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Vijay Kedia a well known Indian investor and trader is usually referred to as Master of the Market. Born into family of stockbrokers in Kolkata, he was exposed to the world of stocks from an early age. However his entry into stock market was not just driven by passion. Following untimely death of his father, Kedia at age of 19 took on the responsibility of managing the family stockbroking business. He soon realized that broking was not for him so he shifted his focus to trading. Unfortunately, his initial attempts at trading were not very successful.
His journey took turn when he shifted from trading to investing. His investments in companies like Atul Auto, Aegis Logistics and Cera Sanitaryware in 2004 turned out to be game changers, growing over 100 times in value over the next decade. This success marked his emergence as a prominent investor.
Kedia developed a unique investment strategy he calls “SMILE” which stands for:
- S - Small in size
- M - Medium in experience
- I - Large in aspiration
- M - Medium in experience
- M - Medium in experience
He formed an investment company, Kedia Securities Pvt. Ltd in 1992, further solidifying his transition from an enthusiastic investor to a professional one. Over the years, Kedia has become a sought after speaker at prestigious institutions like the London Business School, IIM Ahmedabad and Bangalore, TEDx events and Bombay Stock Exchange. In 2016, he was ranked 13th on Business World’s list of Successful Investors in India.
Vijay Kedia’s investment journey and philosophy have inspired many aspiring investors. His portfolio is closely followed in Indian market due to its impressive track record and his reputation as a market expert.
Key characteristics of Active Funds
As of September quarter 2024 Vijay Kedia’s portfolio is valued at over ₹1701.32 crore highlighting his success as an investor.
| Quarter | Portfolio Value (in ₹ crore) |
|---|---|
|
Mar-23
|
816
|
|
Jun-23 |
1075 |
|
Sep-23 |
1587 |
|
Dec-23 |
1477
|
|
Mar-24 |
1498 |
|
Jun-24 |
1829 |
|
Sep-24 |
1701
|
Sector wise breakup of holding
His portfolio valued at over ₹1,701.32 crore and is diversified across multiple sectors. The top three sectors each holding 13% allocation are Construction & Contracting – Civil, Auto Ancillaries and Engineering. Other sectors each with 7% allocation include Auto – 2 & 3 Wheelers, Printing & Stationery, Hotels, Telecommunications – Equipment, Heavy Engineering, Textiles – Weaving, Power – Generation & Distribution, Pharmaceuticals, Retail, Transport & Logistics and Dyes & Pigments. This reflects well balanced approach with investments spread across various industries.
| Sector | Allocation (%) | Sector | Allocation (%) |
|---|---|---|---|
|
Construction & Contracting - Civil
|
13%
|
Auto Ancillaries |
13% |
|
Engineering |
13% |
Auto (2 & 3 Wheelers) |
7% |
|
Printing & Stationery |
7% |
Hotels |
7% |
|
Telecommunications - Equipment |
7% |
Engineering - Heavy |
7% |
|
Textiles - Weaving |
7% |
Power - Generation & Distribution |
7% |
|
Pharmaceuticals |
7% |
Retail |
7% |
|
Transport & Logistics |
7% |
Dyes & Pigments |
7% |
As of June 2024 comprises 19 stocks, out of which 15 are active holdings.
| Rank | Company Name | June 2023 (in %) | Sep 2023 (in %) | Dec 2023 (in %) | Mar 2023 (in %) | June 2024 (in %) | Value (in Cr.) |
|---|---|---|---|---|---|---|---|
|
1
|
Tejas Networks Ltd.
