IBS TIMES 226th ISSUE

SEETHA KUMARI By – H K Aishwarya Ungarala “The stock market isn’t really a gamble, as long as you pick good companies that you think will do well, and not just because of the stock price.”

Seetha Kumari is a well-known stock market enthusiast and investor who have earned a reputation for herself in the Indian stock market for her outstanding stock screening abilities and investment techniques. What makes her stand out from the rest of the crowd is how uniquely she selects her stocks. She never believed in investing in a large number of stocks, instead she chooses a limited number of stocks that offer promising returns. With her unique working style and increasing profits, she created a prominent position for herself in this male dominated profession.

Seetha Kumari’s Portfolio Sr. No 1 2 3 4 5 6 7 8 9

Stock name Jindal poly Films Ltd Jindal Drilling and industries Ltd Sandesh Ltd Hinduja Global solutions Ltd Indian metals and Ferro Alloys Ltd Liberty Shoes Ltd Savita Oil technologies Ltd Summit securities Ltd Universus Photo imaging Ltd

Market capitalization in Cr

% Current market Holdi price (Rs.) ng

Holding Value

4550

1039.25

4.47

203.41 Cr

412

142.5

1.15

4.75 Cr

563

743.85

1.82

5969

2856.65

3.65

10.25 Cr 217.89 Cr

2306

427.45

1.54

35.52 Cr

272

159.9

1.04

2.83

1645

1190.6

1.08

17.77

740.14

675.45

1.19

8.76

727.95

670.45

4.6

33.76

Seetha Kumari’s portfolio is the product of several permutations and combinations,

and

most

crucially,

she

has

made

many

significant

disinvestments to enhance profitability.

Starting with Hinduja Global shares, the investor had Rs. 48.2 crores invested in this firm in the March quarter, representing 3.81 percent of the company's interests. The market price of the business's shares was Rs. 607.9 per share at the time, and she sold her investment in the company for less than 1% in the June 2019 quarter, resulting in a huge decline in her net worth.

The price of Hinduja Global also declined in the June 2019 quarter, and it now trades at Rs. 605.35 per share. This might be one of the reasons she decided to sell this stock from her portfolio.

Jindal Drilling & Industries, an offshore drilling firm and one of the divisions of the well-known Jindal group, is the next stock in which she has put her money.

In March 2019, she boosted her investment in this stock by 0.69 percent, and in June 2019, she maintained the same stake in the firm and the same investment value, despite a little decline in the share price, which fell from Rs. 87.85 to Rs. 87.5 per share.

In addition, Seetha Kumari's portfolio includes another Jindal Group stock, Jindal Poly Films. Ltd., in which she boosted her stake by 1.18 percent in the March 2019 quarter before decreasing it by 0.17 percent in the June 2019 quarter. At the moment, the investment in this stock is the greatest in the portfolio. Due to a drop in the share price from Rs. 255.8 to Rs. 250 per share in the June quarter, the investment value fell from Rs. 445.7 crores to Rs. 42.7 crores, owing to a decline in ownership. Since the March quarter, the shares of Khaitan Ltd. have not been raised or decreased, and there is now Rs. 11 lakhs invested in this stock. The other stock is Sandesh Ltd., where the investor grew his investment by 0.02 percent from the March quarter.

Hinduja Global Solutions Ltd, Jindal Poly Films Ltd, and Indian Metal and Ferro Alloys Ltd are the top three stocks held by Seetha Kumari. NIIT Ltd is a multi-

bagger, having risen 2.81 times in a year. Seetha Kumari's net worth total is based on the stock's year-to-date (YTD) performance of roughly 182 percent.

Her present stake in the firm is worth Rs 253.8 crore. Jindal Poly Films has also been a multi-bagger, with a YTD return of more than 130 percent and a holding of Rs 207.1 crore. She owns a stake in Indian Metal and Ferro Alloys worth Rs 36.5 crore, which has more than quadrupled in a year. It has returned 239 percent in a year, which is quite impressive. Seetha Kumari's stockpicking abilities are genuinely extraordinary, with such large portfolio returns. She has become an inspiration for all women in this male-dominated field, and we expect to see more engagement in the future.

Seetha Kumari’s Networth Quarter

Net worth

Change %

Dec 15

67.39

Mar 15

60.56

-10%

Jun 16

64.81

7%

Sep 16

94.3

45%

Dec 16

78.16

-17%

Jun 17

66.5

19%

Sep 17

77.44

16%

Dec 17

128.61

66%

Mar 18

110.72

-13%

Jun 18

86.73

-21%

Sep 18

93.37

7%

Dec 18

91.59

-1%

Mar 19

108.98

18%

Jun 19

53.96

-50%

In the year 2015, Seetha Kumari's net worth was Rs. 67.39 crore . in By March 2015 quarter, it fell to Rs. 60.56 crores. It increased by 7% to Rs. 64.81 crores in the next quarter. Her net worth increased by 45 percent in a single quarter

in September 2016, and she had a net worth of Rs. 94.3 at the time. However, she was unable to maintain this, and in the December quarter of 2016, she only lost 17% of the portfolio she had in the previous quarter.

Seetha Kumari’s net worth has increased from Rs 193.18 crore to Rs 574.5 crore from December 2020. That's a staggering increase of over 200 percent.

With her stock-picking and decision-making abilities, she has definitely outperformed the market.

After reviewing Seetha Kumari's whole portfolio, including her most recent and past shareholdings, as well as her net worth, we can infer that she has been very selective with her investments. She prefers well-known companies' stocks, such as Jindal and Hinduja, and seldom invests in unfamiliar companies stocks.

REKHA JHUNJHUNWALA By – Anant Rai Rekha

Jhunjhunwala

needs

no

introduction as her last name speaks for herself. But still will skim through the journey of Rekha Jhunjhunwala in the stock market.

Rekha Jhunjhunwala is the wife of the big bull of the Indian stock market i.e., Rakesh Jhunjhunwala. Rekha Jhunjhunwala started investing for the first time when his partner i.e., Rakesh Jhunjhunwala had asked her to do in her leisure time. Rakesh Jhunjhunwala started teaching him snippets of trading and gradually she got acquainted with the trading thing. Finally, she invested for the first time in the stock market along with his husband in Titan company, and from there on the rest is history. Rekha Jhunjhunwala has been in talks in the stock market not because she is the wife of Rakesh Jhunjhunwala but the kind of return, she got from the investment by investing in the different companies. Rekha Jhunjhunwala’s net worth rose from 1600 crore in the year 2015 to 5667.88 crore in the year 2021 i.e., 254.24%.

Table: Rekha Jhunjhunwala Net Worth History Year

Net Worth (Cr)

% Change

2015

1600.68

2016

1521.72

-4.93%

2017

2693.47

77%

2018

2029.39

-24.66%

2019

2428.3

19.66%

2020

3474.78

43.10%

2021

5667.88

63.11%

Rekha Jhunjhunwala is having a portfolio of Rs.5,667.88 Crores as per the recent record. Let us walk through the recent portfolio of Rekha Jhunjhunwala and further analyze her investments. Rekha Jhunjhunwala’s big investments in these five companies cover almost 75% of her portfolio. These companies along with their proportions are Titan company (40%), NCC Ltd (12.84%), Crisil Ltd (9.95%), Tata Communications Ltd (6.2%) & Jubilant Pharmova Ltd (5.02%).

Graph: Top 5 stocks in Rekha Jhunjhunwala portfolio

5.02% 6.20%

9.95% 40% 12.84%

Titan Company

NCC Ltd

Crisil Ltd

Tata Communication Ltd

Jubilant Pharmova Ltd

On further digging of Rekha Jhunjhunwala’s portfolio into sector and market capitalization, we got some mind-boggling facts that will make us all fall for the company in the sector to invest. According to her portfolio, around 65% of her investment are made only in three sectors. These sectors along with their proportions are Textiles, Apparel & Accessories (40.11%), Banking & Finance (13.3%), and Software & Services (12.74%). When said in terms of market capitalization her portfolio has 47.4% proportion invested in the large-cap companies, 36.8% in mid-cap companies, & 15.8% in small-cap companies.

Graph: Top sectors spending in Rekha Jhunjhunwala portfolio

Textiles, Apparel & Accessories

Banking & Finance

Software & Services

Graph: Market Capitalization spending in Rekha Jhunjhunwala portfolio

15.80%

47.4% 36.80%

Large Cap

Mid Cap

Small Cap

Table: Rekha Jhunjhunwala Portfolio for the year 2021

Stock name

Market Cap (Cr)

Current market price (Rs)

Aptech Ltd.

1,761

426.4

2,331

956.6

220

58.2

Crisil Ltd.

