Ajay Upadhyaya is a India based investor raking among the elite class of the Dalal Street champions. The Ajay Upadhyaya portfolio has been praised by many maestros for its specific approach with a futuristic growth mindset.
The portfolio has been clearly known to be investing a lot on the chemical sector. As of today, we’ll elaborate this portfolio with all the necessary details required for you to know. We’ll cover the basics about the portfolio including the fashion in which it tends to invest on to companies and sectors,
We’ll elaborate the latest standings of this portfolio with all its holdings and investments. Also We’ll then move ahead to describe the portfolio’s condition throughout the years 2017,2018 and 2019 separately.
And We’ll even enlist the journey of this portfolio throughout the past 4 years and then move on to explain its net worth at present. So, be relaxed and learn as much as you can from this description of Ajay Upadhyaya’s portfolio.
About Ajay Upadhyaya
Ajay Upadhyaya latest portfolio has been registered by different exchanges to publicly have a roster of 7 company stocks with the current net worth of 119.45 Cr. There is some data missing from the latest quarter as the exchanges are yet to put out their specific reports.
Nonetheless, we’ve studied the portfolio rather well throughout its functioning period of several years. We have figured it out that the portfolio does not have any investments made into the Finance or the Pharma sectors.
Not to mention, these two sectors are known to form the basis of superior sectors with promising growth in India. In other words, investing in these sectors have been known to fetch great results. Ajay Upadhyaya’s portfolio, totally defies this trend.
On the other hand, there are more than one investment trails leading to a company hailing from the chemical sector. It is rather futuristic of this portfolio to focus on these companies as there isn’t a single company yet on the NIFTY’s list.
Having said that, we must inform you that with the growing demand of synthesized and preserver food and other chemicals in day-to-day life, this is definitely a rising sector with loads of promises. And, its noteworthy of this portfolio to be investing on these companies.
In short, this portfolio tends to focus on the companies with unique business and business models. This is the basic approach of this portfolio that’s been fetching results for it since long.
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Ajay Upadhyaya Latest Portfolio & Holdings
We have tried to enlist all of the companies included in Ajay Upadhyaya holdings at present. In other words, these very companies form the very basis of the portfolio of Ajay Upadhyaya. So here’s how the list goes on: –
Investment in KEI Industries Ltd
The first position in the list of most investment made on to a company in Ajay Upadhyaya’s portfolio is held by the company named KEI Industries Ltd. This company hails from the electrical sector ahs has showed promising growth in the past decade.
Ajay has acquired a total of 10,00,000 shares of this company valued individually at 542 INR and cumulatively at 54.2 Cr. This holding specifically makes the portfolio in charge of 1.27% of the company’s overall stakes.
Holdings in Navin Fluorine Ltd
The next spot is filled by a company named Navin Fluorine Ltd hailing from the chemical sector. The portfolio is currently in possession of 5,00,000 shares of this company valued individually at 750.25 INR and cumulatively at 37.5 Cr. These shares ensure that the portfolio gets 1.01% of the company’s overall stakes.
Holdings in Visaka Industries Ltd
Third spot in the list of Ajay’s portfolio is held by a company named Visaka Industries Ltd. The portfolio has acquired a total of 3,60,861 shares worth 11.2 Cr market value in a combined state.
These shares are valued at 310.1 INR per share and grant the portfolio an ownership of 2.27% of the company.
Investment in Zen Technologies Ltd
It can be said that there is basically a tie for the fourth position in this portfolio. One of the companies that holds this position in named as Zen Technologies Ltd.
There are a total of 12,65,000 shares acquired by this portfolio valued at 8.7 Cr in all and 68.6 INR per unit share. This grants the portfolio a total of 1.64% of ownership.
Investment in Genus Power Infrastructures Ltd
Another company occupying this same position is named as Genus Power Infrastructures Ltd. The portfolio is currently in charge of 36,50,000 shares of this company.
The shares are each valued at 23.7 INR and cumulatively at 8.7 Cr. However, these shares grant the portfolio an ownership of 1.42%.
Holdings in Elecon Engineering Company Ltd
Next in line is the company named Elecon Engineering Company Ltd. Ajay Upadhyaya’s portfolio has a holding of 12,00,000 shares of this company.
This grants the portfolio an ownership of worth 1.07% of the company. This is currently valued at 32.75 INR per unit share and 3.9 Cr worth the entire lot.
Investment in Fiberweb (India) Ltd
Then comes the turn of the company known as Fiberweb (India) Ltd that has been acquired for 3,85,500 shares worth 65.4 L market value.
The unit share price of this company is currently valued at 16.97 INR. This makes the portfolio an owner to 1.34% of the company.
Holdings in Action Construction Equipment Ltd.
The last place is held by the company named as Action Construction Equipment Ltd. The Ajay is in possession of less than 1% of this company’s overall shares with each share priced at 70.8 INR.
Ajay Upadhyaya Portfolio in 2019
The Ajay Upadhyaya Portfolio 2019 has been known to log a total of 8 different companies. We have, however, enlisted the first three companies to score the maximum investment from Ajay Upadhyaya’s portfolio.
The first company in this series is known as KEI Industries Ltd. The portfolio made the maximum investment for this company securing a total of 10,00,000 shares during the 1st quarter of the year 2019.
This granted the portfolio a right to own 1.27% of the company’s overall shares. The shares were cumulatively valued at 54.2 Cr and individually valued at 542 INR back then. This stock remained unaffected by the passing of the quarter.
And, we’re talking in reference to the number of the shares held, value of the entire stock, value of individual share and the portfolio’s ownership in the company.
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The second largest investment during the 1st quarter of 2019 can be allocated to the company named Navin Fluorine International Ltd.
