834.64
22Happiest Minds52.750.771.988.93417.2921.57
23PNC Infratech13.740.1395.89171.192600.1516.06
24H.G. Infra Engg.21.390.09190.0311.171708.2624.08
25Route Mobile30.760.6295.16-14.731017.0320.61
26KPI Green Energy670.0643.0434.43289.3621.63
27KNR Construct.13.580.07340.61140.32141425.41
28Gravita India41.890.3669.428.1863.4127.55
29Rategain Travel62.45050.0248.03255.8117.34
30Archean Chemical29.40.4159.64-56.41283.3925.75
31L T Foods14.920.2150.2416.052074.8121.13
32Mah. Seamless9.070.78218.28-41.011214.922.91
33Ganesh Housing18.221.09112.8186.15276.7845.22
34Indo Count Inds.24.770.4791.94-2.931093.2618.21
35Sarda Energy15.820.3287.99-22.81889.2515.54
36Choice Intl.61.43039.3927.26214.5524.8
37Man Infra24.490.8264.65-20.75296.7428.84
38Sharda Motor24.940.785.7241.57703.3942.77
39Piccadily Agro81.310.0343.34818.22268.8929.59
40Ashoka Buildcon14.990254.31391.983051.8735.27
41Black Box36.82040.914.831480.3530.43
42Share India Sec.13.650.58115.758.76465.3738.34
43Banco Products18.343.1668.1633.57723.8726.55
44Shilchar Tech.53.050.0825.0253.69105.4374.63
45West Coast Paper6.841.12130.43-58.351070.129.19
46Fineotex Chem36.470.330.4816.62153.0238.68
47Indian Metals10.722.0363.57-6.53700.5624.19
48Nirlon18.746.0851.182.96153.3627.73
49JTL Industries33.250.0529.1-20.6465.9424.67
50Yatharth Hospital31.02038.35121.42177.7523.59
51Stylam Industrie25.590.1337.5643.26239.8833.72
52Pearl Global Ind19.371.1848.9937.51877.3721.39
53Tinna Rubber79.410.1615.66131.66109.8532.26
54Vadilal Inds.21.660.0327.64-3.96251.4527.21
55Kingfa Science25.74033.55-8.38404.4230.07
56Marathon Nextgen18.420.1740.44145.5155.4215.88
57Goodluck India22.050.5537.2131.87902.4917.56
58Innova Captab30.43028.7266.49262.6318.45
59Jeena Sikho39.480.137.38167.0574.5
60Vishnu Prakash R21.55067.1368.2657.2124.68
61RPG LifeScience.30.231.0113.2427.92126.9934.65
62Gokul Agro19.14044.2316.923937.623.37
63Suraj Estate37.82019.46100.3628.9
64Panama Petrochem12.621.9760.9820.02740.9724.86
65Jubilant Inds.45.2022.0117.66300.3223.75
66Geojit Fin. Ser.16.591.4951.9177.29208.1318.79
67Dolat Algotech14.990.1968.05893.4387.7827.11
68TCPL Packaging21.470.8830.29.58382.820.13
69Sky Gold54.660.1213.61123.85513.3818.69
70Cantabil Retail360.3418.351.66194.1217.96
71Kesar India207.4703.5731.3866.6
72D-Link India21.91.4324.624.68332.0230.93
73Indo Tech.Trans.41.58025.5732.49175.1130.16
74IRM Energy22.340.328.98122.28214.2515.65
75Pix Transmission22.580.5124.4327.91128.9522.57
76Agarwal Indl.17.020.238.0134.31776.4420.63
77Likhitha Infra.27.640.3218.7215.27122.2932.55
78Monarch Networth14.140.1930.54580.1868.2151.53
79Master Trust15.92037.87127.45164.1432.87
80GPT Infraproject30.841.0214.8643.9929521.92
81Systematix Corp.32.1023.194241.0752.8348.35
82Jyoti Resins25.40.4218.7714.3871.2465.87
83Sh. Digvijay Cem19.082.6431.7329.93224.2634.08
84SMC Global Sec.8.81.5266.24204.9509.6817.99
85BIGBLOC Const.53.570.178.6555.5867.9524.04
86Dynacons Sys.29.390.0414.2917.42282.2544.2
87Motisons Jewel48.63010.79245.18116.6816.65
88Knowledge Marine45.2808.5856.729.18
89BCL Industries15.610.9623.71-4.98597.6316.04
90Satia Industries6.410.7439.45-14.76430.5923.37
91Ksolves India39.451.719.5833.4330.36197.29
92Uttam Sug.Mills9.980.7242.14-39.8465.1517.85
93Panorama Studios32.24027.5643.24283.3644.78
94Creative Newtech25.360.0620.36215.66304.1526.48
95Beta Drugs Ltd31.84016.56154.4536.02
96Anuh Pharma19.11.0915.3659.67163.8929.35
97Benares Hotels31.320.2311.5952.735.5840.56
98Tuticorin Alkali14.73011.97-67.156.03146.32
99Chamanlal Setia9.330.4823.25-38.39383.5320.32
100Innovana Think.25.660.058.84-11.2421.7435.07
101Emkay Taps & Cut14.69041.0354.5438.99
102Mukka Proteins15.02029.1524.29256.718.9
103AGI Infra20.120.129.34-29.8879.8325
104DE Nora India53.040.115.66-54.0616.1822.79
(Source- Screener)

