Vijay Kedia portfolio erodes Rs 683 crore in one year: See which stocks failed him

Kolkata: Vijay Kedia's portfolio is keenly followed by lakhs. However, this year it has been suffered erosion in value in the past one year. The value of Kedia's portfolio dropped from Rs 1,896 crore in December 2024 to Rs 1,213 crore in December 2025. In absolute terms the loss is 36%. According to reports, only a few cybersecurity and healthcare stocks in Kedia's portfolio generated profits.

Kedia's portfolio is not a very large one in terms of number of stocks in which he invests. It holds 16 publicly listed stocks, of which as many as 13 resulted in losses. Only three shares – TAC Infosec (87.89%), TechD Cybersecurity (86.92%), and Yatharth Hospital (10.57%) – yielded profits.

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Trendlyne data reveal the total value of Vijay Kedia's portfolio was Rs 1,896.33 crore at the end of December last year. However, his portfolio suffered a sharp decline by the end of Q4FY25 and reached Rs 1,377.9 crore, registering a drop of 27.3% during the quarter.

In June 2025, the portfolio registered a small recovery and it reached Rs 1,398.9 crore. The resultant gain was slim -- only 1.5%. This was followed by another decline of value in September 2025, when the value dropped to Rs 1,228.97 crore. By December 2025, Kedia's portfolio suffered more erosions and reached Rs 1,213 crore. During this period, Vijay Kedia added new stocks and also increased his stake in some companies.

Only a few stocks in Vijay Kedia's portfolio have offered sound returns over the past year. TAC Infosec generated a steady gain of 87.89% over the past year, while Yatharth Hospital & Trauma Care Services delivered a strong 10.57% return. TechD Cybersecurity generated 86.92% returns in the last six months.

TAC Infosec

Investment value: Rs 111.9 crore

Stake: 13.2%

1-year return: 87.89%

6-month return: 39.86%

Yatharth Hospital

Investment value: Rs 68.0 crore

Stake: 1.0%

1-year return: 10.57%

6-month return: 31.12%

TechD Cybersecurity

Investment value: Rs 26.4 crore

Stake: 5.3%

6-month return: 86.92%

Some stocks in Vijay Kishanlal Kedia's portfolio have also shown negative returns over the past year. Affordable Robotic & Automation recorded the sharpest decline, falling by 66.83 percent over the past year. Precision Camshafts saw a sharp decline of 52.08 percent, while Om Infra slipped by 40.97 percent. On the other hand, the least negative performers include Innovators Facade Systems, which saw a decline of only 6.24 percent, and Neuland Laboratories, which recorded a marginal decline of just 2.32 percent, showing relatively stable performance amidst market challenges. Company Name Investment Value Shareholding 1-Year Return 6-Month Return

Affordable Robotic & Automation

1-year return: -66.63%

6-month return: -51.50%

Precision Camshafts

1-year return: -52.08%

6-month return: -29.48%

Om Infra

1-year return: -40.97%

6-month return: -23.59%

Global Vectra Helicorp

1-year return: -36.96%

6-month return: -16.10%

Atul Auto

1-year return: -33.16%

6-month return: -10.28%

Elecon Engineering

1-year return: -27.51%

6-month return: -30.77%

Vaibhav Global

1-year return: -25.89%

6-month return: -7.98%

Siyaram Silk Mills

1-year return: -23.95%

6-month return: -9.62%

Repro India

1-year return: -23.02%

6-month return: -12.77%

Mahindra Resorts

1-year return: -15.76%

6-month return: -11.72%

Sudarshan Chemical

1-year return: -10.30%

6-month return: -19.63%

Innovators Facade Systems

1-year return: -6.24%

6-month return: -3.43%

Neuland Laboratories

1-year return: -2.32%

6-month return: 29.71%