Dalal Street Investment Journal

Top Investor Portfolio

Rakesh Jhunjhunwala

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Gain

18 %

Sensex

37.34 %

vs.Sensex

-19 %

Investing Principle

MultiBagger

Dolly Khanna

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Gain

9 %

Sensex

37.34 %

vs.Sensex

-28 %

Investing Principle

Value Investing

Vijay Kedia

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Gain

25 %

Sensex

37.34 %

vs.Sensex

-12 %

Investing Principle

SMILE

Porinju Veliyath

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Gain

-28 %

Sensex

37.34 %

vs.Sensex

-65 %

Investing Principle

High Growth Stocks

Rakesh Jhunjhunwala

Rakesh jhunjhunwala is one of the biggest investor/trader in the Indian markets. A qualified chartered accountant manages his own portfolio with his asset management company Rare Enterprises. He believes In the value investing concept and well known for finding gems from the universe of stocks. He is also known as Indian Warren buffet.

Current Holdings

Company	Holdings	Holding as on	Price As On 01 Jan 2019	CMP	Return
Agro Tech Foods Ltd.	400000.00	Dec-18	611.50	849.2	39 %
NCC Ltd.	11600000.00	Dec-18	88.85	60.15	-32 %
Jubilant Life Sciences Ltd.	3000000.00	Dec-18	712.70	988.45	39 %
Lupin Ltd.	8023605.00	Dec-18	842.30	1087.55	29 %
Fortis Healthcare Ltd.	12500000.00	Dec-18	139.85	167.2	20 %
VIP Industries Ltd.	5215000.00	Dec-18	515.15	359	-30 %
Aptech Ltd.	5094100.00	Dec-18	191.50	175.25	-8 %
Ion Exchange (India) Ltd.	577500.00	Dec-18	375.70	1140	203 %
Firstsource Solutions Ltd.	20000000.00	Dec-18	48.60	96	98 %
Federal Bank Ltd.	44721060.00	Dec-18	93.00	77.3	-17 %
Rallis India Ltd.	17980820.00	Dec-18	180.85	289.4	60 %
Prozone Intu Properties Ltd.	3150000.00	Dec-18	30.25	22	-27 %
TV18 Broadcast Ltd.	20773300.00	Dec-18	38.35	31.2	-19 %

Dolly Khanna

Dolly Khanna and Rajeev Khanna is one of the lower profile Indian investor known for the multibagger picks and periodic portfolio churning. The golden couple follows investment strategy of investing into growth stocks.

Current Holdings

Company	Holdings	Holding as on	Price As On 01 Jan 2019	CMP	Return
Som Distilleries & Breweries Ltd.	337804.00	Dec-18	156.80	29.6	-81 %
Associated Alcohols & Breweries Ltd.	185798.00	Dec-18	289.55	319	10 %
Rain Industries Ltd.	8951872.00	Dec-18	135.95	135.65	0 %
Radico Khaitan Ltd.	1864704.00	Dec-18	401.85	509	27 %
IFB Agro Industries Ltd.	143902.00	Dec-18	624.50	435.05	-30 %
NOCIL Ltd.	3991040.00	Dec-18	166.15	147.45	-11 %
Nilkamal Ltd.	303905.00	Dec-18	1468.75	1485.35	1 %
Manappuram Finance Ltd.	8706360.00	Dec-18	92.40	168.35	82 %
Muthoot Capital Services Ltd.	282692.00	Dec-18	972.95	411.45	-58 %
Tata Metaliks Ltd.	292864.00	Dec-18	618.10	820.45	33 %
RSWM Ltd.	379536.00	Dec-18	232.00	162	-30 %
JK Paper Ltd.	2201749.00	Dec-18	155.50	126.2	-19 %
N R Agarwal Industries Ltd.	205044.00	Dec-18	421.25	220.3	-48 %
Ruchira Papers Ltd.	349388.00	Dec-18	136.90	63.8	-53 %

Vijay Kedia

Vijay Kedia is an Indian Investor/trader. He is from the family of brokers and started of his career at the age of 19. The economic times of India has described him as market master. He follows an investing principle of SMILE that is Small in size, Medium in experience, Large in aspiration and Extra-large in market potential.

Current Holdings

Company	Holdings	Holding as on	Price As On 01 Jan 2019	CMP	Return
Cera Sanitaryware Ltd.	140000.00	Dec-18	2344.95	3346.55	43 %
Innovators Facade Systems Ltd.	1913032.00	Dec-18	53.40	35.45	-34 %

Porinju Veliyath

Porinju Veliyath also known as small cap czar is an Indian investor. He manages his own portfolio as well as other investor’s portfolios through his fund management firm Equity Intelligence India. He is a one of the value investor who believes more on small cap undervalued stocks. He has identified some multibagger stocks early in his career such as Shreyas Shipping, Kitex Garments, KRBL etc.

Current Holdings

Company	Holdings	Holding as on	Price As On 01 Jan 2019	CMP	Return
BCL Industries Ltd.	200000.00	Dec-18	99.20	94	-5 %
Duroply lndustries Ltd.	158725.00	Dec-18	92.60	46.05	-50 %
Raunaq EPC International Ltd.	50000.00	Dec-18	80.50	24.2	-70 %
Emkay Global Financial Services Ltd.	300000.00	Dec-18	104.50	72.4	-31 %
Palash Securities Ltd.	100949.00	Dec-18	42.70	40.3	-6 %