Do you know the Stock holdings of Ace Investors (Market Gurus) of India?
04 Sep 2020
Nikita Bhoota
The buy and sell activities of market gurus such as Rakesh Jhunjhunwala, Radhakishan Damani, Ashish Kacholia etc in the stock market are eagerly watched by investors. Some of the investors prefer to replicate the stock investments of ace investors to earn superior returns in the long- term. Ace investors generally carry out in-depth research which helps them to identify the best stocks for investment purposes and multiply their money in the long-run. Analysing is not an easy task for a common investor as it requires huge knowledge and is a time-consuming process. However, before replicating the market gurus portfolio, investors should consider their risk appetite, time horizon and should also know the business of the companies.
So here, we have discussed the portfolio holdings of some of the top 5 ace investors as of the quarter ending June 2020. They hold more than 1% of the total number of shares in the company. These ace investors also invest in the name of their family members and their own companies. However here, we have collated the holding details as much as possible directly owned by the ace investors in their name.
Rakesh Jhunjhunwala
Rakesh jhunjhunwala is a well-known name in the Indian stock market. He is the biggest investor/trader in the Indian markets. He is also known as the Indian Warren buffet. A qualified chartered accountant manages his portfolio with his asset management company Rare Enterprises. He invests in his name as well as in his wife’s name Rekha Jhunjhunwala. His investments are closely monitored by media and market investors.
|
Company Name
|
Holder's Name
|
No. of Shares
|
Holding (%)
|
|
Agro Tech Foods Ltd.
|
Rakesh Jhunjhunwala
|
4,93,700
|
2.03
|
|
Agro Tech Foods Ltd.
|
Rakesh Jhunjhunwala
|
3,10,000
|
1.27
|
|
Anant Raj Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
1,00,00,000
|
3.39
|
|
Aptech Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
50,94,100
|
12.65
|
|
Autoline Industries Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
10,20,000
|
3.77
|
|
Bilcare Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
17,35,425
|
7.37
|
|
CRISIL Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
21,06,750
|
2.91
|
|
Delta Corp Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
1,15,00,000
|
4.28
|
|
Dishman Carbogen Amcis Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
25,00,000
|
1.59
|
|
Edelweiss Financial Services Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
1,11,25,000
|
1.19
|
|
Escorts Ltd.
|
Rakesh Jhunjhunwala
|
91,00,000
|
7.42
|
|
Firstsource Solutions Ltd.
|
Rakesh Jhunjhunwala
|
2,00,00,000
|
2.88
|
|
Fortis Healthcare Ltd.
|
Rakesh Jhunjhunwala
|
2,00,00,000
|
2.65
|
|
Geojit Financial Services Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
1,80,37,500
|
7.57
|
|
GMR Infrastructure Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
8,50,00,000
|
1.41
|
|
Ion Exchange (India) Ltd.
|
Rakesh Jhunjhunwala
|
5,77,500
|
3.94
|
|
Ion Exchange (India) Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
1,97,500
|
1.35
|
|
Karur Vysya Bank Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
3,59,83,516
|
4.5
|
|
Lupin Ltd.
|
Rakesh Jhunjhunwala
|
66,45,605
|
1.47
|
|
Man InfraConstruction Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
30,00,000
|
1.21
|
|
Multi Commodity Exchange Of India Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
20,00,000
|
3.92
|
|
NCC Ltd.
|
Rakesh Jhunjhunwala
|
1,16,00,000
|
1.90
|
|
Orient Cement Ltd.
|
Jhunjhunwala Rakesh Radhesham
|
25,00,000
|
1.22
|
|
Prakash Industries Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
25,00,000
|
1.46
|
|
Prozone Intu Properties Ltd.
|
Rakesh Jhunjhunwala
|
31,50,000
|
2.06
|
|
Rallis India Ltd.
|
Rakesh Jhunjhunwala
|
51,82,750
|
2.67
|
|
The Federal Bank Ltd.
