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Dheeraj Kumar Lohia Portfolio is amongst the new breed of investors. The portfolio has been on a steady rise since some years.

It seems that the portfolio owner is cautious about every move he makes. In fact, this portfolio is one of the few out there with a consistent performance record.

We have limited information about the portfolio’s owner. This is due to his preference of staying mostly away from the media.

However, we have gathered substantial information about the portfolio itself. And, we have organized all the relevant facts and figures within this article.

We’ll begin with certain tactics that are used by the portfolio. These tactics determine the ways in which it selects the stocks and invests altogether. We’ll then move on to explain the composition of the portfolio. We’ll refer to the reports of the last known quarter for this purpose.

And, we’ll only highlight the top ten investments made by the portfolio. We’ll then elaborate the top three investments it made during the years 2020, 2021 and 2022. We’ll elaborate the journey of each of those stocks briefly.

Then, we’ll move on to explain the net worth of the portfolio. We’ll do so by drafting the exact journey of the portfolio throughout a timeline of 5 years.

We have presented all that you need to known about this portfolio within the article. So, all you need to do is go through the entire article thoroughly and grasp as much knowledge as you can.

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About Dheeraj Kumar Lohia

Dheeraj Kumar Lohia latest portfolio showed investments across 45 companies. The portfolio can clearly be considered as a multi-bagger. This means that it does not rely on a particular segment for investments. It even does not rely on any particular industry.

On the contrary it, prefers to invest on multiple small cap companies. And, that too on the ones hailing from different industries. Its investments include the Chemical, Textile, FMCG, Agro and more. It however, does not have any Finance or Pharma companies onboard.

This means that the major sectors are defied from the portfolio. It, however has investments in IT Sector. There is yet another important fact that we’ve noticed about the portfolio. The investments it’s commenced so far are rather well balanced.

This means that the portfolio does not show any real inclination. This even means that a lot of research is carried out before investing.

Being multi-bagger and well balanced helps it to retain sustainable growth. And, this seems to be the main tactic being used by the portfolio.


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    Dheeraj Kumar Lohia Latest Portfolio & Holdings

    By the start of 2022, Dheeraj Kumar Lohia’s portfolio had 43 stocks in total having a reported net worth of over Rs 101.4 crore.

    By the start of the year, Dheeraj Kumar Lohia actively adjusts his positions leaving some most remarkable assets behind for us to explore.

    Such as, the recent data from June 2022 reveals that the investor had re-invested in some of the big companies but the shareholding data also disclose some other assets in which the investor withdraws his positions.

    Gujarat Terce Laboratories Ltd, Jasch Industries Ltd, and Conart Engineers Ltd, Dheeraj Kumar reduces his position in all these companies’ shares by 0.4%.

    Other Big-b shares like Innovative Tech Pack Ltd, Eimco Elecon (India) Ltd and Innocorp Ltd also see a drop in the position by 0.1%.

    Currently, Dheeraj Kumar Lohia’s portfolio has only 41 stocks left that value around Rs 85.5 crore. Filing for the Hanman Fit Ltd and Sheetal Cool Products is awaited.

    Investment in Austin Engineering Company Ltd

    The company in the first place within the portfolio was Austin Engineering Company Ltd. This was during June 2022. The portfolio was in charge of 211117 shares of the company.

    The shares of the company were priced at 47.5 INR each. This made the entire holding value worth 1.33 Cr. The holding even grated 1.85% worth ownership to the portfolio over the company.

    Holdings in B&A Packaging India

    One of the most popular stocks we have found in the shareholdings of Dheeraj Kumar Lohia is B&A Packaging India Ltd. The company operates in Paper Sacks & Laminate manufacturing business and has long been working at the forefront of this industry.

    Set up in 1986, today, the firm today achieves a Market Capitalization of 116.03 crores. Presently, per share of the company is valued at around Rs 233 and Dheeraj Kumar Lohia alone holds 68,027 shares, almost 1.4% of the company.

    The investor is expanding his interest gradually in the stock ever since September 2021 quarter, making it clear that the company genuinely carries something interesting that we all must know.

    Quarter by quarter, the investor is increasing his investment in B&A Packing by 0.1%. Maybe it is the uptick in the B&A Packing India Ltd share market performance which has been attracting investors since 2021 sharp rise.

    Holdings in Ceenik Exports

    The second interesting stock having our eyes hooked on is Ceenik Exports. The Mumbai-based company is engaged in the readymade garments business.

    Dheeraj Kumar Lohia is an active investor in the company for a long time now and has been holding 66,727 shares of the company against 2% of his ownership.

    There’s no rise or a drop in this holding so far, the investor stick with a similar percentage indicating that maybe the investor is analyzing Ceenik Exports for further investment steps.


