Vijay Kedia
Investor

Vijay Kedia

Portfolio
₹1,100 Cr
Holdings
14
Recent moves
1
Style
Long-term convictionSMILE frameworkSmallcap growth
About

Started with almost nothing in the early 1980s and built a ~₹1,100 Cr portfolio on sheer conviction. Vijay Kedia's SMILE framework, Small in size, Medium in experience, management Integrity, Large in aspiration, Extra-large in market potential, powered legendary wins: Atul Auto (10x+), Cera Sanitaryware (massive compounder), Sudarshan Chemical. A Marwari broker's son from Kolkata who bet on himself and won. He buys right and sits tight for years, sometimes decades. Following his moves means seeing quality businesses long before mainstream analysts notice them.

Holdings 14
Atul Auto Limited
ATULAUTO18.20% stake
₹248 Cr
position
Innovators Facade Systems Limited
54135310.66% stake
₹31 Cr
position
TAC Infosec
TAC7.85% stake
₹84 Cr
position
Sign in to see all 14 holdings

Follow Vijay Kedia

See the full portfolio and get every new position, exit and bulk deal the moment it is filed.

Get started
Vijay Kedia: portfolio, holdings & latest trades · WhaleWatch