Vijay Kedia's Portfolio Analysis

26 June 2023
7 min read
Vijay Kedia's Portfolio Analysis
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If you look closely, success is not far away. It requires ambition, honesty, and dedication to the goal. Setting that goal ahead of time is the first step toward achieving it. And it is for this reason that many wise parents who are sincerely worried about their children want them to make such decisions as early as possible.

Many prominent people from various fields began their professional careers early. Their remarkable achievements should convince you of the value of first-mover advantages.

Similarly, one name that should be included in the list of such folks in the trading industry is Vijay Kedia.

Who is Vijay Kedia?

Vijay Kedia is an Indian philanthropist, entrepreneur, and investor. He is the founder of Kedia Securities, a Mumbai-based investment firm. He is well-known for his long-term investing strategy and has amassed a profitable portfolio of investments in companies, including Reliance Industries, Maruti Suzuki, and Titan Company. He also serves as a mentor to countless new entrepreneurs and has invested in some start-ups.

Kedia's portfolio is based on his long-term investing strategy. He seeks organizations with solid fundamentals, excellent management, and a promising future.

He believes in diversifying his portfolio across sectors and markets and has stakes across several industries. He has also invested in several start-ups and served as a mentor to several new entrepreneurs.

Background

Vijay Kedia was born into a traditional stockbroker family with a small business. However, he has been fascinated by the financial market since childhood. When he was 14, he began trading with his grandfather.

After his father died unexpectedly, he hoped to start his firm, but he couldn't since he lacked the essential finances. He was then required to work for his family's stockbroking firm. He rapidly realized that trading stocks were not for him. That's why he started investing in stocks at the age of 19. He made much money in his first year of trading and was quite confident in his abilities.

Anyone interested in the stock market understands that profit or loss is not permanent. But unfortunately, Vijay Kedia's luck ran out, and he lost a significant amount of money while seeking to make a profit.

He began trading with a small amount of money. Then, he would proceed with an enormous sum when he made even a minor profit. However, this method frequently cost him much money, and he suffered substantial losses.

He previously lost Rs 70,000 in 2-3 days at Hindustan Motors. Unfortunately, Vijay Kedia's mother was forced to sell her jewelry to help him recover his losses. Even though he recovered from his losses, the tragedy left an indelible mark on him. He was disappointed with his trading job and quit.

Following that, he started a company that supplied tea estates in Kolkata but failed. He proceeded to the second inning of the stock market and began trading. Despite having been in the trading industry for 10-11 years, he did not generate the expected profit. He realized he was playing a no-win, no-loss game. As a result, he abandoned the concept of trading in 1989 in favor of investment.

In 1993, Vijay decided to commence his financial services firm, Kedia Securities. He made his own money and founded the company with two other partners. Over time, his investments started to pay off, and he became known as a booming stock market investor.

The firm rapidly gained traction and became one of India's foremost financial services firms. Vijay was a savvy businessman who used his expertise and skills to propel the company ahead. However, he was also a risk taker, eager to take risks that paid off in the long run.

Today, Kedia is considered one of the most successful equity investors in India, with a reputation for his simple and effective investment philosophy. He has inspired many young people to pursue careers in the stock market and has become a role model for aspiring investors. 

Kedia's success can be attributed to his hard work, dedication, and faith in his investment strategy. Despite his success, he maintains a humble demeanour and is generally known in the Indian financial industry for his unwavering commitment to investing.

Portfolio Performance

The diversification and long-term investing approach of portfolio of Vijay Kedia are well-known. He is renowned for investing in firms with solid foundations and being hands-on with his investments.

Over the years, he has earned outstanding returns, and investors and financial analysts have extensively examined his portfolio.

Vijay Kedia’s Top Holdings

Dr. Kedia's portfolio is a dream portfolio many average stock market participants would desire.

Some of the top stocks in Vijay Kedia portfolio include-

Vijay Kedia Holdings

Holding Value (Cr)

Holding Percentage (December 2022)

Tejas Networks Ltd.

190.09

2.29%

Vaibhav Global Ltd.

95.90

1.95%

Elecon Engineering Company Ltd.

82.13

1.94%

Mahindra Holidays & Resorts India Ltd.

51.86

1.02%

Sudarshan Chemical Industries Ltd.

37.53

1.44%

Affordable Robotic & Automation Ltd.

37.07

Filing Due

Repro India Ltd.

34.46

7.08%

Siyaram Silk Mills Ltd.

25.33

1.07%

Neuland Laboratories Ltd.

18.13

1.01%

Innovators Facade Systems Ltd.

17.91

10.66%

Heritage Foods Ltd.

16.39

1.13%

Note: The above-mentioned are Vijay Kedia's latest top portfolio holdings as of December 2022.

Investment Strategy

Dr Vijay Kedia believes in the SMILE investing philosophy, which stands for Small in size, Medium in experience, Large in desire, and Extra-large in market potential. He solely supports this investment strategy.

His advice to his followers is to gamble big and ride out the storm. While change is essential in the stock market, he believes other elements such as investments, knowledge, courage, and patience are also necessary.

Vijay Kedia has been fully invested over the past 30 years of his financial career.

Learnings from Vijay Kedia

  • Invest for the Long Run

Dr. Kedia believes in long-term investing. According to him, it takes patience for businesses to grow and thrive. "Rome was not built in a day," as the old saying goes.

Because the stock market is unceasingly volatile, long-term investing is favourable. However, if price variations are not correctly analyzed, they might result in enormous losses.

  • Look for Competent Management

Dr Vijay Kedia believes that consumers should put their money into companies with pleasant and transparent management. A corporation comprises many different parts, all of which must be considered before investing in the company.

According to him, one should always keep an eye out for the company's quality aspects.

  • Don't Invest to Earn Money

Vijay Kedia is adamant that you should never depend on the stock market to make a living. He believes that having a backup source of income is essential.

He contends that it is viable to be an active trader while opposing market shifts. Many investors have risked large sums of money in the hope of gaining more money without having a formal business or employment. It has resulted in a substantial loss and, as a result, incurred responsibilities for such individuals.

  • Maintain a Balanced Mindset

An equalized approach, according to Dr Vijay Kedia, is crucial. It is unhealthy to be overly optimistic during an uptrend and overly pessimistic during a stock decline. He asserts that investing does not have to be complicated. If you carry a confident attitude, it could be straightforward and comfortable.

Conclusion

There are many prominent investors in the trading industry. Still, when we think of an investor who is also an inspiring mentor, we think of people like Dr. Vijay Kedia. He has remained one step ahead of most investors due to his never-fail investing ideas and practices.

Although the market is constantly autonomous and uncertain, listening to successful investment minds like Dr. Kedia can help you avoid or, in the worst-case scenario, withstand any fatal market shocks. So, you know where to go if you need advice before delving deep into the trading universe.

It's important to remember that past performance does not always predict future outcomes. Investors should always conduct their due diligence and research before making investment decisions. Furthermore, rather than relying exclusively on the performance of any single stock or investor, it is critical to diversify one's portfolio and invest in many stocks.

Source: trendlyne.com and moneycontrol.com

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