저자: 미상 · 외국인
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주요 투자자(Jhunjhunwala, Mukul Agarwal, Anil Goyal, Ashish Kacholia, Vijay Kedia)의 2024년 12월~2025년 3월 포트폴리오 가치 변화와 지분 증감 내역을 소개. 대부분 포트폴리오 가치가 15~30% 감소. 종목별로 지분 확대(Titan, Canara Bank, Federal Bank 등)·축소·전량 매도 사례를 나열. 영상은 교육 목적이며 매수·매도 추천이 아니라고 명시.
다듬은 글
Hello friends, welcome to the Investment Information YouTube channel . So friends, in today's video, we are going to see where big investors have been buying and selling, as well as in which stocks they have increased their stake and in which stocks they have reduced their stake. So let's start the video.
Friends, the value of the portfolio of the Jhunjhunwala family as of December 2024 was Rs 68285 crore, which has become Rs 57594 crore in March 2025, which means that their portfolio has declined by 15.7%. Similarly, friends, the value of Mukul Agarwal's portfolio in December 2024 was Rs 672 crore, which has declined and now as of March 25, it has become Rs 563 crore, which means that friends, we are seeing a decline of 16.1% in Mukul Agarwal's portfolio.
Also, friends, the value of Anil Kumar Goyal's portfolio was Rs 1995 crore in December 2024, which has become Rs 1845 crore in March 2025, which means we are seeing a decline of 7.5% in his portfolio. Similarly, the value of Ashish Kacholia's portfolio was Rs 2097 crore in December 2024, and now his portfolio value is Rs 1743 crore as of March 2025, which means we are seeing a decline of 16% in his portfolio.
Similarly, Vijay Kedia's portfolio was Rs 1549 crore in December 2024, which has become Rs 1074 crore in March 2025, which means we are seeing a decline of 30.7% in Vijay Kedia's portfolio. So, friends, let's talk first about the portfolio of Rakesh Jhunjhunwala family. As per the March 2025 shareholding data, friends have more than one percent holding in 26 companies and friends have increased their stake in four companies and these four companies include Titan, Canara Bank, Federal Bank and Sundrop Brands.
Friends have bought 80 thousand shares of Titan and the Jhunjhunwala family's stake in Titan has now increased to 1.5 million points and 1.5 million shares of Federal Bank. Friends have also bought 3.75 million shares of Canara Bank and 1.5 million shares of Federal Bank and they have reduced their stake in this company by selling 1.9 million shares of Bazaar Style Retail and friends have also completely exited from this company by selling 5.16 million shares of Sun Pharma Advance Research.
Let's talk about Mukul Agarwal's portfolio now. Friends, Mukul Agarwal has completely exited from six companies or his holding has decreased to more than 1%. Reduced because his name is not included in the list of shareholders and the names of these six companies are Ethos Dredging Corporation Quick Hill Technologies Sharda Energy and Minerals All Cargo Logistics and CEAT Limited.
He also reduced two lakh shares of BSE Limited and three lakh shares of Pearl Global and added two new companies One Source Specialty Pharma and Jacksonpal Pharma to his portfolio and he bought more shares of Zota Health Care and Surya Roshni. Someone Mukul Agarwal, let's talk about Anil Goyal's portfolio.
Friends, he added shares in 15 stocks out of his 23 stocks. He completely exited from LG Balakrishnan and reduced his stake in some stocks including TCPL Packaging Nahar Group stocks and increased his purchase in Triveni Dalmia Sugar Avadh and Uttam Sugar and bought 1.5 million shares of Sarla Performance Fibers.
We have increased our stake in this company to one point percent, which is the biggest jump in percentage terms. Friends, Anil Goyal has a new purchase in the textile stock DCM Novell. Anil Goyal has bought 2.33% stake in this company. Now let's talk about Ashish Kacholia's portfolio. Friends, he has made big sales in three companies.
He has sold 1.38% stake in the company Office. Ashish Kacholia has also sold some stakes in the company We Organics and Balu Fords. The biggest winner is Jagal Prepaid Ocean Services. Ashish Kacholia has increased his holding by one lakh shares. He has also bought stakes in Aeroflex Industries and Jyoti Structures.
Kacholia has kept his stakes unchanged in some of his favorite companies like Shaili Engineering Safari Industries and NI IT Learning Systems Steady . Now let's talk about Vijay Kedia 's portfolio. Friends, he has sold 5 lakh shares of Tejas Networks and reduced his stake by 1.31% to 1.02%. Also, Vijay Kedia has sold 9 lakh 95 thousand shares of Precision Camshaft and reduced his stake by 3.15%.
2.Vazent and he has sold 30 thousand shares of Global Vector Helicorp and reduced his stake by 5.07% to 4.86%. Friends, Vijay Kedia's highest holding is in Atul Auto Newland Labs Electron Engineering and Sudarshan Chemical. Friends, Vijay Kedia has not bought shares of any new company nor has he completely exited from any company.
Friends, this is where today's video ends. Friends, I hope you found this video informative. Friends, if you found this video informative, then give this video a like. Like and subscribe to the channel and friends, this video is made only for educational purposes. I do not have any recommendation from you whether you should buy, sell or hold these stocks. So let's meet in the next video. Until then, Tata, bye bye.
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