HTLB Systems

HTLB Track Record

Documented investor studies, public ledgers, research notes, risk metrics and track-record comparisons across six years of public research legacy.

Explore Full Archive View Methodology
6+ Years
of Public Research
A trusted and growing legacy
100+
Investor Case Studies
In-depth research & analysis
500+
Research Videos
Learn from detailed insights
Documented
Performance Records
Track real outcomes over time
Structured
Learning Framework
Building future market leaders

Investor & HTLB Track Record Comparison

Compare performance, risk metrics and research insights using HTLB's analytical framework.

Rakesh Jhunjhunwala

Counters

  • ESCORTS
  • RPEL
  • WABAG
  • WOCKPHARMA
  • JUBLPHARMA
  • FORTIS
  • KARURVYSYA
  • FEDERALBNK
  • CANBK

"Invest in businesses, not just stocks."

— Rakesh Jhunjhunwala

Rakesh Jhunjhunwala

Long-Term Wealth Creator
Investor Investment Average Time
7.26 Yrs
HTLB Investment Average Time
1.89 Yrs
HTLB Safety
10 Times
More safer than Investor
HTLB Growth
4.68 Times
Better growth than Investor

Annual ROI Comparison

Illustrative zero-to-rate comparison · not historical performance.

  • Investor Annual ROI:99.43%
  • HTLB Annual ROI:224.55%
  • HTLB Prime ROI:669.85%

Maximum Drawdown Comparison

  • HTLB MaxDD:1%
  • Investor MaxDD:30.02%

Top Holdings

  • 1ESCORTS
  • 2RPEL
  • 3WABAG
  • 4WOCKPHARMA
  • 5JUBLPHARMA

6-Year Public Ledger Archive

Yearly research archives with documented studies, public ledgers and risk analysis based on public data.

2021
Foundation & Early Research
Investor Studies
18
Public Ledgers
42
Risk Review
Completed
2022
Expansion & Sector Deep Dive
Investor Studies
26
Public Ledgers
76
Risk Review
Completed
2023
Performance Framework
Investor Studies
35
Public Ledgers
95
Risk Review
Completed
2024
Research Excellence
Investor Studies
48
Public Ledgers
128
Risk Review
Completed
2025
Community Growth
Investor Studies
65
Public Ledgers
180
Risk Review
Completed
2026
Structured Knowledge
Investor Studies
72
Public Ledgers
210
Risk Review
In Progress

How HTLB Documents Track Record

1

Public Portfolio Study

We analyse publicly available portfolio data, holding changes and investment history.

2

Business & Sector Mapping

We study the businesses, sector exposure and themes behind each investment.

3

5-Year Curve & Risk Review

We track 5-year performance, compare with benchmarks and analyse risk.

4

HTLB Framework Comparison

We evaluate investments using HTLB's timeless principles and framework.

5

Video Case Study

We create in-depth video case studies to explain insights and takeaways.

Featured Investor Studies

AK
Ashish Kacholia
5Y ROI
+280%

Early-stage opportunities

Special Situations
View Research Videos
VK
Vijay Kedia
5Y ROI
+265%

Long-term compounding

GrowthMultibagger
View Research Videos
MA
Mukul Agrawal
5Y ROI
+198%

High-conviction growth

ValueContrarian
View Research Videos
AB
Akash Bhansali
5Y ROI
+220%

Value with margin of safety

High Conviction
View Research Videos
SS
Sunil Singhania
5Y ROI
+176%

Quality at reasonable valuations

QualityConsistency
View Research Videos
MG
Mahendra Girdharilal
5Y ROI
+165%

Patient value investing

Value
View Research Videos
SS
Sangeetha S
5Y ROI
+172%

Emerging growth stories

Growth
View Research Videos
SK
Sharad Kanayalal Shah
5Y ROI
+158%

Steady long-term compounding

ValueLong Term
View Research Videos
DK
Dheeraj Kumar Lohia
5Y ROI
+186%

Small cap discoveries

Small Cap
View Research Videos
DK
Dipak Kanayalal Shah
5Y ROI
+169%

Quality-first selection

Quality
View Research Videos
AK
Ashok Kumar Jain
5Y ROI
+154%

Deep value opportunities

Value
View Research Videos
AU
Ajay Upadhyay
5Y ROI
+178%

Consistent growth focus

Growth
View Research Videos
MK
Madhusudan Kela
5Y ROI
+240%

Conviction-led investing

High ConvictionLong Term
View Research Videos
GG
Girish Gulati
5Y ROI
+168%

Special situation plays

Special Situations
View Research Videos
AD
Ashish Dhawan
5Y ROI
+210%

Private equity discipline

QualityGrowth
View Research Videos
ST
Shivani Tejas Trivedi
5Y ROI
+161%

Undervalued quality picks

Value
View Research Videos
AA
Anuj Anantraj Sheth
5Y ROI
+195%

Emerging market leaders

GrowthSmall Cap
View Research Videos

HTLB Systems · Research Data

Institutional Investment Comparison Lab

Explore historical investor investment data and HTLB Systems performance comparisons across individual securities.

