Bharat Jayantilal Patel Portfolio: Rs 416 Cr, 14 Stocks
Bharat Jayantilal Patel’s Portfolio: The Quick Numbers
Bharat Jayantilal Patel and Associates hold a disclosed equity portfolio worth Rs 415.68 crore, according to the latest Trendlyne Superstar Portfolio data. The portfolio grew by 23.23% over the previous quarter, and it is spread across 14 stocks, giving it a more balanced shape than some of the more concentrated Superstar Portfolios tracked on the platform.
The “and Associates” tag in the filing name is common in Indian shareholding disclosures. It usually points to a joint or family group filing, where related individuals or entities are grouped together because their combined stake crosses the 1% disclosure threshold in a company.
Portfolio Snapshot
| Metric | Value |
|---|---|
| Portfolio value | Rs 415.68 crore |
| Quarterly change | +23.23% |
| Number of stocks | 14 |
| Top sector | Automobiles & Auto Components (48.65%) |
| Second sector | Consumer Durables (20.79%) |
| Third sector | Commercial Services & Supplies (19.62%) |
Top Holdings in the Portfolio
- Rubfila International, Rs 202.06 crore
- Centum Electronics, Rs 81.51 crore
- Bharat Bijlee, Rs 57.68 crore
Rubfila International alone makes up roughly half the total disclosed portfolio value, which tells you this is not an evenly spread basket of 14 stocks. A handful of top names carry most of the weight, while the remaining 11 stocks likely make up smaller individual positions.
What Changed This Quarter
The filing shows some fresh activity, which is worth noting since many Superstar Portfolios show no visible changes at all in a given quarter.
Recently bought:
– Transpek Industry, an increase of 1.1 percentage points in portfolio weight
– Rubfila International, an increase of 0.5 percentage points
Recently sold:
– Nexome Capital Markets (also known as SMIFS), a reduction of 0.83 percentage points
Adding to an already large position like Rubfila International, while also trimming a financial services holding, suggests a conscious rebalancing rather than a passive, hands-off approach. This is an investor actively managing weights across the portfolio each quarter.
Understanding the Sector Mix
Automobiles and auto components make up nearly half this portfolio. This is one of India’s largest industrial sectors, covering everything from vehicle manufacturers to the component suppliers that make parts like rubber products, electrical systems, and precision engineering goods that go into cars, two-wheelers, and commercial vehicles.
Consumer durables, the second biggest sector here at 20.79%, covers companies that make electronics and appliances for household use. Commercial services and supplies, at 19.62%, is a broader category covering companies that provide business support services and specialty products to other industries.
Together, these three sectors account for close to 90% of the disclosed portfolio. That is a fairly focused sector bet, even though the stock count of 14 gives some diversification at the individual company level.
How Superstar Portfolio Disclosures Actually Work
It helps to understand where this data comes from before using it to make any decisions. SEBI requires that when an individual or a closely linked group of investors owns more than 1% of a listed company’s shares, that stake must show up in the company’s shareholding pattern disclosure.
Companies file these shareholding patterns with stock exchanges on a quarterly basis. Platforms like Trendlyne then aggregate this public data across thousands of companies to build a picture of what each disclosed investor holds, which is how “Superstar Portfolio” trackers came to exist.
A few important limits apply here:
- Only stakes crossing 1% ownership are visible. Anything smaller in any single company stays hidden from this kind of disclosure.
- The data lags by weeks or months because it depends on the quarterly filing cycle.
- Entry prices and exact purchase dates are not disclosed, only the relative change in holding size between quarters.
- This shows public equity holdings only. It does not capture unlisted investments, real estate, debt instruments, or overseas assets.
What This Portfolio Style Suggests
A 14 stock portfolio with three dominant holdings and a heavy tilt toward autos and consumer durables looks like a sector-focused, moderately concentrated investing style. It is not as extreme as a two or three stock bet, but it is far from a broadly diversified basket spread evenly across many industries.
This kind of approach often reflects deep familiarity with a particular industry. An investor who understands the auto components supply chain, order cycles, and demand patterns may prefer to concentrate capital there rather than spread thin across unfamiliar sectors.
Should Retail Investors Follow These Moves?
Before treating any Superstar Portfolio buy or sell as a signal, remember that position sizing context matters a lot. A 1.1 percentage point increase in a portfolio worth Rs 415 crore is a very different rupee amount than the same percentage shift would be in a smaller retail portfolio.
Also keep in mind that the reasons behind a sale, like the Nexome Capital Markets reduction here, are never disclosed. It could be profit booking, a reallocation, or a change in view on the business. Without that context, copying the trade blindly is a guess, not a strategy.
Use this data as a starting point for research on companies like Rubfila International, Centum Electronics, or Bharat Bijlee, then form your own view based on fundamentals, valuation, and your personal risk appetite.
It also helps to look at how the remaining stocks in the portfolio are likely structured. With only three names accounting for a large share of the Rs 415.68 crore total, the other 11 disclosed holdings probably sit in a long tail of smaller positions. This is a common pattern among experienced investors who like to keep a small allocation in several promising businesses while concentrating serious capital in the ones they trust the most. It lets them stay diversified enough to manage risk, while still expressing strong conviction where it matters.
Summary
Bharat Jayantilal Patel and Associates hold a Rs 415.68 crore disclosed portfolio across 14 stocks, up 23.23% for the quarter. The portfolio leans heavily on auto components, consumer durables, and commercial services, with Rubfila International as the single largest holding. Recent activity shows fresh buying in Transpek Industry and Rubfila International, alongside a trim in Nexome Capital Markets (SMIFS).
FAQs
What is the total value of Bharat Jayantilal Patel’s disclosed portfolio?
The latest Trendlyne Superstar Portfolio filing values it at Rs 415.68 crore, up 23.23% from the previous quarter.
Which stock does Bharat Jayantilal Patel and Associates hold the most of?
Rubfila International is the largest disclosed holding at Rs 202.06 crore, followed by Centum Electronics and Bharat Bijlee.
What does “and Associates” mean in an investor’s shareholding disclosure?
It typically indicates a joint or family group filing, where the combined stake of related individuals crosses the 1% disclosure threshold required by SEBI.
Did the portfolio see any new stock purchases recently?
Yes, the latest filing shows increased weight in Transpek Industry and Rubfila International, alongside a reduced position in Nexome Capital Markets (SMIFS).
Is this portfolio diversified or concentrated?
It holds 14 stocks, which is more spread out than some Superstar Portfolios, but nearly 90% of the value sits in three sectors, so it leans more concentrated by sector than by stock count.
Key Takeaways
- The disclosed portfolio is worth Rs 415.68 crore, up 23.23% quarter on quarter.
- It spans 14 stocks, with Rubfila International as the top holding at Rs 202.06 crore.
- Automobiles and auto components make up 48.65% of the portfolio.
- Recent filings show fresh buying in Transpek Industry and Rubfila International.
- Nexome Capital Markets (SMIFS) was recently trimmed.
- “And Associates” in the name usually signals a joint or family group disclosure.
- Superstar Portfolio data is quarterly, lagged, and limited to stakes above 1% ownership.
