Keswani Haresh Portfolio, Latest Holdings, Net Worth & more
Last Updated Date: Feb 17, 2023The Keswani Haresh portfolio forms yet another grand name within the Indian trading and investment industry.
The owner of the portfolio is a celebrated trader figure who is often called on to the various financial talk shows in order to share his expert opinion over subtle socio-economic debates and discussions.
However, we are not here to discuss the oratory skills or the expertise of this grand persona with our article. On the contrary, we’ve gathered relevant information about his portfolio and will lay down a detailed review of the same.
We’ll explain the ways in which this portfolio tends to invest. We’ll establish its recent formulation including all the investments it made publicly during the last known quarter.
Then, we’ll move on to explain the top three investments of the portfolio commenced during the years 2020, 2021 and 2022 respectively. And, then we’ll move on to establish the journey of this portfolio including its net worth.
About Keswani Haresh
The formulation of Keswani Haresh latest portfolio gives us a grand understanding about a lot a of things. In fact, there are a few specific points that we get from the study of the portfolio.
The portfolio does not have any sort of pharma or IT company onboard. And you must understand that these sectors are considered as two of the most dominating in the Indian trading industry. Another noticeable tactic about this portfolio is its inclination towards the Packaging Sector.
In fact, the portfolio forms a rather unique case of having two companies from this very sector. The portfolio also includes the shares of a cement company and a ceramic company which both represent (or at least complement) the Infra Sector. This is good strategy considering the growing infrastructural integrity of the nation.
This is a very smart move on the portfolio’s end, as it banks on indirect beneficiaries for its growth. Moreover, the past record of its net worth and cumulative growth establishes the portfolio’s rather accurate and extensive market research and analysis.
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Keswani Haresh Latest Portfolio & Holdings
Keswani Haresh is a very prominent name in the Indian stock market. He is also called on financial talk shows to share his opinion on socio-economic debates and discussions.
In this article, we aim to focus on his portfolio and discuss his holdings and net worth. Keswani Haresh publicly holds four stocks with a net worth of over Rs. 416.6 Cr.
According to the corporate shareholdings filed for December 31, 2021, let’s get to know his top 3 investments in his portfolio. At the top, we have Deccan Cements Ltd. with a holding of 6.1%.
Then we have Gujarat Industries Power Company Ltd. with a holding of 1.1%. At 3rd, we have Nalwa Sons Investments Ltd. with a holding of 4.8%.
The other holdings in his portfolio are Kama Holdings Ltd., Uflex Ltd., and J Kumar Infraprojects Ltd.
Holdings in Kama Holdings Ltd
First in line of acquiring the investment in terms of the amount invested during the declaration of the last known quarter from the portfolio of Keswani Haresh is a company that goes by the name of Kama Holdings Ltd.
The portfolio ensured that it was in charge of a total of 314085 shares of this company. This particular holding was known to have been valued at 11,449.95 INR per unit and the entire lot was valued worth 349.77 Cr.
Moreover, by holding these many shares of this company, the portfolio had a claim to 55.53% of the company’s total wealth.
Holdings in Uflex Ltd
The third company to have fallen under this category goes by the name of Uflex Ltd.
The portfolio was known to have been in charge of 3471562 shares of this company worth 605.80 INR per unit and 209.29 Cr worth the whole lot. It also granted the portfolio an ownership of 32.47% over the company’s total worth.
Investment in Nalwa Sons Investments Ltd
Next in line was the name of a company called Nalwa Sons Investments Ltd. The portfolio declared its possession of a total of 244632 shares of this company.
This particular holding has been known to be worth 1435.00 INR per unit and 31.92 Cr for the entire lot. Moreover, it also grants the portfolio an ownership claim over 5.39% of the company’s overall stakes.
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Keswani Haresh Portfolio in 2021
Let’s take a look at the portfolio of Keswani Haresh in 2021. At first, we had Uflex Ltd. In March 2021, Keswani held a 4.6% stake in the company.
Then his holdings increased to 5.3 % in September 2021. By the end of the year in December 2021, his holdings dropped to 5.0%, showing a change of -0.3%.
Next up, we have Uflex Ltd. In March 2021, Keswani held a 4.9% stake in the company. This holding remained the same throughout 2021.
