Fondly often called the ‘Huge Whale,’ Ashish Kacholia started his profession with Prime Securities and later moved to Edelweiss earlier than founding his personal brokerage agency, Fortunate Securities, in 1995. He co-founded Hungama Digital alongside Rakesh Jhunjhunwala in 1999 and commenced actively constructing his private funding portfolio in 2003. Through the years, Kacholia has diversified his investments throughout a number of sectors together with hospitality, schooling, infrastructure, and manufacturing, making his portfolio one of the watched out there.
Vijay Kedia, sometimes called the ‘Market Grasp,’ is equally celebrated for his constant inventory market efficiency and long-term investing acumen. He began investing on the age of 19 and launched Kedia Securities in 1992 at 33. Kedia follows his trademark SMILE strategy, specializing in firms which can be ‘small in dimension, medium in expertise, giant in aspiration, and extra-large in market potential,’ which has helped him construct a portfolio admired by buyers nationwide.
Portfolio Internet Value Trajectory
Monitoring the online value trajectory of each buyers reveals intervals of considerable development in addition to market-driven fluctuations. Ashish Kacholia’s portfolio was valued at Rs. 393.7 crore in March 2020 and noticed a steep rise to Rs. 1,941.2 crore by December 2021. Amid a market downturn, it dipped to Rs. 1,656.6 crore in March 2023 however rebounded to Rs. 3,498.5 crore by September 2024. The portfolio then moderated to Rs. 2,477.8 crore in March 2025 and at present stands at Rs. 2,854.6 crore as of November 2025.
Vijay Kedia’s portfolio has equally demonstrated spectacular development with intermittent corrections. It began at Rs. 229 crore in March 2020, climbing to Rs. 659.1 crore by September 2021 and Rs. 1,475.6 crore by December 2023. Nevertheless, market volatility led to a decline to Rs. 1,242.7 crore in March 2024, earlier than rising once more to Rs. 1,837.1 crore in June 2024 and Rs. 1,896.3 crore by December 2024. As of November 2025, Kedia’s portfolio has adjusted to Rs. 1,294.4 crore, reflecting the impression of geopolitical points and market fluctuations.
Core Holdings
Ashish Kacholia prefers letting his portfolio mirror his funding technique and has gained a repute as a inventory market whiz. With investments spanning over forty firms throughout various sectors, his present core holdings embrace Shaily Engineering with a holding worth of Rs. 627.8 crore throughout 24 lakh shares representing a 5.2 % stake, Beta Medication at Rs. 210.6 crore with 12.6 lakh shares and a 12.5 % stake, Safari Industries at Rs. 201.7 crore throughout 9 lakh shares with 1.8 % possession, Jain Useful resource Recycling, a latest addition, valued at Rs. 171.1 crore with 39 lakh shares for a 1.1 % stake, and Balu Forge at Rs. 116.4 crore with 18.65 lakh shares, representing 1.6 % of the corporate.
Vijay Kedia emphasizes investing in firms with sturdy and sincere administration, stating, “One ought to scout for firms which have good administration. Discover superb, very sincere administration and see the product wherein the administration goes to outperform its friends and the economic system.
Put money into these firms for the subsequent 10-15 years, and you can not go mistaken.” His portfolio at present contains 16 publicly held shares, with key holdings being Atul Auto at Rs. 270.5 crore throughout 58 lakh shares and a 20.9 % stake, Neuland Laboratories valued at Rs. 227 crore with 1.3 lakh shares and a 1 % stake, Elecon Engineering at Rs. 120.5 crore with 22.5 lakh shares and a 1 % stake, Tac Infosec valued at Rs. 109.4 crore with 13.86 lakh shares and 13.2 % stake, and Sudarshan Chemical at Rs. 103.6 crore with 10 lakh shares representing 1.3 % possession.
Each Kacholia and Kedia have carved distinctive paths within the Indian inventory market, balancing development and strategic stakeholding, making them two of probably the most carefully adopted buyers within the nation as we speak.
-Manan Gangwar
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