Dolly Khanna’s Portfolio as of 30th September 2023

Dolly Khanna appears to have exited a number of stocks from her portfolio. She now has only a handful of small and mid-cap stocks in her portfolio. However, these are high conviction stocks. The portfolio is worth about Rs 400 crore. The highest allocation has been awarded to Chennai Petro which is also a high dividend stock. Dolly Khanna is very bullish about the Textile sector and has a number of stocks from this sector.

STOCK
CMP (Rs)
NOS of Shares
VALUE
% to portfolio
Chennai Petro 691.55 2,412,020 ₹1,668,032,431.00 41.65
KCP 40.9 1,432,638 ₹58,594,894.20 1.46
Monte Carlo Fashions 705.65 401,512 ₹283,326,942.80 7.07
Nitin Spinners 340 656,338 ₹223,154,920.00 5.57
Mangalore Chem 124.2 1,437,990 ₹178,598,358.00 4.46
Prakash Pipes 442 774,451 ₹342,307,342.00 8.55
Pondy Oxides 443.7 356,523 ₹158,189,255.10 3.95
Talbros Auto 305.8 193,215 ₹59,085,147.00 1.48
Control Print 944.35 193,582 ₹182,809,161.70 4.56
Tinna Rubber 598.8 221,932 ₹132,892,881.60 3.32
Deepak Spinners 257.25 118,743 ₹30,546,636.75 0.76
Simran Farms 170.05 54,496 ₹9,267,044.80 0.23
Prakash Industries 181.05 1,798,140 ₹325,553,247.00 8.13
Som Distilleries 290.3 873,429 ₹253,556,438.70 6.33
Salzer Electronics 416.1 177,599 ₹73,898,943.90 1.85
Rajshree Sugars 53.2 347,035 ₹18,462,262.00 0.46
National Oxygen 115.9 56,973 ₹6,603,170.70 0.16
Total ₹4,004,879,077.25 100.00