Akash Bhanshali Portfolio in 2025 – Holdings and Investment
Akash Bhanshali is a prominent Indian investor and the Head of Principal Investments at ENAM Holdings Pvt. Ltd. He is a well-known figure in the Investment market for his ability to spot high-potential mid-sized businesses and back them with capital and strategic guidance. As a result, he has built a portfolio that reflects deep research and conviction. Akash Bhanshali’s portfolio in 2025 includes 14 publicly disclosed stocks with a combined market value exceeding ₹6,200 cr. This article provides a detailed look at Akash Bhanshali’s portfolio, including top stock holdings, sector allocation, recent investment changes, net worth trends, and the core principles driving the portfolio.
Top Stocks in Akash Bhanshali Portfolio To Invest In
| Stock Name | Holding Percentage | Value in cr. |
|---|---|---|
| Gujarat Fluorochemicals Ltd | 4.75% | 1793.53 |
| One 97 Communications Ltd | 1.24% | 887.17 |
| Sudarshan Chemical Industries Ltd | 7.13% | 806.19 |
| Laurus Labs Ltd | 1.32% | 594.27 |
| Schneider Electric Infrastructure Ltd | 2.3% | 465.18 |
| Inox Wind Ltd | 1.75% | 400.66 |
| Amber Enterprises India Ltd | 1.47% | 341.88 |
| Ramkrishna Forgings Ltd | 2.24% | 236.83 |
| Greenlam Industries Ltd | 2.84% | 163.42 |
| Welspun Living Ltd | 1.44% | 157.59 |
| Genus Power Infrastructures Ltd | 1.19% | 132.27 |
| Shilpa Medicare Ltd | 1.52% | 129.67 |
| Dilip Buildcon Ltd | 1.13% | 87.55 |
| Praxis Home Retail Ltd | 2.94% | 4.29 |
Note: The data on the Akash Bhanshali Portfolio is dynamic and subject to change.
Who is Akash Bhanshali?
Akash Bhanshali is an Indian investor and the principal owner of ENAM Group, one of India’s most renowned investment firms, where he leads the Principal Investment Unit. Bhanshali holds a Master’s degree in Commerce and is a qualified Chartered Accountant, giving him a strong foundation in financial management.
His financial acumen with strategic investments has helped him grow his portfolio over the years. He has successfully leveraged his education and experience to navigate the complexities of entrepreneurship and investment, inspiring investors in the Indian stock market. His investment philosophy combines deep sector research with patience, allowing his portfolio to benefit from long-term growth trends.
Akash Bhanshali Top Holdings 2025
Let’s take a look at the top Akash Bhanshali stocks where he has invested the most:
- Gujarat Fluorochemicals Ltd.: Gujarat Fluorochemicals Ltd. is a leading chemical manufacturer in India, producing refrigerants, chloromethanes, and fluoropolymers like PTFE. It caters to both domestic and international markets with strong expertise in speciality chemicals and industrial applications.
- One97 Communications Ltd.: One97 Communications Ltd. is the parent company of Paytm, providing digital payments, financial services, and commerce solutions. It serves millions of consumers and merchants in India through payment platforms, lending products, wealth management, and technology-driven financial ecosystems.
- Sudarshan Chemical Industries Ltd.: Sudarshan Chemical Industries Ltd. manufactures pigments and colour solutions for industries such as coatings, plastics, printing, and cosmetics. It is one of India’s largest pigment producers with a growing global presence across both organic and inorganic pigment segments.
- Laurus Labs Ltd.: Laurus Labs Ltd. is a pharmaceutical and biotechnology company involved in active pharmaceutical ingredients, generic formulations, contract development, and biotechnology services. It supports healthcare markets globally with its research-driven approach and integrated manufacturing facilities.
- Schneider Electric Infrastructure Ltd.: Schneider Electric Infrastructure Ltd. designs and manufactures products for electricity distribution and automation. Its portfolio includes transformers, switchgear, relays, and power management systems that support India’s energy and infrastructure requirements.
Akash Manek Bhanshali Portfolio Sector-Wise
Below, we have provided a graphical sector-wise representation of Akash Manek Bhanshali’s portfolio.
Let’s take a look at Akash Bhanshali’s shareholding analysis for each sector and what drives the demand for these sectors.
- Chemicals: The chemicals segment in the Akash Bhanshali portfolio includes companies producing fluoropolymers, pigments, and speciality chemicals. These stocks reflect his interest in industrial growth and global export opportunities in this sector.
- Energy & Infrastructure: Energy and infrastructure companies from the Akash Bhanshali stocks portfolio focus on power distribution and renewable projects. They highlight his exposure to India’s long-term energy expansion and grid modernisation.
- Retail: Retail companies represent consumer demand in home furnishings and lifestyle products. These stocks show Akash Bhanshali’s interest in India’s growing consumption story. Some of the Akash Bhanshali top stocks from this sector include: Welspun Living Ltd., and Praxis Home Retail Ltd.
- Pharmaceuticals: Akash Bhanshali’s top holdings in 2025 cover Pharma companies involved in APIs, formulations, and biotechnology. These stocks underline his exposure to healthcare, which has consistent domestic and export demand even during tough economic cycles.
