Vanaja Sundar Iyer Portfolio, Latest Holdings, Net Worth & moreLast Updated Date: Feb 17, 2023
Vanaja Sundar Iyer is of the most prominent figures in the world of Indian financial trading and investing. This portfolio is known for its specific approach towards generating profits from a balanced investment strategy.
The portfolio is known to publicly hold stocks worth 115.12 Cr with major investments in 8 companies. And, we are stating this in accordance with her data related to shareholding filed with the exchanges in the recent quarter.
As far as today’s article is concerned, we’ll be having a detailed discussion about everything you need to know about the Vanaja Sundar Iyer Portfolio. We’ll tell you about the portfolio’s approach towards generating tremendous gains.
Also We’ll tell you about the portfolio’s major investments in the recent quarters. We’ll tell you about the top investments made by the portfolio during 2020, 2021 and 2022.
And, we’ll even tell you about the overall journey of this portfolio in the last four years. So, pay close attention to the article as we go on explaining.
About Vanaja Sundar Iyer
Vanaja Sundar Iyer’s latest portfolio is known to include a total of 9 investments in companies hailing from different sectors. This is by far the most balanced portfolio among the elite traders and investors of the Dalal Street.
This is a rather simple strategy that indicates and ensures to an increased potential of gaining from the investments while minimizing the probability of loss simultaneously. In other words, not all sectors experience equal amount of growth all the time.
Thus, even if a particular sector faces some negative gains, the remaining investments on other sector more than makes up for it. In short, it’s a secured manner of playing the investments game altogether.
Another noticeable fact about this portfolio is its knack towards including an investment across the automobile sector.
This sector has been highly undermined amongst the elite trading class of India. However, Vanaja Sundar Iyer latest portfolio seems to be somewhat of a stereotype breaker in this matter. Furthermore, the portfolio does not include any stocks from the IT or Pharma sector.
Not to mention that these two are considered among the prime sectors in India. Not having even one stock from these sectors is again breaking the usual trend. Moreover, this portfolio pertains diversity in a totally different form.
Unlike other portfolios, it does not have more than one companies hailing from a single sector. Moreover, the overall investments made is also less in terms of companies which is totally in contrast to the portfolios of the maestros like Subramanian P and Hitesh Javeri.
The last, but most noticeable fact about this portfolio is its knack towards the companies encouraging internal consumption.
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Vanaja Sundar Iyer Latest Portfolio and Holdings
As of 30th June 2022, the investment portfolio of Vanaja Sundar Iyer has 7 stocks in which he has more than 1% stakes companies. The total value of his portfolio or net worth is Rs. 295 crores as of June, 30th.
He invested in multiple new companies in the last quarter. He invested in 1.8% stakes of Jagsonpal Pharmaceuticals Ltd. He bought 467172 stocks which are worth Rs. 17.9 crores at present.
Then he invested in 1.5% stakes of Vadilal Industries Ltd. and the invested worth Rs. 27.3 crores currently. Then he bought 2.6% stakes in Hariom Pipe Industries Ltd. and the investment is worth Rs. 17.9 crores now.
All three are new investments in the investment portfolio of Vanaja Sundar Iyer.
Apart from these new investments, he has 2.1% stakes in Genesys International Corporation Ltd. which is worth Rs. 38.5 crores, and 1.9% stakes in HLE Glasscoat Ltd. which is worth Rs. 101.3 crores.
Then he has 2.3% stakes in Ami Organics Ltd. which has a valuation of Rs. 89.8 crores at present. However, the highest stakes he holds is in Twentyfirst Century Management Services Ltd. He holds a 7.8% stake in this company which is worth Rs. 2.2 crores presently.
Holdings in HLE Glasscoat Ltd.
This stock is the most important investment in Vanaja Sundar Iyer’s portfolio. He started investing in this stock at the beginning of 2021. Then he invested in 1.4% stakes of the company.
Currently, he holds a 1.9% stake in the company. In recent times, he hasn’t bought or sold any stakes in this company. The current valuation of this investment is Rs. 101.3 crores. He holds 255000 shares of this which are 1.9% stakes.
Holdings in AMI Organics
The next important investment of Vanaja Sundar Iyer’s portfolio is Ami Organics Ltd. He has a 2.3% stake in this company. In the June 2022 quarter, he sold off 0.2% stakes of the company which was earlier 2.5%.
The current valuation of this investment is 89.8 crores from 850000 stocks. He started investing in this stock last year June quarter.
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Vanaja Sundar Iyer Portfolio in 2021
If you look back at 2021, at the end of March, the valuation of the portfolio of Vanaja Sundar Iyer was Rs. 141.7 crores. He held 6 stocks in his portfolio back then where he had 1% or more stakes in the company.
