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.
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.
Vijay Kishanlal Kedia added Eimco Elecon (India) Ltd. to the portfolio with a 1.45% stake in Jun 2026.
Vijay Kishanlal Kedia reduced stake in Innovators Facade Systems Ltd. by 1.9% in Jun 2026.
Vijay Kishanlal Kedia trimmed holding in Affordable Robotic & Automation Ltd. by 0.3% in Jun 2026.
Vijay Kishanlal Kedia marginally increased stake in Websol Energy Systems Ltd. in Jun 2026.
Vijay Kishanlal Kedia added Eimco Elecon (India) Ltd. to the portfolio with a 1.45% stake in Jun 2026.
Vijay Kishanlal Kedia reduced stake in Innovators Facade Systems Ltd. by 1.9% in Jun 2026.
Vijay Kishanlal Kedia trimmed holding in Affordable Robotic & Automation Ltd. by 0.3% in Jun 2026.
Vijay Kishanlal Kedia marginally increased stake in Websol Energy Systems Ltd. in Jun 2026.
| Expand | Stock | Holding Value | Qty Held | Jun 2026 Change % | Jun 2026 Holding % | Mar 2026 % | Dec 2025 % | Sep 2025 % | Jun 2025 % | Mar 2025 % | Dec 2024 % | Sep 2024 % | Jun 2024 % | History | DetailsRow |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Atul Auto | 258.5 Cr | 5,802,017 | 0.0 | 20.9% | 20.9% | 20.9% | 20.9% | 20.9% | 20.9% | 20.9% | 20.9% | 20.9% | |||
| Eimco Elecon | 19.5 Cr | 83,930 | New | 1.5% | - | - | - | - | - | - | - | - | |||
| Elecon Engineering | 95.0 Cr | 2,250,000 | 0.0 | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.1% | 1.1% | 1.3% | 1.3% | |||
| Global Vectra | 9.0 Cr | 679,218 | 0.0 | 4.9% | 4.9% | 4.9% | 4.9% | 3.0% | 4.9% | 5.1% | 4.9% | 4.9% | |||
| Mahindra Resorts | 39.8 Cr | 2,025,000 | 0.0 | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | |||
| Neuland Laboratories | 306.0 Cr | 130,000 | 0.0 | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.1% | |||
| Om Infra | 19.1 Cr | 2,400,000 | 0.0 | 2.5% | 2.5% | 2.5% | 2.0% | 2.5% | 2.5% | 2.5% | 2.5% | 2.5% | |||
| Patel Engineering | 26.7 Cr | 10,025,099 | 0.0 | 1.0% | 1.0% | 1.0% | - | - | - | - | - | 1.4% | |||
| Repro | 28.1 Cr | 906,491 | 0.0 | 6.3% | 6.3% | 6.3% | 6.3% | 6.3% | 6.3% | 6.3% | 6.3% | 6.3% | |||
| Siyaram Silk Mills | 24.3 Cr | 455,000 | 0.0 | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | 1.0% | |||
| SPML Infra | 25.7 Cr | 1,498,107 | -0.1 | 1.8% | 1.9% | - | - | - | - | - | - | - | |||
| Sudarshan Chemical | 124.8 Cr | 1,000,000 | 0.0 | 1.3% | 1.3% | 1.3% | 1.3% | 1.3% | 1.3% | 1.4% | 1.4% | 1.4% | |||
| Vaibhav Global | 72.8 Cr | 3,425,000 | 0.0 | 2.1% | 2.0% | 2.0% | 2.0% | 2.0% | 2.0% | 2.0% | 2.0% | 2.0% | |||
| Websol Energy | 36.3 Cr | 4,785,044 | 0.1 | 1.1% | 1.0% | - | - | - | - | - | - | - | |||
| Precision Camshafts | 11.7 Cr | 1,000,000 | 0.0 | 1.1% | 1.1% | - | 1.1% | 1.1% | 2.1% | 3.2% | 2.1% | 1.2% | |||
| Tejas Networks | - | - | - | - | - | - | - | - | 1.0% | 1.3% | 1.9% | 1.9% | |||
| Innovators Facade Sys | 18.5 Cr | 1,644,232 | -2.0 | 8.7% | 10.7% | 10.7% | 10.7% | 10.7% | 10.7% | 10.7% | 10.7% | 10.7% | |||
| Affordable Robotic | 13.3 Cr | 831,043 | -0.4 | 7.0% | 7.4% | 7.4% | 7.4% | 9.9% | 9.9% | 9.9% | 9.9% | 9.9% | |||
| Advait Energy | 25.8 Cr | 125,000 | 0.0 | 1.1% | 1.1% | 1.1% | - | - | - | - | - | - | |||
| Yatharth Hospital | 93.2 Cr | 965,000 | 0.0 | 1.0% | 1.0% | 1.0% | 1.0% | - | - | - | - | - | |||
| TAC Infosec | 35.7 Cr | 765,000 | Filing Awaited | - | 3.6% | - | 13.2% | - | 14.6% | - | 14.6% | - | |||
| TechD Cybersecurity | 23.8 Cr | 393,100 | 0.0 | 5.3% | 5.3% | 5.3% | 5.3% | - | - | - | - | - | |||
| Mahamaya Lifesciences | 18.9 Cr | 1,060,800 | - | - | 4.5% | - | - | - | - | - | - | - | |||
| Exato Technologies | 53.8 Cr | 713,436 | - | - | 7.1% | - | - | - | - | - | - | - |