Vijay Kedia is a well-known Indian investor recognized for long-term equity investing and public shareholding disclosures. Over decades, he has built a reputation for identifying high-growth businesses early and holding them through multiple cycles. His portfolio moves are widely tracked by retail investors.
Frequently Asked Questions about Vijay Kishanlal Kedia's Portfolio
Portfolios are updated quarterly based on the shareholding patterns filed by listed companies with the BSE and NSE.
The latest stock additions to Vijay Kishanlal Kedia's portfolio in Mar 2026 are 544611-BOM, TAC, SPMLINFRA, PRECAM, WEBELSOLAR
Vijay Kishanlal Kedia increased stake in 544611-BOM by 4.53% (from 0.00% to 4.53%), TAC by 3.64% (from 0.00% to 3.64%), 544626-BOM by 3.61% (from 3.48% to 7.09%), SPMLINFRA by 1.88% (from 0.00% to 1.88%), PRECAM by 1.05% (from 0.00% to 1.05%), WEBELSOLAR by 1.02% (from 0.00% to 1.02%) in the current quarter (Mar 2026). This typically indicates increasing conviction in the company’s growth.
Vijay Kishanlal Kedia exited or reduced holdings in ATULAUTO by -2.71% (from 20.91% to 18.20%) in the current quarter (Mar 2026). Note that an exit doesn't always mean a bad outlook; it could be profit booking or rebalancing.
Based on current portfolio concentration, Vijay Kishanlal Kedia has the highest exposure to the Capital Goods sector (475.68 Cr).
Vijay Kedia is a well-known Indian investor recognized for long-term equity investing and public shareholding disclosures. Over decades, he has built a reputation for identifying high-growth businesses early and holding them through multiple cycles. His portfolio moves are widely tracked by retail investors.
His “SMILE” approach: look for Small, Medium, Large, Extra-large opportunities in businesses that can scale. Focus on strong management, competitive advantage, clean financials, and long holding periods to capture compounding.
The total value of tracked holdings of Vijay Kishanlal Kedia is approximately ₹ 1,241.12 Cr (22 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.
