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hello there this is Tejas from trendline and in this video we'll be looking at the portfolios of four Superstar investors and their investment strategies we'll also analyze how their bets over the past few quarters paid off and portfolio makes change with respect to sectors the four portfolios in Focus are Rakesh junjunwala and Associates Sunil singhania Ashish kachoria and Dolly Khanna continuing its momentum from Q2 The Benchmark index nifty 50 extended its gains in Q3 and Rose nearly six percent however after hitting its life high on December 1 the nifty 50 has been volatile and lost nearly six percent let's look at how the volatile Market affected Superstar portfolios net worth of these Superstars remained flat or fell in q3f523 despite the nifty 50 Rising nearly 6 percent over the same period while the public holding value of Rakesh jungunwala and Associates and Ashish kachulia remained flat Sunil singhania and Dolly karna saw their Network fall we will look at each Superstar's portfolio performance and also analyze their buys and sells among the four Superstar investors in Focus Rakesh jungenwala's portfolio is the only one that prefers the large large cap space this portfolio is now managed by Rare Enterprises management team headed by utpal sheth and Amit goala as of February 13 junjun Bala and Associates public holding value is rupees 32 181 crore the portfolio value has fallen two percent in just over a month since Q3 ended mainly due to a chart a share price fall in Star health and Allied Insurance company which contributes to around 17 of the total portfolio value textile apparel and accessories continue to be the preferred sector in Q3 other sectors that make up a significant part of the portfolio include Banking and finance retailing Auto and auto components Associates increased their exposure to retailing and Automobiles and auto components in Q3 the team sold around 0.4 percent of their stake in jewelry company Titan as a result textiles apparel and accessories sectors contribution to the total portfolio value fell by 3.5 percentage points however Titan still makes up 35 of the total holding value due to this disproportionate weight in Titan any decline in share price will impact the portfolio significantly the top five stocks in Urgent Associates portfolio remain the same in Q3 among them only Crystal managed to outperform the nifty 50 while Titan and star health and Allied Insurance which make up over 50 percent of the total portfolio fell sharply due to weaker than expected results portfolio diversification is quite low as the top five stocks continue to contribute to 72 percent of the total holding value a notably rare Enterprises reduced its holding in three of the top four companies in terms of portfolio contribution while the team reduced its take in Titan star health and Metro Brands it added a 0.46 stake in Tata Motors rakes team is classified as a promoter in Star health and Allied Insurance Company among the top four Holdings Metro Brands and star helper listed in December 2021 interestingly rare Enterprises had reduced their exposure to the banking sector include to fy23 but in Q3 the team bought Pax takes its sold in the banking companies this could be because of a positive outlook on the banking sector with Rising loan demand in the retail and corporate segments amid cooling inflation Banks quickly passed on the interest rate hikes to customers by increasing interest rates on loans but for slow in Rising the deposit interest rates however banks are now increasing their fixed deposit rates and this could put pressure on the net interest margin or Nim notably all four of these Banks TTM PE is trading lower than the sector and the historical levels hence they are in the PE bison according to trend line in Q3 Argent Associates added their stakes in a total of nine companies but they sold the reduced it stakes in 11 companies in Q3 while reducing its holding to below one percent in three anantraj money infrastructure infra construction and Orient cement the team cut its take into ID firms the Zara attack and aptek other notable mentions in the cellars include four days Healthcare Indian hotels company let's now move on to the next Superstar investor Ashish kacholia maintains a diversified portfolio with the with his top five stocks contributing to only 26 percent of the total holding value his top five holding values are from different sector reducing exposure to any single sector chemicals and petrochemicals textiles apparel and accessories and consumer durables are his preferred sectors this Superstar investors net worth remained the same Remains the Same after Q3 FY 23.
