Vijay Kedia's Portfolio - AspStack OnePlus 3T (Gunmetal, 64GB)

Vijay Kedia’s Portfolio

Vijay Kedia – MD of Kedia Securities, is an admirable investor in Indian stock market. He is holding a whopping 2.5 lakhs shares of Cera Sanitary Wares. His biggest success story so far is Atul Auto where he bagged 5700% returns in 9 years, which means his money has compounded at an dazzling CAGR of around 57%

n early 2012, he rightly predicted that we are at the beginning of a structural bull run and many of the analysts laughed at him. Now by the time people have realized that we are in a bull market, stocks had ran multiple times, ahead of all of us.

Portfolio till March 2017

Entered

  • Vaibhav Global Ltd

Exited

  • MIRC ELECTRONICS LTD

Increased

  • CHEVIOT CO LTD
  • KARNATAKA BANK LTD
  • SUDARSHAN CHEMICAL INDUSTRIES LTD
Stock % Holding
ABC BEARINGS LTD 4.75
APCOTEX INDUSTRIES LTD 1.12
ARIES AGRO LTD 4.6
CERA SANITARYWARE LTD 1.54
CHEVIOT CO LTD 1.29
KARNATAKA BANK LTD 2
PANASONIC ENERGY INDIA COMPANY LTD 1.24
REPRO INDIA LTD 6.91
STEWARTS & LLOYDS OF INDIA LTD 4.73
SUDARSHAN CHEMICAL INDUSTRIES LTD 3.69
TCPL PACKAGING LTD 1.38
Vaibhav Global Ltd 1.06

 

Portfolio under Kedia Securities:

Exited

  • AMRUTANJAN HEALTH CARE LTD
  • Heritage Foods Limited

Increased

  • APAR INDUSTRIES LTD
Stock % Holding
APAR INDUSTRIES LTD 1.11
ASTEC LIFESCIENCES LIMITED 1.03
ATUL AUTO LTD 1.16

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