The main difference between Akash Bhanshali’s and Vijay Kedia’s portfolios lies in strategy and sector focus. Bhanshali emphasizes larger holdings in established companies like Gujarat Fluorochemicals and One97 Communications, while Kedia follows a SMILE approach, investing in mid-sized, high-potential stocks like Atul Auto and TAC Infosec.
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Who is Akash Bhanshali?
Akash Bhanshali is a well-known investor focusing on industrials, chemicals, and infrastructure. With a net worth of over ₹5,889.1 crores, he strategically invests in fundamentally strong businesses, including Gujarat Fluorochemicals, Sudarshan Chemical, and One97 Communications, ensuring steady returns through long-term value investing.
Bhanshali follows a disciplined approach, selecting stocks with strong management and consistent earnings. His portfolio reflects a preference for businesses benefiting from economic cycles, particularly in sectors that demonstrate resilience and stable cash flows. His investment strategy aims at compounding returns over the years.
Unlike media-centric investors, Bhanshali maintains a low profile, letting his stock selections speak for themselves. His emphasis on research and strategic asset allocation ensures that his investments remain stable even during volatile market phases, making him one of India’s top individual investors.
Who is Vijay Kedia?
Vijay Kedia is a veteran investor known for his “SMILE” investment philosophy, which targets small, medium, and high-growth companies. With a net worth exceeding ₹1,396.9 crore, he holds 15 publicly traded stocks, including Atul Auto, TAC Infosec, and Tejas Networks, reflecting his long-term vision.
Kedia began investing at 19 and founded Kedia Securities in 1992. He believes in identifying companies with strong leadership, unique market positioning, and growth potential. His ability to recognize undervalued stocks early has earned him a reputation as a “market master.”
Unlike short-term traders, Kedia follows a patient investment approach, holding stocks for years to maximize returns. His focus on businesses with high aspirations and market potential has enabled him to build a portfolio that thrives despite market fluctuations.
What Is The Qualification of Akash Bhanshali?
Akash Bhanshali’s exact academic qualifications are not publicly available, but his expertise in equity markets and investment strategies is well-established. His deep knowledge of finance, stock valuation, and market cycles has helped him build a strong, high-value portfolio.
Bhanshali’s ability to identify promising businesses is a result of years of market experience. He emphasizes fundamental analysis, long-term holding, and sectoral trends to optimize portfolio performance. His investment decisions are based on extensive research and a strategic understanding of market movements.
His success in the stock market is driven by hands-on experience rather than formal education. By investing in stable, growth-oriented companies, he has built a strong reputation among investors who seek steady wealth accumulation through disciplined investing.
What Is The Qualification of Vijay Kedia?
Vijay Kedia’s specific educational background is not widely documented, but his deep understanding of stock markets and investing principles comes from decades of experience. Growing up in a stock-broking family, he developed expertise in financial markets at an early age.
Kedia’s practical learning in equity investments began at 19, and he has since built a remarkable career. His investment philosophy is based on identifying strong leadership, sustainable business models, and scalable growth, ensuring high potential returns over time.
Unlike academically trained investors, Kedia’s market acumen is rooted in hands-on learning. His stock-picking ability and long-term vision have made him one of India’s most respected investors, consistently delivering impressive returns through his unique investment approach.
Investing Strategies – Akash Bhanshali vs. Vijay Kedia
The main difference in investing strategies between Akash Bhanshali and Vijay Kedia lies in the stock selection and risk appetite. Bhanshali focuses on stable, fundamentally strong industrial and chemical stocks, while Kedia follows his SMILE strategy, targeting small and mid-cap companies with high growth potential and market aspirations.
| Aspect | Akash Bhanshali | Vijay Kedia |
| Investment Focus | Industrials, Chemicals, Infrastructure | Small and Mid-Cap Growth Companies |
| Stock Selection | Fundamentally strong, stable businesses | High-growth potential, emerging businesses |
| Risk Appetite | Moderate – prefers stability and long-term growth | High – focuses on scalable companies with exponential potential |
| Key Holdings | Gujarat Fluorochemicals, Sudarshan Chemical, One97 Communications | Atul Auto, TAC Infosec, Tejas Networks |
| Portfolio Size | ₹5,889.1 crore across 20 stocks | ₹1,396.9 crore across 15 stocks |
| Investment Horizon | Long-term, stable compounding | Long-term, high-growth investment philosophy (SMILE approach) |
| Market Approach | Strategic, selective stock picking | Investing in companies with high aspirations and leadership potential |
| Preferred Sectors | Industrial, Chemicals, Infrastructure | Automotive, Technology, Infrastructure |
Akash Bhanshali Portfolio Vs Vijay Kedia Portfolio Holdings
The main difference between Akash Bhanshali and Vijay Kedia’s portfolio holdings lies in diversification and sectoral focus. Bhanshali’s ₹5,889.1 crore portfolio has 20 stocks, primarily in industrials and chemicals, while Kedia’s ₹1,396.9 crore portfolio includes 15 stocks, focusing on automotive, technology, and infrastructure.
| Aspect | Akash Bhanshali | Vijay Kedia |
| Portfolio Value | ₹5,889.1 crore | ₹1,396.9 crore |
| Number of Stocks | 20 stocks | 15 stocks |
| Key Sectors | Industrials, Chemicals, Infrastructure | Automotive, Technology, Infrastructure |
| Investment Focus | Stable, long-term holdings | High-growth, mid-cap opportunities |
| Major Holdings | Gujarat Fluorochemicals, Sudarshan Chemical, One97 Communications, Laurus Labs | Atul Auto, TAC Infosec, Tejas Networks, Neuland Laboratories |
| Diversification | Focused portfolio with fewer high-value stocks | Concentrated in high-growth mid-cap stocks |
| Risk Profile | Moderate – prefers stability and strong fundamentals | High – targets emerging businesses with market aspirations |
Performance of Akash Bhanshali Portfolio Over 3 Years
Akash Bhanshali’s portfolio delivered significant growth over three years, driven by strong performances in Gujarat Fluorochemicals, Inox Wind Energy, and Ramkrishna Forgings. The portfolio’s overall value rose from approximately ₹3,800 Crores in 2021 to ₹5,889.1 Crores by December 2024, reflecting robust gains.
