Raj Kumar Lohia Portfolio: 60 Stocks, Rs 256 Crore
Raj Kumar Lohia Portfolio: 60 Stocks, Rs 256 Crore
Raj Kumar Lohia’s disclosed equity portfolio is worth Rs 255.85 crore, spread across 60 stocks, according to Trendlyne’s Superstar Portfolio tracker. The portfolio value has jumped 37.95% over the latest quarter, one of the stronger moves among tracked investors in this batch.
If you are researching this name, here is a full breakdown of what is disclosed and what it likely means.
Portfolio Size and Recent Growth
The total disclosed value stands at Rs 255.85 crore as of the latest quarterly filing, spread across 60 stocks. That is a smaller absolute portfolio value compared to some of the largest tracked investors, but the 37.95% quarterly gain stands out as notably strong.
With 60 different stocks in the mix, individual position sizes are generally smaller relative to the total, which is a hallmark of a diversified, spread-out investing approach rather than a handful of concentrated bets.
Sector Allocation: Pharma Leads, Industrials and Services Follow
The top three sectors by weight are:
| Sector | Weight |
|---|---|
| Pharmaceuticals & Biotechnology | 26.59% |
| General Industrials | 19.96% |
| Commercial Services & Supplies | 10.35% |
Pharmaceuticals and biotechnology is the clear leader at 26.59%, followed by general industrials at just under 20% and commercial services and supplies at just over 10%. Together these three sectors make up roughly 57% of the disclosed portfolio, leaving the rest spread across the remaining 57 stocks in smaller pieces.
A heavy pharma weighting combined with industrial exposure suggests a search for both defensive healthcare-linked growth and cyclical manufacturing upside within the same portfolio.
Top Holdings
The three largest disclosed positions are:
- Kwality Pharmaceuticals – Rs 43.91 crore
- Shivalik Bimetal Controls – Rs 42.54 crore
- TAAL Tech / TAAL Enterprises – Rs 19.7 crore
Kwality Pharmaceuticals operates in pharmaceutical manufacturing, fitting the portfolio’s broader healthcare tilt. Shivalik Bimetal Controls is known for manufacturing bimetal strips and electrical contact materials used in switchgear and related industrial applications. TAAL Tech and TAAL Enterprises operate in engineering and technology services.
These three holdings combined make up about Rs 106 crore, a little over 40% of the total portfolio value, even though the portfolio spans 60 stocks in total. That shows some concentration at the top despite the broad overall spread.
Recent Buying Activity
The latest filings show interest in a mix of consumer and healthcare-adjacent smaller companies:
- Aditya Consumer Marketing: increased by 2.19%
- Mohini Health & Hygiene: increased by 1.81%
- Milton Industries: increased by 1.79%
These look like fresh additions or expanded stakes in smaller, less widely followed companies, consistent with an active, opportunity-driven approach to portfolio construction.
Recent Selling Activity
On the exit side, the disclosed trims include:
- Jeevan Scientific Technology: reduced by 0.7%
- Keerthi Industries: reduced by 0.18%
- Lincoln Pharmaceuticals: reduced by 0.05%
These are relatively modest reductions rather than complete exits, which again points to gradual portfolio rebalancing rather than dramatic shifts in strategy.
A Note on Overlapping Family Filings
It is worth mentioning that the disclosed portfolio data for Raj Kumar Lohia closely mirrors that of Dheeraj Kumar Lohia and Associates, another name tracked separately in Superstar Portfolio data. This is most likely the result of a joint family filing, a pattern that is fairly common under Indian shareholding disclosure norms where family members or associated entities hold overlapping stakes in the same set of companies.
This kind of overlap is a useful reminder that Superstar Portfolio names do not always represent entirely separate, independent investment decisions. Family groups and associated entities often coordinate or share portfolio construction, and disclosure rules require each individual or entity crossing the 1% threshold to be listed separately, even when the underlying holdings are closely related.
If you come across both names while researching Superstar Portfolios, it is worth checking both entries side by side rather than treating them as two fully independent data points, since the underlying investment decisions are likely coordinated within the same family group.
