Introduction:
Owing to India’s economic progress, the stock market has consistently shown signs of growth. Many star investors have strategically capitalized on this uptrend. They have earned sizeable gains from their portfolios by decoding market psychology. As an investor, dissecting such successful portfolios will help you get insight into the application and outcome of different strategies. This article studies one such portfolio- Rahul Gandhi’s portfolio.
About Rahul Gandhi:
Rahul Gandhi is a politician associated with the Indian National Congress (Congress Party). He comes from a family of prime ministers, including his father, Rajiv Gandhi, grandmother, Indira Gandhi, and great-grandfather, Jawaharlal Nehru. Educated at St. Stephen’s College, Harvard University, and Trinity College, Cambridge, he entered politics in 2004 and has since played a significant role in Indian politics.
Rahul Gandhi’s Investment Journey:
Rahul Gandhi began his investment journey in 2014 with a modest Rs.81.28 lakh portfolio. Starting with mutual funds, he favored equity-oriented schemes, reflecting a cautious approach typical of a novice investor. He primarily invested in large-cap equity funds, following the power of compounding through systematic investment plans (SIPs). His top picks were:
- HDFC Equity Fund: Focused on blue-chip stocks and known for consistent performance.
- SBI Bluechip Fund: Valued for its stability and quality company exposure.
- ICICI Prudential Bluechip Fund: A mix of growth and value stocks.
By 2017, his mutual fund holdings had increased to Rs.2.5 crore. Realizing the importance of diversification, he ventured into direct stock investments that allowed him to pick potential winners. His chosen stocks included:
- Bajaj Finance: A strong performer in the NBFC sector.
- Asian Paints: A leader in the paints industry.
- Infosys: Benefiting from the booming IT sector.
Over the years, Rahul Gandhi’s wealth grew significantly. By 2024, his portfolio had soared to approximately Rs.8.16 crore based on stock market analysis. Some notable performers driving this growth were:
- Pidilite Industries: His top holding which shows his confidence in consumer-centric businesses.
- GMM Pfaudler: A promising mid-cap in the engineering sector.
- Fine Organics: Capitalizing on the organic and specialty chemicals market.
Current List of Investments and Assets:
Rahul Gandhi’s investments are worth over Rs.20 crores. He has a diverse investment portfolio that spans stocks and mutual funds. The affidavit submitted to the Election Commission of India (ECI) revealed that out of the total investments, he holds movable assets valued at Rs 9,24,59,264, with approximately 90% (Rs.8,16,94,091) invested in mutual funds and stocks. The list of investments is as follows-
- Direct Equity:
As of March 15, 2024, the total value of his stock portfolio had surpassed Rs.4.33 crore. He owns 1900 shares of Rs.100 each of Young Indian, which are valued at Rs.1.90 lakh as of April 2024. His stock portfolio also includes 25 other stocks.
- Mutual Funds:
According to an affidavit on the Election Commission of India’s web portal, he has Rs.3.81 crore invested in seven mutual fund schemes as of March 15, 2024, including small and midcap funds. His largest investment is HDFC Small Cap regular (growth), at Rs 1.23 crore, followed by ICICI Prudential Regular Savings Fund, at Rs 1.02 crore. HDFC Small Cap regular’s NAV rose 51.85% in the past year.
- SGB and PPF:
As of March 15, 2024, Rahul Gandhi held 220 units of sovereign gold bonds (bought in FY2021) worth Rs.15.21 lakh and a PPF (public provident fund) balance of Rs.61.52 lakh.
- Others:
Rahul Gandhi owns immovable property worth Rs.11.15 crores and has declared a total cash balance of Rs.26.8 lakhs, including both cash in hand and bank balance as of March 2024.
Rahul Gandhi’s Shareholding Pattern
Rahul Gandhi’s largest shareholding is in the small-cap company Suprajit Engineering, with 4,068 shares valued at over Rs 16.65 lakh as of March 15, 2024, rising to over Rs 17 lakh by April 4, 2024. Other notable holdings, by volume, include 3,093 shares in ITC valued at Rs 12.96 lakh and 2,299 shares in ICICI Bank valued at Rs 24.83 lakh, both as of March 15, 2024.