All Investors

Total Counters 129

Investor Investment Time Avg
6.62Yrs
HTLB Investment Time Avg
1.11Yrs
Investor Annual ROI Avg
125.36%
HTLB Annual ROI Avg
392.41%
HTLB Prime ROI Avg
831.18%
Investor MaxDD Avg
30.49%

Unweighted arithmetic means · 129 individual records · All investors

Annual ROI Comparison

Historical dataset comparison

  • Investor125.36%
  • HTLB392.41%
  • HTLB Prime831.18%
Investment Time Comparison

Historical dataset comparison

  • Investor6.62 Yrs
  • HTLB1.11 Yrs
Drawdown Comparison

Historical dataset comparison

  • Investor MaxDD30.49%
  • HTLB Max DD1.05%

Original Investment Records

129 matching counters of 129 records

Original investment data; all source values and duplicate counters preserved.
HIGHENE Balram Bharwani7th Dec 201510.642.5179496.885419.62.92%12421
GENUSPOWERAjay Upadhyaya7th Dec 201790.1633.17792.5792.579.751.54%126.81
LAURUSLABSAkash Bhanshali5th Mar 20197.482352.31410.51058.0616.541.52%8211
GEECEEAkash Bhanshali3rd Sep 20188119.17176.66431.4267.064.57%176.661
PAYTMAkash Bhanshali10th Jun 20242.16148.899.299.28.761.21%99.21
ASAHIINDIAAnuj Anintrai Sheth10th Dec 201510.72276.36240.27310.4713.152.47%480.556
THEMISMEDAnuj Anintrai Sheth15th Dec 201510.72119.01166.7526.845.882.94%166.71
PALREDTECAshish Dhawan9th Dec 20196.720.5647.25319.78669.8939.874.06%219.41
RPSGVENTAshish Dhawan12th April 20197.50.329.44310.62310.6279.963.09%99.41
SHAILYASHISH KACHOLIA14th Dec 2021510.81.24259860.481406.669.3912.02%10671
SJSASHISH KACHOLIA15th nov 20215178.535935921.171.54%3591
GRAVITAASHISH KACHOLIA13th Jun 20224.241.32137.72291.43328.1715.061.67%384.71
NIITLTDASHISH KACHOLIA4th Jun 20188.161.539.81290.33938.8644.352.23%435.51
TARCASHISH KACHOLIA6th Sep 20215141.07171.6403.9917.51.50%171.61
SAFARIASHISH KACHOLIA24th Feb 20206.51.7296.52148.92269.0844.81.71%256.151
PCBLASHISH KACHOLIA5th Sep 20224133.07103.4267.919.371.54%103.41
GRWRHITECHASHISH KACHOLIA15th Mar 20215.50.72158102031028.081.43%733.81
HLEGLASASHISH KACHOLIA15th Jan 20206.720.2440601.66601.6636.71.69%144.41
SKYGOLDASHISH KACHOLIA4th Dec 20232.640.4250.271095.251262.723.223.09%438.11
FCLASHISH KACHOLIA7th Feb 20224.50.2440.87905782.915.651.84%217.21
SCHNEIDERAshok Kumar Jain19th Mar 20188.41.16136.25682.75452.18491.52%7921
FLUIDOMAshok Kumar Jain7th Dec 201510.5145.59374.42345.8272.4222.50%374.421
MBAPLAshok Kumar Jain4th Dec 20233160119.3119.327.251.08%119.31
LELAVOIRAshok Kumar Jain8th Mar 20206.32158.0494.5877.8227.294.37%94.51
CEEJAYAshok Kumar Jain9th Oct 2023311.0772.25116.3614.281.59%72.251

Showing 1–25 of 129 records

Rows per page1 / 6
Source data notes

The supplied sheet contains 132 records. Nikhil Vora’s three records are excluded as requested, leaving 129. Original spellings, capitalization, repeated FILTRA entries, dates “14th Dec 20215” (SHAILY and ESCORTS), and stakes without a percentage sign (KRPT: 1.33; ANSALBU: 1.19) remain unchanged. The untouched original is retained separately.

Historical investment and HTLB Systems comparison data is presented for research and educational purposes only. Historical performance does not guarantee future results. This information does not constitute investment advice or a buy/sell recommendation.

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