Then we have Nalwa Sons Investments Ltd. Keswani had a 4.8% stake in this company. This stakeholding percentage did not change throughout 2021.
The next company we will talk about today is Deccan Cements Ltd. In March 2021, he had a holding of 4.3% in the company, which increased to 4.7% in June 2021.
Then it dropped to 3.6 % in September 2021 and again increased to 3.7% by the end of 2021. So we can see a final change of 0.0% in his holdings.
Keswani Haresh Portfolio in 2020
Let’s take a look at the portfolio of Keswani Haresh in 2020. First up, we have Kama Holdings Ltd. In March 2020, Keswani owned 4.9% of the shares in the company. This holding did not change throughout the year.
Then we have Nalwa Sons Investments Ltd, and in March 2020, he held 4.8% of the shares in the company, but this holding did not change throughout the year 2020.
Next up, we have Garden Silk Mills Ltd. Keswani had a holding of 4.6% in the company, which did not change throughout 2020.
Moving on to Uflex Ltd., Keswani held 2.9% of the company in March 2020. As of September 2020, his holdings were 3.6%. Afterward, it changed to 4.5%. So we are talking about a change of 0.8% by the end of 2020.
He also held 4.2% in Deccan Cements Ltd. and 2.0% in Polyplex Corporation Ltd.
Keswani Haresh Portfolio in 2019
Keswani Haresh Portfolio 2019, as mentioned above has investments across 6 different companies with two of them hailing from Infra-Complementing Sectors.
However, we’ve put our focus on the top three investments made by this portfolio during this year. And, this takes us to the portfolio’s possession of 3,15,125 shares of the company named Kama Holdings Ltd.
The portfolio declared of this stock during March 2019 when the entire lot was valued for 165.4 Cr and the unit share price was accounted at 5249.9 INR.
The portfolio held this stock with a complementary 4.88% worth stakes in the company’s total worth. The last known declaration of the portfolio confirmed a sell of 53 shares from this lot after it witnessed a negative gain of 186.95 INR per unit.
The recent configuration of this holding consisted of 3,15,072 shares worth 5062.95 INR per unit and 159.5 Cr worth the complete lot.
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Uflex Ltd has been known to have held the second spot in this list of investments for the portfolio of Keswani Haresh during March 2019. The entire holding consisted of a total of 21,20,719 shares valued 228 INR individually and 48.4 Cr cumulatively.
The complete holding was also known to have been granting the portfolio an ownership claims worth 2.94% of the company’s overall stakes back at that time.
The portfolio witnessed a negative gain of 0.24 INR per unit of this stock and sold out 1,73,071 shares of it. The new holding is valued at 44.8 cr.
Nalwa Sons Investments Ltd held the third spot within this list of investments during the 1st quadrant of the year 2019. The portfolio publicly registered to have been invested to acquire a total of 2,88,718 shares of this company during March 2019.
In fact, the company was known to have been valued for 925.15 INR per unit share, thus making Keshwani’s holding worth 26.7 Cr at that time.
It even granted the portfolio an ownership over 5.62% of the company’s turnover. The portfolio registered a positive gain of 12.7 INR per unit share of this stock and retained all the shares of this stock. The new holding value, however, increased to 27.1 Cr.
Keswani Haresh Portfolio in 2018
Keswani Haresh portfolio 2018 had been known for commencing investments across 8 different companies with two ranging from the Infra-Complementing Sectors.
Here, we’ve mentioned the details of the top 3 investments during the year 2018. And, to begin with, we have the company called Kama Holdings Ltd.
The portfolio held a total of 3,14,899 shares of this company during March 2018 worth 5249.9 INR per unit and 165.3 Cr cumulatively. The holding granted the portfolio an ownership over 4.88% of the company’s stakes.
Another 236 shares of this company were accumulated by the portfolio by Dec 2018 making the whole lot consist of 3,15,125 shares worth 165.4 Cr market value and 4.88% of the company’s stakes.
No changes in terms of unit share price was observed, however, during this time of the year. 14,18,418 shares of the company named Polyplex Corporation Ltd formulated the stock held with second highest investment by Keswani Haresh during March 2018.
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This particular holding was known to have been valued worth 65.8 Cr cumulatively, thus, making the unit share price during that time to be accounted for 463.95 INR. The entire holding was also held to have a claim over 4.43% of the company’s stakes.