20,743

2846.65

D B Realty Ltd.

1,442

59.3

Delta Corp Ltd.

7,415

277.75

19,202

91.35

24,624

186.35

8,993

3763.45

NCC Ltd.

4,305

70.6

Prozone Intu Properties Ltd.

516

36.5

Rallis India Ltd.

5,349

275.1

41,698

1463.1

2,28,400

2572.7

7,911

46.15

1,927

309.9

187

79.75

3,275

208.9

9,067

569.25

Agro Tech Foods Ltd. Autoline Industries Ltd.

Federal Bank Ltd. Indian Hotels Company Ltd. Jubilant Pharmova Ltd.

Tata communication Ltd. Titan Company Ltd. TV 18 Broadcast Ltd. Va Tech Wabag Ltd. Bilcare Ltd. Dishman Carbogen Amcis Ltd. Jubilant Ingrevia Ltd.

Qty held

Holding value (Cr)

Portfolio proportion

200.4

3.40%

81.7

1.39%

4.3

0.07%

535.6

9.10%

25.7

0.44%

219.6

3.73%

185.1

3.14%

231.6

3.93%

292.5

4.97%

561.3

9.53%

10.9

0.19%

142.8

2.43%

438.3

7.44%

2435.9

41.37%

163.6

2.78%

155.2

2.64%

2.1

0.04%

2500 000

53.2

0.90%

2520 000

148.2

2.52%

4574 740 8495 59 7312 33 1868 250 5000 000 8500 000 2100 0000 1251 0000 5020 000 7833 3266 3150 000 5182 750 3075 687 9540 575 3500 0000 5000 000 2625 00

Rekha Jhunjhunwala has only one word to say, “bullish” when ask about the future of the Indian stock market. She explains it very smartly when asked for its reason to say. She said that people all around the globe see India as the goto resort for harnessing good return on investment. This statement was backed by saying that India is now doing good in almost every sector just from the very moment when technology was introduced across the sector. India has tremendous manpower with skillsets when it comes to technology and the added advantage that India is having is its adult population percentage which is the youngest in the world right now. The Government of India is coming out with a lot of lucrative policies for each and every sector so that big investment across the world could pour in terms of opening of plants, companies, R&D centers, etc which would indeed provide good employment and increase pay for the existing employed people. This injected money would then be invested in the Indian stock exchange by the people directly or indirectly through mutual funds, insurance policies, pension money, etc. At last, she says only one thing for all the people around the world and especially to Indians that, “Invest in India, invest in India & invest in India.”

RADHAKISHAN DAMANI By – Anwesa Nayak Radhakishan Damani: Man with the Midas touch in the stock markets, is one of India's top yet low-profile traders’ investors, entrepreneurs, and veterans who go by the moniker "Mr. White and White." Radhakishan Damani was born in Bikaner, Rajasthan, to an Indian Marwari family on March 15, 1954. His father Mr. Shivkishanji Damani was a stockbroker which naturally led him to a desire to work in the business world.

An Accidental Entry in Stock Market He began his career with a ball-bearing business, but after his father died, he joined his brother in stockbroking. Soon he realized that to make money in the stock market, he needed to invest and trade himself. During this time, he was particularly interested in Manu Manek's stock-market methods, who was one of the most feared market operators at the time.

His Investing Journey At the age of 32, he made his first investment and registered with SEBI. His stock trading practice brought him a lot of money. He was a trader with a lot of wiggle room. Damani earned a name for himself in stockbroking by investing early in his career in MNC stocks and keeping an eye on companies with high-quality enterprises that were offered at a reasonable price.

The Rivalry

Damani realized Harshad Mehta was manipulating stocks like ACC which rose from 200 to 9000 and Apollo Tyres since their fundamentals did not warrant their price increases. RD began short-selling the stocks (selling first and purchasing later) in which Harshad Mehta had invested substantially, knowing they would plummet. When the Harshad Mehta scam was discovered, he gained a lot of money and his net worth skyrocketed.

Investment Philosophy RD began using value investing, being inspired by Mr. Chandra Kant Sampat, to make long-term investments, from where he earned the majority of his money. He'd always had the idea of buying high-quality stocks in quantity at a lesser price.

When Ketan Parikh was manipulating a few stocks and increasing their valuation in the year 2000-2001, Radhakishan Damani made money again by short selling.

As a Mentor Almost everyone looks to Mr. Rakesh Jhunjhunwala, a millionaire investor, for investing advice, but he confesses that Damani is one of the few mentors from whom he learned the ropes DMART – The Revolution Avenue Supermarts was started by Damani in the year 2000 after quitting the stock-market business. Mr. Damani's curiosity and passion for consumer business led him to purchase the franchisee of Apna Bazar, a Navi Mumbaibased cooperative store chain. He became more optimistic about retail after managing Apna Bazar because of the expertise and insight he gained and there you have it! The beginning of DMart!

D’Mart is now one of the pioneering retail chains, with Mr. Damani and his family owning the majority stake. Mr. Damani took his retail business public in March 2017 at a price of Rs 299 per share, which soared to Rs 2900 by 2021.

He used a strategy in which he didn't develop stores in malls but instead focused on opening stores near people's homes. The stores intended to fulfill the majority of daily customer needs while also providing good value for money. To ensure that he gets low-cost products and can provide them at a discount, he prefers to pay his vendors and suppliers within one day. This is one of the reasons why his stores are never out of stock. This turned out to be one of the most crucial aspects of DMart's success.

Damani as a Humanitarian Mr. Damani remained hidden from the press and media, but he always believed in giving back to society in his own quiet way, away from the spotlight. He started a foundation “Shivkishan Mindaram Damani Charitable Trust” and wanted to give back to society by providing low-cost lodging to the families of patients having treatment in South Mumbai.

He donated Rs.100 crores to the PM-CARES Fund to combat the coronavirus pandemic. He also contributed around 55 crores to a number of state assistance funds.

Portfolio Analysis With a net worth of $24.6 billion, Radhakishan Damani is currently the world's 63rd richest man. RD’s possessions are extremely vulnerable to market conditions. The portfolio has a beta of just 0.7, which means that if the NIFTY500 moves by 1% to the upside or fall, his portfolio will move by 0.7 percent in the same direction.

His Current Portfolio Radhakishan Damani owns 14 equities with a net worth of roughly Rs. 202,248.7 crore, according to corporate shareholdings disclosed for September 30, 2021. In terms of rupee worth, here's a snapshot of his biggest possessions.

The value of Radhakishan Damani’s portfolio surged by 137percentt between September 20 and September 21 last year, from Rs.97,326 crore to Rs.230,830 crore, owing mostly to Avenue Supermarts, with India Cements also contributing. Between Mar-17 and Sep-21, his portfolio increased by Rs.30,316 crore to Rs.230,830 crore. Over the last 4.5 years, the portfolio value has increased by 57 percent on an annualized basis.

Conclusion Everyone joins the stock market with the intention of taking risks. Only a select handful, such as Damani, can see beyond the numbers. He's been a value investor since the beginning. Whether it's leading a retail behemoth or investing, he's always gone back to basics. There’s a saying for RKD that goes like this, “He works so silently that his success makes the noise.”

"Man is known by the company he keeps," as the saying goes. Damani is a devout follower. Buying a stock for him is the same as buying the entire firm. His approach to moving forward was straightforward but distinct.

From Dalal Street in Mumbai to the retail markets, he has inspired thousands of people all over the world. He's made the link between business and investing. ***

NEMISH S. SHAH By – Ayushi Jain “In Jainism, we believe in Abhay Daan, Aushad Daan, Aahaar Daan and Gyan Daan (security, food, health and knowledge) and never sell it for personal gains.”

A man of such great wisdom and ethics, Mr. Nemish S. Shah, the Co-founder and Director of ENAM Holdings, has also been the director and CEO of ICICI Prudential Mutual Fund. Nemish Shah is one of India's most famous investors.

According to current estimates, Nemish Shah holds a profit worth Rs. 1,067.6 Cr from 7 stock enlistments. ENAM is one of the most reputable investment houses in India. He originally founded ENAM as a broking entity in 1984. Shortly after the co-founding of ENAM, it entered the investment banking business and, within six months, climbed to the top of the league tables in the IPO market. Since its inception, ENAM has been involved in many prestigious IPOs in the country.

ENAM has been at the forefront of the IPO market for some years. As his main interest lies in investment research, Mr. Shah is credited with pioneering an investment study in India, a novel concept at the time in India.

He and his co-founders, ENAM, adhere to investment research as its backbone.

