Vikas Khemani Portfolio – Shareholdings & Stocks

Vikas Khemani’s portfolio features impressive performers such as Upsurge Investment and Finance Ltd with a remarkable 461.74% 1-year return, followed by Chemtech Industrial Valves Ltd at 382.65%. Other strong stocks include PTC Industries Ltd (102.26%) and Capacite Infraprojects Ltd (86.25%). Howeve Chr,etana Education Ltd has underperformed with a -17.82% return, showing a mix of high-growth opportunities and risks.

The table below shows the Vikas Khemani portfolio, shareholdings & stocks based on the highest market capitalisation and 1-year return.

Introduction To Portfolio Of Vikas Khemani

PTC Industries Ltd

PTC Industries Limited specializes in the production and sale of high-precision metal castings for a variety of industries such as aerospace, defense, oil and gas, LNG, marine, valves, power plants, pulp and paper, and mining. 

The company offers a wide selection of materials including alloy steel, stainless steel, duplex stainless steel, super duplex stainless steel, creep-resistant steel, and others. They are involved in producing aerospace, industrial, titanium, and vacuum melt alloy castings, as well as focusing on powder metallurgy and precise CNC machining. 

• Close Price ( ₹ ): 11706.40
• Market Cap ( Cr ): 17541.02
• 1Y Return %: 102.26
• 6M Return %: -13.94
• 1M Return %: 0.95
• 5Y CAGR %: 138.69
• % Away From 52W High: 34.13
• 5Y Avg Net Profit Margin %: 7.76 

Capacite Infraprojects Ltd

Capacit’e Infraprojects Limited, an India-based company, specializes in engineering, procurement, and construction services. The company caters to both real estate and government clients, providing project design, construction, and project management solutions. Capacit’e Infraprojects offers comprehensive construction services for various types of buildings, including residential, corporate offices, and commercial structures. 

The company’s diverse portfolio encompasses high-rise and super-high-rise buildings, retail and commercial complexes, gated communities, healthcare facilities, data centers, and parking structures. 

• Close Price ( ₹ ): 455.20
• Market Cap ( Cr ): 3851.18
• 1Y Return %: 86.25
• 6M Return %: 42.05
• 1M Return %: 25.54
• 5Y CAGR %: 20.08
• % Away From 52W High: 2.15
• 5Y Avg Net Profit Margin %: 4.19 

Man Industries (India) Ltd

Man Industries (India) Limited is an Indian company involved in the manufacturing, processing, and trading of submerged arc-welded pipes and steel products. The company provides longitudinal submerged arc welded line pipes for various industries, such as oil, gas, petrochemicals, and dredging, as well as helically submerged arc welded line pipes for applications in oil and gas transportation, water supply, sewerage, agriculture, and construction, including high-pressure uses. 

Additionally, the company offers a range of coating systems, including external and internal coating options. The diameter of the company’s LSAW pipes ranges from approximately 16 inches to 56 inches, with a maximum length of around 12.20 meters.  

• Close Price ( ₹ ): 339.40
• Market Cap ( Cr ): 2197.11
• 1Y Return %: 38.22
• 6M Return %: -15.13
• 1M Return %: 11.10
• 5Y CAGR %: 51.48
• % Away From 52W High: 51.36
• 5Y Avg Net Profit Margin %: 3.76 

Chemtech Industrial Valves Ltd

Chemtech Industrial Valves Limited, an India-based company, specializes in engineering and producing a wide range of products for sectors including global steel, power, oil and gas, fertilizers, chemicals, and cement. 

Operating through two segments – Manufacturing of Industrial Valves and Trading of various items for project sales – Chemtech Industrial Valves Limited has a manufacturing facility located in Kudus (Wada) spanning over 3.25 acres of land (13000 M2). The industrial shed constructed on the premises covers an area of 51,000 square feet and has a height of 53 inches.

