Sunil Singhania’s portfolio focuses on mid-cap and small-cap stocks, with investments in Carysil, Rupa & Company and Hindware. Vijay Kedia’s portfolio leans towards high-growth potential stocks, including Tejas Networks and Cera Sanitaryware. Both investors prioritize long-term value, but Singhania emphasizes diversification, while Kedia prefers concentrated bets with strong fundamentals.
Content:
- Who is Sunil Singhania?
- Who is Vijay Kedia?
- What Is the Qualification of Sunil Singhania?
- What Is the Qualification of Vijay Kedia?
- Investing Strategies – Sunil Singhania vs. Vijay Kedia
- Sunil Singhania Portfolio vs. Vijay Kedia Portfolio Holdings
- Performance of Sunil Singhania Portfolio Over 3 Years
- Performance of Vijay Kedia Portfolio Over 3 Years
- How to Invest in Sunil Singhania and Vijay Kedia Portfolio Stocks?
- Sunil Singhania Portfolio vs Vijay Kedia Portfolio – Conclusion
- Sunil Singhania Portfolio vs Vijay Kedia Portfolio – FAQs
Who is Sunil Singhania?
Sunil Singhania, born in Mumbai, India, is a prominent Indian investor and the founder of Abakkus Asset Management LLP, established in 2018. He holds a commerce degree from Bombay University and is a qualified Chartered Accountant from the Institute of Chartered Accountants of India. Additionally, he is a Chartered Financial Analyst (CFA) charter holder.
As of December 2024, Singhania’s net worth from equity investments is approximately ₹2,630.6 crore. He is known for his strategic investments and has significantly influenced India’s investment management landscape.
Who is Vijay Kedia?
Vijay Kishanlal Kedia, born in Kolkata, India, is a renowned Indian stock market investor and the founder of Kedia Securities. He began trading at the age of 19 and holds a Bachelor of Commerce degree from the University of Calcutta.
As of December 2024, Kedia publicly holds 15 stocks with a net worth exceeding ₹1,620.69 crore. He is celebrated for identifying multi-bagger stocks and adhering to the “SMILE” investment principle: Small in size, Medium in experience, Large in aspiration and Extra-large in market potential.
What Is the Qualification of Sunil Singhania?
Sunil Singhania is a commerce graduate from Bombay University and a Chartered Accountant certified by the Institute of Chartered Accountants of India. He also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute, USA.
Professionally, Singhania has served as the Global Head of Equities at Reliance Capital Limited, overseeing equity assets across the group. In 2018, he founded Abakkus Asset Management LLP, focusing on India-centric investment strategies.
What Is the Qualification of Vijay Kedia?
Vijay Kedia earned his Bachelor of Commerce degree from the University of Calcutta. He embarked on his stock market journey at 19, gaining extensive experience over the years.
Kedia is the founder of Kedia Securities and is renowned for his long-term investment approach. He has been recognized for his ability to identify high-growth potential companies, contributing significantly to his success in the Indian stock market.
Investing Strategies – Sunil Singhania vs. Vijay Kedia
Sunil Singhania and Vijay Kedia have distinct investing approaches, reflecting their views on risk, diversification, and market potential. Singhania prefers a diversified portfolio spread across sectors, focusing on mid-cap and small-cap companies with strong earnings growth. Kedia, however, adopts a concentrated strategy, investing in businesses with high-growth potential, often in niche industries with strong leadership.
| Aspect | Sunil Singhania | Vijay Kedia |
| Investment Style | Balanced diversification across multiple sectors | Selective investments in a few high-growth companies |
| Stock Preference | Mid-cap and small-cap stocks with strong earnings growth | Undervalued stocks with multi-bagger potential |
| Sector Focus | Banking, infrastructure, technology, and consumer goods | Auto components, chemicals, pharmaceuticals, and manufacturing |
| Risk Tolerance | Moderate to high – spreads risk across industries | High – relies on deep conviction in select stocks |
| Investment Philosophy | Growth-driven, identifying long-term wealth creators | Finding visionary businesses for exponential growth |
Sunil Singhania Portfolio vs. Vijay Kedia Portfolio Holdings
Sunil Singhania’s portfolio consists of a broad mix of mid-cap and small-cap stocks spread across different industries, aiming to balance risk and growth. Vijay Kedia, on the other hand, builds a more focused portfolio, identifying undervalued companies with strong management and scalability potential. Their investment choices highlight different approaches to portfolio structuring and risk management.