Sectoral Distribution of the Raamdeo Agrawal’s Portfolio:

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

SectorNo. of Stocks
Infrastructure developers and operators8
Steel9
IT and software7
Chemicals6
Stocks and commodity brokers6
Realty5
Finance5
Pharmaceuticals5
FMCG3
Petrochemicals3
Auto ancillaries3
Others44

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.

Raamdeo Agrawal’s Portfolio: 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.

FAQs on Raamdeo Agrawal’s Portfolio

  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
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dolly rajeev khanna portfolio shareholdings investments

Dolly Rajiv Khanna Portfolio, Shareholdings & Investments: All You Need To Know

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

Stock NameAllocation Percentage
Fertilizers11%
Chemicals11%
Miscellaneous11%
Sugar11%
Textile Cement5%
Auto Ancillaries5%
Trading5%
Electric Equipment5%
Diversified5%
Hotels5%
Finance – General5%
Construction & Contracting5%
Oil Drilling & Exploration5%
Refineries5%
Finance – Housing5%

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:

Sr. No.CompaniesShare in the Company (%) (Dec 2023)Share in the Company (%) (Mar 2024)Value in Crores (Rs.)
1Chennai Petroleum Corporation Ltd.1.321.09159.68
2Control Print Ltd.1.271.1916.16
3Deepak Spinners Ltd.1.831.772.83
4J Kumar Infraprojects Ltd.11.0670.03
5KCP Ltd.1.11–0
6Mangalore Chemicals & Fertilizers Ltd.1.31.3921.12
7Monte Carlo Fashions Ltd.––0
8National Oxygen Ltd.1.191.220.83
9Pondy Oxides & Chemicals Ltd.2.441.3214.66
10Prakash Pipes Ltd.3.142.8731.55
11Simran Farms Ltd.1.04–0
12Talbros Automotive Components Ltd.1.341.2325.56
13Zuari Industries Ltd.1.231.8321.69
14Som Distilleries Breweries & Wineries Ltd.–1.1410.47
15K.C.P. Sugar And Industries Corporation Ltd.1.351.427.28
16Prakash Industries Ltd.1.171.2240.82
17Rajshree Sugars & Chemicals Ltd.1.111.092.77
18Salzer Electronics Ltd.11.0416.57
19Savera Industries Ltd.1.211.31.98
20Repco Home Finance Ltd.–1.1138.25
21Selan Exploration Technology Ltd.–1.0311.15
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​.

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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
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ashish kacholia portfolio

Ashish Kacholia Success Story: Shareholdings and Investments

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.1.21–0
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.1.36–0
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.1.66–0
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.1.77–0
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.

*Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as recommendation or investment advice by Research & Ranking. We will not be liable for any losses that may occur. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

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.

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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
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allu arjun portfolio

Allu Arjun’s Portfolio Analysis: All Things You Wanted To Know About His Investments

‘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. 

*Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as recommendation or investment advice by Research & Ranking. We will not be liable for any losses that may occur. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

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.

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Dolly Rajiv Khanna Portfolio
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Mukul Agrawal Portfolio
Sunil Singhania Portfolio
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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
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rahul gandhi portfolio

Rahul Gandhi’s Portfolio: Inside Rahul Gandhi’s Investment Philosophy

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.

*Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as recommendation or investment advice by Research & Ranking. We will not be liable for any losses that may occur. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

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.

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Amit Shah’s Portfolio
Mohnish Pabrai Portfolio
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amit shah portfolio

Amit Shah’s Portfolio and Holdings: Everything You Need to Know

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. 

*Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as recommendation or investment advice by Research & Ranking. We will not be liable for any losses that may occur. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

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.

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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
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Mohnish Pabrai Portfolio, Shareholdings & Investments.

Mohnish Pabrai Portfolio, Shareholdings & Investments

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.

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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.