• Close Price ( ₹ ): 242.00
• Market Cap ( Cr ): 409.88
• 1Y Return %: 382.65
• 6M Return %: 29.59
• 1M Return %: 7.60
• 5Y CAGR %: 105.71
• % Away From 52W High: 34.71
• 5Y Avg Net Profit Margin %: 6.22 

Upsurge Investment and Finance Ltd

Upsurge Investment and Finance Ltd is a non-banking financial company (NBFC) based in Mumbai, India, specializing in providing financial advisory, capital growth, and comprehensive managerial services to small and mid-sized enterprises (SMEs). 

Established in 1994, the company has been listed on the Bombay Stock Exchange (BSE) since 1996, reflecting over two decades of successful financial operations. The company’s services encompass corporate advisory, business strategization and management, institutional and syndicated financing, financial advisory, and retail financing.  

• Close Price ( ₹ ): 193.35
• Market Cap ( Cr ): 388.08
• 1Y Return %: 461.74
• 6M Return %: 252.38
• 1M Return %: -0.62
• 5Y CAGR %: 70.04
• % Away From 52W High: 0.62
• 5Y Avg Net Profit Margin %: 11.91

Chetana Education Ltd

Chetana Education Limited, established in 2017, is an Indian educational publishing company specializing in textbooks for the CBSE and Maharashtra State Board curricula, covering early pre-primary to K-12 levels. The company has sold over 6 million books across various grade levels and collaborates with more than 400 contract authors for content creation. 

In addition to traditional textbooks, Chetana Education develops educational software and videos accessible via QR codes, enhancing the learning experience for both teachers and students. The company operates a distribution network reaching over 30,000 schools and institutes across 18 states in India, supported by a dedicated workforce of 500 employees. 

• Close Price ( ₹ ): 85.30
• Market Cap ( Cr ): 174.01
• 1Y Return %: -17.82
• 6M Return %: -17.82
• 1M Return %: 5.24 
• % Away From 52W High: 30.13  

Who Is Vikas Khemani?

Vikas Khemani is a prominent figure in the finance and investment sector, known for his expertise in equity research and portfolio management. With extensive experience in the industry, he has made significant contributions to the growth and development of various investment strategies.  

Throughout his career, Khemani has held key positions at several reputable financial institutions. His insights into market trends and investment opportunities have earned him recognition among peers and clients alike, establishing him as a trusted advisor in the financial community.

Features Of Vikas Khemani Portfolio Stocks

The key features of Vikas Khemani’s portfolio stocks include a focus on high-growth companies with a mix of mid-cap and small-cap stocks, offering both substantial returns and diversification across various sectors for reduced risk exposure.

1. High-Return Potential
   Stocks like Upsurge Investment and Finance Ltd, with a 461.74% 1-year return, reflect the portfolio’s focus on high-growth opportunities that offer investors significant capital appreciation potential within a short time frame.
2. Sectoral Diversification
   Vikas Khemani’s portfolio spans sectors such as infrastructure, finance, and industrials, ensuring exposure to multiple industries that mitigate risks and capitalize on sector-specific growth trends.
3. Focus on Mid-Cap Stocks
   The portfolio includes mid-cap stocks like PTC Industries Ltd and Capacite Infraprojects Ltd, offering a balance of growth potential and stability, making it suitable for both growth-seeking and risk-conscious investors.
4. Strong Market Capitalization
   Many of the portfolio’s stocks, including Man Industries (India) Ltd, boast substantial market capitalizations, providing a solid foundation for long-term growth and stability, ensuring financial security, and attracting investor confidence.
5. Emphasis on Small-Cap Growth
   The portfolio features small-cap stocks like Chemtech Industrial Valves Ltd, which have the potential for explosive growth, though they come with higher volatility, allowing investors to capitalize on their future growth prospects.

Vikas Khemani Stocks List Based on 6-Month Return

The table below shows the Vikas Khemani stocks list based on a 6-month return.

Best Vikas Khemani Multibagger Stocks Based on 5-Year Net Profit Margin

The table below shows the best Vikas Khemani multi-bagger stocks based on 5-year net profit margin.

Top Stocks Held By Vikas Khemani Based on 1M Return

The table below shows the top stocks held by Vikas Khemani based on 1-month return.

Sectors Dominating Vikas Khemani’s Portfolio

The table below shows the sectors dominating Vikas Khemani’s portfolio.

