Latest Picks Of Rakesh Jhunjhunwala, Dolly Khanna, Ashish Kacholia

Here we track the latest buys and sales and portfolios of famous investors
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Srilata Rao
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Latest Picks Of Rakesh Jhunjhunwala, Dolly Khanna, Ashish Kacholia

Post by Srilata Rao » Sat Apr 27, 2019 12:32 pm

India’s equity indices reported their best quarterly returns in more than a year helped by strong foreign flows, favourable macroeconomic factors and expectation of higher earnings growth.</p><p>The benchmark Nifty 50 Index rose 7 percent in the three months to March—the best gains since December 2017 quarter. That, according to Bloomberg data, is higher than a 2.14 percent and 3.46 percent rise in the Nifty Midcap 100 Index and Nifty Smallcap 100 Index during the period.

Here’s what well-known investors Rakesh Jhunjhunwala, Dolly Khanna and Ashish Kacholia bought and sold in the March quarter, based on company disclosures on exchanges.

Only companies with market capitalisation of more than Rs 100 crore were considered.

Rakesh Jhunjhunwala

Billionaire investor Rakesh Jhunjhunwala added the most to his holding in VIP Industries Ltd., taking his overall stake in the luggage and travel accessories maker to nearly 5 percent as of March.

He raised his stake in Dewan Housing Finance Corporation Ltd. to more than 3 percent during the period. Jhunjhunwala had lowered his holding in the housing finance company in the preceding quarter as it was yet to recover from the steep drop after the IL&FS crisis in September. The veteran investor also increased his stake in Firstsource Solutions Ltd. in excess of 3 percent.

Jhunjhunwala pared his holding by 1.4 percent in the auto parts maker Autoline Industries Ltd. and by nearly a percent in TV18 Broadcast Ltd.

Dolly Khanna

Chennai-based Rajiv Khanna, who invests in the name of his wife Dolly Khanna, added household cooking appliance maker Butterfly Gandhimathi Appliances Ltd. to his portfolio. He marginally increased his stake in Radico Khaitan Ltd.

Khanna sold nearly half a percent in Rain industries Ltd. He also lowered his holding in RSWM Ltd., Ruchira Papers Ltd. and Nocil Ltd.

Ashish Kacholia

Ashish Kacholia, who usually bets on small caps, added GTPL Hathway Ltd. to his portfolio in the quarter ended March. He raised his holding in IT services provider Mastek Ltd. and Majesco Ltd. by 0.92 percent and 0.52 percent, respectively. But he sold shares of his long-time favourite Pokarna Ltd

Source: Bloomberg Quint

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Re: Latest Picks Of Rakesh Jhunjhunwala, Dolly Khanna, Ashish Kacholia

Post by valuepicker » Tue May 07, 2019 7:57 pm

Midcaps small caps have corrected significantly and despite looking attractive no one is buying . While everyone is optimistic about earnings recovery it is not yet visible in the numbers. Porinju once darling of the bull market is deep in red and now people sell the stocks Porinju owns. Entire chor company theory is a flop and value trap for many retail investors. Dolly Khanna is also churning portfolio too frequently. Do you think since everyone is pessimistic about midcaps small apartment story, it's the best time for bargain Hunt?

Pee Vee
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Re: Latest Picks Of Rakesh Jhunjhunwala, Dolly Khanna, Ashish Kacholia

Post by Pee Vee » Wed May 08, 2019 8:25 pm

There is too much volatility in the markets at present. Can't say where markets will go after the election results are out. Better to start buying in small quantities at every dip.

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