Mukul Agrawal’s portfolio, worth ₹7,283.1 crore, focuses on financial and industrial sectors with stocks like BSE. Vijay Kedia’s ₹1,928.9 crore portfolio emphasizes growth stocks in pharmaceuticals and infrastructure. Both portfolios reflect diverse strategies, showcasing robust returns for long-term investors.
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Who is Vijay Kedia?
Vijay Kedia is one of India’s most celebrated investors, known for his long-term value investing strategies. He began investing at 19 and founded Kedia Securities in 1992. His focus on scalable businesses has made him a renowned figure in the Indian stock market.
Vijay Kedia was born on November 17, 1959, in Kolkata, West Bengal. Hailing from a family with stockbroking roots, he inherited a passion for investing early on. With a current net worth of ₹1,928.9 crore, he is fondly referred to as the “Market Master” by his peers.
Ranked among India’s top investors, Vijay Kedia is celebrated for his strategic insights and resilience. His nickname reflects his deep market knowledge and intuitive decision-making. His disciplined approach and significant returns have consistently secured his position as a leading figure in India’s financial ecosystem.
Who is Mukul Agrawal?
Mukul Agrawal is a prominent Indian investor renowned for his strategic diversification and long-term focus. He has consistently built a robust portfolio emphasizing financial and industrial sectors. His investment acumen has earned him widespread recognition in the stock market.
Born in Uttar Pradesh, Mukul Agrawal comes from a family with a strong entrepreneurial background, fostering his interest in investments. With a net worth of ₹7,283.1 crore, he is affectionately called the “Portfolio Strategist” in the financial world, reflecting his expertise and methodical approach.
Ranked among India’s most successful investors, Mukul Agrawal stands out for his ability to identify growth-driven companies. His nickname underscores his reputation as a strategic thinker. His wealth and influential presence position him as a key figure in India’s investment landscape.
What Is The Qualification of Vijay Kedia?
Vijay Kedia’s qualifications lie in his extensive market experience and practical knowledge. Beginning his investment journey at 19, he founded Kedia Securities in 1992, demonstrating his deep understanding of market dynamics and financial strategies.
Kedia’s approach combines his hands-on experience and his SMILE framework, emphasizing companies with large aspirations and market potential. His practical expertise in identifying multi-baggers highlights his exceptional financial acumen, solidifying his position as a market leader.
With years of market experience, Vijay Kedia’s qualifications extend beyond formal education. His ability to identify scalable businesses and navigate market volatility reflects his expertise, inspiring confidence among investors across India.
What Is The Qualification of Mukul Agrawal?
Mukul Agrawal’s qualifications are rooted in his experience as a full-time investor. His deep market insights and ability to identify multi-bagger stocks showcase his financial expertise and strategic foresight, establishing him as a leading figure in the Indian markets.
Agrawal’s qualifications emphasize practical experience in finance and investments, allowing him to maintain a diversified and high-performing portfolio. His disciplined approach highlights a balance between risk and reward, making his strategies widely respected in financial circles.
By focusing on long-term growth, Mukul Agrawal has built a portfolio that balances stability and scalability. His qualifications as a successful investor reflect years of dedication and expertise in navigating market opportunities.
Investing Strategies – Vijay Kedia vs. Mukul Agrawal
The main difference between Vijay Kedia and Mukul Agrawal’s investing strategies lies in their focus areas. Vijay Kedia emphasizes growth stocks in pharmaceuticals and infrastructure, while Mukul Agrawal diversifies across financial and industrial sectors, reflecting distinct approaches to long-term wealth creation.
| Criteria | Vijay Kedia | Mukul Agrawal |
| Portfolio Value | ₹1,928.9 crore | ₹7,283.1 crore |
| Sector Focus | Pharmaceuticals, Infrastructure | Financials, Industrials |
| Investment Style | Growth-Oriented Stocks | Diversified Growth |
| Stock Selection | Mid Caps and small caps with potential | A mix of large, mid and small-cap stocks |
| Key Holdings | Repro India, Tejas Networks | BSE, Neuland Laboratories |
| Philosophy | SMILE Approach (Small, Medium Companies in Life-changing Earnings) | Balanced diversification for steady returns |
| Time Horizon | Long-term wealth creation | Strategic short and medium-term plays |
Vijay Kedia Portfolio Vs Mukul Agrawal Portfolio Holdings
Vijay Kedia’s portfolio, worth ₹1,928.9 crore, emphasizes pharmaceuticals and infrastructure, with notable holdings in Atul Auto. Mukul Agrawal’s ₹7,283.1 crore portfolio focuses on financial and industrial sectors, featuring BSE. Both portfolios showcase strategic stock selection and sectoral focus for consistent long-term growth.
| Investor | Stock Name | Holding Value (₹ Crore) | Quantity Held | Sector | Stake (%) |
| Vijay Kedia | Atul Auto | 331.00 | 58,02,017.00 | Pharmaceuticals/Auto | 20.90 |
| Vijay Kedia | Elecon Engineering | 183.80 | 28,99,998.00 | Infrastructure/Industrial | 1.30 |
| Mukul Agrawal | BSE | 1,068.00 | 20,00,000.00 | Financial | 1.50 |
| Mukul Agrawal | Neuland Laboratories | 551.00 | 4,00,000.00 | Pharmaceuticals | 3.10 |
Performance of Vijay Kedia Portfolio Over 3 Years
Vijay Kedia’s portfolio has delivered consistent returns over three years, driven by key holdings like Atul Auto and Elecon Engineering. His focus on long-term growth stocks in the pharmaceuticals and infrastructure sectors has ensured sustained performance and resilience against market fluctuations.