The significant investments were Twentyfirst Century Management Services Ltd. DFM Foods Ltd., which he was retained in his portfolio.
He invested in Greenply Industries Ltd. and bought 1.5% stakes in the company, then 1.4% stakes in HLE Glasscoat Ltd., and also increased his holdings in NOCIL Ltd. from 1.1% to 1.2%.
His portfolio valuation went to Rs. 292.6 crores by the end of the year while the number of stocks where he held more than 1% stakes went down to 3 only.
At this time, he mainly held HLE Glasscoat Ltd., Ami Organics Ltd., and Twentyfirst Century Management services Ltd.’ shares. During the year, he bought 2.5% stakes in Ami Organics Ltd. which is in the September 2021 quarter.
Vanaja Sundar Iyer Portfolio in 2020
Vanaja Sundar Iyer’s investment portfolio in March 2020 had 6 stocks valued at Rs. 51.7 crores.
Apart from Twentyfirst Century Management Services Ltd.’s 7.8% stakes which is one of his constant investments, there were 2.5% stakes in Jamna Auto Industries Ltd., 1.5% stakes in PPAP Automotive Ltd., 1.3% stakes in Visaka Industries Ltd., 1.2% stakes of Ujjivan Financial Services Ltd. and Rajratan Global Wire Ltd. as well.
During the year, he invested in 1.9% stakes in DFM Foods Ltd. and 1.1% stakes in NOCIL Ltd. and also added 0.1% stakes in both companies respectively in the last quarter of the year.
He invested in Prince Pipes & Fittings Ltd.’s 1.1% stakes in the December 2020 quarter. The net worth of his portfolio by the end of 2020 was Rs. 70.4 crores.
Vanaja Sundar Iyer Portfolio 2019
The Vanaja Sundar Iyer Portfolio 2019 has been known to hold the stock shares of a total of 10 different companies.
However, we have tried to concentrate our focus on deciphering the details of the investments holding the top three spots in this portfolio. To begin with, we have this portfolio’s investment made on to the company named Jamna Auto Industries Ltd.
Vanaja Sundar Iyer held a right to 2.55% of this company’s overall stakes during the 1st quarter of the year 2019. In other words, it can be stated that the portfolio held a total of 1,01,49,588 shares of this company in March 2019.
This holding was then valued at 42.5 Cr in total making the unit share price’s value 41.9 INR. It was held with a negative gain of 0.01 INR per share from the last quarter.
As far as the previous quarter is concerned, this stock was limited by the portfolio to a total of 1,00,26,215 shares grating the portfolio an ownership of 2.52% over the company. The overall stock holding is currently valued for 42.2 Cr and the current unit stock share price is 42.1 INR.
More on Vanaja Sundar Iyer Portfolio in 2019
However, the stock has experienced a negative gain of 0.03 INR per share as compared to the previous quarter. The second most invested upon company in Iyer’s portfolio in March 2019 was Raymond Ltd.
The portfolio held a total of 6,83,925 shares of this company making it the owner of 1.13% of the company’s overall shares.
The stock was held at a no profit no loss condition from the previous quarter making the whole lot priced at 39.8 Cr and the unit stock share price value 581.75 INR.
The previous quarter recorded a negative gain to the stock worth 0.11 INR per unit share. The shares are now limited to a total of 6,25,000 valuing for a total of 35.8 Cr the entire lot and 573.35 INR per share.
The portfolio is now in charge of 1.02% of the company. Third highest investment made by Vanaja Sundar Iyer during the 1st quarter of 2019 was for the company known as Fedral-Mogul Goetze (India) Ltd.
The portfolio held a total of 6,02,239 shares of this company which was then valued for 553.9 INR per unit share and 33.4 Cr for the entire lot.
The holding even granted the portfolio an ownership of 1.08% over the company back then. The shares were all held at no alterations in terms of unit share price from the last quarter.
This stock has not experienced much difference even in the last quarter of the year 2019. However, the unit stock share price was increased to 554.4 INR as compared to 553.9 during March 2019.
Vanaja Sundar Iyer Portfolio 2018
The Vanaja Sundar Iyer Portfolio 2018 held the maximum investment on the company named Jamna Auto Industries Ltd during the 1st quarter of the year.
A total of 1,02,00,000 shares were held by the portfolio back then, making it the owner of 2.56% of the company’s overall stakes.
Overall value of the stock was then accounted for 42.7 Cr and the unit share was valued for 41.9 INR. It was held with 0.05 INR positive gain from the previous quarter.
This stock did not experience any kind of alterations in terms of the overall stock value, number of shares held, ownership in the company or the unit stock share price even during December 2018.
