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Veteran stock market investor Vijay Kedia has once again made a move whose echo is being heard all over Dalal Street. Kedia ji has made a grand entry into a small company and has also reduced his stake in two popular stocks of his portfolio. After all, which is the new small cap that has come on his radar and which two stocks has he pulled back from and which is the master bet in his [nasal sound] portfolio that is continuously breaking records.
Watch the complete inside analysis of Vijay Kedar's new portfolio. . It is impossible to talk about the big investors of the Indian stock market and not mention Vijay Kedia. Friends, Vijay Kedia's portfolio, famous for his long-term investment approach and identification of multibagger shares, is followed by millions of investors.
Vijay Kishan Lal Kedia's public portfolio includes 23 companies, as per the shareholding data for the June 2026 quarter. The total value of his portfolio reached around Rs 14474.4 crore. And the special thing is that during the quarter the value of his portfolio increased by about 114%. Now during this time he has entered a new share.
The stake has been increased in some companies and profit booking has also been done in some companies. In the month of June 2026, Vijay Kedia has bought a new stake in Elecon and he has taken 1.45% stake in the company, whose current value is said to be around Rs 15.5 crore. This move indicates that Kedia is still looking for opportunities in select small cap and industrial companies.
Apart from the new acquisitions, Vijay Kedia has also slightly increased his stake in Wepsul Energy Systems. He bought an additional 0.08% stake in the company. His stake in the company will increase to 1.1% by the end of June 2026, from 1.0% in March 2026. Investors are also keeping an eye on this stock given the growing potential in the solar and renewable energy sector.
Friends, now the question is in which shares he has reduced his stake. While buying was seen in some shares, Vijay Kedia has also reduced his stake in some companies. Let us tell you that the biggest cut was seen in Invo Wester Fixed System Limited. He reduced his stake in the company by about 1.95% and apart from this, his stake in Affordable Robotic Automation has also reduced.
Now what is Vijay's biggest bet? If we look at Vijay's entire public portfolio, his biggest stake is in Atul Auto. He has invested around Rs 334.7 crore in this company and he owns more than 58 lakh shares of the company and his total stake is around 20.9%. This is considered to be one of the oldest and most reliable investments.
According to reports, Vijay Kedia maintained his investment in the company in December 2015 and has increased and decreased his stake from time to time over the years. But his faith in the company remains intact. Friends, what is the lesson for investors now? That is, Vijay Kedia 's latest portfolio changes offer an important lesson.
He not only focuses on new purchases in the market but also reviews the portfolio from time to time and books profits. Emeco Elcon's new entry and increased stake in Wepsul Energy clearly shows that it still sees opportunities in select small cap and growth oriented companies. At the same time, by reducing stake in Invested Focus Systems Limited as well as Affordable Robotics, he has also shown how important discipline and portfolio rebalancing are in investing.
But whenever you want to include so many shares in such a stock or such a portfolio, then definitely consult your financial advisor once and only then place the bet. How did you like this report? Please give your opinion in the comment box. That's all for this video for now. For such updates every moment, keep watching The Economic Times Hindi.
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