Minal Bharat Patel Portfolio, Latest Holdings, Net Worth & more

Minal Bharat Patel portfolio is known to belong to a proficient investor recognized even by the maestros of the elite Indian trading and investment club. The portfolio is known for its unique ways of investment.

It specifically invests onto a handful of companies, all hailing from the small or even micro-cap sectors. As of today, we’ll describe the portfolio for all the basic traits it has in terms of investment tactics.

We’ll shed some light on to the latest known feats of the portfolio as were recovered from the track records of the previous quarter of the year 2022.

Also We’ll lay down a detailed description of the portfolio’s structure during the years 2020, 2021 and 2022 respectively. We will even elaborate the structure and formulation of the portfolio and the turbulence it’s faced during the past 5 years.

About Minal Bharat Patel

Minal Bharat Patel latest portfolio registered to have invested up on 8 companies hailing from different sectors. The portfolio is known to invest in a handful of companies much like that of Hiten Anantrai Portfolio.

However, this portfolio can be coined as a multi-bagger without any specific knack towards a particular industry. Moreover, the portfolio has been observed to invest specifically in the companies that hail from the small or even micro-cap industries.

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Minal Bharat Patel Latest Portfolio & Holdings

With over 11 stocks, Minal Bharat Patel’s portfolio accumulates a net worth of Rs 296.6 crores by the end of the June 2022 quarter.

As per the latest shareholding data, the investor is publically invested in 11 stocks, out of which we see a positional decrease by 0.45% in one of the stocks named Garware Hi-Tech Films Ltd.

Besides, no positional adjustment has been made by Minal Bharat Patel so far. However, a consistent rise in the performance of each share could be a reason stopping the investor from taking action.

However, Mangalam Cement Ltd and Mafatlal Industries Ltd, both assets, are now being held at a below 1% position by the investor.

Investment in Rubfila International Ltd

The second place within the portfolio of Minal Bharat Patel’s portfolio was known to have been taken over by a company named Rubfila International Ltd.

The portfolio was recorded to be in a possession of 12224346 shares of this company valued at 37 INR per unit share and 95.59 Cr worth the entire lot.

The shares were retained from the preceding quadrant with a staggering growth of 1 INR per unit share from the previous quadrant. They even granted the portfolio a chunk of the company worth 33.04% of its entire turnover and stakes.

Holdings in Garware Polyester Ltd

The maximum investment as registered by Minal Bharat Patel’s portfolio was made on to the company known as Garware Polyester Ltd. The portfolio has been known to register the acquisition of a total of 696991 shares of this company.

The shares were each valued at 826.60 INR and cumulatively at 55.36 Cr. These were retained from the previous quarter with 20.04% ownership of the company and at no profit, no loss condition.

Holdings in Texmaco Infra

Texmaco Infra is one of the investor’s top-rated holdings. With 8,3900,39 shares holding, the investor acquires a 6.6% stake in the company. Collectively, all these shares make up a value of Rs 51.7.

Earlier, the investor was in the company for a 7.5% stake, but currently, he sticks with 6.6% only. Texmaco Infrastructure & Holdings Ltd. is a member of KK Birla Group. Founded in 1939, the company engages in the heavy engineering and steel foundry businesses.

A single share of the stock is priced at Rs 60 in the mid of 2022, but its previous highs show that TEXINFRA has even kissed Rs 70 and above price levels back at the start of 2022.

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Minal Bharat Patel Portfolio in 2021

In 2020, the investor’s portfolio showed a total of 13 stocks that make up a total net worth of over Rs 390.4 crore. During this year, the investor can be seen actively decreasing his position in most stocks.

Making it clear that the investor might be a bit busy with his portfolio by the end of 2021. However, such a prompt decision by the investor might be a consequence of the sudden rise in the prices of most assets.

After all, at the end of the financial year 2020 and the start of 2021, we see a staggering jump in investors’ portfolio’s wealth. The assets in which the investor seems to be trimming down his positions are Setco Automotive Ltd, with a 0.1% reduction.

