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Sanjay Kumar Agarwal Portfolio is one of the bigshots in the industry. However, the last few quarters have turned out to be rough on the portfolio. And, the result of it all is huge deterioration of the portfolio’s net worth. And, a lot of that has to do with the owner’s decisions.

Nonetheless, we’re not going to discuss about it in this article. In fact, we’ll not even discuss anything in particular about the owner. On the contrary, we will focus on the present condition of the portfolio. We will even focus on the portfolio’s past journey.

We will elaborate the portfolio’s formulation. And, we’ll do this on the basis of the reports for Jun 2019. We’ll explain all the investments of the portfolio for Jun 2019. Also We’ll explain the top 3 investments for the years 2017, 2018 and 2019. And, we’ll do so with proper details.

We’ll then move on to explaining the portfolio’s net worth. And, at last we’ll tell you about the journey it’s been through in the last 5 years.

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About Sanjay Kumar Agarwal

We took a deep dive into Sanjay Kumar Agarwal latest portfolio. Ans, there were many revelations that we found out. And, the biggest of them all was about the portfolio’s net worth. The portfolio has been on a downslide since the last 6 quarters.

This makes up for more than a year. And, this is the biggest reason for the portfolio’s downfall. Anyway, there were some more things that we found out. For instance, the portfolio has major investments across 7 major companies.

The portfolio tends to invest in mid cap companies. And, it is a multi-bagger on the whole. However, most of its investments are rather concentrated in one particular company. This shows the portfolio’s inclination or bias towards the management of the company.


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    Sanjay Kumar Agarwal Latest Portfolio & Holdings

    The Sanjay Kumar Agarwal holdings of Jun 2019 confirmed 7 investments in total. We have enlisted all of them underneath. So, just take a glimpse: –

    Investment in Sastasundar Venture Ltd

    The portfolio made an announcement of an acquisition. This was commenced during Jun 2019. The name of the company is Sastasundar Venture Ltd.

    The portfolio got itself the ownership for 13,33,400 shares of the company. The shares were each valued worth 103.55 INR. And, this made the complete lot worth 13.8 Cr.

    The shares even came with a guarantee for the company’s ownership claim. We’re referring to their cumulative claim of 4.19%.

    Holdings in Lehar Footwear Ltd

    The next big investment was commenced for a unique sector. The name of the company is Lehar Footwear Ltd. The portfolio managed to acquire a total of 2,65,500 shares of the company.

    This particular holding was valued worth 1.94% of the company’s total turnover. The holding even possessed a cumulative worth of 60.3 Lakh.

    That being said, you must understand that the unit share price of the company was registered worth 22.7 INR.

    Investment in Thirdwave Financial Intermediaries Ltd

    The next set of investment was for Thirdwave Financial Intermediaries Ltd. The portfolio retained 1,00,000 shares of this company in Jun 2019.

    These shares were valued worth 33.4 INR per unit. And, the overall holding value was registered as 33.4 L. The shares were retained for another purpose.

    We’re referring to their value as the company’s stakes. The shares cumulatively possessed 4.53% worth of the company.

    Holdings in Prakash Woolen & Synthetic Mills Ltd

    The company in the fourth place was of the name Prakash Woolen & Synthetic Mills Ltd. The portfolio was in charge of 52,560 shares of the company.

    These shares were priced at 19.05 INR each. This made the overall holding’s value worth 10.0 L. The holding was even worth 0.51% of the company’s total turnover.

    Investment in Classic Leasing & Finance Ltd

    Classic Leasing & Finance Ltd was the company at the 5th And, even this was during Jun 2019. The portfolio managed to retain 85,500 shares of this company in this quarter.

    The shares were all valued worth 3.02 INR per unit. However, their cumulative value was deemed as 2.6 L in total. They even granted the portfolio an ownership worth 2.85% of the company.

    Holdings in Tamil Nadu Steel Tubes Ltd

    Next in line was the company named as Tamil Nadu Steel Tubes Ltd. The portfolio had a total of 6,000 shares of the company. These shares possessed a cumulative value of 1.6 L.

    And, the shares were all valued worth 26.6 INR per unit. In fact, the holding was even valued worth 0.12% of the company’s total turnover.