He is well known in investment circles and his investment ideas are in high demand. For more than thirty years, Mr. Shah and his founder, Mr. Vallabh Bhanshali, also a well-respected financial marketer with a vision for helping the

community, and his colleagues, have led ENAM in its growth to become a leading financial advisory institution in the country. In 2010, ENAM merged its investment and trading banking operations with Axis Bank for a value of Rs 2,067 crore.

Currently, Mr. Shah has played a key role in managing the firm's finances and expanding its patent capital under ENAM Holdings Pvt. Ltd. The focus is on longterm investments in the Indian equity markets. It uses basic research methods to identify high-quality, well-structured businesses with competitive advantages and the ability to initiate long-term sustainable growth.

Mr. Nemish Shah received a B. Com from Lala Lajpat Rai College, Mumbai University in 1977. You have a lot of giving plans. He was now considered a spiritual man by his peers, and they thought that it was this spiritual element that had helped him balance his investments. He is an avid reader of Jain literature and loves to relax by watching cricket or listening to music. Infosys, a leading information technology giant, was taken public by ENAM in 1993. And at the time of issuance, shares of Infosys were undersubscribed. It was Nemish Shah and Vallabh Bhansali, co-founders of ENAM, who convinced people to invest in Infosys.

Mr. Nemish Shah, the investor, who has been through various market cycles, looks for the following prerequisites while selecting a company for investment: The Company’s ROCE should not be below 9%. The company has planned future growth. The company should have sound management. Lastly, he should get a discounted entry price.

Nemish Shah's portfolio currently has seven stocks as per the September 2021 quarter, and the stocks are from different sectors.

Sr. No

Company 1 2 3 4 5 6 7

Bannari Amman Sugars Ltd. EID Parry (India) Ltd. Elgi Equipment Ltd. Lakshmi Machine Works Ltd. Rane Engine Valve Ltd Super Spinning Mills Ltd. Zodiac Clothing Company Ltd.

Market % Current Market Capitalisatio Holdi Price of the Share n ng

Holding Value

3353.6 Cr

Rs 2674.4

2.60%

86.9 Cr

8,006.30 Cr

Rs 451.35

1.20%

93.9 Cr

9,478.70 Cr

Rs 299.1

1.70%

160.3 Cr

9,161.60 Cr

Rs 8575.9

9.20%

843.8 Cr

188.40 Cr

Rs 280.35

1.00%

1.9 Cr

65.70 Cr

Rs 11.95

1.40%

90.9 L

272.20 Cr

Rs 109.95

1.60%

4.5 Cr

Lakshmi Machine Works Ltd Nemish Shah has the largest stake in the company, worth Rs 843.8 crore, accounting for 9.20% of the total. There has not been any subsequent change in the holding compared to the last quarter. It is India's largest textile machinery and CNC machine tool manufacturer, based in Coimbatore and founded by Dr. G.K. Devarajulu. Its headquarters are located in Coimbatore. The company has shown tremendous growth. It jumped 7.40% to Rs 9262.10 after the company's consolidated net profit surged to Rs 43.52 crore in Q2 FY22 from Rs 6.90 crore in Q2 FY21. Revenue from operations increased by 102.6% to Rs 803.07 crore in the second quarter from Rs 396.34 crore recorded in the same period last year. The ROE and ROA have also increased to 2.59% and 1.63%, respectively. The continuous increase is positive and shows a bright future for the company. The holdings of its promoters and mutual funds have seen no significant change, indicating that the company is good for long-term investment. Though the stock does not offer attractive dividend returns, it is a good time to consider it as the stock is not in an overbought zone.

Conclusion “Intermittent volatility cannot be ruled out but one should remain constructive on equities,” says Nemish Shah in an interview. As indicated by him, according to

the

business

point

of view, India

stays

appealing

as corporates have

deleveraged, credit development is extremely low, the Capex cycle is yet to be restored, and the benefit to GDP proportion is low as well. All around the world, all risk assets, including equities and commodities, are seeing a major boom.

Going ahead, he accepts that recuperation in the business cycle can help in working on corporate income and profitability. Keeping these turns of events in view, it is reasonable to stay valuableinequitiess.

Incredible experiences from an extraordinary character ought to be taken into full thought and gain from their insight cause “The best investment you can make, is an investment in yourself…The more you learn, the more you earn.”

PREMJI AND ASSOCIATES By – Chaithanya .N. Reddy

He became the world leader in software.

By the early twenty-first century, he became one of the world's wealthiest persons.

He guided a fledgling company through diversification and turned it into a business behemoth.

He is Azim Hasham Premji.

Born on 24th July 1945 in undivided India to religious Muslim parents, Azim Premji defied odds and family circumstances to become an inspiration to millions of people and a pioneer in the country. Let us read on to know about the humble origins of Wipro and how Premji turned it into a highly successful business empire.

Early Days of Wipro Contrary to expectations, Wipro did not start out as a software company. Premji's father began Western Indian Vegetable Products Ltd., which manufactured vanaspati, a commonly used hydrogenated oil, in the year that Premji was born.

After colonial India was partitioned, the Premjis decided to remain in India. When Premji was about to graduate from the prestigious Stanford University with an engineering degree he received the devastating news of his father passing away

due to an illness. Premji took up the mantle of managing the family firm and returned to India. He understood the need for diversification and using his competence, he quickly expanded the company into consumer goods like soap, shoes, and lightbulbs, as well as hydraulic cylinders.

Premji Makes A Foray Into The World Of Technology The year 1977 proved to be a gamechanger for Premji. He renamed the company Wipro and began to drive the company into the computer market over the next few years. The 1980s seemed successful to Wipro as it formed several overseas partnerships to assist in the development of computer hardware for sale in India. The firm's software development, on the other hand, was what made it so profitable. Premji established a reputation for selecting the best people and providing them with unparalleled education and he leveraged a wide range of educated software developers who are willing to work in India for less than in the United States.

Wipro's value soared in the late 1990s, when IT stocks boomed, propelling Premji to the ranks of the world's wealthiest entrepreneurs.

Premji Invest Premji’s need to contribute to improving the education system in India as well as support other philanthropic initiatives made him start Azim Premji Foundation. To support this foundation, PremjiInvest was established in 2006 as a parallel empire to his IT firm, Wipro.

The company likes to be discreet about its operations and maintain a low public image. But then again, that's what you'd expect from a corporation run by someone who is known for keeping a low profile himself. They believe that the quality of their work should speak for itself! With names like Premji and Wipro on their side, they don't need to make the news to establish their presence. The investment focus of PI is much broader. They invest in publicly traded companies

and debt, but as a VC and PE firm, they also make early-stage and late-stage investments.

All of Azim Premji's non-Wipro investments go via PI. It is a private equity fund that manages over $2 billion of Azim Premji's own wealth by investing in capital markets and acquiring minority holdings in start-ups like GlobalBees & BrightChamps in India, the United States, and China. It is recognized for making investments ranging from $20 million to $60 million. The portfolio contains a oneof-a-kind mix of 40 public and private firms from various industries, including technology, eCommerce, financial services, retail, fashion, healthcare, and consumer products.

Investment Mechanism Despite their reluctance to discuss the majority of their investments, the rationale they use in selecting a firm and the role PI intends to play in it is as follows: ● To begin with, PI is an "Evergreen" fund, meaning it works without regard to time or constraints, and it is not required to raise capital. Azim Premji is its financial backer. ● Having stated that PI is free to choose its investments, and Premji has just a minor role in the process! PI has a 12-person staff that assists them in locating investment possibilities and monitoring their assets. ● PI makes minor and big investments, but primarily in fields where Wipro is absent, while also considering the market opportunity and the company's management team. ● When considering whether to invest in a company, they prioritize "substantial returns" and "the ability to build a strong organization." ● Unlike other venture funds, PI has the advantage of not having to make a certain number of deals or spend a certain amount of money. They only invest when they believe there is a genuine opportunity! This also allows PI to have more leisure time.

Portfolio Table

S.No

Company Name

Market % Capitalization (in Holding Rs. cr)

1

Trent Ltd

37,859

1.60%

2

Wipro Ltd

3,92,103

72.90%

3 4 5 6 7

Tube Investments of 33,848 India Ltd Craftsman 4,777 Automation Ltd

1.50%

1754.8

1.10%

2260.95

JK Lakshmi 6,804 Cement Ltd Voltas Ltd Zydus Wellness Ltd

Current Market % Price (in Change Rs.) 1065 -0.10% No 715.35 change -1.50%

578.25

40,339

1219.15

11,991

1884.5

The highest % holding of Premji and associates is in Wipro Ltd. This doesn’t come as a surprise as Premji is the owner of Wipro Ltd. The company is trading near its 52-week high. The trendline momentum score for the company is 64.5 which indicates that the stock is technically moderately strong.

