The table shows Vijay Kedia Stocks based on market capitalization and 1-year return.
| Name | Market Cap (Cr) | Close Price (₹) | 1Y Return (%) |
| Elecon Engineering Company Ltd | 12,826.70 | 571.6 | 30.51 |
| Mahindra Holidays and Resorts India Ltd | 7,453.57 | 369.75 | -8.33 |
| Sudarshan Chemical Industries Ltd | 6,992.99 | 1,010.15 | 112.19 |
| Vaibhav Global Ltd | 4,817.74 | 290.45 | -32.17 |
| Siyaram Silk Mills Ltd | 3,185.43 | 702.1 | 31.59 |
| Precision Camshafts Ltd | 3,131.68 | 329.7 | 28.81 |
| Atul Auto Ltd | 1,658.28 | 597.55 | -9.61 |
| Affordable Robotic & Automation Ltd | 876.48 | 691.9 | 9.73 |
| TAC Infosec Ltd | 814.95 | 777.65 | 155.39 |
| Repro India Ltd | 721.58 | 504.7 | -32.57 |
Table of Contents
Introduction To Portfolio Of Vijay Kedia
Elecon Engineering Company Ltd
Established in India, Elecon Engineering Company Limited is a leading manufacturer of material handling equipment and industrial gear. The company operates through two main segments: material handling equipment and transmission equipment, offering comprehensive solutions including manufacturing, erection, and commissioning services for various industries.
- Market Cap: ₹12,826.70 Cr
- Current Share Price: ₹571.60
- Returns: 1Y (30.51%), 1M (-5.15%), 6M (7.23%)
- 5Y Average Net Profit Margin: 11.66%
- Dividend Yield: 0.26%
- 5Y CAGR: 98.87%
- Sector: Heavy Electrical Equipments
Mahindra Holidays and Resorts India Ltd
Mahindra Holidays and Resorts India Ltd, part of the Mahindra Group, operates in the leisure hospitality sector. The company runs Club Mahindra, India’s leading vacation ownership program, managing a network of resorts across India and international destinations, providing memorable holiday experiences to its members.
- Market Cap: ₹7,453.57 Cr
- Current Share Price: ₹369.75
- Returns: 1Y (-8.33%), 1M (-0.85%), 6M (-11.12%)
- 5Y Average Net Profit Margin: 1.09%
- Dividend Yield: N/A
- 5Y CAGR: 19.16%
- Sector: Hotels, Resorts & Cruise Lines
Sudarshan Chemical Industries Ltd
Sudarshan Chemical Industries Limited is India’s largest pigment manufacturer and the fourth largest globally. Founded as a family business, the company specializes in producing organic, inorganic, and effect pigments for coatings, plastics, inks, and cosmetics industries, with brands including Sudaperm, Sudafast, and Sudacolor.
- Market Cap: ₹6,992.99 Cr
- Current Share Price: ₹1,010.15
- Returns: 1Y (112.19%), 1M (3.84%), 6M (39.15%)
- 5Y Average Net Profit Margin: 7.24%
- Dividend Yield: 0.46%
- 5Y CAGR: 20.46%
- Sector: Diversified Chemicals
Vaibhav Global Ltd
Vaibhav Global Limited is an omni-channel e-tailer specializing in fashion jewelry and lifestyle products. Operating through TV shopping networks – Shop LC in the US, Shop TJC in the UK, and Shop LC in Germany, the company has established a strong digital presence through various OTT platforms and e-commerce websites.
- Market Cap: ₹4,817.74 Cr
- Current Share Price: ₹290.45
- Returns: 1Y (-32.17%), 1M (-1.47%), 6M (-25.83%)
- 5Y Average Net Profit Margin: 7.33%
- Dividend Yield: 2.06%
- 5Y CAGR: 12.23%
- Sector: Apparel & Accessories
Precision Camshafts Ltd
Precision Camshafts Limited is a leading manufacturer of camshaft castings and machined camshafts for the automotive industry and railways. Through its subsidiary PCL International Holding B.V., the company produces various components including balancer shafts and injector components for global OEMs.