has drastically changed his portfolio structure over the past four quarters it was a sector of choice in both queue for f522 and q1 a523 but in Q2 the software and services segment made up only seven percent of his portfolio the possible rational behind this could be muted growth expectations in the I.T space cachola has now turned towards chemicals petrochemicals and general industrial stocks in Q3 share prices of three of the top five Holdings in his portfolio fell in the past three months led by finitex chemical however this loss was sharply offset in its top two Holdings Safari industries from the textiles apparel and accessory segment and ID company and IIT gravita India which is a metals and Mining Company is in close competition with finitex chemical for the fifth spot 11 existing Holdings he also added States in four new companies and all these companies were from different sectors and in the small cap space in line with his diversification strategy the chemicals and petrochemical segments stand out here as four companies from this segment feature in the buy list cacholia continued to buy shares in chemicals and petrochemical companies like Agarwal industrial cop best Agro life and ESO Industries in Q3 he also increases stakes in pcbl which features in his top five Holdings while the Superstar added Superstar investor added or bought news takes in 15 different companies you old you only sold his Holdings in four he slashed his Stakes take to below one person in hdf himself and rainbow children's Medicare he also sold a significant number of shares in hiding their home Innovation and dealing let's look at another Superstar who invests in companies that appear underpriced by fundamental analysis Sunil singhania he invested through his company Abacus Asset Management I will refer to it as Abacus fund from here on Abacus friend has been cutting its take in the ID sector since q1 fy23 in Q3 the metals and Mining sector overtook the software and services sector and contributed the highest to the portfolio however singhania bet on two companies in the I.T sector Mass Tech and CMS info systems with a sharp sell-off in the I.T sector singhania could be eyeing firms that are undervalued in this space mastic and Road Mobile in particular which feature in the top 5 Holdings fell in the past quarter interestingly both these companies are from the software and services sector Jindal stainless Hisar from the metals and mining industry was a star performer rising over 50 percent in the past quarter this held Abacus funds Holdings to rise six percent in the past three months alone the top five Holdings contribute to around half of the fund's total holding value through his Abacus fund added stakes in nine existing Holdings and added investments in two companies CMS info systems and traction traction Technologies he also added stakes in two firms from the ID sector mastect and CMS info systems notably he had reduced his Holdings in these two companies in Q2 f523 other mentions in the buy list include ion exchange HD infra engineering and stylum industries a back is fun cut its take in three of its top five Holdings are stateless route mobile and hide by home Innovation and as its takes in the other two ion exchange and mastic the Superstar investor has also been reducing Holdings in the Anup engineering since q1 fi 23 a bat has fund decreased its Holdings in a total of six companies in Q3 let's now move on to the final Superstar investor InFocus dollyhatta her portfolio is managed by her husband Rajiv Khanna the strategy followed by this investor is quite different from what we saw with singhania more than the other investors discuss here getting in and out of a stock quickly as the investors as the markets were more volatile towards the end of Q3 Khanna sold her stakes in several companies she mainly invests in small cap stocks and has a concentrated portfolio both in terms of sector and stocks as a result the portfolio sector breakdown varies from quarter to quarter in Q3 oil and gas was a preferred sector as Dolly Khanna reduce takes in many companies the sector breakdown of her portfolio changed vastly from queue to fi23 contribution from the oil and gas sector nearly doubled to 35 percent into three while cement and construction sectors contribution fell five percentage points to 14 percent the top five companies in her portfolio make up 75 of a total holding value leading to a very concentrated portfolio added stakes in only three companies in Q3 National oxygen Monte Carlo Fashions and prakash pipes she has been increasing her stake in Plastic Products manufacturer prakash pipes since Q4 fi 22 the Superstar investor also added investments in Monte Carlo Fashions which contributes to around 14 of the total portfolio value has taken 18 Holdings she now holds less than one percent stake in seven or in seven of those companies the chemical and petrochemical sector stands out as Khanna reduce her stake to less than one percent in three funds in this sector Aries Agro Manali petrochemicals and share the crop so as we saw in the video These Superstar investors have varied interest and follow different investment philosophies that suit them one common Trend was that the superstars net worth of the of the superstars InFocus did not rise in Q3 after a Stella performance in Q2 fy23 this goes to show that consistent returns are hard to achieve be it for Superstar or retail investors you can find more information regarding the Superstar and many more superstars on 10lin.com this is stages signing off
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