0.2% reduction in High Energy Batteries (India) ltd has also been seen. A reduction of 0.3% in existing holdings in Bharat Bijlee Ltd and Manugraph India Ltd is also visible.

Above all, the assets that see a big chunk of reduction are Centum Electronics Ltd, Texmaco Infra & Holdings Ltd, Rubfila International Ltd, and Mafatlal Industries Ltd.

In each of these assets, the investor makes a reduction of 0.8% – 2.3% in his existing shareholdings.

Minal Bharat Patel Portfolio in 2020

Minal Bharat Patel’s Portfolio in 2020 was bent towards the BUY side more and less on the SELL. During this year, the investor makes no new purchases but adds more to his existing shareholdings.

Namely, in Texmaco Infrastructure & Holdings Ltd, the investor adds 0.9% to his existing holdings. An increase of 0.1% in the stake can be seen in both Zuari Agro Chemicals Ltd and Setco Automotive Ltd.

Other assets were unchanged this year in Minal Bharat Patel’s portfolio. However, the investor does reduce or almost completely exits from his positions in RSWM Ltd and Garware Hi-Tech Films Ltd.

Both companies engage in the textile industry, and it seems like Minal Bharat Patel was less confident about the industry in 2020. Thus without wasting time, he sold off his almost entire holdings from the stock.

In 2020, the investor’s portfolio had a total of 12 stocks, collectively, which were making a net worth of over Rs Rs 198.7 crores. Despite a sharp downfall, the investor’s portfolio seems to pick up growth by 24% and 42% in the last quarter of 2022.

Minal Bharat Patel Portfolio in 2019

Minal Bharat Patel Portfolio 2019 included a total of 8 investments across companies hailing from different sectors. However, we’ve enlisted only the top three investments made by this portfolio during this year.

To begin with, we have a company named Garware Polyester Ltd. The portfolio was known to have been in possession of 18,76,284 shares of this company worth 238 INR per unit share and 44.7 Cr as a lot during March 2019.

The lot even granted the portfolio with an ownership of 8.08% of the company’s overall stakes. All the shares from this stock were known to be retained even during the last know quadrant of the year 2019 by the portfolio of Minal Bharat Patel.

However, there seemed to have been no specific alterations to this stock in terms of the number of shares held, valuation of the entire stock, unit share price or even the ownership within the company. Second in line was the company that goes by the name of Rubfila International Ltd.

More on Minal Bharat Patel Portfolio 2019

The portfolio has been known to have accumulated a total of 88,49,096 shares of this company worth 36 INR per unit share and 31.9 Cr for the entire lot. This lot granted the portfolio with an ownership of 18.74% of the company’s overall turnover and stakes.

The second spot within the portfolio of Minal Bharat Patel was continued to be held by Rubfila International Ltd. The stock however, had been registered to have gained a positive growth worth 1 INR per share.

Thus, the holding now values at 37 INR per unit share and 32.7 Cr for the entire lot. The portfolio’s ownership of 18.74% of the company remains intact nonetheless. The third spot within the portfolio of Minal Bharat Patel was held by HIL Ltd during March 2019.

This stock was held by the portfolio for a total of 85,718 shares valued individually at 1424.95 INR and 12.2 Cr worth the entire lot. The holding of all these shares granted the portfolio with an authority of 1.15% over the company’s overall stakes.

The shares of this stock were registered to have been experienced a negative gain of 54.85 INR per share. Thus, the holding now values at 11.7 Cr worth 1.15% of the company’s stakes.

Minal Bharat Patel Portfolio in 2018

Minal Bharat Patel portfolio 2018 showed investments in a total of 8 companies hailing from different sectors. The portfolio, however, evidently went through a lot of turbulence during the four quadrants of this year.

During the 1^st quadrant of the year, they displayed to have made an investment on merely one company named Rubfila International Ltd. The portfolio registered the acquisition of 88,49,096 shares from this company.

