Sunil Kumar Agarwal Portfolio, Latest Holdings, Net Worth & more

Sunil Kumar Agarwal Portfolio is another of the rising stars. And, we’re referring specifically to the Indian trading industry. We’ll take a deep dive into this portfolio within this article toady. We have done a lot od digging about it.

And, we’ll use the information we’ve gathered to help you understand about in detail. Nothing much was uncovered about the owner of the portfolio. However, that’s completely fine with this article. Anyway, we’ll initiate by explaining a few tricks used by the portfolio.

These will be revelations about the investment techniques it follows. Next, we’ll focus on the portfolio’s last known constitution. We’ll uncover all the investments it made in this part. And, we’ll refer to the reports of Jun 2022 for this.

We’ll then move ahead and explain the top three investments it commenced in 2020, 2021 and 2022 respectively. The last part will include a short glimpse into the financial journey of the portfolio.

This will even establish the portfolio’s net worth as during the last 5 years.

About Sunil Kumar Agarwal

We got to immerse ourselves in Sunil Kumar Agarwal latest portfolio. And, we found out that it mentioned a total of 5 investments. This was during the 2^nd quarter of 2022. We dig a bit further and researched into the portfolio’s last 5 years’ worth of investment data.

This helped us to crack open a few nuts. The portfolio is far from what you can call a multi-bagger. On the contrary, it emphasizes on investing on Infrastructure Sector. The last known composition of the portfolio had three companies from this sector.

This means 60% of the portfolio’s composition in terms of investment quantity. It even emphasizes on the Finance Sector. And, it had two companies from this sector as well. And, that makes 40% of the investments of the portfolio.

Now, that’s a really huge number. You must even understand that these are two of the major sectors of investments. However, as per the amount of investment, the portfolio has more than 90% of the wealth allocated towards the Finance Sector.

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Sunil Kumar Agarwal Latest Portfolio & Holdings

Sunil Kumar has currently 6 stocks in his portfolio which are worth a total of Rs. 57.7 crores. SPV Global Trading Ltd. where Sunil Kumar invested in 11.9% stakes is a recent inclusion in the portfolio.

While Kamdhenu Ltd.’s 6.9% stakes, Sarthak Metals Ltd.’s 2.3% stakes are constantly being held. Then there is Kranti Industries Ltd. where he holds a 1.6% stake presently.

Then there is Abhinav Leasing & Finance Ltd. which he has invested in 0.3% stakes and Kranti industries Ltd. which he has 5.1% stakes. So, these 6 stocks are recently the top holdings of this popular investor.

Holdings in SPV Global Trading Ltd.

SPV Global Trading Ltd. is a new addition to the portfolio of Sunil Kumar. He bought 11.9% stakes in this company in the June quarter of 2022. The total number of shares he holds is 234000 which is worth Rs. 30.7 lakhs at present.

 Holdings in Kamdhenu Ltd.

Kamdhenu Ltd. is a stock that Sunil Kumar has been holding for many years now. At the beginning of this year, he increased his stakes in this company from 5.7% to 6.9% which he is holdings in the current quarter as well.

His main holding is Kamdhenu as out of his total net worth at present, Rs. 51.3 crores is of Kamdhenu Ltd. from 1845572 shares.

 Holdings in Sarthak Metals Ltd.

The third company where Sunik Kumar Agarwal has one of the highest stakes is Sarthak Metals Ltd. He holds 2.3% of the stakes in this company for the past 1 year continuously.

Even before that, he held this stock in his portfolio often. At present, the valuation of this holding is Rs. 4.1 crores from 320000 shares.

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Sunil Kumar Agarwal Portfolio in 2021

At the beginning of the year 2021, Sunil Kumar Agarwal held 5 stocks in his investment portfolio. During the March 2021 quarter, his portfolio was worth Rs. 21.9 crores and above (approximately).

The top holdings were Kamdhenu Ltd., Tridev Infraestates Ltd., and Sarthak Metals Ltd. Apart from these three the other two significant holdings were in Kranti Industries Ltd. and Abhinav Leasing & Finance Ltd.

While Sunil Kumar neither added nor sold off any stakes during this year, however, his portfolio valuation went up to Rs. 34.3 crores by the end of the year which means, his returns from the portfolio were incredible.

Sunil Kumar Agarwal Portfolio in 2020

During the March 2020 quarter, the number of stocks in Sunil Kumar’s portfolio was 6 and the net worth of his portfolio was Rs. 7.8 crores.

While Kamdhenu Ltd., Tridev Infraestates Ltd., and Sarthak Metals Ltd. were there in the portfolio, which he retained later on. He had a 2.2% stake in Canopy Finance Ltd. as well back in March 2020 quarter.

During September 2020 quarter, he sold off his entire holdings in Canopy Finance however, invested again in 1.1% stakes in the December 2020 quarter.

The net worth of his portfolio went up to Rs. 17.9 crores at the end of this year with 5 significant stocks in the portfolio.