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    Dheeraj Kumar Lohia Portfolio in 2021

    Dheeraj Kumar Lohia Portfolio discloses some powerful assets in 2021 that are hard to ignore. Simply put, the investor includes some new assets in his portfolio and increases his position in some others as well.

    Such as International Travel House Ltd in which Dheeraj Kumar Lohia acquires a 1.3% new stake against a stock quantity of 104,448.

    Apart from that, the investor increases his investment in Maestros Electronics & Telecommunications Systems Ltd by 1.1% taking his total stake in the company to 2.8% this year.

    Similarly, Link Ltd attracts 0.8% of Dheeraj Kumar Lohia’s ownership, and Choksi Laboratories Ltd, and Sunil Healthcare Ltd both attract a 0.3% increase in investment from the investor in 2021.

    Some other assets which might have underperformed or built a reason for Dheeraj Kumar Lohia to take step towards reducing some positions need to be discussed.

    Such as, in 2021, the investor has reduced his position by 0.1% in Kernex Microsystems (India) Ltd and also in Jeking Infotrain Ltd.

    Taal Enterprises Ltd also faces a backlash as the investor reduces 0.3% of his position in the stock. Unjha Formulations Ltd had faced a big fat disappointment from Dheeraj Kumar Lohia as an investor reduces 1.2% of his position in the company.

    Earlier it was 2.3%. With over 46 stocks, Kumar Lohia’s net worth was totaling over Rs. 94.0 Cr.


    Dheeraj Kumar Lohia Portfolio in 2020

    It’s time to break down a series of reviews for the assets that Dheeraj Kumar Lohia held in 2020. During this year, the investor held a total 48 stocks totaling the portfolio’s net worth of Rs 30.6 crore.

    The portfolio’s year is noteworthy because the investor seems taking benefit from the steep fall in the global market.

    Simply put, the investor purchases 66,125 shares, making him the owner of 1.2% of the new company Kovilapatti Lakshmi Roller Flour Mills Ltd. Alongside, Dheeraj Kumar Lohia acquires 1.1% stakes in both Hanman Fit Ltd and Savera Industries Ltd separately.

    Taal Enterprises Ltd, Rishi Techtex Ltd, and Hindustan Adhesives were some other existing shareholding Dheeraj Kumar adds more to.

    But we can’t deem it Dheeraj Jumar’s selfish move because the investor did reduce his positions in some other assets by a significant figure.

    Such as Unique Organics Ltd, Rathi Bars Ltd, and Sky Industries ltd, each of the companies faced a u-turn as Dheeraj Kumar Lohia begin reducing his position in these stocks by the start of the September 2020 quarter.

    Even though the portfolio’s net worth went a bit disappointing to the investor this year, still by the start of 2021, it has picked up a steep rise and this is still enduring.


    Dheeraj Kumar Lohia Portfolio in 2019

    Dheeraj Kumar Lohia Portfolio 2019 invested the most on Eimco Elecon (India) Ltd. A total of 79,529 shares of this company were with the portfolio. The shares of this holding costed 304.45 INR per unit. And, that made the holding worth 2.4 Cr in total.

    The holding was even worth 1.38% of the company’s turnover. This was one of the reasons to retain the entire holding even without any gains. This holding was totally retained. And, it held all of its values without any profits or losses.

    63,892 shares of the company TAAL Enterprises Ltd formulated the second place in the list. The portfolio’s holding of these shares was worth 1.6 Cr in total. And, the unit share value was worth 249.05 INR. The holding was even worth 2.05% of the company’s total turnover.

    More on Dheeraj Kumar Lohia Portfolio 2019

    And, this was all during Mar 2019. The shares retained their market value in Jun 2019. However, the portfolio shed of 6,426 shares from the holding. 1.4 Cr was the new holding’s value. And, it allotted merely 1.84% of the company’s ownership.

    The third position within the list was granted to Smruthi Organics Ltd. 1,02,632 shares of the company were with the portfolio.

    The shares were worth 141 INR per unit. And, the overall holding value was deemed worth 1.4 Cr. The holding came along with the ownership claim of 2.69% over the company. This holding retained all its values in Jun 2019.


    Dheeraj Kumar Lohia Portfolio in 2018

    Dheeraj Kumar Lohia portfolio 2018 comfirmed of one thing. It made a total of 33 investments this year. The highest of which was made for Frontier Springs Ltd. The portfolio possessed a total of 82,482 shares of this company.

    The shares were each valued for 209.5 INR. And, the overall holding value was valued worth 1.7 Cr. The holding even granted certain additional features to the portfolio. One of which was an ownership claim worth 2.09% over the company.

