Lata Bhansali Portfolio, Latest Holdings, Net Worth & moreLast Updated Date: Aug 16, 2022
Lata Bhansali Portfolio is known as one of the dark horses within the Indian traders and investors society. The owner of the portfolio is known to be secretive in nature making least possible public appearances. Thus, not much is known about the person behind this epic portfolio.
Fortunately, though, the exchanges keep a vivid track of all the portfolio’s that acquire more than 1% shares of any stock within the Indian Stock Market.
Therefore, a lot of detailed information is present about the investments made by the portfolio so far. And, we’ll use the present information to elaborate the pattern that can be observed in the style of investments made by this portfolio so far.
We’ll tell you all about the tricks and traits being used to invest by this portfolio. We’ll establish the latest constitution of the portfolio, including all the major stocks held by it as per the information on the last known quarter.
Then, we will move on to explain the portfolio’s top three holding during the years 2020, 2021 and 2022 respectively. Once done, we’ll then go ahead to elaborate their net worth and their journey throughout the past five years.
In short, we’ll explain everything there is about this portfolio in order to help you out with its complete understanding.
About Lata Bhansali
Lata Bhansali latest portfolio was known to have made investments across 6 major stocks enabling the portfolio to be evaluated at a net worth of 161.53 Cr as per the last known quarter’s declaration.
A careful study of the portfolio reveals her investment patter in details. The portfolio seems to have invested across the companies hailing from different sectors or industries at the beginning.
However, when you look closely, you’ll observe that the portfolio consists the stocks of more than one companies hailing from similar industries but varying micro-sectors. Thus, it can be established that this is definitely not a multi-bagger portfolio to be sure.
On the contrary, she relies on the probability of continued gains from the same industry through a different company if the first does not work out at a certain point in time. And, this strategy has been known to have worked pretty good so far.
Want to Invest like Lata Bhansali? – Fill up the form below
Lata Bhansali Latest Portfolio & Holdings
As mentioned above, Lata Bhansali holding consist investments across a total of 6 companies hailing from different micro-sectors. We have tried to establish as much details about these investments as possible underneath: –
Investment in Ramkrishna Forgings Ltd
At the third position within the portfolio of Lata Bhansali in terms of the highest investment fetching companies, we get to observe the name of a company that goes by Ramkrishna Forgings Ltd.
The portfolio of Lata Bhansali is known to have acquired a total of 5269875 shares of this particular company as per the information present on the declaration of the last known quarter.
The portfolio was known to have held these shares worth a cumulative value of 17.07 Cr and individual value of 177.70 INR.
Furthermore, they even were known to have been responsible for granting the portfolio of Lata Bhansali an ownership over 51.06% of the company’s overall stakes.
Holdings in Maharashtra Seamless Ltd
The second company to hit this list in terms of fetching the highest investment from the portfolio of Lata Bhansali is known as Maharashtra Seamless Ltd.
The portfolio has been known to have been in charge of a total of 1088254 shares of this particular company as per the last known information present in accordance to the declaration of the last known quarter.
The value of this holing was accounted to be worth a total of 68.73 Cr. On the other hand, the value of a unit share from this particular stock was accounted to be worth 739.75 INR.
This holding was also known to have been granting the portfolio of Lata Bhansali an ownership over 43.85% of the company’s overall turnover.
Check out Portfolio of other Superstar Investors
|Ramesh Damani Portfolio||Rakesh Jhunjhunwala Portfolio|
|Hiten Anantrai Sheth Portfolio||Shivani Tejas Trivedi Portfolio|
|Dheeraj Kumar Lohia Portfolio||Atim Kabra Portfolio|
Lata Bhansali Portfolio in 2019
The Lata Bhansali Portfolio 2019 included investments across 6 different companies from varying industries and micro sectors.
However, we have tried to keep our focus limited to the top three investments it made across the year 2019 so far. And, to top our list is the name of the company Future Lifestyle Fashions Ltd.
The portfolio registered to have retained a total of 33,63,410 shares of this company during the first quadrant of the year 2019 that is March 2019. The portfolio registered the holding value worth a staggering 149.3 Cr.
However, the unit share value of the shares was recorded to be at 444 INR back at that time. Moreover, the portfolio was also known to have been holding these shares to get a claim over 1.73% of the company’s overall stakes.
This holding was retained in whole without any sort of changes to the holding value or individual value whatsoever during June 2019.
More on Lata Bhansali Portfolio 2019
The company to second Future Lifestyle Fashions Ltd in terms of fetching the highest investment from the portfolio of Lata Bhansali was known to have been Maharashtra Seamless Ltd during the 1st quadrant of the year 2019.
The portfolio registered to have been in charge of a total of 10,88,254 shares of this company valued then at 44.8 Cr worth the whole lot and 412 INR per unit share.
Moreover, this particular holding also granted the owner of the portfolio an ownership claim over 1.62% of the company’s overall turnover.
This entire lot was acquired during this very quadrant. Even this lot was retained without any alteration to the number of stocks held of the overall market value during June 2019.
The third company to have made into this list of the companies that fetched the highest investment from Lata Bhansali during March 2019 was known as Ramkrishna Forgings Ltd.
