Vijay Kedia
Kedia Securities Pvt Ltd
Pioneering Indian investor recognized for his SMILE investing strategy, investing in the Indian market since age 19.
Tracked Net Worth₹170.3 Cr
Active Stocks
3
Investment Strategy: SMILE: Small in size, Medium in experience, Large in aspiration, Extra-large in market potential.
Sector Allocation
Building Materials₹90.51 Cr
53.2%
Consumer Discretionary₹68.29 Cr
40.1%
Automobile & Ancillaries₹11.49 Cr
6.7%
Portfolio Holdings
Companies where Vijay Kedia holds 1.00% or more as of 2026-Q2
Cera Sanitaryware Ltd
CERABuilding Materials
Steady
CMP
₹5,570.0-0.78%
Holding Stake1.25%
Holding Value₹90.51 Cr
Shares1,62,500
Vaibhav Global Ltd
VAIBHAVGBLConsumer Discretionary
Steady
CMP
₹213.4-1.19%
Holding Stake1.95%
Holding Value₹68.29 Cr
Shares32,00,000
Talbros Automotive Components Ltd
TALBROAUTOAutomobile & Ancillaries
Steady
CMP
₹424.0+0.9%
Holding Stake2.2%
Holding Value₹11.49 Cr
Shares2,71,000
| Company | Sector | Status | CMP (₹) | Holding % | Shares | Value (₹ Cr) | Action |
|---|---|---|---|---|---|---|---|
| Cera Sanitaryware LtdCERA | Building Materials | Active | ₹5,570.00-0.78% | 1.25% | 1,62,500 | ₹90.51 Cr | Analysis |
| Vaibhav Global LtdVAIBHAVGBL | Consumer Discretionary | Active | ₹213.40-1.19% | 1.95% | 32,00,000 | ₹68.29 Cr | Analysis |
| Talbros Automotive Components LtdTALBROAUTO | Automobile & Ancillaries | Active | ₹424.00+0.9% | 2.2% | 2,71,000 | ₹11.49 Cr | Analysis |
Recent Portfolio Activity
BOUGHT NEW
Talbros Automotive Components Ltd (TALBROAUTO)
Reported new position (2.20%) in Talbros Automotive Components Ltd for 2026-Q2.
+2.20%2026-Q2
BOUGHT NEW
Vaibhav Global Ltd (VAIBHAVGBL)
Reported new position (1.95%) in Vaibhav Global Ltd for 2026-Q2.
+1.95%2026-Q2
BOUGHT NEW
Cera Sanitaryware Ltd (CERA)
Reported new position (1.25%) in Cera Sanitaryware Ltd for 2026-Q2.
+1.25%2026-Q2