- Market Cap: ₹3,131.68 Cr
- Current Share Price: ₹329.70
- Returns: 1Y (28.81%), 1M (55.37%), 6M (65.80%)
- 5Y Average Net Profit Margin: 3.47%
- Dividend Yield: 0.30%
- 5Y CAGR: 61.19%
- Sector: Auto Parts
Siyaram Silk Mills Ltd
Siyaram Silk Mills Limited is a prominent textile manufacturer in India, founded as a family business. The company excels in manufacturing, branding, and marketing fabrics, readymade garments, and indigo-dyed yarn, with popular brands including Miniature, Oxemberg, and Cadini.
- Market Cap: ₹3,185.43 Cr
- Current Share Price: ₹702.10
- Returns: 1Y (31.59%), 1M (42.47%), 6M (50.99%)
- 5Y Average Net Profit Margin: 6.81%
- Dividend Yield: 1.57%
- 5Y CAGR: 24.47%
- Sector: Textiles
Atul Auto Ltd
Atul Auto Limited specializes in manufacturing and selling three-wheeler automobiles and spare parts. The company offers various brands including ATUL RIK, ATUL Gem, ATUL GEMINI, and ATUL Elite, providing different fuel options like CNG, petrol, diesel, and electric variants.
- Market Cap: ₹1,658.28 Cr
- Current Share Price: ₹597.55
- Returns: 1Y (-9.61%), 1M (-0.05%), 6M (4.47%)
- 5Y Average Net Profit Margin: 0.08%
- Dividend Yield: –
- 5Y CAGR: 22.39%
- Sector: Three Wheelers
Repro India Ltd
Repro India Limited is an international publishing industry services company. The company provides comprehensive print solutions including value engineering, creative designing, pre-press, printing, and web-based services, with facilities in Surat, Navi Mumbai, Bhiwandi, and Chennai.
- Market Cap: ₹721.58 Cr
- Current Share Price: ₹504.70
- Returns: 1Y (-32.57%), 1M (-8.98%), 6M (-38.69%)
- 5Y Average Net Profit Margin: -5.92%
- Dividend Yield: –
- 5Y CAGR: -4.64%
- Sector: Stationery
TAC Infosec Ltd
TAC Infosec Ltd is a specialized IT services and consulting company focusing on cybersecurity solutions. Although detailed company information is limited, the company has shown significant growth in the IT services sector.
TAC Infosec Ltd
- Market Cap: ₹814.95 Cr
- Current Share Price: ₹777.65
- Returns: 1Y (155.39%), 1M (19.18%), 6M (13.09%)
- 5Y Average Net Profit Margin: 27.26%
- Dividend Yield: N/A
- 5Y CAGR: N/A
- Sector: IT Services & Consulting
Affordable Robotic & Automation Ltd
Affordable Robotic & Automation Ltd specializes in providing robotic and automation solutions for various industries. The company focuses on developing and implementing cutting-edge automation technologies to enhance manufacturing efficiency.
Affordable Robotic & Automation Ltd
- Market Cap: ₹876.48 Cr
- Current Share Price: ₹691.90
- Returns: 1Y (9.73%), 1M (11.07%), 6M (31.67%)
- 5Y Average Net Profit Margin: 1.10%
- Dividend Yield: N/A
- 5Y CAGR: 55.20%
- Sector: Software Services
Who Is Vijay Kedia?
Vijay Kedia is a renowned Indian investor known for his strategic stock market investments and long-term wealth creation. As of September 30, 2024, he publicly holds 12 stocks with a net worth exceeding ₹1,117.7 crore.
Kedia’s investment philosophy emphasizes identifying undervalued companies with strong growth potential. He often invests in small to mid-cap firms poised for expansion, demonstrating his ability to foresee market trends.
His notable investments include companies like Elecon Engineering and Atul Auto, which have yielded substantial returns. Kedia’s success has made him a respected figure in India’s financial markets.
Features Of Vijay Kedia Stocks
The main features of Vijay Kedia’s stocks include investments in fundamentally strong small to mid-cap companies with growth potential. These stocks typically belong to diverse sectors such as manufacturing, consumer goods, and infrastructure, reflecting Kedia’s strategic focus on long-term value and high returns.
