Dolly Khanna Latest Portfolio 2018 (Updated February 2018)

Dolly Khanna latest portfolio 2017

Dolly Khanna Latest Portfolio 2018 (Updated February 2018)
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Dolly Khanna Latest Portfolio 2018

The latest portfolio of Dolly Khanna and Rajiv Khanna as of December 2017 is as follows. The portfolio includes stock bought in January 2018. We will update the portfolio on a regular basis for the benefit of her many fans who want full details of her latest multibagger buys and sales.



Stock NameCMP (Rs)Nos of sharesValue of portfolio% of Portfolio
Asian Granito576.33,30,479₹19,04,55,0481.99%
Butterfly Gandhimati601.22,25,928₹13,58,27,9141.42%
Dhampur Sugar Mills194.257,71,594₹14,98,82,1351.57%
Dwarikesh Sugar42.929,62,680₹12,70,98,9721.33%
Emkay Global2262,49,345₹5,63,51,9700.59%
GNFC497.7516,00,292₹79,65,45,3438.33%
IFB Agro Industries8151,19,382₹9,72,96,3301.02%
IFB Industries13324,18,966₹55,80,62,7125.84%
Manappuram Finance118.6595,29,586₹113,06,85,37911.83%
Nandan Denim150.75,15,247₹7,76,47,7230.81%
Nilkamal1940.12,25,390₹43,72,79,1394.57%
Nitin Spinners114.56,22,622₹7,12,90,2190.75%
NOCIL201.7532,16,039₹64,88,35,8686.79%
PPAP Automotive6401,46,597₹9,38,22,0800.98%
Prakash Industries2374,00,000₹9,48,00,0000.99%
Rain Industries418.486,30,115₹361,08,40,11637.78%
RSWM3674,39,411₹16,12,63,8371.69%
Ruchira Papers193.553,75,128₹7,26,06,0240.76%
Srikalahasthi Pipes391.36,36,923₹24,92,27,9702.61%
Sterling Tools398.54,66,196₹18,57,79,1061.94%
Tata Metaliks9092,73,697₹24,87,90,5732.60%
Thirumalai Chemicals21761,67,221₹36,38,72,8963.81%
TOTAL NET WORTH₹955,82,61,353100.00%




Latest stock picks of Dolly Khanna

Butterfly Gandhimathi Appliances is the latest stock pick of Dolly Khanna. As of 31st December 2017 she holds 2,25,928 shares in her portfolio. The holding is valued at Rs. 13.50 crore.

Butterfly Gandhimathi Appliances is engaged in the manufacture of consumer products like cookers etc. It has a very strong brand image and a large distribution network across the Country. The Company is expected to do well due to the growing affluence of the middle class.

Dolly was reported by ET Now to have bought 4 lakh shares in Prakash Industries in January 2018.

Rakesh Jhunjhunwala was holding 1.64 per cent stake in Prakash Industries as of December 31, 2017.

Mukul Agrawal was holding over 1 per cent stake in Prakash Industries.

Prakash Industries is said to be a beneficiary of the upturn in the steel cycle.

Increase in allocations to stocks in the portfolio in December 2017 Quarter

Dolly Khanna has increased the allocation to the existing stocks in her portfolio.

The allocation to Rain Industries has been increased heavily from 42,68,092 shares as of 30th September to 86,30,115 shares as of 31st December 2017.

The reason for the increase in allocation to Rain Industries is because the Company is expected to do well because of the high demand for its products.

Rain Industries is a multibagger with a return of 1000% over the past three years.

The allocation to GNFC (Gujarat Narmada Fertilizers Ltd), which had dipped below 1% in the September 2017 quarter has been increased to 16,00,292 shares in the December 2017.

GNFC is already a multibagger and is expected to do well owing to the demand for TDI and fertilizers. There is also anti-dumping duty applicable to TDI.

The allocation to IFB Agro has also been increased.

Reductions in allocations to stocks in the portfolio in December 2017 Quarter

There are a number of stocks which Dolly Khanna appears to have sold or reduced considerably.

These are the following stocks (in alphabetical order):

(i) Asian Granito India Ltd

(ii) Dhampur Sugar Mills Ltd

(iii) Dwarikesh Sugar Industries Ltd

(iv) Emkay Global Financial Services Ltd

(v) IFB Industries Ltd

(vi) Nilkamal Ltd

(vii) Nitin Spinners Ltd

(viii) PPAP Automotive Limited

(ix) RSWM Ltd

(x) Ruchira Papers Ltd

(xi) Srikalahasthi Pipes Limited

(xii) Sterling Tools Ltd

(xiii) Tata Metaliks Ltd

(xiv) Thirumalai Chemicals Ltd

Deletions from the portfolio

Three stocks appear to have been sold by Dolly Khanna because her name no longer appears in the list of major shareholders.

