Famous investor Vijay Kedia has shown impressive growth in his portfolio in 2024. Vijay Kedia’s total net worth has increased by 10.5%, reaching ₹1,847 crores.
Let’s take a look at his top 5 stocks that brought him incredible returns in 2024.
Top 5 Stocks of Vijay Kedia Portfolio
Tejas Networks
Portfolio Holding:
- Shares Held: 3,200,000 (1.9%)
- Investment Value: ₹422.4 crores
- 2024 Return: 51.23% YTD Tejas Networks, a company making network equipment, is the largest holding in Vijay Kedia’s portfolio and has proven to be a major investment.
Atul Auto
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
Portfolio Holding:
- Shares Held: 5,802,017 (21%)
- Investment Value: ₹328.9 crores
- 2024 Return: -0.75% YTD Vijay Kedia holds a significant 21% stake in Atul Auto and has held it for a long time. However, this year its performance has been negative.
Neuland Laboratories
Neuland Laboratories has given the highest return in Vijay Kedia’s portfolio. This company, which makes Active Pharmaceutical Ingredients (API), has performed exceptionally well in 2024.
- Shares Held: 130,000 (1.1%)
- Investment Value: ₹217.2 crores
- 2024 Return: 214% YTD
Tac Infosec
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.
- 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
Portfolio Holding:
- Shares Held: 1,530,000 (14.6%)
- Investment Value: ₹117.2 crores
Elecon Engineering Company
Established in India, Elecon Engineering Company Limited is a leading manufacturer of material handling equipment and industrial gear. This company manufactures gear and material handling equipment.
- 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
Portfolio Holding:
- Shares Held: 2,899,998 (1.3%)
- Investment Value: ₹169.6 crores
- 2024 Return: 24.39% YTD
About Vijay Kedia
Kedia began his stock market journey at the age of 19 and established Kedia Securities in 1992 when he was 33. Vijay Kedia’s portfolio is one of the most closely followed in the Indian stock market. Thanks to his reputation and the fantastic returns he has consistently delivered.
Growing up in a family of stockbrokers, Vijay Kedia found his passion for investing as a teenager and hasn’t looked back since.
Talking about his investment strategy, 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 investments.
- S: Small in size
- M: Medium in experience
- L: Large in ambition
- E: Extra-large in market potential
Also Read: ITC Hotels Demerger: Share Ratio
Vijay Kedia’s Market Satire
Recently, during market fluctuations, Vijay Kedia made a light-hearted remark about inexperienced investors. He posted on X (formerly Twitter): “In a Bull Market, a new investor becomes an Analyst, Chartist, Advisor, Economist, and Genius in 7 days. In a Bear Market, the same Genius becomes a Beginner in 7 hours.”
In a bull market, a beginner becomes an analyst, chartist, advisor, economist, and genius in 7 days. In a bear market, a genius becomes a beginner in 7 hours. 😍 pic.twitter.com/XPq4W8vvPR
— Vijay Kedia (@VijayKedia1) November 13, 2024
Vijay Kedia’s Stock Portfolio
According to the latest corporate data, Vijay Kishanlal Kedia publicly holds 15 stocks with a total net worth exceeding ₹1,847.1 crores.
In the quarter ending September 2024, he increased his stake by 0.94% in Precision Camshafts Ltd., while slightly reducing his stake by 0.08% in Neuland Laboratories Ltd. According to Trendlyne Data.
| Company Name | No of Shares | Market Cap Held | Portfolio Weight | CMP (₹) |
| Patel Engineering Ltd | 1,20,00,000 | 1.42 % | 3.73 % | 53.21 |
| Atul Auto Ltd | 50,50,505 | 18.2 % | 18.26 % | 566.9 |
| Vaibhav Global Ltd | 33,50,000 | 2.02 % | 5.90 % | 282.05 |
| Tejas Networks Ltd | 32,00,000 | 1.87 % | 21.71 % | 1,319.95 |
| Precision Camshafts Ltd | 30,00,000 | 3.15 % | 3.99 % | 333.05 |
| Elecon Engineering Company Ltd | 28,99,998 | 1.29 % | 11.50 % | 584.75 |
| Om Infra Ltd | 24,00,000 | 2.49 % | 2.31 % | 139.18 |
| Mahindra Holidays & Resorts India Ltd | 20,25,000 | 1 % | 4.48 % | 369.45 |
| Innovators Facade Systems Ltd | 20,10,632 | 10.66 % | 2.37 % | 201 |
| Affordable Robotic & Automation Ltd | 11,16,720 | 9.93 % | 3.99 % | 640.9 |
| Sudarshan Chemical Industries Ltd | 10,00,000 | 1.44 % | 6.33 % | 1,065.95 |
| Repro India Ltd | 9,06,491 | 6.34 % | 3.02 % | 565.5 |
| Global Vectra Helicorp Ltd | 6,79,218 | 4.86 % | 1.30 % | 258.55 |
| Siyaram Silk Mills Ltd | 4,55,000 | 1 % | 1.24 % | 772.4 |
| Neuland Laboratories Ltd | 1,30,000 | 1.01 % | 9.12 % | 16,709 |
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Conclusion
Vijay Kedia’s portfolio in 2024 is an inspiration for investors and market’s top choice to watch. The stocks he has chosen have not only given excellent returns but also improve the right investment approach.
Disclaimer: Investing in the stock market is subject to market risks. Please do your own research or consult your financial advisor before making any investment decisions. This article aims to inform and educate the general public, investors, and traders.