|
Rakesh Jhunjhunwala
|
6,23,21,060
|
3.18
|
|
The Indian Hotels Company Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
1,25,00,000
|
1.05
|
|
The Mandhana Retail Ventures Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
28,13,274
|
12.74
|
|
Titan Company Ltd.
|
Jhunjhunwala Rakesh Radheshyam
|
3,93,10,395
|
4.43
|
|
VIP Industries Ltd.
|
Rakesh Jhunjhunwala
|
52,15,000
|
3.69
|
Source: Ace Equity
Radhakishan Damani
Radhakishan Damani is known for his low profile and hardly ever appears in public events or TVs. He is also the mentor for Rakesh Jhunjunwala and the single largest shareholder of Avenue supermarts (D-mart). He is also known as retail king of India. He runs two investment firms- Derive Investments and Brightstar Investments Pvt Ltd.
|
Company Name
|
Holder's Name
|
No. of Shares
|
Holding (%)
|
|
Astra Microwave Products Ltd.
|
Radhakishan S Damani
|
8,96,387
|
1.03
|
|
Avenue Supermarts Ltd.
|
Mr.Radhakishan S. Damani & Mrs.Shrikantadevi Damani (On Behalf Of Mountain Glory Pvt Beneficiary Trust)
|
1,80,00,000
|
2.78
|
|
Avenue Supermarts Ltd.
|
Mr.Radhakishan S. Damani & Mrs.Shrikantadevi Damani (On Behalf Of Royal Palm Pvt Beneficiary Trust)
|
1,80,00,000
|
2.78
|
|
Avenue Supermarts Ltd.
|
Mr.Gopikishan S. Damani & Mr.Radhakishan S. Damani (On Behalf Of Karnikar Pvt Beneficiary Trust)
|
1,80,00,000
|
2.78
|
|
Avenue Supermarts Ltd.
|
Mr.Gopikishan S. Damani & Mr.Radhakishan S. Damani (On Behalf Of Gulmohar Pvt Beneficiary Trust)
|
1,80,00,000
|
2.78
|
|
Avenue Supermarts Ltd.
|
Mr.Radhakishan S. Damani & Mrs.Shrikantadevi Damani (On Behalf Of Bottle Palm Pvt Beneficiary Trust)
|
1,80,00,000
|
2.78
|
|
Avenue Supermarts Ltd.
|
Radhakishan Shivkishan Damani
|
22,21,59,156
|
34.3
|
|
BF Utilities Ltd.
|
Radhakishan Shivkishan Damani
|
4,91,000
|
1.30
|
|
Kaya Ltd.
|
Radhakishan S Damani
|
1,44,464
|
1.11
|
|
Mangalam Organics Ltd.
|
Radhakishan S Damani
|
1,86,187
|
2.17
|
|
Prozone Intu Properties Ltd.
|
Radhakishan Damani
|
19,25,000
|
1.26
|
|
Simplex Infrastructures Ltd.
|
Radhakishan S Damani
|
13,00,000
|
2.28
|
|
SpencerS Retail Ltd.
|
Radhakishan S Damani
|
16,61,324
|
2.09
|
|
The India Cements Ltd.
|
Radhakishan S Damani & Gopikishan S Damani
|
41,45,103
|
1.34
|
|
The India Cements Ltd.
|
Radhakishan S Damani
|
3,34,52,777
|
10.8
|
|
VST Industries Ltd.
|
Radhakishan S. Damani
|
7,67,823
|
4.97
|
Source: Ace Equity
Ashish Kacholia
Ashish Kacholia is known for his mid- and small-cap picks. Mr. Kacholia is fondly called as Big Whale’ by the media. He started his career with Prime Securities and later moved to Edelweiss before establishing his broking firm, Lucky Securities. Ashish Kacholia along with Rakesh Jhunjhunwala, Neeraj Roy, Lashit Sanghvi,and Hiren Ved founded Hungama Digital Media Ltd in the year 1999..Mr. Kacholia started focusing on building his own portfolio in the year 2003.
|
Company Name
|
Holder's Name
|
No. of Shares
|
Holding (%)
|
|
Acrysil Ltd.
