Ajay Upadhyaya Portfolio, Latest Holdings, Net Worth & more

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 2020, 2021 and 2022 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 421.6 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

As of June 30, 2022, Ajay Upadhyaya’s portfolio shows staggering 421.6 crores net worth. The investor is publically invested in a total of 13 stocks, and almost each of them has been progressing towards growth.

The return pattern from these stocks seems to be well-positioned ever since his net worth broke all-time highs back in December 2020.

With a quantity of 5,600,000 shares held in Genus Power Infrastructure Ltd, the investor keeps his maximum focus on this stock. Mangalam Drugs and Organics Ltd and Banswara Syntex Ltd seem to be picking up Ajay Upadhyaya Interest more in 2022, while Nahar Poly Films Ltd is new to his portfolio.

The broker also increases his holding in OnMobile Global Ltd by 0.01% and 0.03% in IG Petrochemicals Ltd. However, the investor decreases his holdings by 0.02% in Visaka Industries Ltd.

However, the investor is bent more on Genus Power Infrastructures Ltd than all assets over the past few years.

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 4234.30 INR and cumulatively at 182.58 Cr. These shares ensure that the portfolio holds 43.42% of the company’s overall stakes.

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 2000000 shares of this company.

This grants the portfolio an holding of worth 15.09% of the company. This is currently valued at 367.85 INR per unit share and 52.23 Cr worth the entire lot.

Holdings in Usha Martin

Usha Martin Ltd, – the NSE-listed steel wire drawing company, is one of the notable assets of Ajaya Upadhyaya’s Portfolio.

By the end of June 2022, the investor’s portfolio has reported 3,750,000 quantities held in Usha Martin Ltd, which are around Rs. 49.8 Crore as of Aug 2022.

Currently, USHAMART’s price in the public market is 133, floating at its lifetime highs over the past few years. Ajay invested in this stock in September 2021 and acquired 1.3% shares of the company as a public investor.

But we see no change in the position held for the stock by Ajaya Upadhyaya so far.

Thus we are predicting two possible scenarios, he’s either concerned about the stock’s futuristic position, or he’s waiting for the stock to form a LOW and let him build a buy position at the best price. The stock has already grown by 107% from 2021 to now.

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Ajay Upadhyaya Portfolio in 2021

The year 2021 also went profitable and highly strategic to the investor. By the start of the March 2021 quarter, Ajay Upadhyaya’s portfolio had eight stocks in total, marking his portfolio’s net worth at Rs 255.7 crores.

But by the end of the 2021 quarter, the tally reaches 13 stocks with a net worth reported around Rs 400 crores.

Ajay Upadhyaya has expanded his portfolio since Sep 2021 by re-investing in existing assets and including more assets into the portfolio through some new investments.

Such as, OnMobile Global Ltd is one of the newest assets purchased by the investor in Dec 2021.

With a share quantity of 1,120,000 shares, the investor acquires 1.1% of the company as a public investor. Apart from that, some other good assets that drew Ajaya Upadhyaya’s attention in 2021 were his existing holdings.

Such as, the investor increased his holding in Precision Camshafts Ld by 0.3% this year, and a 0.2% spike in holding can also be seen in Genus Power Infrastructures Ltd. Maral Overseas Ltd also sees a 0.2% increase by the end of 2021 quarter.

The investor seems to be more confident in almost every asset this year as he hasn’t been seen stepping down from any of his holdings in 2021.

Ajay Upadhyaya Portfolio in 2020

Despite a global recession, Ajay Upadhyaya keeps his portfolio unchanged and stays invested in most of his assets. The investor will include no new asset in his portfolio in 2020.

But he does show more trust in Genus Power Infrastructure Ltd by increasing his holding in the share by 0.1% by the end of the 2021 quarter.

Similarly, Dharamsi Morarji Chemicals company Ltd became another most attractive asset to the investor as it also received a 0.1% hike in Ajay’a portfolio.

However, the trust was shaking up in Visaka Industries this year as his portfolio saw a step down by 0.1% in this stock.

Despite the risky horizon of the market, Ajay Upadhayaya’s portfolio still generates sky-high returns by the end of the 2021 quarter.

However, the beginning of the year 2020 went a bit disappointing to the investor when his portfolio’s net worth went 38% low by the end of the March quarter.

But soon after that, we see a sharp jump of 84% reported in Jun 2020. The colossal difference became visible within three months, showing us a vast potential in the assets and trust that Ajay Upadhyaya has in them.

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 1^st 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 1^st 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 1^st 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 1^st 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.

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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’s net worth can be traced for major changes throughout the past 4 years. He initiated his journey in Jun 2019 with a net worth of 111.85 Cr. The value of his portfolio suffered a negative growth of 38% during March 2020 weighing him for 69.68 Cr.

He made a decent comeback by Dec 2020 with a net worth of 220.62 Cr and positive gain of 31% from the previous quarter. He weighed for 255.67 Cr in March 2021 and concluded the year with 409.48 Cr by Dec 2021.

In the year 2022, his value initiated at 437.73 Cr in March. However, he’s still managed to come back with -3% worth negative gain from the last quarter in June 2022 and a value of 421.6 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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