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Hello friends, now you all must be aware that a huge decline is being seen in the stock market. Nifty, Sensex have all shown a correction of about 10 to 15% and still there is no chance of the market going up. There have been a few rallies in between. Pullback taken. But right now there is no confidence that the market will go up now.
If we talk about April 1, then on April 1, because Trump said that the war could end in the next one or two weeks, hence there was a rise in the market. But confidence will not come until a proper bottom system is seen in the market. Your portfolio will also be very red right now. The stocks in your portfolio may have corrected very heavily and you may be feeling worried.
So friends, do you think that only your portfolio has gone down? If only your share has corrected a lot then it is not like that at all friends. See, when the market corrects, it is not that only the portfolios of retail investors and small investors go down, but the portfolios of big investors, big veteran investors who have been in the market for 25-30 years also go down.
The only difference between you two is that they have confidence in their investments and you do not have confidence in your investments. The biggest reason behind this is that most of the small retail investors invest in the stock market without doing any research. At the same time, big investors who have a portfolio of thousands of crores invest in any stock only after doing proper research.
Friends, today we are going to talk about Vijay Keria Sir. You must have heard the name and know it too. You must be watching a lot of interviews etc. because they keep coming in large numbers on social media or YouTube etc. So today we are going to talk about his portfolio. After all, what is going on in their portfolio?
The news is coming that there are such stocks in Vijay Keya Sir's portfolio which have gone down by 50% in this market correction which has come in the last two-three months. We will discuss about that only. Friends, as of December 31, 2025, Vijay Keria holds 17 stocks with at least 1% stake. But between January and March 2026, 16 of these stocks have seen double-digit declines.
There was only one stock which gave positive returns in the last quarter. The current quarter is just over. I am talking about it from 1st January to 31st March. Friends, there is a company called Tech Infosys. The stock that fell the most this quarter was in Vijay Keria's portfolio, which declined by about 48%.
However, growth has been seen in the company's business. The company has added more than 10,000 clients since April 2024, which was its target. As of September 2025, Keria and his son held a 13.23% stake in the company. Its value was around Rs 53 crore 30 lakh. Many other stocks have also seen a sharp decline.
One stock is Innovators Facet Systems, down nearly 43%. Affordable Robotics & Automation declined by 40%. Global Vectra Helicopters and Repro India are both down around 33%. Siyaram Silk Mills and Tech D Cyber Security declined by around 31%. Apart from this, many stocks have fallen by more than 20%.
For example, Mahindra Holidays & Resorts has fallen by about 27%. Telecon Engineering 26% Vaibhav Global and Patel Engineering both declined by around 25%. Sudarshan Chemical Industries is down 21% and New Land Laboratories is down 20%. There are some such shares in his portfolio which have corrected by 10 to 18% in the last quarter.
Out of which stocks like Om Infra, Atul Auto and Yatharth Hospital & Trauma Care Services have seen a decline of 10 to 18%. There are 17 stocks in his portfolio, out of which only one stock has given positive returns. Its name is Advaita Energy Transaction. This was the only stock that showed growth in this quarter.
This stock, which was added to the portfolio in December 2025, is up around 16% year-on-year till March 31, 2026. Many Vijay stocks have fallen well below their 52-week highs. Some stocks are down as much as 74%. At the same time, about 10 stocks are trading 50% below their high level. According to Trendline data, Vijay holds 17 stocks as of December 31, 2025.
Their total value is more than ₹920 crores. Despite the decline, Vijay is maintaining a positive stance on the market. He wrote on X on March 26 that the loss is not real until you sell the shares. This is a huge learning, friends. If you have invested in shares then you cannot consider it a loss because it will recover again.
When there is a bull run in the market , it will recover again. He says that unless you sell the shares, you neither make a profit nor suffer a loss. He said that worrying does not increase prices. It just affects your peace, your mood and even your family. Citing his experience, he said that such phases have occurred in the market many times before.
But every time the market trend has changed, his portfolio has made new highs. Friends, this is a great learning which we get to hear from the mouths of very big investors. Look, just look at the history of the market for the last 100 years. Every 8-10 years the market corrects by 10%, 15%, 20%, 25%.
But the market recovers again and sets a new high again. If we talk about the last Covid, a huge decline was seen in Covid. But in the next 3-4 months, such a bull run took place, such a rise was seen which kept on creating new highs. So if you have also invested, your portfolio is also in the red, then you do not need to panic.
You can learn from the teachings of Vijay Keria Sir and without panicking, you can keep moving ahead and keep investing. Think long term. That's all for today's video. I hope you learned something from this video. If you liked the video then please like it. Give us your opinion in the comment box and share it with your friends and if you have not subscribed to the channel yet then subscribe.
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