|
Ashish Kacholia
|
11,05,930
|
4.14
|
|
Apollo Pipes Ltd.
|
Ashish Kacholia
|
4,68,969
|
3.58
|
|
Apollo Tricoat Tubes Ltd.
|
Ashish Kacholia
|
6,02,863
|
1.98
|
|
Birlasoft Ltd.
|
Ashish Kacholia
|
64,99,879
|
2.35
|
|
CHD Developers Ltd.
|
Ashish Kacholia
|
63,61,166
|
4.95
|
|
DFM Foods Ltd.
|
Ashish Kacholia
|
10,00,500
|
2.00
|
|
HLE Glascoat Ltd.
|
Ashish Kacholia
|
1,33,106
|
1.03
|
|
KPIT Technologies Ltd.
|
Ashish Kacholia
|
29,29,900
|
1.07
|
|
Majesco Ltd.
|
Ashish Kacholia
|
8,92,053
|
3.10
|
|
NIIT Ltd.
|
Ashish Kacholia
|
35,82,835
|
2.53
|
|
Paushak Ltd.
|
Ashish Kacholia
|
42,678
|
1.38
|
|
Poly Medicure Ltd.
|
Ashish Kacholia
|
17,99,846
|
2.04
|
|
Religare Enterprises Ltd.
|
Ashish Kacholia
|
79,55,122
|
3.08
|
|
Safari Industries (India) Ltd.
|
Ashish Kacholia
|
3,86,618
|
1.73
|
|
Shaily Engineering Plastics Ltd.
|
Ashish Kacholia
|
5,99,696
|
7.21
|
|
Vaibhav Global Ltd.
|
Ashish Kacholia
|
4,99,182
|
1.54
|
|
Vishnu Chemicals Ltd.
|
Ashish Kacholia
|
5,88,793
|
4.93
|
Source: Ace Equity
Anil Kumar Goel
Anil Kumar Goel is from Amritsar in Punjab. Anil has a family business of steel trading. He entered the family business at a very young age. Anil Kumar Goel, who is one of the Dalal Street’s famous investor is known for his love for the micro and small businesses. He is fondly known as “sugar baron. His passion for sugar stocks is such that he does not miss even a single opportunity to tuck into these stocks.
|
Company Name
|
Holder's Name
|
No. of Shares
|
Holdings (%)
|
|
Ador Fontech Ltd.
|
Anil Kumar Goel
|
5,31,214
|
1.52
|
|
Amarjothi Spinning Mills Ltd.
|
Anil Kumar Goel
|
2,40,000
|
3.56
|
|
Austin Engineering Company Ltd.
|
Anil Kumar Goel
|
80,000
|
2.30
|
|
Avadh Sugar & Energy Ltd.
|
Anil Kumar Goel
|
10,90,611
|
5.45
|
|
Cosmo Films Ltd.
|
Anil Kumar Goel
|
2,50,000
|
1.29
|
|
Dalmia Bharat Sugar & Industries Ltd.
|
Anil Kumar Goel
|
18,31,000
|
2.26
|
|
Dhampur Sugar Mills Ltd.
|
Anil Kumar Goel
|
58,38,005
|
8.79
|
|
Dwarikesh Sugar Industries Ltd.
|
Anil Kumar Goel
|
82,00,000
|
4.35
|
|
GRP Ltd.
|
Anil Kumar Goel
|
20,600
|
1.55
|
|
IG Petrochemicals Ltd.
|
Anil Kumar Goel
|
5,79,197
|
1.88
|
|
KG Denim Ltd.
|
Anil Kumar Goel
|
4,90,000
|
1.91
|
|
KRBL Ltd.
|
Anil Kumar Goel
|
66,31,201
|
2.82
|
|
Magadh Sugar & Energy Ltd.
|
Anil Kumar Goel
|
4,90,000
|
3.48
|
|
Majestic Auto Ltd.
|
Anil Kumar Goel
|
2,00,000
|
1.92
|
|
Mazda Ltd.
|
Anil Kumar Goel
|
59,700
|
1.49
|
|
Panama Petrochem Ltd.
