Dheeraj Kumar Lohia Portfolio: 60 Stocks, Rs 256 Cr
Dheeraj Kumar Lohia’s Portfolio: The Headline Numbers
Dheeraj Kumar Lohia and Associates hold a disclosed equity portfolio worth Rs 255.85 crore, based on the latest Trendlyne Superstar Portfolio filing. That is up 37.95% from the previous quarter, and the portfolio is spread across a wide 60 stocks, making it one of the more diversified Superstar Portfolios by stock count.
This kind of wide spread is the opposite of a concentrated, high conviction bet on one or two names. With 60 disclosed holdings, no single stock is likely to dominate the portfolio the way it does for more concentrated investors.
Portfolio Snapshot
| Metric | Value |
|---|---|
| Portfolio value | Rs 255.85 crore |
| Quarterly change | +37.95% |
| Number of stocks | 60 |
| Top sector | Pharmaceuticals & Biotechnology (26.59%) |
| Second sector | General Industrials (19.96%) |
| Third sector | Commercial Services & Supplies (10.35%) |
Top Holdings
- Kwality Pharmaceuticals, Rs 43.91 crore
- Shivalik Bimetal Controls, Rs 42.54 crore
- TAAL Enterprises (TAAL Tech), Rs 19.7 crore
Even the largest holding, Kwality Pharmaceuticals, makes up less than a fifth of the total portfolio value. That is a clear sign of deliberate diversification rather than a few oversized bets carrying the whole portfolio.
Recent Portfolio Activity
The latest filing shows meaningful churn, which is typical for a portfolio this large and actively managed.
Recently bought:
– Aditya Consumer Marketing, up 2.19 percentage points in weight
– Mohini Health & Hygiene, up 1.81 percentage points
– Milton Industries, up 1.79 percentage points
Recently sold:
– Jeevan Scientific Technology, down 0.7 percentage points
– Keerthi Industries, down 0.18 percentage points
– Lincoln Pharmaceuticals, down 0.05 percentage points
The buying activity here is notably larger in percentage terms than the selling, which lines up with the strong 37.95% growth in overall portfolio value this quarter. Fresh capital appears to have gone into consumer and hygiene-related small cap names.
A Note on the “and Associates” Filing
You may notice this portfolio’s data closely mirrors another Superstar Portfolio entry filed under the name Raj Kumar Lohia. This is not unusual. Indian shareholding disclosure norms often group family members or closely associated individuals together when their combined stake in a company crosses SEBI’s 1% threshold.
Joint or associate family filings like this are common across Superstar Portfolio data, and they simply reflect how ownership is structured and reported, not a data error.
What a 60 Stock Portfolio Says About Investing Style
Holding 60 disclosed stocks is a meaningfully different approach from the two or three stock bets you sometimes see in Superstar Portfolio data. This looks like a diversified, sector-spread investing style, likely built over many years and across multiple small and mid cap opportunities.
Pharmaceuticals and biotechnology lead the sector mix at 26.59%. This is a sector known for steady long term demand, given India’s role as a major generic drug producer and the consistent need for healthcare products domestically and for export.
General industrials, at 19.96%, covers a broad range of manufacturing and engineering businesses, while commercial services and supplies at 10.35% rounds out a portfolio that touches multiple corners of the economy rather than betting on one theme.
This spread suggests the investor may be following a bottom-up, stock-picking approach across many smaller companies, rather than making large top-down sector calls. Building and tracking a 60 stock portfolio also takes significant ongoing research effort, since each holding needs to be monitored even if only a small slice of capital sits in any one name.
How This Data Is Collected and Why It Has Limits
Superstar Portfolio tracking relies entirely on SEBI’s public disclosure requirement. Once an individual investor, or a closely linked group filing under one name, crosses 1% ownership in a listed company, that stake must appear in the company’s shareholding pattern.
This disclosure happens on a quarterly cycle, and platforms like Trendlyne pull together data from across the market to build a single view of what each disclosed investor holds. A few limits are worth remembering:
- Positions under 1% in any company are invisible in this data, even if the investor holds many of them.
- The filing only updates once a quarter, so it always reflects a slightly dated position.
- Entry prices are not part of the disclosure, only the change in stake size between quarters.
- A 60 stock count here likely does not capture the investor’s complete universe of holdings, since smaller stakes below 1% in other companies simply do not show up.
Should You Follow These Buys and Sells?
With a portfolio spread across 60 stocks, no single buy or sell here is likely to be a portfolio-defining move the way it might be for a two or three stock investor. Still, the recent buying in Aditya Consumer Marketing, Mohini Health & Hygiene, and Milton Industries stands out given the size of the percentage increases relative to the rest of the portfolio.
Before treating any of these as a signal, remember that quarterly disclosure lag means the filing already reflects decisions made weeks or months earlier. The reasoning behind each buy or sell, whether it is a valuation call, a business update, or simple portfolio rebalancing, is never disclosed alongside the numbers.
Treat this information as a map of where an experienced investor has recently added or trimmed capital, then do your own homework on the specific companies before acting on it.
It is also worth thinking about how a 60 stock portfolio differs practically from a concentrated one when it comes to risk. A single company running into trouble, whether from weak earnings, regulatory issues, or a broader sector slowdown, has a much smaller impact on total returns here than it would in a two or three stock portfolio. That said, wide diversification also means the portfolio is less likely to see outsized swings in either direction purely from one holding’s performance.
Summary
Dheeraj Kumar Lohia and Associates hold a Rs 255.85 crore disclosed portfolio spread across 60 stocks, up 37.95% for the quarter. Pharmaceuticals, general industrials, and commercial services lead the sector mix, with Kwality Pharmaceuticals as the top individual holding. Recent buying favored consumer and hygiene names like Aditya Consumer Marketing and Mohini Health & Hygiene, while Jeevan Scientific Technology and Keerthi Industries saw modest trims.
FAQs
How large is Dheeraj Kumar Lohia’s disclosed portfolio?
It stands at Rs 255.85 crore as per the latest Superstar Portfolio filing, up 37.95% from the prior quarter.
How many stocks does this portfolio hold?
The filing discloses 60 stocks, making it one of the more widely diversified Superstar Portfolios by stock count.
What is the top holding in this portfolio?
Kwality Pharmaceuticals is the largest disclosed holding at Rs 43.91 crore, followed by Shivalik Bimetal Controls and TAAL Enterprises.
Why does this portfolio look similar to Raj Kumar Lohia’s Superstar Portfolio?
Superstar Portfolio entries sometimes reflect joint or associate family filings under Indian disclosure norms, which can explain overlapping data between related names.
What stocks were recently bought or sold in this portfolio?
Recent buys include Aditya Consumer Marketing, Mohini Health & Hygiene, and Milton Industries. Recent sells include Jeevan Scientific Technology, Keerthi Industries, and Lincoln Pharmaceuticals.
Key Takeaways
- The disclosed portfolio is worth Rs 255.85 crore, up 37.95% quarter on quarter.
- It spans 60 stocks, reflecting a diversified rather than concentrated investing style.
- Pharmaceuticals & Biotechnology is the top sector at 26.59% of the portfolio.
- Kwality Pharmaceuticals is the largest single holding at Rs 43.91 crore.
- Recent buys leaned toward consumer and hygiene names like Aditya Consumer Marketing.
- This filing may reflect a joint or associate family disclosure, common under SEBI norms.
- With 60 holdings, no single stock move is likely to define the whole portfolio’s performance.