Key stocks like Gujarat Fluorochemicals surged 135%, Inox Wind Energy gained 112%, and Schneider Electric rose 98%. The diversified investments across chemicals, renewables, and engineering sectors contributed to consistent portfolio performance, highlighting Akash Bhanshali’s strategic focus on emerging growth sectors and long-term wealth creation.
Performance of Vijay Kedia Portfolio Over 3 Years
Vijay Kedia’s portfolio delivered a 3-year return of approximately 56% as of 2024, reflecting strong performance driven by key holdings in sectors like chemicals, engineering, and specialty manufacturing. Stocks like Tejas Networks and Neuland Laboratories contributed significantly to this growth.
The portfolio’s robust returns were fueled by India’s economic recovery, sectoral tailwinds, and strategic stock picks. Notable investments in Atul Auto, Precision Camshafts, and Elecon Engineering supported consistent gains, making Vijay Kedia’s portfolio one of the better performers among marquee investors.
How to Invest in Akash Bhanshali and Vijay Kedia Portfolio Stocks?
The main way to invest in stocks held by Akash Bhanshali and Vijay Kedia is through direct purchases on stock exchanges using Alice Blue. Researching their portfolios, analyzing company fundamentals, and considering risk factors are essential before making investment decisions.
Tracking their latest holdings and studying their investment patterns can help investors replicate their strategies. Understanding sectoral trends and valuation metrics is crucial when selecting stocks. Investors should focus on financial reports, market trends, and growth prospects before committing capital.
Platforms like Alice Blue enable seamless trading and tracking of these stocks. Investors should align their stock choices with their financial goals and risk tolerance, ensuring a diversified approach that balances long-term gains with market fluctuations for sustained portfolio growth.
Akash Bhanshali Portfolio Vs Vijay Kedia Portfolio – Conclusion
Akash Bhanshali (Ace Investor 1) primarily invests in industrials, chemicals, and infrastructure, with Gujarat Fluorochemicals, Sudarshan Chemical, and One97 Communications as key holdings. His portfolio is structured for stability and long-term growth, focusing on fundamentally strong businesses that benefit from economic cycles and sectoral expansion.
Vijay Kedia (Ace Investor 2) focuses on automotive, technology, and infrastructure, with Atul Auto, TAC Infosec, and Tejas Networks as major holdings. He follows his SMILE strategy, targeting small and mid-cap companies with high aspirations, ensuring strong potential for exponential growth and long-term wealth creation.
Akash Bhanshali Portfolio Vs Vijay Kedia Portfolio – FAQs
Akash Bhanshali’s best portfolio includes Gujarat Fluorochemicals, Sudarshan Chemical, and One97 Communications. His investment focus on industrials, chemicals, and infrastructure reflects a strategy of holding fundamentally strong businesses with stable earnings, ensuring long-term compounding and consistent returns in cyclical yet high-growth sectors.
Vijay Kedia’s best portfolio consists of Atul Auto, TAC Infosec, and Tejas Networks. His SMILE approach targets small and mid-sized companies with high market aspirations, allowing him to invest in businesses with exceptional growth potential and strong management for sustained long-term value creation.
Akash Bhanshali’s net worth is over ₹5,889.1 crore. His concentrated portfolio of 20 stocks in industrials, chemicals, and infrastructure has delivered steady returns, ensuring substantial wealth accumulation through long-term investments in well-managed and fundamentally strong businesses.
Vijay Kedia’s net worth exceeds ₹1,396.9 crore. His 15-stock portfolio focuses on emerging businesses in technology, automotive, and infrastructure. By investing in high-potential companies early, he has built a strong investment foundation generating impressive returns over time.
Akash Bhanshali is among India’s top individual investors, though his exact rank fluctuates based on market conditions and portfolio value. His disciplined stock selection and investments in stable, high-growth sectors have positioned him as one of the most successful equity investors in India.
Vijay Kedia is recognized as one of India’s leading investors, but his precise ranking varies with market fluctuations. His ability to identify high-potential stocks early and follow a long-term approach has made him a widely respected and influential figure in the investment community.
Akash Bhanshali primarily holds stakes in industrials, chemicals, and infrastructure. His investments in Gujarat Fluorochemicals, Sudarshan Chemical, and Laurus Labs highlight his preference for cyclical yet fundamentally strong businesses that benefit from economic trends and long-term growth opportunities.
Vijay Kedia has major holdings in automotive, technology, and infrastructure sectors. Stocks like Atul Auto, Tejas Networks, and TAC Infosec demonstrate his focus on mid-sized companies with high growth potential, aligning with his SMILE investment philosophy for long-term wealth creation.
Investors can buy stocks from Akash Bhanshali and Vijay Kedia’s portfolios via stock exchanges using Alice Blue. Researching their latest holdings, analyzing company fundamentals, and assessing market trends is crucial before investing. Platforms like Alice Blue provide seamless trading and portfolio tracking for better decision-making.
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.
