Dheeraj Kumar Lohia and Associates is an investment entity whose listed-equity holdings show up in public shareholding disclosures in India. Its portfolio is tracked for changes in stake, new entries, and exits across quarters. Sharpely’s Titan Tracker highlights these disclosed holdings and trends over time.
Frequently Asked Questions about Dheeraj Kumar Lohia and Associates's Portfolio
Portfolios are updated quarterly based on the shareholding patterns filed by listed companies with the BSE and NSE.
No new stock additions to Dheeraj Kumar Lohia and Associates's portfolio in Jun 2026.
No stock bought by Dheeraj Kumar Lohia and Associates in the current quarter (Jun 2026).
Dheeraj Kumar Lohia and Associates exited or reduced holdings in 539956-BOM by -1.90% (from 1.90% to 0.00%), KERALAYUR by -1.60% (from 1.60% to 0.00%) in the current quarter (Jun 2026). Note that an exit doesn't always mean a bad outlook; it could be profit booking or rebalancing.
Based on current portfolio concentration, Dheeraj Kumar Lohia and Associates has the highest exposure to the Healthcare sector (79.73 Cr).
Dheeraj Kumar Lohia and Associates is an investment entity whose listed-equity holdings show up in public shareholding disclosures in India. Its portfolio is tracked for changes in stake, new entries, and exits across quarters. Sharpely’s Titan Tracker highlights these disclosed holdings and trends over time.
Typically follows a risk-managed, research-led approach: build positions in businesses with acceptable valuations and fundamentals, diversify across themes, and review holdings as disclosures and fundamentals evolve. Focus is on long-term compounding with disciplined sizing and downside control.
The total value of tracked holdings of Dheeraj Kumar Lohia and Associates is approximately ₹ 249.20 Cr (60 stocks).
Companies are only required to disclose shareholders holding >1% stake at the end of every quarter. Small trades below this threshold are not publicly visible. If a stock has not yet released shareholding data for the most recent quarter, the portfolio will reflect data from the last available quarter.