The second highest investment in Vanaja Sundar Iyer’s portfolio during March 2018 was made on a company named Lumax Industries Ltd. Portfolio used to hold a total of 1,29,476 shares of this company back then with an overall ownership of 1.39% of the company’s stakes.
More on Vanaja Sundar Iyer Portfolio in 2018
Stock was held without a positive or negative gain as compared to the previous quarter. It was thus, valued for 1260 INR per unit share back then and 16.3 Cr for the entire lot.
No trace of publicly holding the shares of Lumax Industries Ltd could be found for this portfolio during the last quarter of the year 2018.
However, the second place in the portfolio was now held by Raymond Ltd with the overall share holding of 6,83,925 shares, then, valued at 39.8 Cr.
The unit price of the share was valued for 581.75 INR back then, thus, granting the overall 1.13% of the company’s ownership to the portfolio.
Third position in the portfolio was held by a company named Camlin Fine Sciences Ltd. The portfolio held a total of 26,00,000 shares of this company value for a total of 16.1 Cr back then.
Even the unit stock share was valued for 62 INR. The overall holding of this stock grated the portfolio an ownership to 2.14% of the company’s stakes.
Even this stock could not be found on the portfolio of Vanaja Sundar Iyer during the 4th quadrant of the year 2018. However, it was replaced by 6,02,239 shares of the company called Fedral-Mogul Goetze (India) Ltd.
This stock holding granted the portfolio 1.08% ownership in the company and was valued for 33.4 Cr back then.
Vanaja Sundar Iyer Portfolio in 2017
The Vanaja Sundar Iyer Portfolio 2017 had merely 6 investments made during the 1st quarter of the year. The highest investment was made on the company named Multi Commodity Exchange of Indian Ltd. the portfolio held 5,25,000 shares of this company giving it the right to 1.03% of the company overall turnover.
Each share of this company was then valued at 945.45 INR and it was held without any positive or negative gain from the previous quadrant.
The overall value of this stock was priced at 49.6 Cr back in those days. No traces of this stock could be found on the portfolio during the last quadrant of 2017.
In fact, it was replaced by 1,00,00,000 shares of the company named Jamna Auto industries Ltd. The unit share price of this stock was valued at 41.9 INR and the entire lot valued 41.9 Cr.
More on Vanaja Sundar Iyer Portfolio in 2017
The portfolio held 2.51% of the company’s overall stakes with the shares it held. The position of second highest investment made was acquired by a company named Force Motors Ltd.
The portfolio held a total of 2,00,000 stocks during March 2017 of this company making it the owner to 1.52% of the company’s overall turnover.
The overall stock of this company held by Vanaja Sundar Iyer during that time was valued at 24.3 Cr and the unit share price was 1213.6 INR.
The shares were held without any positive or negative gains from the preceding quadrant. Most of the shares from this stock were sold out by the end of the year 2017, thus leaving the portfolio with less than 1% of its ownership.
In fact, the third place was then replaced by 5,72,239 shares of Fedral-Mogul Goetze (India) Ltd. worth 31.7 Cr market value and 1.03% of the company’s stakes.
Third position for highest acquired investments was held by the company named Lumax Industries Ltd. The portfolio had 1,29,669 shares of this company valued at 1260 INR per share and 16.3 Cr for the entire lot during March 2017.
It was held for 1.39% of the company’s stakes on the whole. Lumax Industries Ltd. continued to be on the third place with 1,29,476 shares valued at 16.3 Cr.
What is Vanaja Sundar Iyer’s Net Worth?
|Vanaja Sundar Iyer Net Worth|
Vanaja Sundar Iyer’s net worth has not been very stable throughout the duration of the last 3 years. The portfolio was weighed for a net worth of 115.12 Cr during the recent quadrant of the year 2022. In March 2022, it weighed for 92.64 Cr with 68% negative gain from preceding quadrant.
During 1st quarter of the year 2021, the portfolio netted 141.68 Cr and went up to 162.22 Cr with a positive gain of 14% during June 2021. It held a value of 248.84 Cr with a raise of 53% from the preceding quarter in September 2021. In the last quarter, the value grew by 17% to Rs. 292.56 cr.
In 2020, the value went down by 67% and then by 86% in March and June. The net worth rose by 450% and was valued at Rs. 37.96 cr. in September 2020. The net worth went up to Rs. 70.36 cr. in December 2020.
Vanaja Sundar Iyer Portfolio – Conclusion
Vanaja Sundar Iyer stock portfolio can be referred to by the beginners for getting a thorough understanding of aware switching techniques into various industries as per the market outcome.
It even teaches a lot about having a balanced portfolio in order to continue without much turbulence throughout the years.
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