Historical data showcases strong annualized returns, with Elecon Engineering delivering a 3-year CAGR of 22%, turning an investment of ₹250 crore into ₹461 crore. Atul Auto achieved a CAGR of 25%, growing ₹200 crore to ₹390 crore. His SMILE framework emphasizes scalability and market leadership, ensuring consistent portfolio growth. Kedia’s disciplined approach makes his portfolio a benchmark for long-term investments.
By identifying undervalued stocks with high growth potential, Kedia’s portfolio highlights his exceptional market foresight. His focus on robust sectors like infrastructure (40% allocation) and pharmaceuticals (30% allocation) has enabled his holdings to withstand market volatility, inspiring confidence among investors.
Performance of Mukul Agrawal Portfolio Over 3 Years
Mukul Agrawal’s portfolio has demonstrated strong growth over three years, with standout stocks like BSE and Neuland Laboratories. His diversified approach across financial and industrial sectors has ensured consistent returns and balanced portfolio performance.
Historical performance indicates resilience and scalability, with BSE Ltd. achieving a 3-year CAGR of 25%, growing a ₹350 crore investment to ₹683 crore, and Neuland Laboratories delivering a CAGR of 30%, with ₹200 crore appreciating to ₹370 crore. Agrawal’s focus on diversification has minimized risks while maximizing growth opportunities, cementing his position among top investors.
Agrawal’s ability to identify value stocks with long-term growth potential has made his portfolio a model for consistency. His focus on scalability ensures his investments remain relevant and robust in evolving markets.
How to Invest in Vijay Kedia and Mukul Agrawal Portfolio Stocks?
To invest in Vijay Kedia’s and Mukul Agrawal’s portfolios, research their key holdings and market performance. Using Alice Blue as a broker, investors can access these stocks efficiently. Their portfolios offer valuable insights into strategic, long-term investing.
Track top holdings like Atul Auto and BSE to understand market trends and scalability. Alice Blue provides a reliable platform for trading and portfolio management. Diversify your investments to align with their strategies for consistent returns.
Investors must adopt a long-term perspective, focusing on growth-oriented stocks. Alice Blue simplifies trading with its tools and market insights, helping investors emulate the success of these ace investors.
Vijay Kedia Portfolio Vs Mukul Agrawal Portfolio – Conclusion
Vijay Kedia (Ace Investor 1) predominantly allocates to industrial and consumer sectors, with significant investments in Atul Auto. He consistently increases his stake in mid-sized companies like Elecon Engineering, focusing on businesses with robust growth potential and long-term scalability.
Mukul Agrawal (Ace Investor 2) emphasizes the financial and industrial sectors, with major allocations to BSE and Neuland Laboratories. He frequently increases his stake in Neuland Laboratories, reflecting his strategic approach toward high-growth, scalable businesses. Both portfolios highlight their distinct strategies for wealth creation and market resilience.
Vijay Kedia Portfolio Vs Mukul Agrawal Portfolio – FAQ
What is Vijay Kedia’s Best Portfolio?
Vijay Kedia’s best portfolio includes stocks like Atul Auto and Elecon Engineering, reflecting a focus on scalable businesses in pharmaceuticals and infrastructure. These investments underline his expertise in identifying growth-oriented stocks, ensuring long-term returns and resilience against market volatility.
What is Mukul Agrawal’s Best Portfolio?
Mukul Agrawal’s best portfolio features standout stocks like BSE and Neuland Laboratories, showcasing his strategic focus on the financial and industrial sectors. His diversified approach ensures robust growth, making his portfolio a model of consistent returns for long-term investors.
What Is The Net Worth Of Vijay Kedia?
Vijay Kedia’s net worth is ₹1,928.9 crore, reflecting his success in long-term investments across pharmaceuticals and infrastructure. His strategic stock selection and disciplined approach make him a leading figure in the Indian stock market.
What Is The Net Worth Of Mukul Agrawal?
Mukul Agrawal’s net worth stands at ₹7,283.1 crore, emphasizing his expertise in financial and industrial investments. His diversified portfolio consistently delivers strong returns, establishing him among India’s most prominent investors.
What Is The Rank Of Vijay Kedia In India?
Vijay Kedia is ranked among India’s top investors, recognized for his exceptional stock-picking skills and disciplined approach. With a net worth of ₹1,928.9 crore, he consistently ranks as a prominent figure in the Indian stock market, inspiring confidence among investors.
What Is The Rank Of Mukul Agrawal In India?
Mukul Agrawal is ranked among India’s leading investors, celebrated for his strategic diversification and consistent returns. With a net worth of ₹7,283.1 crore, he is recognized as one of the most prominent figures in the financial markets, admired for his portfolio management expertise.
Which Sector Did Vijay Kedia Majorly Hold Stake In?
Vijay Kedia primarily holds stakes in the pharmaceuticals and infrastructure sectors. His strategic investments in companies like Atul Auto emphasize growth and scalability, reflecting his focus on identifying market leaders for long-term portfolio growth.
Which Sector Did Mukul Agrawal Majorly Hold Stake In?
Mukul Agrawal’s portfolio focuses on the financial and industrial sectors. Key investments like BSE highlight his preference for stable and scalable businesses, ensuring consistent growth and diversification in his portfolio.
How to Invest in Vijay Kedia and Mukul Agrawal’s Stocks?
Investors can explore Vijay Kedia’s and Mukul Agrawal’s stocks using Alice Blue as a reliable broker. Focus on their key holdings, such as Atul Auto and BSE, for long-term growth. Their portfolios provide lessons in disciplined and strategic investing.
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.
