Changes in holdings of Top Investors in India

There are two ways to learn about the stock market: trial and error and seeing what Successful Investors in India are doing. If you are a new investor, looking to make it to the top of the stock market, you must include both methods.

Understanding how the Top Investors in India invest and which stocks they select while investing can teach you a lot about the stock market as a whole and how and when to invest.

We’ll talk about the top four Share Market Kings in the country and the changes they made in their portfolio in Q1FY22. We will go over their portfolio, investment strategy, and a variety of other aspects.

Continue reading to learn a lot about investing by observing the styles of these individuals.

Premji and Associates – Top Investors in India

Premji and Associates are best known for Wipro, the country’s third-largest information technology company. He is also the top investor in India despite only investing in four stocks, the largest of which being Wipro.There may be more stocks in the portfolio, but data on only four is publicly available. Information to the exchanges needs to be given if investors’ stake crosses 1% of the company’s market capitalisation.

As of July 2022, his net worth exceeds Rs.162,690 crores. Azim Premji founded Wipro as a modest family firm in 1980, and since then, there has been no going back. At the moment, his investment portfolio comprises primarily three companies, the most valuable of which is Wipro Ltd., in which he has a stake worth Rs.162,690 crores. He also owns 2,808,929 Tube Investments of India Ltd. shares worth Rs.599.1 crores.

Changes in Portfolio during Q1FY22

Balrampur Chini Mills Ltd is another fresh addition to his portfolio. He currently owns 2,523,641 shares worth Rs.94.1 crores. Though he does not have a well-diversified portfolio like Stock Market King Rakesh Jhunjhunwala or RK Damani and mainly invests in technology firms, he now has the greatest net worth of any investor in the country.

His net worth has increased by 78.79% in the last two years, and by 71.36% over the last five years.His investing strategy is straightforward: he buys and then keeps shares for the long term. Aside from his significant ventures, he has a limited number of shares in a few other companies like DCB Bank Ltd., Voltas Ltd and others.

Radhakrishnan Damani– Top Traders in India

Radhakrishnan Damani, also known as RK Damani, is renowned as “Mr. White and White” among India’s Top Traders because he always wears white.

One of the lesser-known facts about RK Damani is that he trained Rakesh Jhunjhunwala, India’s most recognised Share Market King. Radhakrishnan Damani is the country’s richest trader, with a current portfolio worth Rs.161,356 crores as of June 2022.

RK Damani’s Holdings

RK Damani owns 3,252,378 shares in United Breweries Ltd. for Rs.530 crores. He owned 65.2 percent of this company’s shares as of March 2022. The second largest investment he has is in VST Industries Ltd. where he owns 32.3% of the company, or 49,93,204 shares, with a net worth of Rs. 1593 crores.

Then there’s a 1% stake in Astra Microwave Products Ltd., worth Rs. 24 crores, and other stocks like Trend Ltd., Avenue supermarts, Metropolis Healthcare Ltd., and others. He holds 14 equities from various companies in his accounts. The two primary interests are the two mentioned above, with the remaining 12.7 percent invested in India Cements Ltd.

Changes in Portfolio during Q1FY23

He has recently decreased his stakes in Avenue Supermarts Ltd. by 3.5% leading to 61.7% current stake in the company. He also decreased his stake in Metropolis Healthcare Ltd. by 0.1%. There is no increment in stakes of any other major company in his portfolio.

He keeps a low profile and makes no public appearances. He has a well-diversified portfolio and invests in stocks that have the potential to grow in the future but are now undervalued. Despite the fact that most of his investments are in retail stocks.

Rakesh Jhunjhunwala- India’s share market king.

Whether you buy in stocks or not, you must have heard the name Rakesh Jhunjhunwala at least once in your life if you follow the news, particularly business and financial news.

He is known as “The Big Bull” of the Indian stock market and one of the top investors in India, not only because his net worth is enormous (Rs. 30,201.4 crores as of June 2022), but also because of his social attitude.

Mr.Jhunjhunwala is well-known among investors, dealers, and finance experts both in India and overseas. He frequently appears in the media.

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Holdings of Rakesh Jhunjhunwala

His current portfolio includes 32 stocks. Titan Company Ltd.’s share worth Rs.10,350 crores divided across 4,48,50,970 shares and Star Health & Allied Insurance Company Ltd.’s shares worth 7,701 Cr are some of his largest holdings.

Then he has shares in Anant Raj Ltd. valued Rs.77.1 crores. His portfolio also includes Agro Tech Foods Ltd., Canara Bank, Crisil Ltd, Fortis Healthcare Ltd., SAIL, and many other stocks.

Changes in Portfolio during Q1FY23

He made a drastic change in his major holding company Escorts Kubota Ltd. by selling 3.7% of stakes during the first quarter in FY23. Moreover, He sold 0.01% shares in Nazara technologies Ltd, Tata Motors Ltd. Indiabulls Housing Finance Ltd, Autoline Industries Ltd. and DB Reality Ltd separately. In NCC Ltd, His holdings were decreased from 12.8% to 12.6%. Although there was no increase in holding in any major stock.

With 32 companies in his portfolio, he has one of the most diverse portfolios among the country’s top investors. He has equities in practically every industry/sector, including banking and finance, manufacturing, construction, information technology, pharmaceutical companies, and others.

Mukul Agarwal – Amongst Best Investors in India

Mr Mukul Agarwal began trading and investing at the end of the 1990s and currently has a portfolio valued at Rs.2,347 crores as of June 2022. He is a successful entrepreneur who runs a wealth management and financial advisory firm in Patna. He is also a TedX speaker and a motivational speaker. Some of his bets have proven profitable. One such bet was in Paras Defence, and it significantly increased Mukul Agarwal’s portfolio in a single shot.

Holdings of Mukul Agarwal

He presently holds 53 equities in his portfolio. Some of the most prominent include G M Breweries Ltd., in which he has a Rs.15 crore investment. Then there’s Pix Transmissions Ltd., where he’s currently invested Rs.34 crore. Then there’s PDS Multinational Fashion Ltd., Gati Ltd., Delta Corp., and a slew of other multi bagger stocks in his portfolio.

Changes in Portfolio during Q1FY23

Mukul Agarwal bought a fresh stake in Ethnos Ltd with 4.0% of the company’s stake valued at 89.4Cr. He has invested in new companies like Pix transmissions, Jagsonpal Pharmaceuticals Ltd, GM Breweries Ltd. with 4%, 2.7% and 1.8% respectively. In Thomas Cook (India) Ltd, his stake has been reduced by 0.1%.

His portfolio climbed by 491.7% in the last year, from June 2020 to June 2022. While the long-term change in his portfolio is around 689.54%. He has a portfolio that is highly diversified with securities from many industries, which greatly decreases risk. Whether you are an experienced investor or a beginner, learning is the key to your success. Every day, even the top investors in India learn something new about the market.

So, if you want to learn and boost your market return, you should investigate these investors’ investment techniques, overall portfolio, diversification pattern, and other criteria.

 

About the Author

Ketan Sonalkar (SEBI Rgn No INA000011255)

Ketan Sonalkar is a certified SEBI registered investment advisor and head of research at Univest. He is one of the finest financial trainers, with a track record of having trained more than 2000 people in offline and online models. He serves as a consultant advisor to leading fintech and financial data firms. He has over 15 years of working experience in the finance field. He runs Advisory Services for Direct Equities and Personal Finance Transformation.

Note – This channel is for educational and training purpose only & any stock mentioned here should not be taken as a tip/recommendation/advice

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