Dolly Khanna Portfolio: Stocks, Stock Deals, and Net Worth
In this series of investor portfolio articles, we talk about a popular female personality — Dolly Khanna. In the last few years, she has gained popularity for her stock picks, which tend to give her alpha returns. Unlike other celebrated investors, very little is known about Dolly Khanna. But we have compiled everything you need to know about her-who is Dolly Khanna, her net worth, her investment philosophy and more in this article. We will also scan Dolly Khanna’s portfolio.
Dolly Khanna is a Chennai-based investor known for her knack for investing in unpopular stocks that yield alpha returns. Meaning returns that exceed the key benchmark by a huge margin. Rajiv Khanna, the husband of Dolly, manages her portfolio.
Rajiv Khanna is an IIT-Madras graduate and a chemical engineer by profession. He established Kwality Milk Foods, a frozen yoghurt company, in 1986. The couple sold the business to FMCG giant Hindustan Unilever Ltd Rajiv Khanna invested the proceeds entirely in bank fixed deposits. But later, he moved it all to equities.
Unlike most other celebrity investors, Dolly and Rajiv Khanna are not immensely popular. Neither do they call themselves market experts nor do they appear in the media. They even don’t have a formal education about the market. However, these two millionaire investors have the most important ingredients for success in the market - patience and good stock-picking skills.
She started investing in the stock markets in 1996 with just a few lakhs. As of April 2022, Dolly Khanna’s net worth was Rs 543.6 cr. The duo moved their funds from fixed deposits to equities. And in just a few years, due to their multibagger stock picks, Dolly Khanna has become one of the most prominent investors in India.
Dolly Khanna’s portfolio is popular for the small-cap stocks that she invested in the last few years. Many of her stock investments have given multibagger returns, and thus her investment strategy has attracted many investors.
Dolly Khanna’s portfolio majorly comprises traditional stocks in textile, chemicals, manufacturing, and sugar stocks. Her portfolio is especially popular for the small-cap stocks that she invested in the last few years. Below is the list of Dolly Khanna’s holdings as of the quarter ending Q4 FY 2022.
Note: The data above may have minor discrepancies as not all companies may have reported their shareholding data.
In Q4 FY 2022, there was no significant increase or decrease in Dolly Khanna’s holdings. She was seen buying stakes in 10 companies, which include four new stocks - Goa Carbons, Sharda Cropchem, Sandur Manganese & Iron Ore, and Khaitan Chemicals & Fertilizers. While Khaitan Chemicals rallied over 570% in the last one year, Sandur Manganese generated 335% and Sharda Cropchem 145%.
Dolly Khanna has also increased her stake in Prakash Pipes, Ajanta Soya, Rama Phosphates, Aries Agro, Mangalore Chemicals & Fertilizers, and Control Print during the quarter. Here’s how much these stocks rallied in the last one year-Rama Phosphates over 265%, Ajanta Soya 175% and Aries Agro, Control Print, Prakash Pipes, and Mangalore Chemicals up to 95% each. Dolly Khanna’s portfolio also includes the unpopular Pondy Oxides & Chemicals Ltd, which rallied 49% between January and March 2022.
Besides, she reduced her holdings in ~6 companies. She cut her stake in stocks, including Tinna Rubber, Deepak Spinnings, Rain Industries, KCP, NCL Industries, and Talbros Automotive Components.
Continue to find out Dolly Khanna’s net worth, her block deals in the last quarter, and her investment style and philosophy.