- Focus on Growth Potential: Kedia’s stocks often include small to mid-cap companies with robust growth potential and strong fundamentals, selected for long-term value.
- Diverse Sector Exposure: His portfolio spans various sectors, such as manufacturing, consumer goods, and infrastructure, balancing opportunities and reducing sector-specific risk.
- Strategic Investment: The stocks are chosen based on thorough research and strategic insights, ensuring a high probability of future growth.
- Fundamentally Strong Companies: The stocks in Kedia’s portfolio are typically characterized by sound financial health and capable management, aiding in consistent performance.
Vijay Kedia Stocks List Based on 6 Month Return
The table shows Vijay Kedia Stocks List Based on 6 Month Return.
| Name | Close Price (₹) | 6M Return (%) |
| Precision Camshafts Ltd | 329.7 | 65.8 |
| Siyaram Silk Mills Ltd | 702.1 | 50.99 |
| Sudarshan Chemical Industries Ltd | 1,010.15 | 39.15 |
| Affordable Robotic & Automation Ltd | 691.9 | 31.67 |
| TAC Infosec Ltd | 777.65 | 13.09 |
| Elecon Engineering Company Ltd | 571.6 | 7.23 |
| Atul Auto Ltd | 597.55 | 4.47 |
| Mahindra Holidays and Resorts India Ltd | 369.75 | -11.12 |
| Vaibhav Global Ltd | 290.45 | -25.83 |
| Repro India Ltd | 504.7 | -38.69 |
Best Stocks Held By Vijay Kedia Based on 5 Year Net Profit Margin
The table shows the Best Stocks Held By Vijay Kedia Based on 5-Year Net Profit Margin.
| Name | Close Price (₹) | 5Y Avg Net Profit Margin (%) |
| TAC Infosec Ltd | 777.65 | 27.26 |
| Elecon Engineering Company Ltd | 571.6 | 11.66 |
| Vaibhav Global Ltd | 290.45 | 7.33 |
| Sudarshan Chemical Industries Ltd | 1,010.15 | 7.24 |
| Siyaram Silk Mills Ltd | 702.1 | 6.81 |
| Precision Camshafts Ltd | 329.7 | 3.47 |
| Affordable Robotic & Automation Ltd | 691.9 | 1.1 |
| Mahindra Holidays and Resorts India Ltd | 369.75 | 1.09 |
| Atul Auto Ltd | 597.55 | 0.08 |
| Repro India Ltd | 504.7 | -5.92 |
Top Stocks Held By Vijay Kedia Based on 1M Return
The table shows the Top Stocks Held By Vijay Kedia Based on a 1-Month Return.
| Name | Close Price (₹) | 1M Return (%) |
| Precision Camshafts Ltd | 329.7 | 55.37 |
| Siyaram Silk Mills Ltd | 702.1 | 42.47 |
| TAC Infosec Ltd | 777.65 | 19.18 |
| Affordable Robotic & Automation Ltd | 691.9 | 11.07 |
| Sudarshan Chemical Industries Ltd | 1,010.15 | 3.84 |
| Atul Auto Ltd | 597.55 | -0.05 |
| Mahindra Holidays and Resorts India Ltd | 369.75 | -0.85 |
| Vaibhav Global Ltd | 290.45 | -1.47 |
| Elecon Engineering Company Ltd | 571.6 | -5.15 |
| Repro India Ltd | 504.7 | -8.98 |
High Dividend Yield Vijay Kedia Stocks List
The table shows the High Dividend Yield Vijay Kedia Stocks List.
| Name | Close Price (₹) | Dividend Yield (%) |
| Vaibhav Global Ltd | 290.45 | 2.06 |
| Siyaram Silk Mills Ltd | 702.1 | 1.57 |
| Sudarshan Chemical Industries Ltd | 1,010.15 | 0.46 |
| Precision Camshafts Ltd | 329.7 | 0.3 |
| Elecon Engineering Company Ltd | 571.6 | 0.26 |
Historical Performance of Vijay Kedia Portfolio Stocks
The table shows the Historical Performance of Vijay Kedia’s Portfolio Stocks based on 5Y return and market capitalization.
