Ashish Kacholia's portfolio witnessed a 12% correction since the quarter ended September 2024. The portfolio value declined from Rs 3,498.5 crore at the end of Q2FY25 to Rs 3,078.9 crore as of 30th November 2024, according to data from Trendlyne.
Meanwhile, in the September quarter, Kacholia added seven new stocks to his portfolio, including Jyoti Structure, Bharat Parenterals, E2E Networks, Advait Infratech, Radiowalla Network, Aimtron Electronics, and TBI Corn. Notably, Radiowalla Network, Aimtron Electronics, and TBI Corn are SME Emerge stocks.
Kacholia's largest holding is in Shaily Engineering Plastics, valued at Rs 347.3 crore, followed by Beta Drugs at Rs 261.4 crore and Awfis Space Solutions at Rs 232.5 crore.
E2E Networks
Advait Infratech
TBI Corn
Jyoti Structure
Radiowalla Network Ltd.
Bharat Parenterals
Aimtron Electronics
Ashish Kacholia added 7 new stocks in his portfolio in the September quarter of FY25: Here's the list
Jyoti Structure
Kacholia holds 2,20,36,118 shares in Jyoti Structure, representing a 2.5% stake in the company with an investment of Rs 64.7 crore. Shares of Jyoti Structure have gained approximately 12% since the September quarter.
Bharat Parenterals
Kacholia owns 1,29,018 shares in Bharat Parenterals, translating to a 2% stake in the company and an investment worth Rs 23.2 crore. The stock has risen about 12% over the past two months (October and November).
E2E Networks
The investor holds 1,77,043 shares in E2E Networks, accounting for a 1.1% stake in the company with a holding value of Rs 78.6 crore. Shares of E2E Networks have delivered an impressive 42% return so far in the December quarter.
Advait Infratech
Kacholia owns 2,88,185 shares in Advait Infratech, representing a 2.7% stake valued at Rs 41.8 crore. However, the stock has declined by about 23% since the September quarter.
Radiowalla Network
With 5,48,405 shares, Kacholia holds a 7.8% stake in Radiowalla Network, valued at Rs 6.3 crore. The stock has given a negative return of 5% so far in the December quarter.
Aimtron Electronics
Kacholia's 2,25,600 shares in Aimtron Electronics equate to a 1.1% stake, with an investment of Rs 12.5 crore. The stock has recorded a 20% gain in the December quarter so far.
TBI Corn
The investor holds 7,66,666 shares in TBI Corn, representing a 4.2% stake valued at Rs 14.3 crore. Shares of TBI Corn have dropped by about 7% since the September quarter.