Midcap and Smallcap Focus in Vikas Khemani’s Portfolio

The table below shows the midcap and smallcap focus in Vikas Khemani’s portfolio based on the highest market capitalisation and 1-year return.

High Dividend Yield Vikas Khemani Stocks List

The table below shows the high dividend yield of Vikas Khemani’s stock list.

Vikas Khemani Net Worth

Vikas Khemani, a prominent Indian investor and financial expert, has a net worth of approximately ₹1,039.8 crore as of 2024. His wealth is primarily derived from his successful career in the capital markets and his strategic investments across multiple sectors, including infrastructure, industrials, and finance.

As the founder of Carnelian Capital Advisors, Khemani has made astute investment choices, particularly in mid-cap and small-cap stocks, contributing to his substantial wealth. His diversified investment strategy and long-term focus have positioned him as one of India’s leading investors in the financial space.

Historical Performance of Vikas Khemani Portfolio Stocks

The table below shows the historical performance of Vikas Khemani’s portfolio stocks.

Ideal Investor Profile for Vikas Khemani’s Portfolio

The ideal investor for Vikas Khemani’s portfolio is someone with a moderate to high-risk tolerance, seeking high-growth opportunities through mid-cap and small-cap stocks. These investors should have a long-term investment horizon, as the portfolio includes stocks that can be volatile in the short term but offer substantial capital appreciation over time.

Additionally, this investor should be comfortable with sectoral diversification, as the portfolio spans industries such as industrials, infrastructure, and finance. A proactive approach to market monitoring and a focus on long-term gains is essential for success in this portfolio.

Factors To Consider When Investing In Vikas Khemani Portfolio Stocks

The factor to consider when investing in Vikas Khemani’s portfolio stocks is the portfolio’s focus on small-cap and mid-cap stocks, which offer high-growth potential but come with higher volatility compared to large-cap stocks.

1. Understand Market Volatility
   Small-cap and mid-cap stocks are generally more volatile. It’s essential to evaluate your risk tolerance, as these stocks can experience large price swings, especially during market corrections, requiring a long-term investment strategy.
2. Review Historical Performance
   Look at the 1-year and 5-year returns of the portfolio stocks. Stocks like PTC Industries Ltd and Upsurge Investment and Finance Ltd have shown significant returns, providing insight into potential growth and past performance.
3. Assess Sectoral Exposure
   Vikas Khemani’s portfolio spans multiple sectors like industrial, finance, and infrastructure. Understand each sector’s performance trends and growth potential, as they directly impact the returns on investments in these industries.
4. Evaluate Risk Tolerance
   The portfolio’s emphasis on high-growth, mid-cap stocks involves increased risk. Investors should ensure their risk profile aligns with the volatility and potential downturns inherent in small and mid-cap stock investments.
5. Company Fundamentals
   Examine the financial health and fundamentals of each stock in the portfolio. Ensure that companies with high growth potential, like Chemtech Industrial Valves Ltd, have a solid financial foundation and sustainable business models for long-term success.

How To Invest In Vikas Khemani Portfolio?

To invest in Vikas Khemani’s portfolio, it’s important to analyze the portfolio’s growth potential and sectoral composition, focusing on high-return mid-cap and small-cap stocks that fit your financial goals.

1. Evaluate the Portfolio Stocks
   Review the portfolio’s top performers, such as Upsurge Investment and Finance Ltd, to identify high-growth stocks that match your investment objectives. Pay attention to the 1-year returns for better insights into stock performance.
2. Select a Reliable Stockbroker
   Choose a trusted broker like Alice Blue for seamless trading, cost-effective brokerage fees, and access to various investment tools. A reliable broker helps in executing transactions efficiently and managing your portfolio.
3. Diversify Across Sectors
   Leverage the portfolio’s diverse sector exposure in infrastructure, finance, and industrials to reduce risk. By diversifying, you can maximize potential returns while mitigating sector-specific downturns.
4. Align with Your Risk Tolerance
   Ensure the portfolio’s mid-cap and small-cap stock focus aligns with your risk appetite. These stocks offer high growth but also involve greater volatility, making it important to assess your comfort with potential fluctuations.
5. Monitor and Adjust Regularly
   Stay updated with market trends and portfolio performance. Monitoring key stocks and adjusting your holdings can help optimize returns and minimize risks, especially in a dynamic investment environment.

