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Public Portfolios
Real portfolios from Indian investors. Every position documented, every thesis recorded.
Hidden Gems
@kacholiwala
Underfollowed small and mid-cap businesses with compounding potential. Before the crowd arrives.
Return
+79.43%
Consumer India
@radhakantd
India's consumption story told through 4 quality businesses. Patient capital for patient returns.
Return
+52.77%
Core Value Bets
@jhingalala
A concentrated portfolio of India's finest businesses held for the long term. Quality over quantity, always.
Return
+44.40%
SMILE Portfolio
@vijaykediya
SMILE: Small companies, Medium companies in Large addressable markets, India growth, Long runway, Early entry.
Return
+28.32%
Contrarian Bets
@porinja
Beaten-down businesses with hidden recovery potential. The market always overshoots on fear.
Return
+9.90%
Testing Portfolio
@anshulp2912
sfdf
Return
-3.68%