Vallabh Bhanshali: Analyzing the stocks and investment strategy of this market expert

Vallabh Bhanshali: Analyzing the stocks and investment strategy of this market expert

by 5paisa Research Team Last Updated: Jan 19, 2022, 03:28 PM IST

The co-founder of ENAM group has five prominent stocks that make up the bulk of his portfolio as of December 2021.

Renowned investment banker, investor, venture capitalist and capital markets expert in India, Vallabh Bhanshali is the co-founder and Chairman of the ENAM group. He is a Trustee of the Bombay Stock Exchange and serves on various committees of the Stock Exchange, SEBI and other bodies. Bhanshali has lectured throughout his career and conducted professional level seminars in the behavioural field and published several articles in professional and other magazines.

Today, we will look at the 5 biggest holdings in his portfolio and the performance of these stocks over the last year. These are the shares held by Vallabh Bhanshali as per the information available by the exchanges as of December 2021.

Sr No  

Company  

Holding on Dec 2021  

Value (in Rs Crore)   

1  

Gujarat Fluorochemicals Ltd.  

1.08  

325.79  

2  

Greenlam Industries Ltd.  

Filing Due  

60.42  

3  

CSB Bank Ltd.  

1.26  

53.18  

4  

Genus Power Infrastructures Ltd.  

1.16  

21.66  

5  

Inox Wind Energy Ltd.  

1.26  

10.7  

 Gujarat Fluorochemicals

Gujarat Fluorochemicals Ltd. engages in the manufacture of chemicals. Its products include fluoropolymers, fluoroelastomer, fluoro-additives, fluoro-speciality chemicals, and refrigerants.

As per information on the BSE, Vallabh Bhanshali has a 1.08% holding in the company, valued at Rs 325.79 crore as of December 2021. The stock has given a one-year return of 354.23% and 31.73% over the past one month.

Greenlam Industries

Greenlam Industries Ltd is a holding company, which engages in the provision of laminates, decorative veneer and allied products. It operates through the Laminate and Allied Products; and Veneer and Allied Products segments. The Laminate and Allied Products segment includes the manufacture of laminates, compact laminates, and other allied products through its wholesale and retail network. The Veneer and Allied Products segment produces decorative veneers, engineered wood flooring, engineered door sets and door leaf, and other allied products through its wholesale and retail network.

The filing for Greenlam Industry in the December 2021 quarter has not yet been completed. But Vallabh Bhanshali had a 1.32% holding in the company in the September 2021 filing, valued at Rs 60.42 crore. The stock has given a 1-year return of 126.67% and 4.73% over the past month.

CSB Bank

CSB Bank Ltd. provides commercial banking services. It operates through the following four businesses: Small and Medium Scale Enterprise (SME) Banking; Retail Banking; Corporate Banking; and Treasury Management. The SME Banking business offers term loans, working capital loans, invoice/bill discounting, letters of credit and bank guarantees. The Retail Banking business offers loan and deposit products to retail and non-resident of India customers. The Corporate Banking business provides services to large and mid-size corporates and other business entities. The Treasury Management business consists of statutory reserves management, asset-liability management, liquidity management, investment and trading of securities, and money market and foreign exchange activities.

As per information on the BSE, Vallabh Bhanshali has a 1.26% holding in the company, valued at Rs 53.18 crore as of December 2021. The stock has given a one-year return of 4.82% and -5.52% over the past 1 month.

Genus Power Infrastructures

Genus Power Infrastructures Ltd is a holding company, which engages in the provision of energy metering solutions, engineering, construction, and contracts in the power sector. Its products include electric meters such as multi-functional single-phase and three-phase meters, CT operated meters, ABT and Grid meters, Pre-Payment meters, smart meters, net meters, and others. It also offers engineering and construction services including transmission and distribution lines, rural electrification, switchyard, network, refurbishment, and others.

As per information on the BSE, Vallabh Bhanshali has a 1.16% holding in the company, valued at Rs 21.66 crore as of December 2021. The stock has given a one-year return of 102.54% and 5.21% over the past 1 month.

Inox Wind Energy

Inox Wind Energy Ltd. engages in the business of generation and sale of wind energy. It provides services to make investments in the shares, debentures and other securities of the renewable energy business. The company was listed on the BSE on June 11, 2021.

As per information on the BSE, Vallabh Bhanshali has a 1.26% holding in the company, valued at Rs 10.7 crore as of December 2021. The stock has given a 1-month return of -2.84%.

SENSEX
52,973.84
180.22 (0.34%)
Nifty 50
15,842.30
60.15 (0.38%)
Nifty Bank
33,597.60
476.25 (1.44%)
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SENSEX
52,973.84
180.22 (0.34%)
Nifty 50
15,842.30
60.15 (0.38%)
Nifty Bank
33,597.60
476.25 (1.44%)

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