|
Anil Kumar Goel
|
8,68,500
|
1.87
|
|
Samtex Fashions Ltd.
|
Anil Kumar Goel
|
45,00,000
|
6.04
|
|
Sanghvi Movers Ltd.
|
Anil Kumar Goel
|
4,54,000
|
1.05
|
|
Sarla Performance Fibres Ltd.
|
Anil Kumar Goel
|
27,50,000
|
3.29
|
|
South India Paper Mills Ltd.
|
Anil Kumar Goel
|
9,00,000
|
6.00
|
|
Sri Lakshmi Saraswathi Textiles (Arni) Ltd.
|
Anil Kumar Goel
|
1,84,100
|
5.52
|
|
Srikalahasthi Pipes Ltd.
|
Anil Kumar Goel
|
7,84,873
|
1.68
|
|
Star Paper Mills Ltd.
|
Anil Kumar Goel
|
2,48,000
|
1.59
|
|
Sterling Tools Ltd.
|
Anil Kumar Goel
|
7,72,019
|
2.14
|
|
TCPL Packaging Ltd.
|
Anil Kumar Goel
|
8,08,000
|
8.88
|
|
Thirumalai Chemicals Ltd.
|
Anil Kumar Goel
|
11,07,415
|
1.08
|
|
Triveni Engineering & Industries Ltd.
|
Anil Kumar Goel
|
60,53,475
|
2.44
|
|
Uttam Sugar Mills Ltd.
|
Anil Kumar Goel
|
18,10,000
|
4.75
|
|
Vardhman Holdings Ltd.
|
Anil Kumar Goel
|
90,000
|
2.82
|
|
Vardhman Special Steels Ltd.
|
Anil Kumar Goel
|
13,30,000
|
3.29
|
Source: Ace Equity
Ashish Dhawan
Mr.Dhawan is an MBA graduate from the Harward Business School. He is the founder and Chairman of Central Square Foundation (CSF) and a Founding Member of Ashoka University. Before this, he worked in the investment management business and ran one of India's leading private equity funds, ChrysCapital. In June 2012, he left his full-time role at ChrysCapital to start CSF to pursue evidence- driven and innovation-led system reform in school education.
|
Company Name
|
Holder's Name
|
No. of Shares
|
Holdings (%)
|
|
Allcargo Logistics Ltd.
|
Ashish Dhawan
|
39,01,827
|
1.59
|
|
Arvind Fashions Ltd.
|
Ashish Dhawan
|
17,88,130
|
3.05
|
|
Birlasoft Ltd.
|
Ashish Dhawan
|
1,00,00,000
|
3.61
|
|
CESC Ventures Ltd.
|
Ashish Dhawan
|
8,18,609
|
3.09
|
|
Dish TV India Ltd.
|
Ashish Dhawan
|
2,89,57,491
|
1.57
|
|
Equitas Holdings Ltd.
|
Ashish Dhawan
|
1,26,00,000
|
3.69
|
|
Glenmark Pharmaceuticals Ltd.
|
Ashish Dhawan
|
35,00,000
|
1.24
|
|
Greenlam Industries Ltd.
|
Ashish Dhawan
|
13,62,842
|
5.65
|
|
IDFC Ltd.
|
Ashish Dhawan
|
5,60,00,000
|
3.51
|
|
Karur Vysya Bank Ltd.
|
Ashish Dhawan
|
1,96,00,180
|
2.45
|
|
Max Healthcare Institute Ltd.
|
Ashish Dhawan
|
1,61,38,267
|
1.78
|
|
Palred Technologies Ltd.
|
Ashish Dhawan
|
6,78,189
|
6.97
|
|
Quess Corp Ltd.
|
Ashish Dhawan
|
15,86,510
|
1.07
|
|
Zensar Technologies Ltd.
|
Ashish Dhawan
|
25,22,112
|
1.12
|
Source: Ace Equity
Disclaimer: The above report is compiled from information available on public platforms. These are not buy or sell recommendations.