| Aspect | Sunil Singhania | Vijay Kedia |
| Stock Selection | Invests in well-established mid-cap and small-cap companies with steady earnings | Prefers emerging companies with strong leadership and high-growth potential |
| Portfolio Structure | Diversified, reducing risk across multiple holdings | Concentrated, focusing on high-conviction bets |
| Top Holdings | Stocks from BFSI, consumer, infrastructure, and IT sectors | Stocks from auto components, chemicals, and pharma |
| Investment Impact | Influences institutional and retail investors | Inspires retail investors through high-return picks |
| Growth Strategy | Targets steady growth with reduced volatility | Aims for high-reward stocks despite higher risks |
Performance of Sunil Singhania Portfolio Over 3 Years
Over the past three years, Sunil Singhania’s portfolio has demonstrated robust performance, achieving a Compound Annual Growth Rate (CAGR) of approximately 15%. His strategic focus on mid-cap and small-cap stocks has yielded significant returns, with notable investments in companies like Jindal Stainless (Hisar) and Route Mobile contributing to the portfolio’s growth.
Despite market volatility, his diversified approach has resulted in a portfolio expansion of around 52% during this period. However, recent market corrections have led to a slight decline of 0.26% in his net worth as of March 2024.
Performance of Vijay Kedia Portfolio Over 3 Years
Vijay Kedia’s portfolio has experienced substantial growth over the last three years, recording a CAGR of approximately 18%. His investments in high-growth potential stocks, particularly in sectors like pharmaceuticals and technology, have been instrumental in this success. For instance, Neuland Laboratories Limited has delivered impressive returns, with the stock appreciating by 187.19% in the calendar year 2024.
Overall, his portfolio has expanded by nearly 64% over the three years. As of December 2024, Kedia publicly holds 15 stocks with a net worth exceeding ₹1,620.69 crore.
How to Invest in Sunil Singhania and Vijay Kedia Portfolio Stocks?
- Direct Stock Investment – Buy listed stocks from their portfolios via Alice Blue for long-term gains.
- Mutual Funds & PMS – Invest in funds or portfolio management services aligned with their strategies.
- ETFs & Index Funds – Choose ETFs holding similar stocks for diversified exposure with lower risk.
- Stock Market Research – Follow their holdings, analyze trends and invest strategically for wealth creation.
Sunil Singhania Portfolio vs Vijay Kedia Portfolio – Conclusion
Sunil Singhania’s portfolio emphasizes diversification across mid-cap and small-cap stocks, ensuring stable long-term growth. In contrast, Vijay Kedia follows a concentrated approach, selecting high-growth potential stocks with strong fundamentals. While both investors have delivered strong returns, Singhania’s strategy reduces risk, whereas Kedia’s focused picks offer higher reward potential, making both approaches unique yet successful.
Sunil Singhania Portfolio vs Vijay Kedia Portfolio – FAQs
Sunil Singhania’s portfolio focuses on mid-cap and small-cap companies across sectors like manufacturing, consumer goods and infrastructure. Key holdings include Carysil Ltd., Hindware Home Innovation Ltd. and Rupa & Company Ltd.
Vijay Kedia’s portfolio emphasizes high-growth potential stocks, primarily in sectors such as automotive, chemicals and engineering. Notable investments include Atul Auto Ltd., Precision Camshafts Ltd. and Neuland Laboratories Ltd.
As of December 2024, Sunil Singhania’s net worth exceeds ₹2,885.3 crore, derived from strategic investments in various mid-cap and small-cap companies.
As of December 2024, Vijay Kedia’s net worth is over ₹1,620.69 crore, primarily from investments in sectors like automotive and pharmaceuticals.
Specific rankings for Sunil Singhania among Indian investors are not publicly disclosed. However, with a net worth exceeding ₹2,885.3 crore, he is considered one of the prominent investors in the country.
While exact rankings are not publicly available, Vijay Kedia, with a net worth of over ₹1,620.69 crore, is recognized among India’s leading investors.
Sunil Singhania holds significant stakes in sectors like manufacturing, consumer goods and infrastructure, reflecting his confidence in India’s industrial and consumption-driven growth.
Vijay Kedia primarily invests in sectors such as automotive, chemicals and engineering, focusing on companies with strong growth potential and robust fundamentals.
You can invest in Sunil Singhania and Vijay Kedia’s stocks by purchasing their portfolio companies through Alice Blue, investing in sectoral mutual funds, opting for PMS services, or analyzing their holdings to make informed stock market investments for long-term growth.
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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.