As Premji said, “Success is achieved twice. Once in the mind and the second time in the real world”. These words of Premji ring true as it is important to believe in oneself before putting one’s foot forward. Thus, taking calculated risks with conviction is a necessary skill to acquire when looking to gain in the volatile ma et of stocks.

ASHISH KACHOLIA By – S Himasree Introduction Ashish Kacholia is well known for his avoidance of interviews with journalists in the media. He has remarked that he prefers his portfolio to speak for itself, and he has recently gained a reputation as a stock market "whiz kid." Kacholia owns over twenty stocks and has a diverse portfolio that

includes

education,

stocks

in

infrastructure,

hospitality, and

manufacturing.

Kacholia, the "Big Whale" by the media, began his career with Prime Securities and then moved on to Edelweiss before founding his own brokerage firm, Lucky Securities, in 1995. In 1999, he co-founded Hungama Digital with Rakesh Jhunjhunwala, and in 2003, he began establishing his own portfolio. According to the most recent corporate shareholdings filings, Ashish Kacholia owns 27 stocks with a net worth of more than Rs. 1704.5 Cr. History Ashish started his career in the proprietary trading business with Prime Securities Ltd. in 1993. He rose through the ranks of their broking firm to become Head of Research. He later went to Edelweiss Capital Ltd., where he was in charge of private equity business growth and deal orientation. Ashish graduated from the Jamnalal Bajaj Institute of Management Studies with a Bachelor's degree in Production Engineering and a Master's degree in Management Studies. Mr. Ashish Kacholia is a Co-Founder of Hungama and a Board Member. At Lucky

Securities Pvt. Ltd., he is the Director of Research. He works for high-net-worth clients as an independent portfolio manager.

Investment Strategy The profits from the stocks he bought for him quickly amounted to thousands and crores. As Ashish is a big believer in investing in small and medium-sized businesses, he has a number of stocks in this sector in his portfolio. Ashish does extensive study on the company's operations, financials, and management team in order to forecast future performance. If he notices a company deviating from its fundamentals, he sells its stock right away.

The majority of Ashish Kacholia's investments are in Small and Medium Scale Industries. Ashish Kacholia has perfected the ability to foresee the future. He keeps his ears to the ground and his eyes on the horizon. When he detects a new trend, he is the first to recognize it. Ashish Kacholia was acute enough to see that NAMO has highlighted India's defense independence.

He believed that Indian enterprises that produce defense technologies, parts, and other items would benefit greatly. As a result, he went out and acquired those talks in those firms. He made some of his highest profits in Dynamatic Technologies Limited's shares, which is now worth INR 2090.0. (at the time of writing).

Key Insights From Ashish’s Portfolio 

Education is essential.

Ashish is one of the rare investors who have a strong belief in the education sector. He feels that education is one of the most in-demand products/services in India, which, among other countries, has a significant youth population.

Aptech and NIIT are among the companies in his portfolio. 

There is no textile industry.

Another notable difference between Ashish Kacholia's portfolio and the others is that he has no investments in the textiles industry. These sectors are cyclical, and Ashish does not appear to believe in them. 

In the future, the finance sector could be the backbone.

The financial sector is the backbone of the country's economy. Despite the fact that other investors have at least one financial company in their portfolios, Ashish does not. The reason for this is unclear, but based on current market conditions, the finance industry remains robust and will continue to play a significant role in the economy.

Portfolio Analysis The September shareholding pattern revealed that ace investor Ashish Kacholia has invested in this multi-bagger pharma firm, which has returned approximately 1400 percent or 15 times in the last year. This means that if you had invested Rs 1 lakh in this company, you would have received Rs 15 lakh in a year's time.

According to the BSE shareholding pattern, Kacholia has purchased 1,41,000 equity shares (1.36%) in Kwality Pharmaceuticals, a small-cap firm that manufactures and exports a wide range of completed pharmaceutical formulations in a dosage form.

Kacholia has purchased the most shares in Phase Three, with a 2.78 percent interest, and has invested approximately Rs 60 crore in Ami Organics, a newly listed business, during the second quarter of the current fiscal. So many Home Innovation, VRL Logistics, Gateway Distriparks, Venus Remedies, TARC, Xpro India, Ador Welding, Beta Drugs, Garware Hi-Tech Films, IOL Chemicals, Sastasundar Ventures Safari Industries, and HLE Glasscoat were among the stocks in which the investor increased his position or made a new entry during the September-end quarter.

PORTFOLIO TABLE: S.No STOCK 1

ADF Foods Ltd.

HOLDING VALUE (RS.) 19.5 Cr

QUANTITY HELD 2,27,605

% Holding of a share 1.10%

2

Ador Welding Ltd.

30.9 Cr

4,37,700

3.20%

3

Gateway Distriparks Ltd.

53.8 Cr

19,17,606

1.50%

4

IOL Chemicals Pharmaceuticals Ltd.

and 54.3 Cr

11,53,566

2.00%

5

Mastek Ltd.

212.0 Cr

7,00,000

2.40%

6

Sastasundar Ventures Ltd.

16.0 Cr

3,30,785

1.00%

7

NIIT Ltd.

147.4 Cr

30,00,000

2.30%

8

Phillips Carbon Black Ltd.

59.4 Cr

25,02,495

1.50%

9

Poly Medicure Ltd.

152.3 Cr

16,00,000

1.70%

10

Vaibhav Global Ltd.

128.3 Cr

22,50,000

1.40%

11

Venus Remedies Ltd.

6.0 Cr

1,50,000

12

Xpro India Ltd.

27.9 Cr

2,97,216

2.90%

13

Mold-Tek Packaging Ltd.

77.0 Cr

9,47,497

3.30%

14

Vishnu Chemicals Ltd.

51.7 Cr

5,88,793

4.90%

15

VRL Logistics Ltd.

55.2 Cr

12,07,632

1.40%

16

Garware Hi-Tech Films Ltd.

17

62.4 Cr

7,58,577

3.30%

Shaily Engineering Plastics 111.5 Cr Ltd.

5,99,696

6.50%

18

HLE Glasscoat Ltd.

111.7 Cr

1,91,602

1.40%

19

Safari Industries (India) Ltd.

55.2 Cr

6,14,288

2.70%

20

Acrysil Ltd.

82.8 Cr

10,00,000

3,8%

21

Faze Three Ltd.

19.5 Cr

6,75,688

2.80%

22

Kwality Ltd.

Pharmaceuticals 12.9 Cr

1,41,000

1.40%

23

Beta Drugs Ltd.

5,40,000

5.60%

24

Somany Home Innovation 47.5 Cr Ltd.

11,20,459

1.60%

25

TARC Ltd.

22.5 Cr

44,25,000

26

Ami Organics Ltd.

50.9 Cr

4,91,474

35.6 Cr

1.40%

MOHNISH PABRAI By – Isha Krishna "Heads I Win, Tails I Don't Lose Much."

Mohnish

Pabrai,

known

for

spending

$650,000 to have lunch with his mentor Warren Buffet. He is an Indian-American entrepreneur, successful value investor, author, philanthropist, and ardent supporter of Warren Buffett, the famed investment guru.

Mohnish Pabrai grew up in Mumbai, India, and later studied computer engineering in the United States. Pabrai worked in research and development (R&D) at Tellabs after graduation before starting his own successful IT consulting firm. With around US$30,000 from his personal 410(k) account and US$70,000 from credit card debt, he founded TransTech, Inc., an IT consulting and systems integration firm, in 1991. In 2000, he sold the company for $20 million to Kurt Salmon Associates.

When he learned of Warren Buffet at the age of 30, in the year 1999, he began following his ideals, and within a short period of time, he had amassed a large wealth, which he continues to invest in India's poorest. Pabrai Investment Funds was formed by him. Since the fund's inception in 2000, his long-only equities fund has returned a total of 517 percent net to investors, compared to 43 percent for the S&P 500 Index. From conception until 2013, he outperformed the S&P 500 by 1103 percent, making him one of the world's most successful value investors.

Pabrai tripled his Micron Technology holdings in the United States in 2019. Pabrai also purchased 4.12 million shares in GrafTech International Ltd., an Ohio-based manufacturer of graphite electrodes and petroleum coke.

Pabrai purchased over 4 million Seritage Growth Properties Class A shares in 2020. He also purchased a stake in Edelweiss Financial Services through open market transactions for an estimated Rs 147.75 crore.

Awards Моhnіѕh wоn thе 1999 КРМG Іllіnоіѕ Ніgh Тесh Еntrерrеnеur Аwаrd. Не іѕ a mеmbеr оf the Yоung Рrеѕіdеnt’ѕ Оrgаnіѕаtіоn аnd thе сhаrtеr mеmbеr оf Тhе Іnduѕ Еntrерrеnеurѕ, аlѕо knоwn аѕ ТІЕ.