    Investment in Worldwide Leather Export Company Ltd

    The last investment during the quarter of Jun 2019 was made for Worldwide Leather Export Company Ltd. The portfolio retained all of its holding for this company.

    The holding consisted of 500 shares. And, the overall value of the holding as formed by the shares cumulatively was 8.2 K. The unit share price was however deemed worth 16.45 INR only. The holding even granted 0.01% ownership claim to the portfolio.


    Sanjay Kumar Agarwal Portfolio in 2019

    Sanjay Kumar Agarwal Portfolio 2019 enlisted a total of 13 investments across the year. The highest of them were directed towards IIFL Finance Ltd. The portfolio managed to retain all the shares from previous quarter.

    In fact, it even added on a bunch of new shares to the holding. The holding of this company was made up of 62,16,528 shares. The shares were all uniformly priced. And, the price deemed fir for each of these shares was worth 121.85 INR.

    The cumulative value of the holding as formed by the shares was worth 75.7 Cr. The holding value was even held equivalent worth 1.95% of the company. This was all recorded during Mar 2019. The second most valued investment in Mar 2019 was for Gayatri Projects Ltd.

    More on Sanjay Kumar Agarwal Portfolio 2019

    The portfolio was in charge of 61,79,355 shares. The shares were all valued cumulatively worth 67.4 Cr. However, the units share price of the company was accumulated worth 109.1 INR. The holding even held an equivalent value of 3.30% of the company’s total turnover.

    The third company within this line was commenced in favor of Strides Pharma Science Ltd. The portfolio retained all of the shares from this holding. And, we’re referring to the action as compared to the previous videos. Anyway, the holding was inclusive of 15,60,032 shares.

    The unit share value of this company in Mar 2019 was deemed worth 357.05 INR. And, that made the overall holding value worth 55.7 Cr. The shares even possessed the equivalence of 1.74% worth of the company’s total stakes.


    Sanjay Kumar Agarwal Portfolio in 2018

    The research into Sanjay Kumar Agarwal portfolio 2018 registered 14 investments. All of these investments were made in favor of different companies with different managements. In fact, these companies even hailed from different sectors altogether.

    The highest investment was made in favor of IIFL Finance Ltd. This company’s holding within the portfolio was quite lavish. It contained a total of 61,71,528 shares. The value of each of these shares was deemed worth 121.85 INR.

    And, this made the value of the overall holding worth 75.2 Cr. The shares were even responsible to grant the portfolio a certain ownership claim. We’re referring to a claim over 1.93% of the company. There were no changes within this holding even during Dec 2018.

    And, we’re talking in terms of the shares held, their individual value and cumulative value. The next big investment during Mar 2018 was consumed by Sequent Scientific Ltd. The portfolio had a total of 71,22,210 shares of this company. The shares were valued worth 85 INR each.

    This made the value of the overall holding worth 60.5 Cr. It was even equivalent to 2.92% of the company’s total stakes. The shares were even retained from the previous quarter. However, this decision never backfired on the portfolio.

    More on Sanjay Kumar Agarwal Portfolio 2018

    In fact, the overall price of the shares did not possess any sort of positive or negative gains on the portfolio on the whole. Even this holding held all the former values of Mar 2018. Gayatri Projects Ltd was the company that was at the third position within the portfolio.

    And, we’re referring to the duration of Mar 2018 quarter. The portfolio retained these shares from the previous quarter. And, they were retained with a negative gain of 0.15 INR per unit. The holding was made up of 51,79,355 shares of the company.

    The shares were each valued worth 109.1 INR. And, formed the cumulative worth of the holding as 56.5 Cr. They even formed the overall equivalence of the holding worth 2.77% of the company’s total stakes. The unit share price of this company dropped drastically.

    The drop was worth 56.2 INR per unit. Thus, the new holding still had 51,79,355 shares. However, it was valued worth 15.5 L only in Dec 2018.


    Sanjay Kumar Agarwal Portfolio in 2017

    Sanjay Kumar Agarwal portfolio 2017 exhibited 12 investments round the year. The top most investment was however, commenced in Mar 2017. This was made in favor of IIFL Finance Ltd. The investment was to ensure the retention of this company’s holding.