The portfolio declared its possession of 10,58,975 shares of this company which were then valued worth 30.4 Cr as whole and 287.05 INR per unit share.
The portfolio also held this lot in order to have a claim over 3.24% of the company’s total turnover. No changes were observed in this lot as well in terms of market value of the holding or individual share.
Lata Bhansali Portfolio in 2018
We have tried to enlist the details of the top three investments made by Lata Bhansali portfolio 2018. The portfolio of Lata Bhansali enlisted to have made the highest investment in the company named Future Lifestyle Fashions Ltd during March 2018. The portfolio registered its ownership of a total of 34,97,905 shares of this company during this period.
The shares were known to have been held for a value of 155.3 Cr overall and 444 INR per unit share. The portfolio had yet another reason to be holding this particular stock.
We’re referring to the fact that it granted the portfolio an ownership over 1.84% of the company. the portfolio went to a selling streak with this holding by selling off 1,34,495 shares.
The new holding held 33,63,410 shares that were valued at 444 INR per unit and 149.3 Cr for the whole stock. The portfolio was left in charge of 1.73% of the company.
This all happened during Dec 2018. The second company to have made into this list went by the name of Maharashtra Seamless Ltd. The portfolio ensured it publicly that it was in possession of a total of 10,88,254 shares of this company.
More on Lata Bhansali Portfolio 2018
The shares granted the portfolio an ownership claim over 1.62% of the company’s turnover and were valued at 44.8 CR as whole and 412 INR per unit.
By Dec 2018, most of the shares of this holding were sold off leaving the portfolio in charge of less than 1% of the company’s wealth.
Ramkrishna Forgings Ltd continued to be on the third place within the portfolio of Lata Bhansali during the 1st quarter of the year 2018.
The portfolio was in charge of 10,58,975 shares of this company that were valued at 30.4 Cr back at that time. However, the unit share price of this holding was accounted to be at 287.05 INR.
Moreover, it granted the portfolio an ownership over 3.25% of the company’s overall wealth. The portfolio retained this lot without any changes in the market value of the shares.
However, the new holding entitled the portfolio to have a claim over merely 3.24% of the company’s turnover.
Lata Bhansali Portfolio in 2017
Lata Bhansali portfolio 2017 registered to have made around 9 investments during this year. However, as usual, we have enlisted the details of the top three investments it registered. And, that leaves us with the company named Future Lifestyle Fashions Ltd on the top of the list.
The portfolio declared to have been in possession of a total of 34,97,905 shares of this company during March 2017. The holding was then valued at 155.3 Cr for the complete lot and 444.05 INR per unit share. It even granted the portfolio an ownership claim over 1.84% of the company’s total stakes.
No changes were observed in this holding even during the 4th quadrant of the year 2017. The second company to have hit this list during March 2017 went by the name of Maharashtra Seamless Ltd.
The portfolio ensured to have been in the possession of 10,88,254 shares of this company that were valued at 44.8 Cr as the complete lot and 412 per unit share.
More on Lata Bhansali Portfolio 2018
Holding this stock even granted the company an ownership over 1.62% of the company’s overall wealth. There were observational changes that occurred to this holding even during Dec 2017.
The company known as Ramkrishna Forgings Ltd went on to be on the third place within the portfolio for securing the highest funds even during March 2017.
The portfolio was in charge of a total of 10,58,975 shares of this company during that time. The holding was valued at 287.65 INR per unit and 30.5 Cr on the whole back then. It also granted the portfolio with an ownership over 3.69% of the company’s whole turnover.
No changes were observed in terms of the holding value or number of stocks held by the portfolio for this stock. However, the portfolio was left with an ownership worth merely 3.25% of the company as per the reports of Dec 2017.
What is Lata Bhansali’s Net Worth?
|Lata Bhansali Net Worth|
Lata Bhansali’s net worth has been on a constant rise since the past 5 years. The journey of this portfolio recorded a net worth of 251.99 Cr during Jun 2019 which was reduced to 76.82 Cr during March 2020 with a negative gain of -65%. It however, recovered with positive gain of 18% in June 2020 and was accounted for 90.7 Cr.
The net worth of this portfolio was recorded to be at 112.07 Cr during March 2021 with 27% positive gain and went on to increase to 83.79 Cr with another -53% worth of positive gain during Dec 2021.
This was also the highest value it ever attained in the past 5 years. The last and latest June 2022 net worth of the portfolio was recorded at 161.53 Cr with a positive gain 65% from the preceding quarter.
Lata Bhansali Portfolio – Conclusion
Portfolio of Lata Bhansali can and should be referred to by the newbies in order to understand the concept of sustained growth in the Indian trading industry through articulated calculations and analysis.
Want to Invest like Lata Bhansali? – Fill up the form below
Most Read Articles
|Top 10 Discount Brokers in India|
|Top 10 Full Service Brokers in India|
|Best Stock Broker in India|
|Top 10 Intraday Trading Brokers in India|
|Best Demat Account in India|
|Stock Broker Comparison|
|Top 10 Broking Franchise|
|Sub Broker Franchise|
|Stock Market Franchise|