Dаkhаna Foundation In 2005, he founded the Dаkhаna Foundation with his wife, with the goal of recycling the majority of their wealth back to society. Their initial goal was to give back about 2% of their profits, or $1 million every year. The first objective was to alleviate poverty in India. The tool used is to provide tutoring services to some of India's most underprivileged citizens in order to enable them to attend some of the country's most prestigious universities.

What Are His Investment Fundas?

Get Acquainted With “Low Risk, High Uncertainty” Investing.

According to Pabrai's book The Dandho Investor, a combination of low risk and high uncertainty is exceptional, because risk refers to the possibility of capital loss, whereas uncertainty refers to a wide range of possible outcomes. When the market becomes confused between risk and uncertainty, he believes, that is precisely the time to profit. He compares this method to the life of an entrepreneur, who, contrary to popular belief, takes high risks and produces higher profits as a result. Instead, entrepreneurs concentrate on low-risk projects with big potential returns. Another book by Pabrai being Mosaic: Perspectives on Invest, the book explains the distilled Warren Buffett method of investing down to a few points.

Portfolio Analysis

Sr. No. 1 2 3

Company Name Edelweiss Financial Services Ltd. Rain Industries Ltd. Sunteck Realty Ltd.

Market Capitalization (Rs. Cr)

% Holding

Current Holding Market Value (Rs. Price of the Cr) share (Rs.)

6,789

6.3%

73.50

431.5

8,065

5.6%

244.80

627.3

7,196

6.7%

510.80

499.7

Mohnish Pabrai’s investment preference includes low-risk, high certainty stocks, well-established business with minimal downside and sound management. The shares held by Mohnish Pabrai as per the information available by the exchanges are Edelweiss Financial Services Ltd., Rain Industries Ltd. and Sunteck Realty Ltd. with Sunteck Realty Ltd. having the highest holding.

Sunteck Realty Limited is a developer of real estate. The Company's primary activity is real estate/development and ancillary services. The Company is involved in real estate, either owning or leasing property. Its company is focused on residential and commercial property design, development, and management.

It is mostly concerned with city-centric developments in the Mumbai Metropolitan Region (MMR).

Sunteck's revenue has grown at a pace of 19.45 percent per year over the last five years, compared to the industry average of -3.53 percent. Its market share climbed from 0.46 percent to 1.39 percent, and its net income increased at a 12.79 percent annual rate, compared to the industry average of -7.24 percent.

The company's mutual fund holdings have been nearly unchanged during the last three months. The company's overseas institutional holdings fell by 1.36 percent.

Over the last five years, SUNTECK has increased or maintained dividend amounts. At the moment, the dividend yield is 0.29 percent. Every year, a $1,000

investment in the company is predicted to yield a dividend of $2.90. The corporation has lowered its debt and is on track to deliver a strong quarter.

Conclusion Focus on purchasing a well-known and well-understood company with a low pace of rate change.

Mohnish Pabrai advises investors to keep things simple. He believes that a wellestablished company with a well-defined business plan and a long history of operations is less dangerous than a startup. Purchasing businesses with a low rate of change earns a good profit and reduces the risk of losing money. Quoting Warren Buffet, he said, "look for mundane products that everyone needs.

Following this requirement alone eliminates 99% of possible investment alternatives."Focus on the list of seven questions to be followed as suggested by Mohnish Pabrai:

As of January 2022, Mohnish Pabrai’s net worth is estimated to be around $120 million, his net worth is reported to have increased at an annual rate of 16 percent from the year 1995 to 2015. His life experience demonstrates that it is never too late to go out of your comfort zone, and that investing is all about taking a methodical and methodical approach. Pabrai has earned most of his wealth by copying the investing style used by Warren Buffet, and he has also made some great investments. He made good amount of money by selling his own company too. Today, he is one of the most successful millionaire entrepreneurs and one of the most successful India born Businessman.

SUNIL SINGHANIA By – Mehak Bhojwani Sunil Singhania, CFA, is the founder of Abakkus Asset Management, LLP, an asset management firm which he founded in 2018.

His current net Worth is Rs. 2,476.44 Crores.

He

handled

equities

assets

and

gave

strategic insights throughout the Reliance Capital Group of companies, including asset management, insurance, AIF, and offshore assets, in his previous post as Global Head of Equities at Reliance Capital Ltd. He also guided Reliance Mutual Fund's equities schemes to be rated among the best as Chief Investment Officer of Equities. Under his supervision, the Reliance Growth Fund increased by more than 100 times in less than 22 years.

He also oversaw Reliance Nippon Life Asset Management Ltd.’s foreign initiatives, helping to launch India funds in Japan, South Korea, and the United Kingdom, as well as managing institutional investor mandates from institutional investors based in the US, Singapore, and other countries.

He founded The Association of NSE Members of India and was the first Indian to be elected to the CFA Institute Board of Governors, where he presently serves as the Chair of the Investment and Currently a member of the Nominating Committee. He further has served on the CFA Institute's Standards of Practice Council for six years and formed and served as President of the Indian Association of Investment Professionals (now CFA Society India) for eight years.He acquired an all-India rank in Chartered Accountancy from the ICAI, Delhi, after graduating in commerce from Bombay University. He has also obtained the privilege to utilize the CFA Institute's Chartered Financial Analyst credential.

Company Name

Market Capitalization in Cr

% Holding

Current Market Price of the share

ADF Foods Ltd.

1716.1

1.13

857.1

Dynamatic Technologies Ltd.

1390

1.08

2181.7

HIL Ltd. HSIL Ltd.

3463 1414

3.47 1.5

4599.8 219

Kaveri Seed Company Ltd.

3294.8

1.39

563.45

Mastek Ltd.

9001.1

17.02

3028.25

Polyplex Corporation Ltd.

5930.5

3.46

1889.15

Rupa & Company Ltd.

3497.9

2.81

439.85

Sarda Energy &Minerals Ltd.

2780

1.33

769.25

Saregama India Ltd. Siyaram Silk Mills Ltd. Surya Roshni Ltd.

10368 2063.2 2789

5.94 1.54 1.57

5339.9 440.2 513.45

1972.5

1.99

806.35

39651

13.4

365

3085

3.3

2103.5

843

0.2

97.4

2210.5 1768.5

5.39 1.06

828.05 491.25

3889

2.24

597.45

285

0.93

253.75

992

2.27

1000.55

2785

3.42

91.8

3050

4.37

423.85

11458 5918.4

13.88 2.47

1821.85 544.75

2860.5

2.85

733.45

Technocraft Industries Ltd. Jindal Stainless (Hisar) Ltd. Ion Exchange Ltd. DCM shriram Industries Ltd. Acrysil Ltd. PSP Projects Ltd. HG Infra Engineering Ltd. Rajshree Polypack Ltd. The Anup Engineering Ltd. IIFL Secruities Ltd. Somany Home Innovation Ltd. Route Mobile Ltd. Easy Trip Planners Ltd. Paras Defence and Space Technologies Ltd.

Top Holdings Of Sunil Singhania

Mastek Ltd.

Route Mobile Ltd.

Jindal Stainless Ltd

Saregama India Ltd.

Acrysil Ltd.

10%

11%

30%

24%

25%

Route Mobile is currently one of the leading CPaaS (Consumer Platform as a Service) providers in the market and contains 25% of his portfolio’s investment.

Companies like Route mobile are becoming increasingly important as digitization and security measures improve; for example, every Amazon purchase generates seven to eight messages. If you go to an ATM, you'll need an OTP, and if you shop online, you'll need an OTP, as well as two-factor authentication.

Acrysil Ltd contains 10% of his portfolio's investment. It is a maker of kitchen quartz sinks that will grow because many nations have imposed anti-dumping tariffs on China, and India exports building materials.

Current Scenario Markets are becoming more turbulent as a new variant of Covid-19 is discovered and spreads faster than the prior one. Mr. Singhania believes that the year 2021 is an year of fascination and imagination. IPOs were listed at 2-3 times their original price, and there was a lot of hype in the market, which helped new theme

companies thrive, but there's an old adage that says "old is gold." According to Mr. Singhania, the markets will experience some corrections in the coming month, giving investors the opportunity to buy fundamentally strong stocks at a lower price. In addition, India receives the most FDI after China. Because India is one of the fastest-growing economies in the world, with GDP expanding at a faster rate, an investor who invests in fundamentally assessing companies in India will see incredible returns in the next 4-5 years.