These stocks are Amarjothi Spinning Mills, LT Foods Limited and Shreyans Industries.

Net Worth

Dolly Khanna’s net worth stands at Rs. 955 crore as of the date of this article (25th January 2018).

Update: 18th February 2018

According to a report in moneycontrol.com, nine stocks in the portfolio have given a gain in excess of 100%. Three stocks have given a gain excess of 200% while one stock has given a gain of 400%. Five stocks gave a flat return.

Dolly Khanna Portfolio
Stock Name

Dec quarter %age

Sept quarter %age

1 year Return

Rain Industries Ltd. 2.57 2.04 405.47
Emkay Global Financial Services Ltd. 1.02 1.31 258.03
Butterfly Gandhimathi Appliances Ltd. 1.26 Entry in Dec 205.03
Asian Granito 1.10 1.04 204.55
PPAP Automotive Ltd. 1.05 1.10 175.18
Nocil Ltd. 1.96 2.02 146.66
Thirumalai Chemicals Ltd. 1.63 1.73 142.69
IFB Industries Ltd. 1.03 1.05 141.29
Sterling Tools Ltd. 1.29 1.39 114.85
Tata Metaliks Ltd. 1.08 1.09 94.89
Gujarat Narmada Valley Fertilizers & Chemicals Ltd. 1.03 Entry in Dec 81.02
IFB Agro Industries Ltd. 1.27 1.14 57.67
Ruchira Papers Ltd. 1.67 1.70 47.36
Nitin Spinners Ltd. 1.13 1.40 32.11
Nandan Denim Ltd. 1.07 1.20 28.84
Srikalahasthi Pipes Ltd. 1.44 1.59 20.41
Manappuram Finance Ltd. 1.13 1.13 7.03
Nilkamal Ltd. 1.51 1.56 4.22
Dhampur Sugar Mills Ltd. 1.16 1.24 1.32
Dwarikesh Sugar Industries Ltd. 1.57 1.59 0.63
RSWM Ltd. 1.87 1.98 -27.84

Porinju Veliyath Latest Portfolio

Porinju Veliyath latest portfolio holdings are available. Porinju Veliyath has also given his latest stock recommendations




Historical Data for archival purposes

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Comments (23)

  1. Rakesh

    Which is latest stock bought by madam dolly Khanna, can we still buy butterfly ghandimati appliances.

    Reply
  2. Santosh

    Tata Metaliks – Change in her portfolio is confusing in your article. At one place, it is mentioned as decrease in holding, while in another place, it is mentioned she bought. Please clarify.

    Reply
    1. michael (Post author)

      The confusion arose because the data relating to Dolly Khanna’s purchase in the March quarter and the reduction in the subsequent quarter was shown on the same page. Now, a separator has been added to hide the archived information relating to earlier periods.

      Reply
  3. AFS

    When will you publish the latest updates on holdings of Dolly Khanna

    Reply
    1. michael (Post author)

      The latest updated data is now published.

      Reply
  4. bhawani singh

    any new buying of Dolly khanna

    Reply
    1. michael (Post author)

      She has bought Butterfly Gandhimathi and Prakash Industries in the December 2017 quarter. She has also significantly increased her holding in Rain Industries.

      Reply
  5. Ajeeth

    Looks this list is not accurate. No info about their holding on Rain Industries. Please check and add.

    Reply
    1. michael (Post author)

      The portfolio details have been updated now

      Reply
  6. Parshuram Prasad

    Really outstanding great.

    Reply
  7. Labhesh

    What about rain ind are they holding

    Reply
    1. michael (Post author)

      Yes. It has been updated in the holdings.

      Reply
  8. Subbarao

    He holds Viska Industries just verified in the annual report. Why is it not provided here ?

    Reply
    1. Subbarao

      I mean Visaka Industries(VISAKAIND) (Sorry for the typo)

      Reply
      1. michael (Post author)

        This is correct. Dolly Khanna holds 115,968 shares of Visaka Industries as of 31st March 2017 as per the Annual Report. The holding percentage is less than 1% and so it is not reported as of 30th June 2017.

        Reply
  9. Baiju

    Anything to buy here on ? Or wait for some correction?

    Reply
    1. michael (Post author)

      It is difficult to time the market. If you are convinced of the fundamentals, it is better to buy slowly on a SIP basis.

      Reply
  10. Anupama

    Pls mention price range

    Reply
  11. Anil Goel

    Please do not share misleading info here….Dolly Khanna in fact increased stake in NOCIL by 20000 shares.

    Reply
    1. michael (Post author)

      You are correct. There was a typographical error which has now been corrected.

      Reply
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  13. SHYJO JOSE

    Pls mention the rate at which she entered into Manappuram

    Reply
    1. michael (Post author)

      The rate of purchase is not known. Only the number of shares held is known.

      Reply

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