Radhakrishna Damani portfolio examine: Radha Kishan Damani, founding father of DMart, is one among India’s smartest and most affected person traders. His portfolio all the time grabs consideration as a result of he’s identified for betting on strong corporations and sticking with them for the long term.
With Q1 outcomes out, it’s time to examine what Damani did this quarter. Principally, he stored issues regular throughout sectors like FMCG, inns, logistics, finance, chemical compounds, and schooling. Not a lot altering, actually.
However there’s one attention-grabbing transfer: he purchased into Sundaram Finance this time, selecting up about 2.4 per cent stake, price near Rs 1,200 crore. In the meantime, he trimmed his holding in Trent only a tiny bit — 0.03 per cent.
His largest guess stays on Avenue Supermarts (that’s DMart) the place he holds over 67 per cent, price roughly Rs 1.87 lakh crore. Different names in his portfolio embrace VST Industries, Aptech, 3M India, United Breweries, and Blue Dart, with most stakes unchanged.
Damani Portfolio shares: a fast look:
Sundaram Finance: new 2.4 per cent stake
Trent: slight dip, nonetheless about 1.2 per cent
Avenue Supermarts: enormous 67.2 per cent
VST Industries: 29.1 per cent
3M India: regular 1.5 per cent
Advani Inns, Aptech, Blue Dart: no massive adjustments
Damani’s model is straightforward: again corporations with robust management and good long-term prospects. He’s not about fast flips. As an alternative, he holds agency and rides development over time.
That’s how he’s stayed among the best traders in India. So, when Damani strikes, folks watch intently.