Advantages Of Investing In Vikas Khemani Portfolio Stocks?

The primary advantage of investing in Vikas Khemani’s portfolio stocks is the potential for high returns, with a focus on small-cap and mid-cap stocks that offer significant growth opportunities across multiple sectors.

1. High Growth Potential
   The portfolio emphasizes stocks like PTC Industries Ltd and Upsurge Investment and Finance Ltd, which have exhibited substantial 1-year returns, providing investors with the opportunity for significant capital appreciation.
2. Sectoral Diversification
   With investments across various sectors such as infrastructure, finance, and industrials, the portfolio reduces risk exposure by offering diversification, allowing investors to capitalize on growth in multiple industries.
3. Mid-Cap and Small-Cap Focus
   The portfolio primarily invests in mid-cap and small-cap stocks, which are known for their high growth potential, allowing investors to capture opportunities in emerging and developing companies with robust expansion prospects.
4. Strong Market Capitalization
   Several stocks in the portfolio have large market capitalizations, such as Man Industries (India) Ltd, providing financial stability and long-term growth prospects while ensuring confidence in their market presence.
5. High Return on Investment
   Stocks like Chemtech Industrial Valves Ltd and Upsurge Investment and Finance Ltd have delivered impressive returns, making the portfolio an attractive option for investors seeking above-average growth and substantial profits.

Risks Of Investing In Vikas Khemani Portfolio Stocks?

The main risk of investing in Vikas Khemani’s portfolio stocks lies in their focus on small-cap and mid-cap companies, which tend to be more volatile and sensitive to market fluctuations compared to large-cap stocks.

1. Market Volatility
   Mid-cap and small-cap stocks are more vulnerable to sudden market shifts, which can lead to larger-than-expected losses during market corrections, requiring investors to have a higher risk tolerance and patience for long-term growth.
2. Liquidity Risks
   Some stocks in the portfolio may have lower liquidity, making it difficult to execute large transactions without significantly impacting market prices or experiencing delays in selling assets.
3. Sector-Specific Downturns
   The portfolio spans multiple sectors, but downturns in specific industries, such as infrastructure or industrials, could adversely impact the overall performance, especially if these sectors face long-term challenges.
4. Economic Sensitivity
   Small and mid-cap companies are more susceptible to economic slowdowns, changes in interest rates, or regulatory shifts, making them vulnerable to external macroeconomic factors that can affect their profitability and stock prices.
5. High Risk of Overvaluation
   Certain stocks may be overvalued due to strong past performance or speculative growth, increasing the risk of price corrections and reduced future returns if the market adjusts expectations.

Vikas Khemani Portfolio Stocks GDP Contribution

Vikas Khemani’s portfolio stocks contribute to India’s GDP by driving growth in key sectors like infrastructure, industrials, and finance. These companies foster innovation, create jobs, and contribute to exports, enhancing the country’s economic framework. The portfolio’s diverse sectors play a crucial role in strengthening India’s overall economic growth and supporting sustainable development.

Who Should Invest in Vikas Khemani Portfolio Stocks?

Vikas Khemani’s portfolio comprises high-growth mid-cap and small-cap stocks, emphasizing sectors like infrastructure, finance, and industrials. This strategy is suitable for investors seeking substantial capital appreciation and willing to accept higher volatility.

1. Growth-Oriented Investors
   Ideal for those aiming for significant capital gains through investments in high-growth companies with substantial upside potential.
2. Risk-Tolerant Individuals
   Suitable for investors comfortable with market fluctuations, as the portfolio includes stocks with higher volatility.
3. Long-Term Investors
   Best for those with a long-term investment horizon, allowing time to ride out market volatility and capitalize on growth.
4. Diversification Seekers
   Beneficial for investors looking to diversify their portfolios across various sectors, reducing sector-specific risks.

Vikas Khemani Multibagger Stocks – FAQs

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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.