Portfolio of Dolly Khanna, Ashish Kacholia, Anil Kumar Goel stocks lost up to 20%

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Srilata Rao
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Portfolio of Dolly Khanna, Ashish Kacholia, Anil Kumar Goel stocks lost up to 20%

Post by Srilata Rao » Sun Oct 07, 2018 8:12 pm

Portfolios of renowned investors such as Anil Kumar Goel, Dolly Khannaand Ashish Kacholia steep value erosion of up to 20 per cent in the ongoing selloff.

Anil Kumar Goel Portfolio

Anil Kumar Goel’s portfolio saw nearly 10 per cent value erosion during August 31 and October 4. Of the 33 stocks, 26 dragged the portfolio by up to 31 per cent. Shares of Samtek Fashions, Shivam Autotech, Thirumalai Chemicals, Vardhman Holdings, IG Petrochemicals and KG Denim slipped over 20 per cent in the recent selloff.

Among others, Indsil Hydro Power, Vardhman Special Steels, Amarjothi Spinning Mills, Sanghvi Movers, Panama Petrochem, Sarla Performance, Srikalahasthi Pipes and South India Paper dipped between 15 per cent and 20 per cent.

Srikalahasthi Pipes, Sarla Performance Fibers, Vardhman Holdings, KG Denim, Shivan Autotech, Majestic Auto, IG Petrochemicals, TCPL Packaging and Thirumalai Chemicals lost between 12 per cent and 27 per cent during the July-September period.

On the other hand, going against the wind Dhampur Sugar (up 36 per cent), Dwarikesh Sugar (up 22 per cent), Avadh Sugar (up 16 per cent), Uttam Sugar (up 16 per cent) and Punjab Alkalies (up 6 per cent) did some damage control and helped cap the downside.

Ashish Kacholia Portfolio

Ashish Kacholia was holding over 20 stocks in his portfolio as of June 30, 2018. Most of his stocks, including Vadilal Industries, CHD Developers, Vishnu Chemicals, V2 Retail, APL Apollo Tubes, Parag Milk Foods and KPIT Technologies, have tumbled up to 32 per cent since August 31. Majesco, Pokarna, Nocil, Khadim India and Ester Industries slipped between 7 per cent and 20 per cent. Poly Medicure (up 0.60 per cent) was still in the positive territory at the time of filing of this report. Overall, his portfolio value dipped 19 per cent between August 31 and October 4.

Dolly Khanna Portfolio

Not a single stock in Dolly Khanna’s portfolio moved northward during this period. Radico Khaitan plunged the most at 31 per cent, followed by Butterfly Gandhimathi Appliances (down 28 per cent), Manappuram Finance (down 27 per cent), Asian Granito (down 27 per cent) and RSWM (down 25 per cent). Other stocks including Ruchira Papers, Selan Exploration, Srikalahasthi Pipes, Nilkamlal, PPAP Automotive and RSWM also dipped between 5 per cent and 25 per cent. Khanna’s portfolio value dropped 20 per cent between August 31 and October 4.

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