Top 25 stocks from Rahul Gandhi’s Portfolio:
| Company | Qty | Mkt. Val. (Rs.) | Allocation (%) |
| Alkyl Amines Chemicals Ltd. | 373 | 739211 | 1.705 |
| Asian Paints Ltd. | 1231 | 3529954 | 8.141 |
| Bajaj Finance Ltd. | 551 | 3589407 | 8.278 |
| Deepak Nitrite Ltd. | 568 | 1192033 | 2.749 |
| Divi’s Laboratories Ltd. | 567 | 1976222 | 4.558 |
| Dr. Lal Pathlabs Ltd. | 516 | 1043429 | 2.406 |
| Fine Organic Industries Ltd. | 211 | 856301 | 1.975 |
| Garware Technical Fibres Ltd. | 508 | 1643075 | 3.789 |
| GMM Pfaudler Ltd. | 1121 | 1400073 | 3.229 |
| Hindustan Unilever Ltd. | 1161 | 2702460 | 6.233 |
| ICICI Bank Ltd. | 2299 | 2483725 | 5.728 |
| Info Edge (India) Ltd. | 85 | 445502 | 1.027 |
| Infosys Ltd. | 870 | 1421580 | 3.279 |
| ITC Ltd. | 3093 | 1296276 | 2.990 |
| LTI Mindtree Ltd. | 407 | 2114100 | 4.876 |
| Mold-Tek Packaging Ltd. | 1953 | 1495510 | 3.449 |
| Nestle India Ltd. | 1370 | 3567001 | 8.226 |
| Pidilite Industries Ltd. | 1474 | 4227432 | 9.749 |
| Suprajit Engineering Ltd. | 4068 | 1665439 | 3.841 |
| Tata Consultancy Services Ltd. | 234 | 987305 | 2.277 |
| Titan Company Ltd. | 897 | 3258980 | 7.516 |
| Tube Investments Of India Ltd. | 340 | 1210621 | 2.792 |
| Vertoz Advertising Ltd. | 260 | 189085 | 0.436 |
| Vinyl Chemicals (India) Ltd. | 960 | 324240 | 0.748 |
| Britannia Industries Ltd. 5.5 NCD | 52 | 1,558 | 0.004 |
Rahul Gandhi’s Investment Philosophy
Rahul Gandhi’s portfolio showcases a well-balanced investment strategy. His portfolio includes 25 listed companies featuring prominent names such as ITC, ICICI Bank, Bajaj Finance, and Titan Company. He also invests in seven mutual funds, indicating a prudent approach to optimizing returns while effectively managing risks. Though his portfolio has followed a conservative approach, his equity allocations have shifted from mutual funds to direct equities over time.
Conclusion:
Rahul Gandhi’s portfolio showcases the strategic financial management principles championed by financial advisory services. As a high-net-worth (HNI) investor, his diversified holdings in mutual funds and stocks highlight his expertise in stock market analysis.
Investors can learn valuable lessons from Rahul Gandhi’s investment strategy. First, start early: his decade-long journey highlights the power of compounding over time. Second, diversify: his portfolio includes stocks from 25 listed companies and investments in seven mutual funds across various sectors and market caps, providing protection against market volatility. His refined approach to decoding market psychology is reflected in his investment strategy. Rahul Gandhi’s portfolio demonstrates the success of blending traditional and contemporary investment strategies within HNI investment.
*Disclaimer Note: The securities quoted, if any, are for illustration only and are not recommendatory. This article is for education purposes only and shall not be considered as recommendation or investment advice by Research & Ranking. We will not be liable for any losses that may occur. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
FAQs:
What is the share portfolio of Rahul Gandhi?
Rahul Gandhi’s investment portfolio comprises shares of 25 listed companies, including ITC, ICICI Bank, Bajaj Finance, and Titan Company. As of March 15, 2024, his holdings are valued at over ₹4.30 crore. Notably, he holds the highest number of stocks in the small-cap company Suprajit Engineering, followed by ITC and ICICI Bank. Additionally, he has investments of ₹3.81 crore in seven mutual funds, including HDFC Small Cap and ICICI Prudential Regular Savings Fund.
What are the assets of Rahul Gandhi?
Congress leader Rahul Gandhi declared assets worth over ₹20 crore in his election affidavit. Approximately 90% of his movable assets, valued at ₹9.24 crore, are invested in mutual funds and stocks. He holds shares in 25 listed companies, including blue-chip stocks like ITC and ICICI Bank. His total stock holdings exceed ₹4.33 crore.
Does Rahul Gandhi have any business?
Rahul Gandhi, an Indian politician and member of the Indian National Congress, doesn’t have a personal business. His assets primarily consist of investments in stocks and mutual funds.
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I’m Archana R. Chettiar, an experienced content creator with
an affinity for writing on personal finance and other financial content. I
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