Dolly Khanna picks four new stocks, ups bet on five more portfolio companies

by 5paisa Research Team Last Updated: Dec 12, 2022 - 10:18 pm 40.9k Views
Listen icon

Chennai-based investor Dolly Khanna, who has been an active investor in the stock markets since 1996, has been rebuilding her portfolio along with her husband Rajiv, who co-manages her stock investments that are now worth upwards of $50 million.

Rajiv Khanna had sold Kwality’s ice cream business to Unilever over two decades ago and has been slowly building a portfolio along with his wife since then.

The duo’s portfolio under Dolly’s name typically focuses on small and micro caps with small stakes.

Dolly Khanna added at least four new stocks last quarter and marginally raised her holding in at least five existing portfolio firms. She also booked profits in a few firms during the three months ended Dec. 31.

Dolly Khanna's new stocks

Khanna added Ajanta Soya, a manufacturer and seller of vanaspati, cooking oils and bakery applications; Simran Farms, a Madhya Pradesh-based poultry firm; Mumbai-based coding and marking equipment maker Control Print and Tinna Rubber & Infrastructure, which is into rubber reclamation and recycling business.

In addition, she bulked up by purchasing additional stake in at least five companies. These are Talbros Automotive Components, Butterfly Gandhimathi Appliances, NDTV, Nitin Spinners and Mangalore Chemicals and Fertilizers.

She had added some of these stocks to the portfolio recently. These included NDTV amid speculation that Adani Group, led by billionaire Gautam Adani, may acquire the news and media company.

She also bought a stake in Nitin Spinners in the previous quarter ended Sept. 30. This shows she is bullish on the counter with consecutive quarters of share purchases.

Flip side

To be sure, she is known to make short-duration trades in either direction with the same stock.

For instance, she had cut stake in Talbros, Butterfly Gandhimathi and Mangalore Chemicals in the previous quarter only to buy more shares over the last three months.

While she maintained status quo on Deepak Spinners and Rain Industries, she cut stake or exited four companies. In particular, she snipped her stake in NCL Industries, Aries Agro and KCP.

Her holding in Asahi Songwon Colors, in which she bought additional stake the previous quarter, has fallen below 1%. This could mean she has exited the company, though not necessarily. Listed companies are obliged to publicly disclose only those shareholders’ names to the stock exchanges who own 1% or more.

Share Market Today

How do you rate this article?


Start Investing in 5 mins*

Rs. 20 Flat Per Order | 0% Brokerage


About the Author

Our research team is composed of some highly qualified research professionals, their expertise range across sectors.

Open Free Demat Account
Resend OTP
Please Enter OTP
Mobile No. belongs to

By proceeding, you agree to the T&C.

Latest News
Flair Writing Products IPO Lists at 64.8% premium, ends at lower circuit

Strong listing for Flair Writing Products IPO, then hits lower circuit

Revving Up: Catch the Exciting November 2023 Auto Sales Highlights!

Escorts Kubota Ltd. witnessed a 4% increase in its total dispatches to dealerships, reaching 8,258 units, reflecting a 3.7% YoY growth. The rise in total dispatches to dealerships for Escorts Kubota Ltd.

Dixon Technologies to Manufacture Xiaomi Phones at Noida Plant

In a transformative move to enhance local smartphone manufacturing, Dixon Technologies (India) Ltd. has inaugurated a smartphone manufacturing plant in Noida.