Dolly Khanna’s present portfolio is as follows:
| 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 |
At least 6 stocks owned by Dolly Khanna, whose portfolio is managed by her husband Rajiv Khanna, have given multibagger returns inching up to 228% in 2023.
Data available till the end of the September quarter on ACE Equity showed that Khanna owned 18 stocks in her portfolio out of which Chennai Petroleum, Talbros Automotive, Prakash Pipes, Tinna Rubber and Control Print have given multibagger returns this year. We have excluded stocks that were not owned by her.
Prakash Industries has also given multibagger returns in the last one year but it is not considered in this list as the stock was not in her portfolio in December 2022.
Chennai Petroleum Corporation
Chennai Petroleum owns one of the largest standalone refineries in south India with a capacity of 10.5 mtpa. Khanna owned 1.62% stake in the company, the stock of which has rallied around 228% this year.
“The stock is highly sensitive to GRMs: a $1/bbl change in the GRM alters EPS by 43.2%. We retain our Buy rating with a 12-mth TP of Rs775, valuing the stock at 4.5x FY25e EV/EBITDA,” Anand Rathi said.
Talbros Automotive
Khanna’s stake in Talbros stood at 1.57% at the end of quarter ended September 30 versus 1.50% at the end of
the June ended quarter, according to the public shareholding data available on the BSE.
Market maven Vijay Kedia also owns 1.22% stake in the company, the shares of which have rallied around 173% in 2023.
Prakash Pipes
The smallcap with a market capitalisation of just around Rs 1,000 crore has also rallied around 171% this year. Khanna owned around 3.24% stake in the company.
Tinna Rubber And Infrastructure
Tinna Rubber is another smallcap in Khanna’s portfolio that has more than doubled in the last one year. The ace investor owned 1.3% stake in the company at the end of Q2.
Control Print
Shares of smallcap Control Print have rallied around 130% in the last one year. Khanna’s ownership stood at 1.21%.
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