Sunil Kumar Agarwal Portfolio in 2019

Sunil Kumar Agarwal Portfolio 2019 had 5 investments enlisted in total. And, we’ve mentioned this even earlier. However, we’ll be elaborating the top three investments in here. So, we have the company Kamdhenu Ltd to begin with.

The portfolio commenced maximum investment in its favor during Mar 2019. Reports confirm the portfolio’s possession of 15,45,292 shares of this company. And, the shares were all priced at 116.35 INR per unit. In other words, the cumulative value of the shares was worth 18.0 Cr.

This formed over 90% of the portfolio’s investment concentration. But more importantly, it granted some other features. We’re referring to the 5.85% worth ownership claim over the company. The shares recorded a positive gain of 0.54 INR from previous quarter.

There were no changes observed in terms of market value of this holding in Hun 2019. However, the overall stakes contained by the portfolio was limited to 5.82%. This was worth 0.03 INR per negative gain. Sarthak Metals Ltd formed the second highest investment consuming company.

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And, we’re referring specifically to the portfolio of Sunil Kumar Agarwal. Anyway, the portfolio invested to get 3,20,000 shares of the company. The unit cost of those shares was deemed worth 15.6 INR. However, they cumulatively formed a holding worth 49.9 L.

And, the holding was even worth 2.34% worth of the company’s entire stakes. Please notice that we’re referring to the quarter of Mar 2019 only. This holding showed no changes at all in Jun 2019. The third spot within this list was allotted to Canopy Finance Ltd.

The portfolio invested a hefty amount even for this company. The units share cost of the company was 13.12 INR. And, this was recorded during Mar 2019. Anyway, this holding was formed by 2,00,000 shares. And, the overall holding value was accounted worth 26.2 L.

It came with some added advantages. We’re referring to 2.15% ownership over the company’s stakes in total. Even this holding retained all its values. Therefore, the portfolio retained all the shares too in Jun 2019.

Sunil Kumar Agarwal Portfolio in 2018

Sunil Kumar Agarwal 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.

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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. 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.

Sunil Kumar Agarwal Portfolio in 2017

Sunil Kumar Agarwal portfolio 2017 had 5 investments in total. However, the top three are the ones that matter most. And, the list is led by Kamdhenu Ltd. The portfolio managed to retain its holding of 12,95,292 shares. The shares were priced at 116.35 INR each.

And, this made the entire holding’s value worth 15.1 Cr. The portfolio retained the shares at zero profit or loss. In fact, holding the shares granted 5.54% worth ownership in the company. And, this data was recorded during Mar 2017.

No changes were observed within this portfolio even in Dec 2017. And, the portfolio retained all of the shares. Canopy Finance Ltd held the second place with much difference. And, we’re talking in terms of investment concentration. The portfolio held 2,00,000 shares of this company.

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And, the value of unit share was deemed worth 13.12 INR. The entire holding’s value however, was worth 26.2 L. The overall holding was even valued worth 2.15% of the company’s total stakes. And, this data was collected in Mar 2017.

Even this holding was totally retained without any losses whatsoever in Dec 2017. Sarthak Metals Ltd formed a close third place. The portfolio was in possession of 1,60,000 shares of this company. The holding was valued worth 25.0 L in total in Mar 2017.

And, the unit share value was deemed worth 15.6 INR. However, the holding even granted another advantage. It was worth 1.17% of the total shares or stakes of the company. The unit share value remained same in Dec 2017.

However, the portfolio decided to shed off most of the shares. As a result, the holding was diminished drastically. And, this left the [portfolio with even less than 1% of the company’s total stakes.

What is Sunil Kumar Agarwal’s Net Worth?

During the first two quarters of 2022, the net worth value remained constant mostly from Rs. 36.4 cr. in march anf Rs. 36.67 cr. in June.

In the previous year, the portfolio’s growth was tremendous in the last quarter. The net worth grew by 1077% in December 2021, the value was Rs. 34.26 cr.

More on Sunil Kumar Agarwal’s Net Worth

Sunil Kumar Agarwal’s net worth as recorded in Jun 2019 was 25.69 Cr. with a negative change of 4%. It further dropped to 17.83 cr. and 15.04 cr. in Sep 2019 and December 2019.

In the year 2020, the net worth value, went high as well as was hit down by the market conditions too. In March, portfolio’s net worth was Rs. 7.83 cr with a drop of 47% in the value. The second quarter of the year showed a upsurge in the value of 47% and was valued at Rs. 11.53 cr.

The pattern did not go the same to the direction and the value fell by 5% in September 2020 and was valued at Rs. 10.87 cr. Afterwards, the value increased by 64% in December and was valued at Rs. 17.88 cr.

2021 was much of a ride of the portfolio. Started with a rise in March 2021 of 22%, the value stood at Rs. 21.91 cr. which was shattered in the subsequent quarter by 89% fall and the value was Rs. 2.28 cr. Later, in September 2021, the net worth was risen by 27% and then by 1077% in December 2021.

Sunil Kumar Agarwal Portfolio – Conclusion

The portfolio of Sunil Kumar Agarwal is the perfect example of analyzed investments. That is the only reason it could grow on a consistent rate. And, the newcomers to the industry should take a lesson from it.

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