Most of the shares from this particular stock holding were registered for sell and the portfolio was left with less than even 1% of the company’s overall stakes. No changes in terms of the unit share market value was observed nonetheless within this stock.
Ufelx Ltd’s 19,26,004 shares formed the company holding to have been placed on the third highest investment acquiring position during March 2018 within Keswani Haresh’s portfolio.
The holding was evaluated for a staggering 43.9 Cr worth during that time, making the unit shares price valued at 228 INR.
It also granted the portfolio an ownership over 2.67% of the company’s stakes in total. The portfolio added on another 1,96,631 shares of this company to its possession by Dec 2018 making the complete lot consist of 21,22,635 shares worth 48.8 Cr cumulative market value.
Even the overall claim of the portfolio within the company increased to 2.94%. No other changes in terms of unit share price was observed anyway.
Keswani Haresh Portfolio in 2017
Keswani Haresh portfolio 2017 registered to have been invested on a total of 10 companies during the year 2017.
And, the highest investment it made During the 1st quarter of the years was to retain 3,14,861 shares of the company named Kama Holdings Ltd. The portfolio ensured that the holding granted it an ownership over 4.88% of the company’s overall stakes.
The holding value was then accounted to have been worth 5249.9 INR per unit and 165.3 Cr for the complete holding.
No changes whatsoever were observed within this particular holding, either in terms of market value of the holding or the number of shares owned even during Dec 2017.
The shares of the company named Polyplex Corporation Ltd formulated the stock holding of the second highest investment acquiring company during March 2017.
The portfolio of Keswani Haresh registered to have owned a total of 14,58,790 shares of this company during the 1st quarter of the years 2017.
More on Haresh Keswani Portfolio 2017
This holding was known to have been valued for 463.95 INR per unit and 67.7 Cr worth the complete lot. As a matter of fact, the entire holding of these shares was also responsible for granting the portfolio an ownership worth 4.56% of the company’s total turnover. The portfolio was accounted for selling a total of 34,125 shares of this stock by Dec 2017.
The new holding consisted of 14,24,665 shares worth 66.1 Cr market value. No changes in terms of unit share value were observed however. 26,18,401 shares of the company named Uflex Ltd constituted the stock held with the third highest investment for the portfolio of Keswani Haresh.
The portfolio ensured to have registered a total of 3.63% worth ownership over the company’s overall stakes. The holding was known to have been valued for 228 INR per unit share and 59.7 Cr for the complete lot.
The portfolio sold off 11,29,841 shares from within this holding making its value worth 35.4 Cr by Dec 2017. The unit share price remained unharmed nonetheless.
What is Keswani Haresh’s Net Worth?
Keswani Haresh Net Worth | ||
Quarter | Net worth(Cr) | Change% |
Jun-22 | 458.64 | 1% |
Mar-22 | 451.95 | 8% |
Dec-21 | 416.56 | -21% |
Sep-21 | 532.83 | 28% |
Jun-21 | 414 | 39% |
Mar-21 | 296.47 | 3% |
Dec-20 | 286.69 | 48% |
Sep-20 | 192.9 | -16% |
Jun-20 | 231.4 | 27% |
Mar-20 | 181.37 | -34% |
Dec-19 | 275.86 | 193% |
Sep-19 | 93.89 | -67% |
Jun-19 | 285.34 | 14% |
Let us look at the net worth of Keswani and the fluctuations in his portfolio in the past years. In March 2022, he started with a holding of 451.95, which shows a change of 8% from the previous year.
We have a 1% increase in his net worth in June 2022 which is 458.64. The recent net worth recorded in July 2022 is 441.01, which shows a -3% drop in his net worth.
In 2021 we can see that he started with a net worth of 296.47, which shows a change of 3% from the previous year. In June 2021, we saw a drastic change in his net worth.
His net worth increases to 414, representing a 39% increase. Then in September 2021, Keswanis’ net worth increased to 532.83, representing a 28% increase.
Finally, in December 2021, his net worth drops to 416.56, a drop of -21% from his previous months.
Keswani Haresh Portfolio – Conclusion
There’s only one thing to be established about Keswani Haresh portfolio from all the information laid out above and that is, frequent switching of holdings and careful market research can generate high profits even during an overall down surge of the economy.
And, this is a commendable effort made by this portfolio that can and must be learned by all the traders.
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