Ramesh Damani Portfolio: Rs 56.65 Cr Stock Holdings
Who Is Ramesh Damani and What Does His Portfolio Show?
Ramesh Damani is a veteran Indian stock market investor, a longtime BSE (Bombay Stock Exchange) member, and a familiar face as a market commentator on business news television. His disclosed portfolio, tracked in Trendlyne’s Superstar Portfolio database, is worth Rs 56.65 crore across 5 stocks, and it rose 44.81% this past quarter.
It’s worth clearing up a common mix-up right away: Ramesh Damani is not the same person as Radhakishan Damani, the founder of DMart, whose much larger portfolio is tracked separately. Sharing a surname has led to confusion between the two, but they are distinct investors with entirely different disclosed holdings.
Portfolio Snapshot
- Total disclosed portfolio value: Rs 56.65 crore
- Change this quarter: up 44.81%
- Number of disclosed stocks: 5
This is a smaller portfolio by rupee value compared to several others in the Superstar Portfolio tracker, but the 44.81% quarterly gain is a strong result for a five-stock portfolio.
Sector Allocation
| Sector | Weight |
|---|---|
| Software & Services | 44.76% |
| Oil & Gas | 40.09% |
| Transportation | 7.16% |
These three sectors account for nearly 92% of the disclosed portfolio’s value, split almost evenly between software and services and oil and gas, with transportation as a smaller third slice.
Top Holdings
| Stock | Value (Rs crore) |
|---|---|
| Protean eGov Technologies | 25.36 |
| Panama Petrochem | 22.71 |
| Shreyas Shipping and Logistics (Transworld) | 4.06 |
Protean eGov Technologies, formerly known as NSDL e-Governance Infrastructure, provides technology infrastructure for government and financial services platforms, aligning with the software and services sector weight. Panama Petrochem manufactures specialty petroleum products and lubricants, fitting the oil and gas allocation. Shreyas Shipping and Logistics, part of the Transworld group, operates in container shipping and logistics, accounting for the transportation sector weight.
Together these three holdings total Rs 52.13 crore, or roughly 92% of the entire portfolio, meaning just two remaining stocks make up the rest of the disclosed value.
Recent Portfolio Moves
Recently bought: Shreyas Shipping and Logistics, stake up 1.13%.
No recent sells were disclosed this quarter.
The increased stake in Shreyas Shipping and Logistics is meaningful relative to its own size, since it’s already the smallest of the three top holdings by value. Adding to this position while leaving the two larger holdings, Protean eGov Technologies and Panama Petrochem, unchanged suggests continued confidence in those core positions alongside growing interest in the transportation and logistics space.
What This Portfolio’s Concentration Suggests
With only 5 disclosed stocks and three sectors covering 92% of the value, this is a fairly concentrated portfolio, built around two anchor holdings in software services and oil and gas, plus a smaller, growing position in shipping and logistics.
Protean eGov Technologies represents exposure to India’s digital public infrastructure theme, given its role in technology systems used by government and financial institutions. Panama Petrochem ties the portfolio to petroleum-based specialty products, a business that can be sensitive to crude oil prices and industrial demand. Shreyas Shipping and Logistics connects the portfolio to shipping volumes and freight rates, which move with trade activity and fuel costs.
The 44.81% quarterly gain across just five stocks suggests the two largest holdings likely performed well, since they carry the bulk of the portfolio’s weight. As with any concentrated portfolio, this cuts both ways: strong gains when core holdings do well, and sharper declines when they don’t.
It’s worth remembering that this Rs 56.65 crore figure only reflects stakes large enough to cross the 1% disclosure threshold. Given Ramesh Damani’s long career as a BSE member and market participant, his actual net worth and full investment activity almost certainly extends well beyond what shows up in this particular filing. The same is true for every investor covered under the Superstar Portfolio umbrella, since the tracker was never designed to capture a complete financial picture, only the specific stakes that regulations require to be made public.
Why Two Different Damanis Cause Confusion
Because Ramesh Damani and Radhakishan Damani share a surname and both operate in Indian stock markets, it’s easy for search results and casual references to blur the two together. Radhakishan Damani built DMart and is known for a very different scale and style of investing, with a portfolio far larger than the one covered here. Anyone researching either investor should double check which specific disclosed holdings and portfolio value they are looking at.
How Superstar Portfolio Tracking Works
This data comes entirely from disclosures required under SEBI regulations. Once an individual’s stake in a listed company crosses 1% of its outstanding shares, that holding must be reported to the stock exchanges and becomes public information.
A few things worth remembering:
- Partial visibility. Stakes below the 1% threshold, along with other assets like mutual funds or unlisted investments, don’t appear in this data.
- Quarterly reporting lag. These figures reflect a snapshot from the past filing cycle, not the current moment.
- No entry price shown. Portfolio values reflect current market prices, not what was originally paid, so actual gains or losses aren’t visible here.
Given how easily two investors sharing a surname, like Ramesh Damani and Radhakishan Damani, can be confused, it’s worth double-checking which specific disclosed portfolio you’re looking at before drawing any conclusions.
Should You Follow This Portfolio?
A well known commentator’s disclosed holdings can be interesting to study, but a 44.81% quarterly gain in a five-stock portfolio reflects a specific, concentrated bet rather than a strategy that automatically transfers to a different investor’s situation.
Before considering any of these companies, research their fundamentals, growth outlook, and current valuation on your own terms. The price at which these positions were originally built isn’t visible in this data, and today’s price may already reflect a very different risk and reward balance.
Key Takeaways
- Ramesh Damani’s disclosed portfolio is worth Rs 56.65 crore across 5 stocks, up 44.81% this quarter.
- He is a veteran BSE member and market commentator, distinct from Radhakishan Damani, the DMart founder.
- Software & Services and Oil & Gas together make up nearly 85% of the portfolio.
- Protean eGov Technologies and Panama Petrochem are the two largest holdings.
- The only recent disclosed move was an increased stake in Shreyas Shipping and Logistics.
- No sells were disclosed this quarter.
- This data reflects only SEBI-disclosed stakes above 1% and lags real-time trading activity.
Frequently Asked Questions
Is Ramesh Damani the same person as Radhakishan Damani?
No. Ramesh Damani is a veteran BSE member and television market commentator, while Radhakishan Damani is the founder of DMart. They are two different investors with separate, distinct disclosed portfolios.
What is Ramesh Damani’s total disclosed portfolio value?
His public shareholding portfolio, based on SEBI disclosures, is worth Rs 56.65 crore across 5 listed stocks as per the latest quarterly filing.
What is the largest holding in Ramesh Damani’s disclosed portfolio?
Protean eGov Technologies is the largest disclosed holding at Rs 25.36 crore, closely followed by Panama Petrochem at Rs 22.71 crore.
Did Ramesh Damani buy or sell any stocks recently?
He increased his stake in Shreyas Shipping and Logistics by 1.13%. No sells were disclosed in the latest filing period.
What does Protean eGov Technologies do?
Protean eGov Technologies, formerly NSDL e-Governance Infrastructure, provides technology platforms and infrastructure used by government bodies and financial institutions across India.
