Multibagger stock ideas: Radhakishan Damani Portfolio 2025: Latest Holdings & Insights

Damani Portfolio Hub — Aug 2025

Updated: August 17, 2025 • Read time: ~7 minutes

A transparent, ready-to-publish summary of Radhakishan (R.K.) Damani’s publicly disclosed holdings (aggregator snapshot, Aug 2025). Percentages below are holding weights inside the public portfolio (aggregator figures) — not the percent ownership of the underlying company. Source links (Smallcase / Trendlyne & company pages) are included for verification.

Quick snapshot

Publicly disclosed portfolio is concentrated: a few large positions (retail/consumer) plus small, selective minority positions across sectors. The table below lists aggregator-reported weights (Smallcase snapshot, Aug 2025) with a short note for each name.

Top holdings — aggregator snapshot (Aug 2025)

• Avenue Supermarts Ltd (DMart)

  Largest position by portfolio weight. Core retail franchise; watch same-store sales and margin trends.

  Smallcase — portfolio snapshot
  67.24%

  portfolio weight
• VST Industries Ltd

  Longstanding small-cap position (tobacco/adjacent). Watch volume & cigarette industry dynamics.

  Smallcase — portfolio snapshot
  29.10%

  portfolio weight
• Advani Hotels & Resorts (India) Ltd

  Smaller hospitality holding; cyclical — monitor occupancy and ADR trends.

  Smallcase
  4.18%

  portfolio weight
• Bhagiradha Chemicals & Industries Ltd

  Agrochemical / specialty chemicals exposure; watch export & input-costs.

  Shareholding / Trendlyne
  3.32%

  portfolio weight
• Aptech Ltd

  Education / training play — steady margin outlook; promoter stake significant in filings.

  Shareholding / Trendlyne
  3.03%

  portfolio weight
• Sundaram Finance Ltd

  Financials exposure — watch asset quality and credit growth metrics.

  Shareholding (PDF)
  2.37%

  portfolio weight
• Mangalam Organics Ltd

  Specialty chemicals exposure — small weight but meaningful within the portfolio’s diversity.

  Company shareholding
  2.17%

  portfolio weight
• Sundaram Finance Holdings Ltd

  Parent / holding entity exposure; monitor consolidated performance.

  Trendlyne
  1.88%

  portfolio weight
• 3M India Ltd

  Defensive industrial / adhesives exposure; low portfolio weight.

  3M shareholding (PDF)
  1.48%

  portfolio weight
• Trent Ltd

  Organised fashion/retail exposure (Trent/Westside); small, strategic position.

  Company shareholding
  1.24%

  portfolio weight
• United Breweries Ltd

  Consumer/premiumisation exposure; small portfolio weight by value.

  Company investor page
  1.23%

  portfolio weight
• Blue Dart Express Ltd

  Logistics exposure — defensive element for portfolio diversification.

  NSE: Blue Dart
  1.19%

  portfolio weight
• BF Utilities Ltd

  Small utility/holding exposure within the portfolio.

  Smallcase
  1.01%

  portfolio weight

Note: percentages above are **portfolio-weights** as reported by aggregators (Smallcase snapshot, Aug 2025). They express how much of Damani’s disclosed public portfolio value each stock represents — not his percentage ownership of the company. For legal ownership % always consult the official exchange filings.

Interpretation

The portfolio is heavily concentrated (DMart dominates by value). Smaller positions are idea-starters — Damani’s approach is long-term and low-churn. When you report these holdings on your blog, show the aggregator source and the filing date to avoid confusion between portfolio weight and company ownership.

⚠ Lesson for Retail Investors

It is important to remember that just because a big investor holds a stock, it does not guarantee 100% returns. Markets are uncertain, and even legendary investors have faced setbacks.

Example: Rakesh Jhunjhunwala once held a large stake in DHFL (Dewan Housing Finance). Despite being backed by marquee investors, the stock collapsed due to corporate governance issues, leading to massive wealth erosion.

The takeaway? While studying portfolios like Radhakishan Damani’s can provide useful insights, retail investors must apply their own research, risk management, and diversification before investing.

What Can Retail Investors Learn?

Damani’s portfolio shows a clear bias toward businesses with predictable cash flows, strong management, and steady growth. Retail investors can learn to stay patient, avoid over-trading, and focus on the long-term compounding power of fundamentally strong companies.

Conclusion: Tracking Radhakishan Damani’s stock portfolio in 2025 can give investors valuable insights, but blindly copying his moves is risky. The real lesson is to adopt his philosophy — value investing, patience, and disciplined stock selection.

Frequently asked questions

Are these percentages his stake in the company?

No — these are **portfolio weights** (what fraction each stock represents of the public portfolio value in aggregator snapshots). Company ownership % must be read from the exchange PDF.

Which sources were used?

Primary aggregator: Smallcase star-investor snapshot (Aug 2025). Corroboration from Trendlyne and company investor/shareholding pages (links embedded in the holdings list).

Will Google rank this article better now?

A clear, sourced, up-to-date hub with FAQ and schema improves the page’s chance to be crawled and understood. Still — regular updates after quarterly filings matter most.

Piyush Sharma

Qualifications: MBA (India), MBA (Australia), Master of Professional Accounting (Australia).

18+ years in the Indian stock market and running this website for 15+ years. Founder of PS International Group and Hamarijeet.com — popular for study-visa guidance, career help, government schemes, jobs and digital product updates.

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