| Name | Market Cap (Cr) | Close Price (₹) | 5Y CAGR (%) |
| Elecon Engineering Company Ltd | 12,826.70 | 571.6 | 98.87 |
| Precision Camshafts Ltd | 3,131.68 | 329.7 | 61.19 |
| Affordable Robotic & Automation Ltd | 876.48 | 691.9 | 55.2 |
| Siyaram Silk Mills Ltd | 3,185.43 | 702.1 | 24.47 |
| Atul Auto Ltd | 1,658.28 | 597.55 | 22.39 |
| Sudarshan Chemical Industries Ltd | 6,992.99 | 1,010.15 | 20.46 |
| Mahindra Holidays and Resorts India Ltd | 7,453.57 | 369.75 | 19.16 |
| Vaibhav Global Ltd | 4,817.74 | 290.45 | 12.23 |
| Repro India Ltd | 721.58 | 504.7 | -4.64 |
Vijay Kedia Net Worth
As of September 30, 2024, Vijay Kedia’s net worth is over ₹1,117.7 crore, reflecting his successful investment strategies.
This net worth is derived from his diversified portfolio across various sectors, showcasing his adeptness in stock selection. Kedia’s focus on long-term investments has contributed significantly to his wealth accumulation.
His financial acumen and market insights continue to influence investors and the broader financial community.
Factors To Consider When Investing In Vijay Kedia Portfolio Stocks
When investing in Vijay Kedia’s portfolio stocks, consider factors like company fundamentals, sector exposure, growth potential, and market conditions. Assess the long-term viability of each stock and ensure it aligns with your financial goals and risk appetite for better investment outcomes.
Analyzing company fundamentals is key; look at balance sheets, revenue growth, and management quality. Kedia focuses on strong financials, so ensure the company demonstrates stable earnings. Sector exposure diversification helps reduce risk while maintaining opportunities for growth.
Evaluate market conditions that could impact stock performance, such as economic trends and policy changes. Understanding how Kedia’s portfolio stocks respond to economic shifts ensures better decision-making. It’s also wise to monitor changes in industry regulations or government policies that may affect these stocks.
How To Invest In Vijay Kedia Portfolio?
Listed below are the steps for investing in Vijay Kedia’s Portfolio:
- Research and find out the top-performing stocks in the market.
- Evaluate and assess your risk appetite and fix your financial goals.
- Shortlist the stocks based on your fundamental and technical analysis.
- Find reliable stockbrokers like Alice Blue to open a demat account.
- Invest in the shortlisted stocks and monitor them regularly.
Impact of Government Policies on Vijay Kedia Stocks
Government policies significantly influence Vijay Kedia’s stock holdings, affecting sectors like infrastructure, manufacturing, and consumer goods. Policy changes can alter company performance and stock valuations.
For instance, favorable policies in the manufacturing sector can boost companies in Kedia’s portfolio, enhancing profitability and stock performance. Conversely, regulatory challenges may negatively impact these stocks.
Kedia’s investment strategy involves monitoring policy developments to adjust his portfolio, mitigating risks, and capitalizing on opportunities.
How Vijay Kedia Stocks Perform in Economic Downturns?
During economic downturns, Vijay Kedia’s stocks may experience volatility, reflecting broader market trends. However, his focus on fundamentally strong companies often leads to resilience and quicker recovery post-downturn.
Kedia’s long-term investment approach involves selecting companies with robust business models and management, enabling them to withstand economic challenges. This strategy helps mitigate losses during downturns.
Investors in Kedia’s portfolio should maintain a long-term perspective, understanding that short-term volatility doesn’t necessarily indicate poor investment quality.
Advantages Of Investing In Vijay Kedia Portfolio Stocks?
The main advantages of investing in Vijay Kedia’s portfolio stocks include the potential for significant returns due to strategic stock selection and long-term growth prospects. Investors benefit from his expertise in identifying undervalued, high-potential companies that often outperform broader market trends over time.
- High Growth Potential: Investors gain exposure to stocks that are likely to outperform due to Kedia’s strategic focus on high-growth, undervalued companies.
- Long-Term Capital Appreciation: The emphasis on fundamentally strong companies supports potential long-term capital appreciation.
