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Ajay Upadhyay: Small-cap maestro's portfolio surged 1,728 per cent; turned Rs 45 crore into Rs 849 crore!
Karan Dsij

Ajay Upadhyay: Small-cap maestro's portfolio surged 1,728 per cent; turned Rs 45 crore into Rs 849 crore!

In the fast-paced world of investing, there are a few rare gems that often go unnoticed, quietly amassing wealth through their astute choices and unwavering dedication. Ajay Upadhyay, a relatively lesser-known investor in the Indian stock market, is one such hidden treasure. While his name may not be on everyone's lips, his portfolio certainly speaks volumes about his remarkable journey as an investor.

Since December 2015, Ajay Upadhyay's portfolio has experienced an astonishing surge, growing by an impressive 1787 percent. Yes, you read that right - a mind-boggling 1787 per cent! The numbers don't lie, and his portfolio has transformed from a humble Rs 45.05 crore to a staggering Rs 849.03 crore as of October 2023. These are the kind of returns that dreams are made of, and we're here to delve into the captivating story behind this financial wizard.

Ajay Upadhyay's portfolio is a masterclass in the art of Small-Cap investing. It's a testament to the potential of lesser-known stocks that often remain hidden from the radar of mainstream investors.

Let's take a closer look at the jewels in his crown:

1. Mangalam Drugs and Organics: A stock with a holding value of Rs 6.5 crore, constituting 3.8 per cent of his portfolio.

2. Skipper: A company in which Ajay Upadhyay has invested Rs 38.7 crore, making up 1.7 percent of his portfolio.

3. Precision Camshafts: With a holding value of Rs 52 crore, this stock accounts for 2 per cent of his portfolio.

4. Banswara Syntex: This textile giant holds a position in his portfolio with a value of Rs 9.1 crore, constituting 1.8 per cent.

5. Elecon Engineering Company: A substantial investment of Rs 158.6 crore, making up 1.8 per cent of his portfolio.

6. Genus Power Infrastructures: Contributing Rs 158.4 crore to his portfolio, at 2.3 per cent.

 

Stock Name

Holding Value Rs in Cr

SEP holding in %

Mangalam Drugs and Organics

6.5

3.8

Skipper

38.7

1.7

Precision Camshafts

52

2

Banswara Syntex

9.1

1.8

Elecon Engineering Company

158.6

1.8

Genus Power Infrastructures

158.4

2.3

Maral Overseas

5.4

1.9

Nahar Poly Films

6.6

1.1

Navin Fluorine International

183.4

1

Vascon Engineers

19.6

1.2

OnMobile Global

29.7

2.4

Usha Martin

113.8

1.2

Visaka Industries

8

1

Walchandnagar Industries

17.7

Filing Awaited

DMCC Speciality Chemicals

10.5

Filing Awaited

Dollar Industries

27.1

Filing Awaited

I G Petrochemicals

NA

 

Venus Remedies

NA

 

Fiberweb (India)

NA

 

Emkay Global Financial Services

NA

 

 

And the list goes on, encompassing a diverse range of stocks from different sectors and many have turned out to be a multibagger stocks. Notably, you'll find no banking sector stocks in Ajay Upadhyay's portfolio. Instead, he's strategically focused on companies with unique business models and untapped potential. It's a strategy that has paid off handsomely and is a testament to his investment prowess.

Ajay Upadhyay's success story is a compelling reminder that you don't need to be a household name to make a significant impact in the world of investing. It's a testament to the value of diligent research, astute decision-making, and unwavering commitment to your investment goals.

So, if you're intrigued by the remarkable journey of investors like Ajay Upadhyay and want to explore more hidden gems in the financial world, stay tuned. The world of investing is full of fascinating stories waiting to be uncovered.

Disclaimer: The article is for informational purposes only and not investment advice. 

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3 comments on article "Ajay Upadhyay: Small-cap maestro's portfolio surged 1,728 per cent; turned Rs 45 crore into Rs 849 crore!"

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Sanjay K. Mutha

Is Mr. Upadhayay has fee based models on stock specific recommendations


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Sumangala Agarwala

We are fortunate to have a visionary like you to look upto that also to such close proximity!!


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Chandra Kumar Borah

Very good performance.

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