    The shares were retained from the previous quarter with 0.01 INR per unit negative gain in Mar 2018. The holding was retained even in Dec 2018. However, the new holding had 21,699 shares less. Even the new holding value reduced to 1.3 Cr.

    And, the new ownership grant was worth 1.54% over the company. Nikhil Adhesives Ltd was the company within the second place. This was during Mar 2018. The portfolio had a total of 70,156 shares of this company.

    More on Dheeraj Kumar Lohia Portfolio 2018

    The shares were equivalent to 132 INR per unit. And, the overall holding value was confirmed to be worth 92.6 L. They were all retained from the previous quarter. However, they did suffer a negative gain worth 0.27 INR per unit.

    In total, the holding granted .53% worth of ownership to the portfolio. The portfolio retained all the shares of this holding in Dec 2018. And, it even added another 1,010 shares to the holding. The last known holding value was worth 93.9 L.

    And, it allowed the portfolio to enjoy 1.55% ownership over the company. The third place within this list was acquired by Jasch Industries Ltd. The portfolio had 1,93,352 shares of this company in Mar 2018. The shares held a value of 46.9 INR per unit.

    And, the cumulative value of the holding was worth 90.7 L. The holding was good for yet another use. The portfolio enjoyed an ownership over 1.71% of the company.

    And, this was the sole responsibility of this holding. This holding remained intact even in Dec 2018. And, all the shares were retained without any positive or negative gains.


    Dheeraj Kumar Lohia Portfolio in 2017

    Dheeraj Kumar Lohia portfolio 2017 had 17 investments. Frontier Springs Ltd held the first spot with 82,769 shares. The holding value for this company was worth 1.7 Cr total. And, the unit shares were priced at 209.5 INR.

    2.10% of the company’s turnover came out as an additional feature of the holding. This holding retained all its values in Dec 2017. And, it was retained completely. The next set of investment was in favor of Sahyadri Industries Ltd.

    More on Dheeraj Kumar Lohia Portfolio 2017

    This holding consisted 96,906 shares in total. And, it was worth 1.6 Cr in total. The unit share price, however, was worth 166.05 INR. It even granted the ownership over 1.01% of the company’s stakes. And, this was all during Mar 2017.

    No trace of this holding was left by Dec 2017. The portfolio decided to sell it off completely. The third most valued holding in Mar 2019 was of Jasch Industries Ltd. It had 1,92,871 shares of the company worth 46.9 INR per share.

    And, the entire holding was worth 90.5 L. The holing even granted the portfolio some ownership over the company. At that time, it was round 1.70%. The portfolio added 481 shares to the holding making it worth 90.7 L. This change was made in Dec 2017.

    And, it came with an added ownership of 1.71% over the company. All other features of the holding remained same.


    What is Dheeraj Kumar Lohia’s Net Worth?

    Dheeraj Kumar Lohia Net Worth
    Quarter Net worth(Cr) Change%
    Jun-22  85.53 -15%
    Mar-22  101.38 7%
    Dec-21  94.01 69%
    Sep-21  55.47 16%
    Jun-21  47.48 38%
    Mar-21  34.31 12%
    Dec-20  30.58 25%
    Sep-20  24.46 18%
    Jun-20  20.58 35%
    Mar-20  15.24 -32%
    Dec-19  22.52 0%
    Sep-19  22.48 -13%
    Jun-19  25.99 18%

    Dheeraj Kumar Lohia’s net worth as in Jun 2019 was recorded to be worth 25.99 Cr. This is the second highest it has ever been worth. However, its journey before 5 years was a different story. It was worth 22.52 Cr in Dec 2019.

    It began with a value of 15.24 Cr in Mar 2020. This was after receiving -32% negative gains. It reached a value of 20.58 Cr in Jun 2020 with 35% growth. And, by Sep 2020, it gain 18% of its value. It was then worth 24.46 Cr.

    The net worth of this portfolio in Dec 2020 was 30.58 Cr. This was after 25% positive gains. Its growth continued for the next 2 quarters. In Jun 2021, its value was worth 47.48 Cr with 38% positive gains. It gain 16% value again in Sep 2017 and reached 55.47 Cr.

    However, it regained some pace with a 69% positive gain in Dec 2021. Its net worth then was accounted to be 94.01 Cr. It gained throughout 2021. Current net worth in June 2022 was accounted for 85.53 Cr. This has a negative gain of -15%.


    Dheeraj Kumar Lohia Portfolio – Conclusion

    The portfolio of Dheeraj Kumar Lohia is a story of sustained growth. The portfolio did suffer some setbacks. But it always recovered nonetheless. And, it has a huge potential for growth.


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