    The holding was deemed to have had 61,71,528 shares. The shares were each valued worth 121.85 INR each. The overall value of the holding was however, deemed as 75.2 CR. This was in addition to the holding’s stake equivalence. We’re referring to the ownership claim over 1.94% of the company.

    The portfolio witnessed an upsurge worth 0.35 INR per unit in Dec 2017. This made the unit price of the shares worth 122.2 INR. Thus, the overall value of the holding was raised to 75.4 Cr. All the remaining values of the holding remained intact.

    And, all of the shares were retained by the portfolio. Sequent Scientific Ltd held the second place within the portfolio in Mar 2017. The holding of this company was made up of 71,22,210 shares. These shares were all valued worth 85 INR per unit.

    The shares formed the cumulative value of the holding as well. This was deemed worth 60.5 Cr. This was even equivalent to 2.92% of the company’s overall stakes. This company received a negative gain worth 0.3 INR per unit. The portfolio retained all of the shares within the holding nonetheless.

    More on Sanjay Kumar Agarwal Portfolio 2017

    The new value of the holding was deemed worth 60.3 Cr. However, the ownership of the portfolio within the company was retained as earlier. This all occurred during Dec 2017. The third company in this list was Gayatri Projects Ltd. This holding comprised of a total of 51,79,355 shares.

    The shares formulated the cumulative value of the holding as well. This was deemed worth 56.5 Cr. However, the unit share value of the company was deemed worth 109.1 INR. The holding was even worth 2.92% of the company’s total stakes.

    And, that’s why the shares were all retained even without any profit or loss from the last known quarter. Even the shares of this company had a negative gain worth 0.4 INR per unit. This made the cumulative value of the holding deteriorate to 56.3 Cr.

    The portfolio’s claim over the company stakes remained all the same. This happened because the portfolio retained all the shares in Dec 2017.


    What is Sanjay Kumar Agarwal’s Net Worth?

    Sanjay Kumar Agarwal Net Worth
    QuarterNet worth(Cr)Change%
    Dec-15 383.82
    Mar-16 421.49%
    Jun-16 491.8416%
    Sep-16 506.412%
    Dec-16 489.97-3%
    Mar-17 646.1831%
    Jun-17 765.2518%
    Sep-17 753.72-1%
    Dec-17 819.478%
    Mar-18 785.65-4%
    Jun-18 653.26-16%
    Sep-18 585.86-10%
    Dec-18 538.22-8%
    Mar-19 341.02-36%
    Jun-19 295.12-13%

    Sanjay Kumar Agarwal’s net worth had a fluctuating journey throughout. And, we’re referring to a time frame of 5 years. It started off in Dec 2015 with a net worth of 383.82 Cr. The net worth increased to 421.4 CR in Mar 2015 with a gain of 9%.

    It continued the growth streak for next 2 quarters. In Jun 2016, it received a positive gain of 16%. And, the value was raised to 491.84 Cr. Sep 2016 granted the portfolio another positive gain of 2%. And, this made its value go all the way up to 506.41 Cr.

    However, it lost 3% of the wealth in Dec 2016. This brought it down to 489.97 Cr. However, it again recovered with a positive gain of 31% in Mar 2017. This made its value worth 646.18 Cr. It went to be worth 765.25 Cr in Jun 2017 with a positive gain of 18%.

    It lost 1% in Sep 2017 nonetheless. Thus, its value was dragged down to 753.72 Cr. The portfolio gained its maximum value ever in Dec 2017. It was worth 819.47 Cr with a positive gain of 8% during this quarter. It has been on a negative gain spree ever since.

    The next six quarter of Mar 2018 to Jun 2019 were worth 785.65 Cr, 653.26 Cr, 585.86 Cr, 538.22 Cr, 341.02 Cr and 295.12 Cr respectively.


    Sanjay Kumar Agarwal Portfolio – Conclusion

    The portfolio of Sanjay Kumar Agarwal is an example of how not to over-trust brands. This is the very basic reason for the portfolio’s down fall. And, all the investors should learn from this.


     

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