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Ashish Kacholia vs Vijay Kedia; Find out who’s portfolio performed better in 2023!

01 January 20246 mins read by Angel One
This article delves into the investment performances of Ashish Kacholia and Vijay Kedia, the two prominent names in the Indian stock market.
Ashish Kacholia vs Vijay Kedia; Find out who’s portfolio performed better in 2023!
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In the fast-paced world of stock markets, the investment strategies of seasoned players like Ashish Kacholia and Vijay Kedia often become topics of avid discussion. Both investors have carved a niche for themselves, each with a unique approach to portfolio management. This article explores the recent portfolio performances of these market stalwarts in the year 2023, shedding light on the strategies that shaped their outcomes. 

Ashish Kacholia: The Whiz-Kid with a Silent Roar 

Ashish Kacholia’s investment style is as silent as it is impactful. Fondly known as the ‘Big Whale’ by the media, Kacholia prefers letting his portfolio speak for itself. With a diverse investment portfolio spanning hospitality, education, infrastructure, and manufacturing, Kacholia’s strategic moves have often earned him the tag of the ‘whiz-kid’ of the stock markets. 

Ashish Kacholia Portfolio Returns (CY 2023) 

Quarter  Net worth (Rs crore)  Returns (QoQ) 
Dec-22  1873.63  1.61% 
Mar-23  1656.64  -11.58% 
Jun-23  2028.41  22.44% 
Sep-23  2541.09  25.27% 
Dec-23  2783.80  9.55% 
CY 2023  48.58% 

Vijay Kedia: The Market Master with the SMILE Approach 

Vijay Kedia, often referred to as a ‘market master,’ approaches the market with a blend of experience and vision. Using the SMILE approach—small in size, medium in experience, large in aspiration, and extra-large in market potential—Kedia focuses on companies with robust management and significant growth potential. 

Vijay Kedia Portfolio Returns (CY 2023) 

Quarter  Net worth (Rs crore)  Returns (QoQ) 
Dec-22  641.08  -13.20% 
Mar-23  596.06  -7.02% 
Jun-23  984.98  65.25% 
Sep-23  1388.80  41.00% 
Dec-23  1467.88  5.69% 
CY 2023  128.97% 

Deciphering the Winner 

Analysing the numbers, it’s evident that Vijay Kedia’s portfolio outshone Ashish Kacholia’s in the year 2023. While Kacholia posted a commendable 48.58% return, Kedia’s portfolio surged ahead with an impressive 128.97% return during the same period. The ‘market master’ lived up to his reputation by delivering exceptional returns, showcasing the effectiveness of his SMILE approach and strategic investment philosophy. 

In stock markets, it’s crucial to note that short-term performances may not always reflect the true prowess of an investor. Each investor has a unique strategy tailored to their risk appetite, market outlook, and investment horizon. Both Kacholia and Kedia have demonstrated resilience and acumen in navigating the complexities of the market. 

What We Can Learn: 

  1. Diversification is Key: Ashish Kacholia’s diverse portfolio spanning various sectors underscores the importance of a well-rounded investment approach. 
  2. Long-Term Vision Matters: Vijay Kedia’s emphasis on finding companies with good management and significant growth potential for the next 10-15 years highlights the value of a long-term investment horizon. 
  3. Adaptability is Essential: The fluctuating quarterly returns of both portfolios emphasize the need for investors to adapt to market dynamics and remain agile in their strategies. 

In the end, while Vijay Kedia emerged victorious in the portfolio performance race for 2023, the real lesson lies in understanding the nuanced strategies of these ace investors and applying those lessons to one’s investment journey. As the market landscape evolves, it’s the ability to learn and adapt that ultimately defines success in the world of investments. 

 Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.  

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