The portfolio managed to secure a total of 5,00,000 shares valued cumulatively at 37.5 Cr. The unit share price of this company was valued at 750.25 INR back then. Thus, the portfolio was in charge of 1.01% of this company’s overall shares.
This stock holding remained essentially the same even during the last known quarter of the year 2019. The stock share price for the unit value, overall holding value, stakes in the company and the quantity held by the portfolio, all remained intact as was during March 2019.
The third spot for most investments made by Ajay Upadhyaya was held by Visaka Industries Ltd. The portfolio managed to secure a total of 3,60,861 shares during the 1st quarter of 2019. This enabled the portfolio to be the owner of 2.27% of the company’s overall stakes.
These shares were cumulatively valued at 11.2 Cr and individually valued at 310.1 INR. This particular holding was left intact even during the last known quarter of 2019. And, we’re referring to this in terms of quantity held, unit share price, holding value and stakes in the company.
Ajay Upadhyaya Portfolio in 2018
Ajay Upadhyaya portfolio 2018 enlisted a total of 9 companies. The highest investment was made during March 2018 on a company named Navin Fluorine International Ltd. Ajay has 10,00,000 shares of this company then with unit share value 751.05 and overall holding value of 75.1 Cr.
With this amount of holding, the portfolio even held 2.03% of the company’s total outcome. The unit share price of this stock remained stagnant at 751.05 even during December 2018. However, the shares suffered a negative gain of 1.01 INR per unit share.
And, thus, Ajay decided to continue with merely half of his earlier stock, that is, 5,00,000 shares. These shares were valued at 37.6 Cr in total back then and granted Ajay the ownership to 1.01% of the company.
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The second highest investment during March 2018 was made on to a company named Subros Ltd. The portfolio held 6,57,617 shares of this company valued individually at 245 INR and cumulatively at 16.1 Cr. Ajay even had the ownership right to 1.10% of the company’s stakes with these many shares.
Although the unit share value of this company remained to be 245 INR, Ajay Upadhyaya decided to sell of majority of the shares and was left with less than 1% of the company’s stakes at hand. The third spot in the list of investments during March 2018 was held by Visaka Industries Ltd.
The portfolio used to have a pile of 3,60,600 shares of this company. The shares valued 11.1 Cr in total and 307.05 INR as a unit. This granted Ajay the ownership to 2.27% of the company’s stakes.
This stock continued to hold its place within the portfolio of Ajay Upadhyaya with 3,60,861 shares valued at 307.05 INR for a unit share. They even continued to grant Ajay the ownership to 2.27% of the company.
Ajay Upadhyaya Portfolio in 2017
Ajay Upadhyaya Portfolio 2017 again accounted investments across 6 companies. The maximum investment during March 2017 was made on the company Navin Fluorine International Ltd. The portfolio then used to have accumulated somewhat 1,98,370 shares of this company.
The shares did not bare any positive or negative gains from the previous quarter and were valued for 751.05 individually and 14.9 Cr as the entire lot. They even bestowed Ajay with 2.03% ownership of the company.
The value of this stock remained virtually the same for a unit. However, Ajay now had 10,00,000 shares of this company enlisted to his portfolio.
He was now the owner of 2.03% of the company. Ajay had then invested the most on the company named Visaka Industries Ltd.
He had a total of 3,55,000 shares of this company during 1st quadrant of the year 2017. The shares were valued at 10.9 Cr on the whole and 307.05 as a unit. They even bestowed Ajay with 2.24% ownership of the company.
They had even witnessed a gain of 0.05 per unit share from the previous quarter. By the end of the year, Ajay had managed to acquire some more shares of this company, now making the holding worth 3,59,334 shares and 11.0 Cr market value.
More on Ajay Upadhyaya Portfolio 2017
However, there seemed to have been no overall difference in the unit price of the shares. Although, they had been through a positive gain of 0.02 INR per unit as compared through the preceding quarter.
The overall ownership of Ajay in this company was increased a bit to 2.26%. Third company to hold the position in Ajay Upadhyaya’s portfolio was of the name Genus Power Infrastructures Ltd. Ajay had managed to secure 27,00,000 shares of this company during March 2017.
The shares were each valued at 23.6 INR and cumulatively valued at 6.4 Cr. Together, they bestowed Ajay Upadhyaya, the ownership to 1.05% of the company’s overall stakes. The shares however, had suffered a negative gain of 0.07 INR per unit back then.
The unit price of shares for this company remained the same as during March 2017. However, the stock did ensure 0.37 INR worth positive growth at unit rate.
Anyway, Ajay now had 39,68,465 shares of this company valued at 9.4 Cr in total and making Ajay the owner to 1.54% of the company’s share.
What is Ajay Upadhyaya’s Net Worth?
|Ajay Upadhyaya Net Worth|
Ajay Upadhyaya’s net worth can be traced for major changes throughout the past 4 years. He initiated his journey in Dec 2015 with a net worth of 46.7 Cr. The value of his portfolio suffered a negative growth of 36% during March 2016 weighing him for 29.7 Cr.
He made a decent comeback by Dec 2016 with a net worth of 87.2 Cr and positive gain of 14% from the previous quarter. He weighed for 98.61 Cr in March 2017 and concluded the year with 108.77 Cr by Dec 2017.
In the year 2018, his value initiated at 162.98 Cr in March and ended at merely 98.3 Cr in Dec. However, he’s still managed to come back with 39% worth positive gain from the last quarter in June 2019 and a value of 119.45 Cr.
Ajay Upadhyaya Portfolio – Conclusion
Portfolio of Ajay Upadhyaya can and must be referred to in case you want to grasp the concept of unique investments.
He’s managed to gain a lot in merely 4 years of time without having to switch a lot of the companies in his portfolio. And, this has only been possible due to his precise analysis and understanding of the domestic financial market.
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