Why 60 Stocks With Pharma Concentration Is a Distinct Style
A 60-stock portfolio sits in an interesting middle ground. It is not as concentrated as a 6-stock, high-conviction book, but it is also not as sprawling as portfolios running past 100 names. This middle ground often reflects an investor who wants meaningful diversification while still expressing strong sector views, in this case a clear preference for pharmaceuticals and biotechnology.
Pharma as a sector tends to combine steady demand (people need medicines regardless of economic conditions) with periods of strong growth tied to exports, new drug approvals, and contract manufacturing demand from global companies. A near-27% weighting in this sector suggests the investor sees structural growth potential here, though it also means the portfolio’s fortunes are more tied to pharma sector conditions, such as regulatory changes or pricing pressure, than a sector-neutral portfolio would be.
What This Portfolio Style Suggests
A 60-stock portfolio with a strong pharma tilt, meaningful industrial exposure, and frequent small buy and sell activity points to a diversified but actively managed investing style. This sits somewhere between the extremely concentrated portfolios of a handful of investors and the ultra-diversified books running into 70 plus stocks.
The 37.95% quarterly value increase, one of the strongest gains among comparable tracked portfolios, suggests that either the underlying holdings performed well, new positions were added at good timing, or both.
How Superstar Portfolio Data Works
Trendlyne’s Superstar Portfolio tracker is based on India’s mandatory shareholding disclosure rules. Once an individual or entity’s stake in a listed company crosses 1% of that company’s equity, the company must disclose it in its shareholding pattern filings, typically each quarter.
Keep these limits in mind:
- Only 1% plus stakes appear: Smaller positions in other companies are not visible here.
- Quarterly lag: The data is never real time; it reflects the most recently filed quarter.
- No purchase price shown: You cannot calculate actual investor returns from this data alone.
- Partial net worth view: This only reflects listed equity holdings above the threshold, not an investor’s complete financial position.
Using This Data as a Research Starting Point
If any of the companies mentioned here catch your interest, use this as a cue to dig into company fundamentals, valuations, and business quality yourself. A high quarterly gain in a disclosed portfolio does not guarantee future performance, and individual stock weightings here reflect one investor’s specific research and risk approach, not a universal recommendation.
Frequently Asked Questions
How many stocks does Raj Kumar Lohia hold according to Superstar Portfolio data?
60 stocks, with a combined disclosed value of Rs 255.85 crore as per the latest quarterly filing.
What is Raj Kumar Lohia’s largest holding?
Kwality Pharmaceuticals is the top holding at Rs 43.91 crore, followed by Shivalik Bimetal Controls and TAAL Tech / TAAL Enterprises.
Why does Raj Kumar Lohia’s portfolio look similar to Dheeraj Kumar Lohia’s?
The overlapping holdings likely reflect a joint family filing pattern, common under Indian shareholding disclosure rules when related individuals or entities hold similar stakes.
Which sector has the highest weight in this portfolio?
Pharmaceuticals and biotechnology leads at 26.59%, followed by general industrials at 19.96% and commercial services and supplies at 10.35%.
Is a 37.95% quarterly gain unusual for a Superstar Portfolio?
It is on the higher end compared to many tracked portfolios in the same period, though quarterly swings can vary widely based on individual stock performance and portfolio composition.
Key Takeaways
- Raj Kumar Lohia’s disclosed portfolio is worth Rs 255.85 crore across 60 stocks, up 37.95% over the latest quarter.
- Pharmaceuticals and biotechnology leads sector allocation at 26.59%, ahead of general industrials (19.96%) and commercial services and supplies (10.35%).
- Top holdings are Kwality Pharmaceuticals, Shivalik Bimetal Controls, and TAAL Tech / TAAL Enterprises.
- Recent buys include Aditya Consumer Marketing, Mohini Health & Hygiene, and Milton Industries.
- Recent sells include Jeevan Scientific Technology, Keerthi Industries, and Lincoln Pharmaceuticals.
- The portfolio closely mirrors Dheeraj Kumar Lohia and Associates, likely reflecting a joint family filing.
- Superstar Portfolio data reflects only 1% plus disclosed stakes on a quarterly lag and is a research tool, not a trading signal.
