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 2017, 2018 and 2019. 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.
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
The reports on Jun 2019 show that Dheeraj Kumar Lohia holdings include 45 investments. And, these investments concern the companies hailing from different sectors.
Moreover, it even has all the investments in different companies. We’ve mentioned the top 10 investments it made. And, here’s the list: –
Investment in Eimco Elecon (India) Ltd
The highest investment it made in Mar 2019 was for Eimco Elecon (India) Ltd. The portfolio was in charge of 79,529 shares of the company.
The shares were valued at 304.45 INR each. And, the overall holding valued was marked at 2.4 Cr. The holding was retained for 1.38% worth ownership over the company.
Holdings in TAAL Enterprises Ltd
The next big investment was towards TAAL Enterprises Ltd. The portfolio had a total of 63,892 shares of the company in Mar 2019.
The unit price of the shares was value at 249.05 INR. And, the overall holding value was deemed worth 1.6 Cr. The holding was even worth 2.05% of the company’s total stakes.
Investment in Smruthi Organics Ltd
Smruthi Organics Ltd was held within the third place of the portfolio. This was during Mar 2019. There were a total of 1,02,632 shares of the company with the portfolio.
The unit share price of the company was valued worth 141 INR per unit. And, the overall holding valued was deemed worth 1.4 Cr. The holding was even worth 2.69% of the company’s total turnover.
Holdings in Prima Plastics Ltd
The next company in line was Prima Plastics Ltd. The portfolio was in charge of 1,41,478 shares of this company. This was during the quarter of Mar 2019.
The shares of the company were valued worth 73.6 INR each. And, that made the entire holding worth 1.0 Cr. The holding was even valued worth 1.29% of the company’s total turnover.
Investment in Nikhil Adhesive Ltd
Nikhil Adhesive Ltd was at the fifth place within the portfolio in Mar 2019. The portfolio had a total of 71,216 shares of the company. The unit share price of the company was worth 132 INR.
And, the overall holding was valued worth 94.0 L. The holding was even held for another reason. The holding granted 1.55% of ownership over the company’s total turnover.
Holdings in Jasch Industries Ltd
The next big investment in Mar 2019 was towards Jasch Industries Ltd. The portfolio had a total of 1,93,352 shares of this company with it. The unit price of the shares was worth 46.9 INR each.
And, the overall holding value was deemed worth 90.7 L. The holding even granted the portfolio an ownership claim over 1.71% of the company’s total wealth.
Investment in Austin Engineering Company Ltd
The company in the seventh place within the portfolio was Austin Engineering Company Ltd. This was during Mar 2019. The portfolio was in charge of 1,55,925 shares of the company.
The shares of the company were priced at 47.5 INR each. This made the entire holding value worth 74.1 L. The holding even grated 4.41% worth ownership to the portfolio over the company.
Holdings in RTS Power Corporation Ltd
RTS Power Corporation Ltd was at the 8th position within the portfolio. This happened in Mar 2019. The portfolio had a total of 1,88,344 shares of the company.
The shares were each priced at 35.95 INR. And, the overall holding was valued worth 67.7 L. The holing even granted 2.05% worth ownership to the portfolio over the company.
Investment in Pee Cee Cosma Sope Ltd
Pee Cee Cosma Sope Ltd held the 9th place within the portfolio. The portfolio had 66,912 shares of this company. The unit share value of this company was worth 94.9 L.
And, the holding was valued worth 63.5 L in total. The Holding even granted the portfolio an ownership claim worth 2.53%v over the company.
Holdings in Zenith Fibers Ltd
The last company within this list was Zenith Fibers Ltd. The portfolio had a total of 1,10,044 shares of the company. The shares were valued worth 45.8 INR per unit.
And, the holding’s overall value was deemed worth 50.4 L and 2.49% of the company’s overall stakes.
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.
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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|
Dheeraj Kumar Lohia’s net worth as in Jun 2019 was recorded to be worth 20.18 Cr. This is the second highest it has ever been worth. However, its journey before 5 years was a different story. It was worth 7.88 Cr in Dec 2015.
It began with a value of 7.15 Cr in Mar 2016. This was after receiving 9% negative gains. It reached a value of 8.05 Cr in Jun 2016 with 12% growth. And, by Sep 2016, it lost 32% of its value. It was then worth 5.46 Cr.
The net worth of this portfolio in Dec 2016 was 7.39 Cr. This was after 35% positive gains. Its growth continued for the next 2 quarters. In Jun 2017, its value was worth 12.47 Cr with 20% positive gains. It lost 19% value again in Sep 2017 and reached 9.99 Cr.
However, it regained some pace with a 40% positive gain in Dec 2017. Its net worth then was accounted to be 13.99 Cr. It gained throughout 2018, except for 26% loss in June 2018. Its net worth in Dec 2018 was accounted for 20.24 Cr. This was after a gain of 22%. This was also the highest value it ever gained.
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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