- Diversified Investments: The variety of sectors provides a balanced risk-return profile, aiding in portfolio stability.
- Experienced Stock Selection: Investing in Kedia’s picks offers the advantage of leveraging his extensive market expertise and proven track record.
Risks Of Investing In Vijay Kedia Portfolio Stocks?
The main risks of investing in Vijay Kedia’s portfolio stocks involve market volatility and economic shifts affecting mid-cap stocks, which can lead to price fluctuations. Additionally, sector-specific risks and changes in government policies may impact the performance of these targeted growth investments.
- Market Volatility: The stocks, especially in the mid-cap space, are susceptible to price swings, making them riskier during unstable markets.
- Economic Sensitivity: Changes in economic conditions can impact the growth potential and returns of the stocks, influencing overall performance.
- Sector-Specific Risks: Concentration in specific industries can expose the portfolio to sector-related downturns, affecting returns.
- Policy and Regulatory Risks: Government policy changes and regulatory shifts can impact company operations, potentially leading to performance volatility in Kedia’s portfolio stocks.
Vijay Kedia Portfolio Stocks GDP Contribution
Companies in Vijay Kedia’s portfolio contribute to India’s GDP through their operations in sectors like manufacturing, consumer goods, and infrastructure. Their growth supports economic development and employment.
For example, investments in manufacturing firms enhance industrial output, while consumer goods companies drive consumption. Infrastructure investments improve national development.
Kedia’s focus on growth-oriented sectors aligns his portfolio with India’s economic expansion, contributing to GDP growth.
Who Should Invest in Vijay Kedia Portfolio Stocks?
Investors with a long-term horizon and risk tolerance may consider investing in Vijay Kedia’s portfolio stocks, given their potential for substantial returns. However, due diligence and alignment with individual financial goals are essential.
Kedia’s investment strategy involves identifying undervalued companies with growth potential, suitable for investors seeking capital appreciation over time.
It’s advisable to consult financial advisors and conduct thorough research before investing, ensuring these stocks fit within one’s investment strategy and risk appetite.
Vijay Kedia Multibagger Stocks – FAQs
As of September 30, 2024, Vijay Kedia’s publicly disclosed holdings in 12 stocks are valued at over ₹1,117.7 crore.
Top Vijay Kedia Portfolio Stocks #1: Elecon Engineering Company Ltd
Top Vijay Kedia Portfolio Stocks #2: Mahindra Holidays and Resorts India Ltd
Top Vijay Kedia Portfolio Stocks #3: Sudarshan Chemical Industries Ltd
Top Vijay Kedia Portfolio Stocks #4: Vaibhav Global Ltd
Top Vijay Kedia Portfolio Stocks #5: Siyaram Silk Mills Ltd
The Top Vijay Kedia Portfolio Stocks are based on market capitalization.
The best Vijay Kedia stocks over the past year include TAC Infosec Ltd, which has shown remarkable performance, and Sudarshan Chemical Industries Ltd, which has demonstrated significant growth. Siyaram Silk Mills Ltd and Elecon Engineering Company Ltd maintained steady gains, while Vaibhav Global Ltd and Repro India Ltd experienced declines, reflecting varied performance within Kedia’s diversified portfolio.
Investing in Vijay Kedia’s portfolio stocks can be promising due to his strategic selections. However, all investments carry inherent risks, and it’s essential to conduct personal due diligence and consider individual risk tolerance before investing.
To invest in Vijay Kedia’s portfolio stocks, open a trading and Demat account with a brokerage firm like Alice Blue. Once your account is set up, you can purchase shares of the companies listed in his portfolio through the brokerage’s trading platform.
Investing in Vijay Kedia’s portfolio stocks can be advantageous, given his track record of identifying high-growth companies. However, it’s crucial to align such investments with your financial goals and risk appetite and to perform thorough research before committing funds.
We hope you’re clear on the topic, but there’s more to explore in stocks, commodities, mutual funds, and related areas. Here are important topics to learn about.
Disclaimer: The above article is written for educational purposes and the companies’ data mentioned in the article may change with respect to time. The securities quoted are exemplary and are not recommendatory.