Conclusion After going through Mr. Singhania’s portfolio, I came to a understanding that we stood keep certain things in mind while investing in capital markets● Portfolio should be diversified, like a mix of blue-chip stocks and stocks of companies with further growth. ●

Always fundamentally analyze a company before investing.

● Always be updated with what’s going on in economy and reaction of market. ● Initially invest in small amounts and avoid short-selling. ● Invest only with extra money in your pocket.

“The stock market is a device to transferring money from the impatient to the patient”.

-

Warren Buffet

ASHISH DHAWAN By – Payel Chowdhury “I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." — Warren Buffett” If you've been an investor in India for quite some time, you've probably heard the name "Ashish Dhawan" in the financial news. Ashish Dhawan is the founder of the Central Square Foundation (CSF) and Ashoka University. He has spent 20 years in the investment business and also managed ChrysCapital, India's leading private equity fund. Additionally, Dhawan was recognized as a New Generations Leader in Philanthropy by Forbes India for his outstanding educational initiatives. Let's take a look at his life and see how he became one of America's most successful investors.

Born on March 10, 1969, and raised in New Delhi, India, Ashish was a smart kid and always dreamed of doing something for people. He graduated from high school from Xavier's Collegiate School after which he had his dual bachelor's degree from Yale University. In 1997, Ashish received her MBA with honors from Harvard Business School, at 30 he decided to become an entrepreneur, and at 45 he began to contribute to the country's development as a public figure.

In 1992 Ashish started as the only Indian analyst in Wasserstein Perella & Co on Wall Street. From 1993 to 1995, he was an associate counsel for McCown DeLeuw & Co, a small private investment company in California. It was here that Ashish met McCain, who urged him to earn an MBA in leadership at Harvard Business School. After acquiring an MBA, Ashish acquired a stake in the Risk Arbitrage Group of Goldman Sachs, in New York. He later quit his job and returned to India at the age of 28 after which he and his Harvard classmate, Raj Kondur, founded a private equity company called ChrysCapital. Nonetheless, ChrysCapital performed well after facing some challenges and market pressures when it began as a private equity firm.

ChrysCapital is currently India's leading equity fund. After 20 years of his well sought-after journey in investment management, Dhawan decided to quit his fulltime job at ChrysCapital to become a philanthropist. He attributes his success to his thoughtful and researched approach to investing.

The Portfolio of Ashish Dhawan at present has fifteen stocks as per the September 2021 quarter and the stocks are from different sectors.

Sr. No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

Company Name

Current Market Price of the share

% Holding

390.85

6.76386128 153.1

3240

17.6

2.23989397 50.7

14654

519.35

11.6456815 263.6

1412 30951

218.25 61.75

2.99536117 67.8 15.1667771 343.3

3685

46.1

4.01590457 90.9

15339

550.95

12.166998

11768

520.45

6.37950077 144.4

4277

1772.05

10.6693174 241.5

237

244.2

0.7201237

16.3

3949

115.55

8.1466755

184.4

12826

867.3

6.06140932 137.2

1902

717.8

3.90987409 88.5

3645

275.25

8.04064502 182

1848

1014.3

1.07797659 24.4

Market Capitalization

Allcargo Logistics 9603 Ltd Dish TV India Ltd. Glenmark Pharmaceuticals Ltd HSIL Ltd. IDFC Ltd. Karur Vysya Bank Ltd. Birlasoft Ltd. Zensar Technologies Ltd. Greenlam Industries Ltd. Palred Technologies Ltd. Equitas Holdings Ltd. Quess Corp Ltd. RPSG Ventures Ltd. Arvind Fashions Ltd. Max India Ltd.

Holding Value( in cr)

275.4

Ashish Dhawan’s net worth has increased a whopping 41% from 1496.85 crores in Dec’20 to 2116.8 crores by Dec’21.

IDFC LTD Ashish Dhawan has the largest stakes worth Rs 322 crores and 3.5% shares in the company and comprises 56000000 shares in IDFC Ltd. IDFC Bank is an Indian Banking Company and founded in the year 2015. It obtained a universal banking license from the Reserve Bank of India in July 2015. The bank's headquarters are located in Mumbai, Maharashtra, India. IDFC Ltd has achieved approximately 93% revenue year-to-date (YTD). Last year, Ashish Dhawan held an equivalent stake in the company. PAT margin had surged by 74.26% in the last year.

Currently, the company is trading at 0.82 times the book value. As of Sept’21, the company has a profit of 8.05 crores which is a great advancement from a loss of 1.96 crores concerning Sept’20. Also, ROA is 0.10% with a PAT margin percentage of 116% the stock shows a very positive prospect. Long-term growth is expected based on financial performance up to December 21st. The shares and potentially its market environment have been in a bullish cycle in the last 12 months. Currently, there seems to be a trend where stocks in the Financial Services sector have been popular in this period. A positive trend in the future is expected and the shares might be good for investing.

Ashish Dhawan deeply believes in philanthropic investments. Recently turned philanthropist, he says that revenue pool in the financial sector of India has increased multifold, which allows more organizations to get started as well as scale. He feels it brings more discipline and accountability to the sector. He asks the investors to study the market and sector well before investing. He studies the landscape of the sector before investing and finds ways to give back to society.

Another investment he believes is in “investment in people”.

Ashish Dhawan believes his success is due to his well-designed and researched investment approach. By the time the dot-com crash occurred in his late twenties, Ashish Dhawan had lost investment in many telecommunications companies, but his diversification of investment has helped him to reduce the losses. He returned to the Spectra Mind Company and survived the dot-com crash.

Chrys Capital has invested $ 10 million in SpectraMind and earned $ 60 million in just a few years. He has additionally made big earnings with the aid of using investing in Axis Bank, Yes Bank, Shriram Transport, Global Vantedge, TechTeam, Gammon, and IVRCL. He believed that before investing, investors need to analyze market returns and potential risks to be satisfied with their investment in the company. Ashish Dhawan has always focused on long-term investments to avoid short-term market volatility for better returns. For example, In 2001, he invested in Mphasis and bought shares for Rs 350 per share. Soon Mphasis's share price fell to Rs 50, but Dhawan customarily maintained his stock and later made a five-fold profit.

Dhavan knows from his experience how to profit from a market with a small number of shares in his portfolio. His stock-picking skills are well known to be impressive and his current stock portfolio is ideal for current market scenarios.

Ashish Dhawan's portfolio is one of the well-designed and diversified portfolios on the market. As a major philanthropist, in addition to being a private equity investor, he has extensive knowledge of the markets that will help him achieve what he has achieved in his stock trading.

RAKESH JHUNJHUNWALA (BIG BULL) By – Sanket Tiwari Mr. Rakesh Jhunjhunwala, (BIG BULL) was brought into the world on 5 July 1960, he is an Indian Business financier, stock dealer, financial backer and deals with his

own

portfolio

as

an

accomplice in his resource the board firm, Rare Enterprises. Mr. Jhunjhunwala

experienced

childhood in a Rajasthani family, in Bombay, where his dad filled in as a Commissioner of Income Tax Department. His family name shows that his predecessors had a place with Jhunjhunu from Rajasthan. He moved on from Sydenham College and from there on he was selected at the Institute of Chartered Accountants of India. His assessed all-out total assets are $5.8 billion, as of December 2021.

He as of now remains in Mumbai with his significant other Mrs. Rekha Jhunjhunwala and his 3 kids in Malabar Hills. He got his interest in the securities exchange from the age of 9 years and when he heard his father talking about the securities exchange with his companions, out of nowhere he asked his father "How can it work, and How we can bring in cash out of it?" On this, his dad let him know that you can see the vacillations in the financial exchange according to the news floats on the lookout, and afterward, he got inquisitive and requested that his dad start his profession in the financial exchange, yet his dad demanded that he should complete his concentrates first and prescribed him not to loan any cash from anybody for going into this pool of the Companies.

Then, at that point, he began his vocation in the financial exchange by loaning cash from his sibling's customers as his sibling was a Chartered Accountant. He guaranteed lenders to twofold their cash in a year and purchased his first

shareholding of "TATA TEA" and purchased 5000 Shares @43₹ and simply in a range of 90 days, the stock cost came to 143₹. His venture went up by 3X and he took care of his moneylenders by giving them 100 percent return. He generally faced huge challenges however subsequent to doing legitimate examination about the organization and the business, he likewise took help from his Guru "Mr. Radhakishan Damani" who proposed that he ought to likewise acquire wealth from short-selling of shares when the market drops down, then, at that point, he brought in cash from the fall of share price as well.