|
2.01
|
1.89
|
1.88
|
1.87
|
1.87
|
421.21 |
|
2
|
Atul Auto Ltd. |
14.93 |
20.91 |
20.91 |
20.91 |
20.91 |
367.88 |
|
3 |
Neuland Laborateries Ltd. |
1.25 |
1.25 |
1.25 |
1.09 |
1.09 |
175.03 |
|
4 |
Vaibhav Global Ltd. |
1.95 |
1.98 |
2.01 |
2.01 |
2.02 |
106.31 |
|
5 |
Sudarshan Chemical Industries Ltd. |
1.44 |
1.44 |
1.44 |
1.44 |
1.44 |
103.31 |
|
6 |
Elecon Engineering Company Ltd. |
1.78 |
1.6 |
1.47 |
1.34 |
1.34 |
93.22 |
|
7 |
Mahindra Holidays & resorts India Ltd. |
1.02 |
1.02 |
- |
1 |
1 |
82.55 |
|
8 |
Affordable Robotic & Automation Ltd. |
- |
9.93 |
- |
9.93 |
Filling Due |
69.24 |
|
9 |
Patel Engineering Ltd. |
1.68 |
1.68 |
1.68 |
1.55 |
1.42 |
68.65 |
|
10 |
Repro India Ltd. |
6.84 |
6.36 |
6.34 |
6.34 |
6.34 |
56.2 |
|
11 |
Om Infra Ltd. |
- |
2.56 |
2.56 |
2.49 |
2.49 |
45.46 |
|
12 |
Innovators Facade Systems Ltd. |
10.66 |
10.66 |
10.66 |
10.66 |
10.66 |
44.9 |
|
13 |
Precision Canshafts Ltd. |
1.16 |
1.16 |
1.16 |
1.16 |
1.16 |
26.88 |
|
14 |
Siyaram Silk Mills Ltd. |
1.08 |
1.08 |
1.11 |
1 |
1 |
22.17 |
|
15 |
Global Vectra Helicorp Ltd. |
- |
- |
- |
2.92 |
4.86 |
17.71 |
|
16 |
Heritage Foods Ltd. |
1.12 |
- |
- |
- |
- |
0 |
|
17 |
Panasonic Energy India Company Ltd. |
1.24 |
- |
- |
- |
- |
0 |
|
18 |
Talbros Automotive Components Ltd. |
1.22 |
1.22 |
1.01 |
1.01 |
- |
0 |
|
19 |
Reliance Infrastructure Ltd. |
- |
- |
- |
1.01 |
- |
0 |
Investment Philosophy of Vijay Kedia
Vijay Kedia’s investment approach is based on five key principles:
- 1. Strong Management: Invest in companies with honest and competent leadership.
- 2. Long Term Investment: Hold investments for 10-15 years to maximize returns.
- 3. High Growth Potential: Choose companies that can outperform the broader economy.
- 4. Separate Finances: Avoid using stock market investments for everyday expenses.
- 5. Stay Calm: Maintain emotional stability and avoid panic during market ups and downs.
Final Words
Vijay Kedia’s success story in stock market is great example of long-term, strategic investing. His diverse portfolio focuses on companies with growth potential offering valuable lessons for investors. By following his SMILE strategy, he emphasize the importance of thorough research, strategic planning and patience in building wealth.
While it’s inspiring to learn from successful investors like Kedia, it’s essential to make investment decisions based on your own financial goals and situation. Stock market can be unpredictable and a strategy that works for a seasoned investor might not suit everyone. Kedia’s journey shows that with the right knowledge, strategy, and patience, anyone can succeed in investing.
Frequently Asked Questions
What is the current net worth of Vijay Kedia's portfolio?
Net worth of Vijay Kedia's portfolio currently stands at over ₹1701.32 crore.
How many stocks are in Vijay Kedia's portfolio?
As of June 2024 Vijay Kedia's portfolio includes 15 different stocks.
What are the top holdings in Vijay Kedia's portfolio?
One of the top holdings in Vijay Kedia's portfolio is Atul Auto Ltd.
Who is Vijay Kedia, and what is his background?
Vijay Kedia is well known Indian investor and businessman recognized for his successful investments in the stock market. He has a prominent presence in the Indian equity market with a diversified portfolio.
What is Vijay Kedia’s educational background and investment career history?
Starting at a young age Vijay Kedia entered stock market driven by his passion for investing. Over the years, he has earned a reputation for his sharp investment decisions and deep knowledge of the market.
What are the most notable investments made by Vijay Kedia in his career?
Throughout his career, Kedia has made investments in various companies across different sectors, such as Elecon Engineering, Repro India and Vaibhav Global which have greatly contributed to his wealth.
Happy investing and thank you for reading!
Disclaimer:
This website content is only for educational purposes, not investment advice. Before making any investment, it’s important to do your own research and be fully informed. Investing in the stock market includes risks, and you should carefully read the Risk Disclosure documents before proceeding. Please remember that past performance doesn’t guarantee future results, and due to market fluctuations, your investment goals may not always be achieved.
