All Textile stocks are recovering after being in the doldrums for the past 12 months. Government initiatives like signing of FTAs with multiple countries &
Dolly Khanna’s Portfolio as of 30th June 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 320 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.
| Company | VALUE (Rs Cr) | Nos of shares |
| Chennai Petroleum Corporation Ltd. | 105.8 | 2,740,020 |
| Monte Carlo Fashions Ltd. | 37.2 | 490,080 |
| Som Distilleries & Breweries Ltd. | 31.6 | 1,015,429 |
| KCP Ltd. | 24.8 | 2,172,926 |
| Nitin Spinners Ltd. | 21.7 | 764,793 |
| Talbros Automotive Components Ltd. | 19.3 | 185,715 |
| Pondy Oxides & Chemicals Ltd. | 18.9 | 427,669 |
| Prakash Pipes Ltd. | 18.2 | 665,823 |
| Mangalore Chemicals & Fertilizers Ltd. | 17.6 | 1,509,990 |
| Control Print Ltd. | 14.4 | 191,207 |
| Tinna Rubber and Infrastructure Ltd. | 8.9 | 112,848 |
| Deepak Spinners Ltd. | 2.9 | 118,743 |
| 321.8 | ||
The record date for the 1:5 stock split of ADF Foods Ltd has been fixed as Monday, September 11, 2023. Ashish Kacholia is one of