Jhunjhunwala is the administrator of Aptech Limited and Hungama Digital Media Entertainment Pvt. Ltd., what's more, sits on the governing body of Prime Focus Limited, Geojit Financial Services, Bilcare Limited, Praj Industries Limited, Provogue India Limited, Concord Biotech Limited, Innovasynth Technologies Limited, Mid-Day Multimedia Limited, Nagarjuna Construction Company Limited, Viceroy Hotels Limited, and Tops Security Limited. He is prominently alluded to as the "Big Bull of India" and the " King of Bull Market", and is generally known for his securities exchange expectations and bullish standpoints.

The primary huge benefit of Rakesh Jhunjhunwala was ₹5 lakh in 1986.

Somewhere in the range of 1986 and 1989, he procured nearly ₹20-25 lakh benefits. Starting in 2021, his greatest venture is in Titan Company which is worth ₹10,928.50

Crores.

Jhunjhunwala

likewise

has

stakes

in

secretly

held

organizations like Star Health Insurance, Metro Brands, and Concord Biotech. As of now, he is an individual from the Board of Advisors of India's International Movement to United Nations (I.I.M.U.N.) Mr. Jhunjhunwala generally exhorts Retail Investors never to loan cash for putting or exchanging into the financial exchange since it is dangerous, parallelly he is profoundly sure with regards to India's Growth and expressed that Sensex will hit over 1 Lakh by 2030. As of late, he had a gathering with our Honorable Prime Minister Mr. Narendra Modi and he says that I am profoundly Bullish on India and requests that individuals put resources into India for great returns. Furthermore obviously, Patience is an absolute necessity thing which he generally requests that individuals should keep, in the wake of putting resources into the financial exchange, and one ought not to do panic selling and hold for something like 10

years having a drawn-out prospect to get immense returns. No sooner he will be opening an Airline Company Akasa Airline in India and the CEO will be Mr. Vinay Dube. He generally says-Naam Bantay Hai Risk Se! Current Holdings In Portfolio Of Mr. Rakesh Jhunjhunwala Sr. No.

Company Name

Market Capitalization

Holding %

Holding Value

2,218 Cr 1,788 Cr 2,282 Cr

C.M.P. of The Share 74.95 423.35 962.2

1 2 3

Anant Raj Ltd. Aptech Ltd. Agro Tech Foods Ltd.

3.40% 23.70% 8.20%

76.5 Cr 414.0 Cr 194.1 Cr

4

Autoline Industries Ltd.

217 Cr

57.65

4.60%

10.3 Cr

5 6

Canara Bank Crisil Ltd.

37,471 Cr 20,998 Cr

207.05 2902.5

1.60% 5.50%

7 8 9

D B Realty Ltd. Delta Corp Ltd. Edelweiss Financial Services Ltd.

1,248 Cr 6,889 Cr 6,736 Cr

53.85 259.65 76.1

2.10% 7.50% 1.60%

597.8 Cr 1,144.7 Cr 24.5 Cr 517.1 Cr 114.8 Cr

10

Escorts Ltd.

25,004 Cr

1885.1

4.80%

11 12

Federal Bank Ltd. Fortis Healthcare Ltd.

18,603 Cr 22,970 Cr

89.2 296.2

3.70% 4.20%

1,217.2 Cr 660.3 Cr 988.9 Cr

13

Geojit Financial Services Ltd.

1,817 Cr

76.1

7.60%

137.1 Cr

14

Indiabulls Real Estate Ltd.

7,196 Cr

158

1.10%

81.3 Cr

15

Indiabulls Housing Finance Ltd.

9,767 Cr

215

1.10%

110.5 Cr

16

Indian Hotels Company Ltd.

24,380 Cr

183.35

2.10%

460.3 Cr

17

Jubilant Pharmova Ltd.

9,300 Cr

584.8

6.30%

591.3 Cr

18

Karur Vysya Bank Ltd.

3,685 Cr

45.8

4.50%

166.2 Cr

19

Man Infra construction Ltd.

4,010 Cr

110.3

1.20%

31.2 Cr

20

National Aluminium Company Ltd.

18,752 Cr

102.65

1.40%

257.9 Cr

21 22

NCC Ltd. Orient Cement Ltd.

4,379 Cr 3,369 Cr

70.7 166.15

12.80% 1.20%

562.0 Cr 40.9 Cr

23

Prakash Industries Ltd.

974 Cr

54.5

1.40%

13.7 Cr

24

Prozone Intu Properties Ltd.

530 Cr

34

2.10%

11.5 Cr

25 26

Rallis India Ltd. Steel Authority of India (SAIL) Ltd.

5,339 Cr 45,374 Cr

273.3 111.1

9.80% 1.80%

528.0 Cr 798.2 Cr

27

Tata Communications Ltd.

40,504Cr

1427.95

1.10%

444.5 Cr

28

Tata Motors Ltd.

1,75,007 Cr

486.7

1.10%

29

Titan Company Ltd.

2,29,315Cr

2597.35

4.90%

1,828.7 Cr 10,928.5 Cr

30

TV18 Broadcast Ltd.

7,972 Cr

45.65

2.00%

161.9 Cr

31

Va Tech Wabag Ltd. 1,932 Cr

314

8.00%

158.2 Cr

32 33 34

Wockhardt Ltd. Bilcare Ltd. The Mandhana Retail Ventures Ltd.

4,853Cr 192 Cr 38 Cr

438.3 81.5 16.55

2.30% 8.50% 7.40%

103.2 Cr 16.2 Cr 2.7 Cr

35

Dishman Carbogen Amcis Ltd.

3,387 Cr

218.6

3.20%

102.8 Cr

36 37 38

Prakash Pipes Ltd. TARC Ltd. Nazara Technologies Ltd.

322 Cr 1,502 Cr 8,190 Cr

134.95 50.3 2484

1.30% 1.60% 10.80%

4.2 Cr 24.6 Cr 791.8 Cr

39

Jubilant Ingrevia Ltd.

9,479 Cr

586.7

5.50%

519.4 Cr

Dr. Vijay Kishanlal Kedia By – Shibasradha Nahak

“Chase the story behind the stock, not the money on the table. Money will make you rich, but the story will make you wealthy” Dr. Vijay Kishanlal Kedia is a master Indian investor and one of those ace investors who has established his name in the world of trading and investing. He was born in Kolkata and is based in Mumbai. He is an ordinary person with unique skills with an intelligent approach. His journey is a quintessential rag to riches story. But, now he is the managing director of ‘Kedia Securities Pvt Ltd’. Mr. Kedia initiated his journey in the stock market at the age of 19 as a trader, but later he diverged his outlook in to investing horizon and identified three shares (Atul auto, Aegis Logistics, and Cera sanitaryware), and these three shares completely leveraged the share value by more than 100times within a period of 10-12 years, and this complete shift from trader to investor made him turnaround all things upside down in his career. Also, his aptitude for investment and trading in the market empowered him to gain huge returns in a little time. His correct prediction of the bull market and multi-bagger returns from stocks to his portfolio has made him a standalone ace investor in Dalal Street and because of that economic times were acknowledging him as a ‘market master’ in Dalal Street.

Mr. Kedia’s Thumb Rule On Investment As an ace investor, he escorted his investment avenue by embracing SMiLE philosophy.

S – A company small in size

Here small doesn’t mean that it should be a small-cap company, rather it illustrates that the company’s market share on that segment should hold immense potential while contrasting with the total market size of the industry.

Mi – Management with medium experience The management is always a superintend of any company, so he always checks for a clean track record that can elevate growth and value for the company. He hand-picks those companies where the management has gone through about 2-3 down cycles in the last 15-20 years, which makes him presuppose that the management is stronger and capable enough to leverage the company in the correct direction.

L – large aspirations.

For a company to transform from a small size to medium size, the management should be self-reliant, transparent, and goal-oriented towards his business. So, he always looks for managements that have future aspirations to become a billionaire only then the shareholder will become a millionaire.

E- extra-large in market potential.

Return ratios are always the framework of the company, but the core qualities of the business model always focus on the underlying story of the stock and the industry-oriented business, which helps him to calm his reflexes and remain invested during the ups and downs of the business cycle.

Core Calibers That Justifies Him As An Ace Investor From the beginning of his career, he has espoused three investing qualities to get wealthy in the market: 

Knowledge: Always search and identify the best stocks available in the market.



Courage: Before capital allocation, accumulation is necessary for purchasing those stocks.



Patience: To identify and get the real value of the company hold that stock for a longer horizon with patience being a key to getting wealthy in the market.

Key Achievements In 2016, Vijay Kedia was awarded the prestigious 'Doctorate Degree for Excellence' in the field of Management. He also got featured as #13 in the Business World list of most Successful Investors of India.