- Building Materials: The building materials companies in Akash Bhanshali holdings align perfectly with India’s expanding housing and infrastructure activity.
Akash Bhanshali Net Worth Trend
As of now, Akash Bhanshali holdings include 14 stocks valued at over Rs. 6,370.43 cr, with investments spread across various sectors. Akash Bhanshali’s net worth has grown significantly over the past five years. From ₹835 cr. in December 2020, it rose steadily, crossing ₹1,200 cr. in 2021 and reaching over ₹3,400 cr. in 2022. By December 2024, it touched ₹7,029 cr.. The latest available figure for June 2025 shows a portfolio value of ₹6,370.43 cr., reflecting some market adjustments after the sharp rise in 2024.
Akash Bhanshali Portfolio Stocks: New Additions
Between June 2024 and June 2025, Akash Bhanshali’s shareholding activity shows a mix of new additions, partial reductions, and complete exits. He made two new buys, Welspun Living Ltd. and Inox Wind Ltd., expanding exposure into consumer and renewable energy segments.
| Company Name | Increase in Shareholding % |
| Welspun Living Ltd. | 1.44 |
| Inox Wind Ltd. | 1.75 |
| Greenlam Industries Ltd. | 0.39 |
| One97 Communications Ltd. | 0.03 |
Akash Manek Bhanshali Portfolio Stocks: Reductions
Akash Bhanshali completely sold his shares in five companies: Arvind Fashions Ltd., Natco Pharma Ltd., Saraswati Commercial (India) Ltd., Welspun Corp Ltd., and Granules India Ltd.
| Company Name | Decrease in Shareholding % |
| Praxis Home Retail Ltd. | -0.23 |
| Schneider Electric Infrastructure Ltd. | -0.27 |
| Shilpa Medicare Ltd. | -0.12 |
| Sudarshan Chemical Industries Ltd. | -0.97 |
| Dilip Buildcon Ltd. | -0.05 |
| Arvind Fashions Ltd. | -3.84 |
| Natco Pharma Ltd. | -1.01 |
| Saraswati Commercial (India) Ltd. | -1.02 |
| Welspun Corp Ltd. | -1.88 |
| Granules India Ltd. | -1.1 |
Akash Bhanshali Investment Strategy
Akash Bhanshali’s investment strategy combines sectoral diversification, careful stock selection, and a focus on long-term value creation. Let’s analyse the investment strategy behind the portfolio of Akash Bhanshali.
- Portfolio Diversification Across Sectors: Akash Bhanshali spreads his investments across multiple sectors to reduce risk from market swings. His portfolio covers capital goods, e-commerce, chemicals, and more. This mix gives him exposure to different industries without relying on just one.
- Long-Term View: Bhanshali invests with a long-term horizon. He focuses on businesses with solid fundamentals and growth potential, showing patience to benefit from compounding over time.
- Research-Led Decisions: He studies companies carefully before investing. His process involves analysing intrinsic value, management, and growth prospects. This ensures that his portfolio consists of companies with strong foundations.
- Spotting Emerging Trends: The portfolio reflects his ability to spot new opportunities. His investment in Greenlam Industries, which operates in niche laminates, shows his eye for under-penetrated sectors with room to grow.
- Balanced Portfolio Size: Although he holds fewer than 20 stocks, the portfolio remains balanced. This size allows for both concentration and diversification, keeping risk in check while aiming for higher returns.
- Support for Growth Companies: Many of his stocks are mid-sized firms with the potential to become bigger players. By backing these businesses, he positions his portfolio to benefit as they expand and gain market share.
To Wrap It Up
Akash Bhanshali’s stock portfolio provides a clear example of how a thoughtful and patient approach to investing can pay off. Akash Bhanshali investment strategy focuses on spreading investments across different sectors while prioritising strong, reliable companies. This balance helps him manage risks while still aiming for good returns over time. For anyone looking to improve their investment strategies, there are valuable takeaways from Bhanshali’s approach.
Frequently Asked Questions About Akash Bhanshali Portfolio
Akash Bhanshali’s portfolio in 2025 consists of 14 stocks, with a total net worth exceeding ₹ 6,370.43 cr as per the most recent corporate shareholding disclosures.
The portfolio of Akash Bhanshali includes stocks from diverse sectors such as textiles, apparel, banking, finance, and chemicals. He is known for his strategic focus on unique or niche markets.
This allows him to tap into growth potential as these companies can expand and increase profitability rapidly. It increases Akash Bhanshali’s overall investment performance through higher returns and helps manage risk by diversifying across sectors.
Akash Bhanshali’s net worth has seen remarkable growth from around ₹835 cr. in 2020 to approximately ₹ 6,370.43 cr by mid-2025. This growth shows Akash Bhanshali’s stocks have generated significant returns over the years.
Akash Bhanshali Enam holdings refers to the investment portfolio and strategy managed by Akash Bhanshali through Enam Holdings Pvt. Ltd. Enam is a renowned private investment firm in India. Akash Bhanshali has built a diversified portfolio worth over ₹6,000 cr (as of 2025) under ENAM Holdings.
Akash Bhanshali Investment Insights shows his preference for mid-sized companies, diversifies across sectors like chemicals, retail, and infrastructure, and uses research-driven long-term strategies.
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