The holding of this particular portfolio was enlisted to have been worth 36 INR per unit share and 31.9 Cr for the whole lot during March 2018. The entire holding even granted the portfolio an ownership of 19.57% of the company’s overall stakes.

Things did change by the end of the year 2018, nonetheless. The portfolio registered to have made an investment across a few more companies. Rubfila International Ltd, however continued to hold the first place within the portfolio.

More on Minal Bharat Patel Portfolio 2018

No changes were made to this holding in terms of valuation, individual share price, number of shares held or the ownership value in the company. The second place, however was no held by a company named DCM Shriram Industries Ltd.

The portfolio registered to have accumulated a total of 5,19,118 shares of this company. The holding was valued at 160.2 INR per unit share and 8.3 Cr cumulatively. This even came with an authority to own 2.98% of the entire stakes of the company.

The third position in the portfolio was taken over by the company known as High Energy Batteries Ltd. The portfolio held a total of 31,684 shares of this company valued individually at 231.95 INR and cumulatively at 73.5 L. the entire lot provided the portfolio with an authority over 1.77% of the company.

Minal Bharat Patel Portfolio in 2017

Minal Bharat Patel portfolio 2017 mentions the details of investments across 9 companies hailing from different sectors. Nevertheless, we have enlisted the top three investments made by Minal Bharat Patel during this year throughout the 4 quadrants.

The top most position to have acquired the highest investment from this portfolio seems to be occupied by the company named HIL Ltd. The portfolio made an entry to have a possession of 3,12,479 shares of this company during March 2017.

The holding was cumulatively valued at 44.5 Cr and the units share price of the shares were accounted for 1425.95 INR. The entire lot was known to grant the portfolio with an ownership of 4.19% in the company’s overall stakes and turnover.

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Most of these shares from this stock were sold out by Dec 2017. However, this position were handed over to the company named Rubfilia International Ltd by acquiring a total of 88,49,096 shares of this company valued at 36 INR a unit and 31.9 Cr on the whole.

The second position within the portfolio of Minal Bharat Patel as recorded during March 2017 was held by Rubfilia International Ltd. The portfolio seemed to have an ownership of 88,49,096 shares of this company valued at 36 per unit share and 31.9 Cr for the entire lot.

The entire lot was known to granted the portfolio with an ownership of 20.48% in the company’s entire stakes. The third position within the portfolio of Minal Bharat Patel during March 2017 was held by the company known as Bharat Bijlee Ltd.

The portfolio was known to have been in possession of 57,813 shares worth 950 INR per unit share and 5.5 Cr for the entire lot. The entire holding of these shares were known to have granted the portfolio worth 1.02% ownership of the company. All shares of this company were sold out by Dec 2017.

What is Minal Bharat Patel’s Net Worth?

Minal Bharat Patel’s net worth as recorded during the latest known quadrant of this years was established for 263.03 Cr. This portfolio has maintained an overall similar track record in terms of net worth since the last 5 years.

To begin with, it was valued for 97.63 Cr during the last quadrant of 2019, that is June 2019. The portfolio picked up some pace by March 2020 with 36% positive gain on the whole and was the valued for 123.19 Cr.

By the end of the year 2020, the portfolio continued its growth with a 42% positive gain and valued for 198.66 Cr. It began its year in March 2021 with 264.24 Cr net worth. However, the net worth of the portfolio declined to 390.39 Cr with a drastic fall of -8% from the preceding quadrant.

It continued to be valued the exact same even during March 2022. However, by June 2022, it was again valued at 263.03 Cr.

The highest value it ever gained in this tenure of five years was during Sep 2021 when it valued worth 428.5 Cr with a positive gain of 9% from the previous quarter.

Minal Bharat Patel Portfolio – Conclusion

Portfolio of Minal Bharat Patel is a fine example to the newcomers within the Indian trading industry. It specifically teaches the value of frequent stock alterations through precise analysis in order to retain the overall value of the portfolio throughout the years.

It can even be referred to understand the tactic behind investing on small and micros cap companies hailing from various sectors.

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