In 2017, Mr, Kedia has given crucial management tips at the London Business School, TEDx, and various other global platforms through the 'Ask Vijay Kedia' microsite program launched by 'Money Life Advisory'.

Vijay Kishanlal Kedia’s Portfolio S. No.

Stock Name

Market Cap (Cr.)

1

Tejas Network Ltd.

2 3

Vaibhav Global Ltd. Mahindra Holidays & Resorts India Ltd. Innovators Façade Systems Ltd. Lykis Ltd. Affordable Robotic & Automation Ltd.

4 5 6

% Holding

Holding Value (Cr.)

4,783

Current Market Price (Rs.) 430.15

3.42%

167.8

9,247 3,774

556.9 188.65

18.25% 1.02%

167.1 38.5

100

53.5

10.66%

10.8

77 121

39.25 121.05

9.33% 15.25%

7.1 18.8

7

Elecon Engineering 2,159 Company Ltd.

197.45

1.16%

25.7

8

Sudarshan Chemicals Industries Ltd. Repro India Ltd. Ramco Systems Ltd. Heritage Foods Ltd. Atul Auto Ltd. Cera Sanitaryware Ltd. Neuland Laboratories Ltd. Panasonic Energy India Company Ltd.

3,894

573.35

1.44%

57.5

661 1,485 1,856 419 6,360

518.15 453.8 413.15 191.7 4911.05

7.46% 2.56% 1.13% 1.47% 1.04%

46.7 35.7 21.7 6.2 66.4

2

1665.15

1.01%

21.6

230

316.7

1.24%

2.9

9 10 11 12 13 14 15

“If you try to peel onions in the market, you would be left with nothing”. It is one of the cornerstone points put forwarded by this maverick investor which means that too much analysis can lead us to paralysis. So, the entire focus and

concentration should always be on the news related to the business that you are invested in. He also suggested always getting the track record of the company and the sector in which the company is operating his financials. His only advice to the retail investor is to enter the market with a long-term horizon of 5-10 years and, they should never get bothered or run away from the market because of the factors like change in bond yields, increase in inflation, altering interest rates, or modification in Fed's tapering policy. So, Cycles in a market are like tides in an ocean. So, as a retail investor, we should always just ride those waves. So, as a retail investor if you are someone who is in search of guidance before stepping into the pool of investing, then you should know whom to follow.

AKASH BHANSALI By – Sriram Rathi

Akash Bhansali is a consummate investor. He is well-known for his stock-picking abilities and portfolio management. He currently has a net worth of Rs. 717.38 crore as a result of his stock holdings. He currently has a net worth of Rs. 717.38 crore as a result of his stock holdings. He has several stock-picking rules that we'll go through in detail in this post, along with his entire portfolio. The Akash Bhanshali Portfolio is one of the most closely followed portfolios at the moment, and in this article, we will look at how he has invested and dis-invested in companies, managed the portfolio, his stock selection, industries he chooses, and other aspects of his portfolio year by year.

Akash Bhansali began his career in the stock market with a set of rules in his brain that he adheres to religiously, which is why his portfolio continues to expand. He is quite selective about the sectors he chooses. He owns no or just one stock in the IT sector, and if he does, he excludes Pharma and Private Sector Bank companies from his portfolio. He has a one-of-a-kind guideline that not many investors follow, although some do, such as Dolly Khanna, who also follows the no IT, no Pharma stocks rule. Then he adheres to the "one sector, one stock" rule. It means he selects only one stock from each of the sectors.

He has clothing firm stock in his portfolio, but only one, Zodiac Clothing Company, in which he has made his first investment. In his portfolio, he adheres to the balanced diversification guideline and keeps his holdings to no more than 20 stocks most of the time. He currently has 18 equities from various firms in various industries. Akash Bhansali is not a standard investor, and he invests in businesses that are unusual and rare, which many professional investors avoid.

The Laminate industry, for example, is very new to the stock market, with only a few businesses in this sector listed on the exchange. Greenlam Laminates, which we hear a lot about, is a promising stock, and Akash Bhansali had the foresight to acquire it when no one else did. As a result, it is reasonable to expect that his portfolio

Sr no.

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

Company name

IDFC Ltd. Maharashtra Seamless Ltd. Ramkrishna Forgings Ltd. Schneider Electric Infrastructure Ltd. Sudarshan Chemical Industries Ltd. Titagarh Wagons Ltd. Welspun Corp Ltd. Zodiac Clothing Company Ltd. Greenlam Industries Ltd. Parag Milk Foods Ltd. Mahindra Logistics Ltd. Amber Enterprises India Ltd. Sandhar Technologies Ltd. Arvind Fashions Ltd. Inox Wind Energy Ltd.

Current Market market Holding % Capitalization price of value in Holding (in Rs. Crore) the Rs.crore share 9,730

2.20%

61.05

219.3

3,776

1.80%

563

60.7

3,186

2.50%

994.8

76.9

2,639

2.40%

110

63.8

4024

2.30%

580

87.4

1,160 4,668

1.20% 2.50%

97.05 178.6

13.7 117.5

280

5.50%

113.4

15.3

4,515

1.70%

1880

74

1,165 5,160

1.30% 1.00%

122.7 710.1

14.1 50.7

11,551

1.50%

3455

165.2

1,536

1.20%

255.95

18.7

3,638 833

6.10% 5.00%

274.7 758.4

218.4 41.4

Current Portfolio He currently owns 55,67,711 shares of the company, and the current market price of the stock is Rs. 382.45, making his total investment in the stock worth Rs. 182.9 Crore. He owns 8.04 percent of the total number of shares in the corporation.

IDFC Ltd. . This is a private bank stock that he currently has in his portfolio, with an investment value of Rs. 94.9 crores at the current market price of Rs. 35.6 per share. Mr Bhansali holds 1.67 percent of the bank's stock, totaling 2,66,50,921 shares in Akash Bhansali's portfolio. In the June 2019 quarter, the investor shed 0.01 percent of his stake in this stock.

Sandhar Technologies Ltd. shares are now trading at roughly Rs. 253.5 per share, and the total number of shares in his portfolio is 24,87,505. The current value of Akash Bhansali's investment in this stock is Rs. 63.1 crores, and the proportion of shares held by him is 4.13 percent of the company's total share count.

The shares of Lauras Labs Ltd. are currently trading at Rs. 345.75 and around, and Akash Bhansali owns 10,84,376 shares in the firm. The current investment in this company is Rs. 37.5 crore, and the shareholding accounts for 1.02 percent of the Laurus' total share units available.

Akash Bhanshali’s Portfolio In 2019 Mr. Bhansali's portfolio's net value decreased by 20% in the June quarter, resulting in a loss for him, but he is holding on to most of his equities, with the exception of IDFC, where he only cut his investment by 0.01 percent. This quarter, his investment reflects a bullish outlook on the market. In the March quarter of 2019, Akash Bhansali bought in numerous new shares, increasing his portfolio's net worth by 57 percent, bringing his total net worth to Rs. 897.9 crore.

In this quarter, he bought 55,67,711 Sudarshan Chemical Industries Ltd. shares and then 79,77,941 Welspun Corp Ltd. shares. He also made a one-time investment in Maharashtra Seamless Ltd., followed by Schneider Electric Infrastructure Ltd and Laurus Labs Ltd. We can observe equities from a variety of industries,

including

transportation,

financial

corporations,

infrastructure,

manufacturing, and clothes, among others.

Akash Bhanshali’s Portfolio In 2018 The year began on a positive note as the portfolio returned in the green in the March quarter, earning 29 percent. However, as the year progressed, the next quarter saw a 9% loss, followed by a 16 percent increase in the September quarter, and finally a massive 21 percent loss in portfolio valuation as the year finished. In the March quarter of this year, Akash Bhansali invested in new equities, demonstrating his investment strategy. According to the statistics from the last two years, he buys new equities in the first quarter of the year. Mr. Bhansali invested in Khaitan Electrical Ltd. and Hathway Cable and Datacom Ltd. Also In this quarter, 16 different firms' shares were purchased. In the September quarter of 2018, the investor added stocks of Vascon Engineers Ltd. and Mercator Ltd., for a total of 19 stocks. IDFC Ltd is, once again, the most valuable stock in terms of investment value.

Conclusion Akash Bhansali's portfolio is a well-planned portfolio in which he has invested in several stocks from various industries. He does not own any stocks in the IT

business and maintains his portfolio to a maximum of 20 stocks. As we saw in the preceding paragraph, this balanced diversification rule assisted him in making significant gains in the market. Akash Bhanshali's net worth was Rs. 211.45 crores at the end of 2015, however it was dropped to Rs. 187.66 crores, a drop of 11%.

He currently has a net worth of Rs. 717.38 crore from his stock holdings.