Vijay Kedia's portfolio is among the most followed in the Indian market, both due to his reputation as a "market master" and the historical returns his portfolio has delivered over the years.
He began investing in the stock market at the age of 19 and started Kedia Securities in 1992, when he was 33.
Speaking about his investment rationale, Kedia says, “One should scout for companies which have good management. Find very good, very honest management and see the product in which the management is going to outperform its peers and the economy. Invest in those companies for the next 10-15 years, and you cannot go wrong." He uses the SMILE approach in his portfolio investments – ‘small in size, medium in experience, large in aspiration, and extra-large in market potential’.
Vijay Kedia grew up in a family whose profession was stock-broking. He recognized his passion for investing in stock markets as a teenager, and says that he hasn't looked back since.
As per corporate shareholdings filed for June 30, 2022, Vijay Kishanlal Kedia publicly holds 15 stocks with a net worth of over Rs. 575.4 Cr.
These are shares held by Vijay Kishanlal Kedia as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.
Expand | Stock | Qty Held | Jun 2022 Change % | Jun 2022 Holding % | Mar 2022 % | Dec 2021 % | Sep 2021 % | Jun 2021 % | Mar 2021 % | Dec 2020 % | Sep 2020 % | Jun 2020 % | History | DetailsRow |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Astec Lifesciences | - | - | - | - | - | - | - | - | - | - | 1.0% | |||
Atul Auto | 321,512 | 0.0 | 1.5% | 1.5% | 1.5% | 1.5% | 1.5% | 1.5% | 1.5% | 1.5% | 1.5% | |||
Cera Sanitaryware | 132,507 | 0.0 | 1.0% | 1.0% | - | 1.0% | 1.0% | 1.0% | 1.0% | 1.1% | 1.1% | |||
Elecon Engineering | 2,075,000 | 0.7 | 1.9% | 1.2% | 1.2% | 1.2% | 1.2% | - | - | - | - | |||
Everest Industries | - | - | - | - | - | - | - | 3.9% | 3.9% | 3.9% | 3.9% | |||
Heritage Foods | 525,000 | 0.0 | 1.1% | 1.1% | 1.1% | 1.1% | 1.1% | 1.1% | 1.0% | - | - | |||
Mahindra Resorts | 2,040,000 | 0.0 | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | - | - | - | - | |||
Neuland Laboratories | 130,000 | 0.0 | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.6% | 1.6% | 1.6% | 2.0% | |||
Ramco Systems | 601,436 | -0.4 | 2.0% | 2.4% | 2.6% | 2.6% | 1.8% | 1.6% | 1.5% | 1.4% | 1.1% | |||
Repro | 901,491 | 0.0 | 7.1% | 7.1% | 7.1% | 7.5% | 7.5% | 7.5% | 7.5% | 7.5% | 7.5% | |||
Sudarshan Chemical | 1,000,000 | 0.0 | 1.4% | 1.4% | 1.4% | 1.4% | 1.4% | 1.4% | - | 1.6% | 1.9% | |||
Talbros Automotive | 280,000 | 0.0 | 2.3% | 2.3% | 2.3% | - | - | - | - | - | - | |||
Vaibhav Global | 3,200,000 | 0.1 | 2.0% | 1.9% | 1.9% | 1.8% | 1.8% | 1.8% | 1.9% | 2.0% | 2.2% | |||
Panasonic Energy | 93,004 | 0.0 | 1.2% | 1.2% | 1.2% | 1.2% | 1.2% | 1.2% | 1.2% | 1.2% | 1.2% | |||
Cheviot Company | - | - | - | - | - | - | 1.3% | 1.5% | 1.5% | 1.6% | 1.6% | |||
Lykis | 1,807,911 | 0.0 | 9.3% | 9.3% | 9.3% | 9.3% | 10.0% | 10.0% | 10.0% | 10.0% | 22.3% | |||
Tejas Networks | 3,900,000 | -0.8 | 2.6% | 3.4% | 3.4% | 3.4% | 5.4% | 5.4% | 4.2% | 4.2% | 1.5% | |||
Innovators Facade Sys | 2,010,632 | - | 10.7% | 10.7% | 10.7% | 10.7% | - | 10.7% | 10.7% | 10.7% | 10.7% | |||
Affordable Robotic | - | Below 1% first time | - | 14.2% | - | 15.3% | - | 14.4% | - | 10.5% | - |