Last Updated on Jul 26, 2023 by Harshit Singh
Famed as the ‘big-whale’ among retail investors, Ashish Kacholia is known for his calculated investments in small and mid-size companies and astounding long-term gains. Ashish Kacholia’s portfolio boasts 42 stocks across hospitality, education, infra, and manufacturing sectors.
In this article, we will explore his latest portfolio, investment strategy, and how much his net worth in 2023.
Table of Contents
Investor profile – Ashish Kacholia
Ashish began his career in proprietary trading with Prime Securities Ltd in 1993. He rose through the ranks of their brokerage firm to become Head of Research and later went to Edelweiss Capital Ltd, where he was in charge of private equity business growth and deal orientation.
| Name | Ashish Kacholia |
| Age | 50s |
| Spouse | Sushmita Ashish Kacholia |
| Total net worth (Rs.) | 2,313.8 cr. |
| No. of portfolio companies | 42 |
| Major holding (%) | Beta Drugs Ltd (12.5%) |
Ashish graduated from the Jamnalal Bajaj Institute of Management Studies with a Bachelor’s degree in Production Engineering and a Master’s degree in Management Studies.
His entrepreneur stint began when he co-founded Hungama and was a board member. He also works as the Director of Research for Lucky Securities Pvt Ltd, but that’s not all; his investment skills are put to use as an independent Portfolio Manager for wealthy clients.
Ashish Kacholia portfolio (2023)
With a net worth of Rs. 2,313.8 cr., Ashish Kacholia’s stock portfolio consists of 42 stocks. It is not an overstatement to say that he is sure shot one of India’s most prominent investors in the equity market. And it’s not just us stating this; a look at Ashish Kacholia’s latest portfolio of 2023 says it all –
Ashish Kacholia’s portfolio analysis
In Q2 FY23, Ashish Kacholia added three new stocks to his portfolio – Venus Pipes & Tubes Ltd., Ugro Capital Ltd., and SG Finserve Ltd. The latest stock addition boosted his portfolio with Rs. 114.5 cr.Â
| Stock name | Value (Rs. in cr) | No. of shared held | March 2023 holding (%) | June 2023 holding (%) | Holding change (%) |
| Venus Pipes & Tubes Ltd | 48.3 | 4,00,000 | – | 2.00% | New |
| Ugro Capital Ltd | 37.4 | 14,45,936 | – | 1.60% | New |
| SG Finserve Ltd | 28.8 | 4,96,821 | – | 1.20% | New |
| Agarwal Industrial Corporation Ltd | 49.4 | 5,87,977 | 3.80% | 3.90% | 0.10% |
| Yasho Industries Ltd | 81.6 | 4,75,394 | 4.00% | 4.20% | 0.20% |
| Knowledge Marine & Engineering Works Ltd | 32.6 | 3,00,000 | 2.50% | 2.80% | 0.30% |
| Aditya Vision Ltd | 54.4 | 2,39,506 | 1.10% | 2.00% | 0.90% |
Moreover, considering the potential of portfolio stocks, like Aditya Vision Ltd, Knowledge Marine & Engineering Works Ltd., Yasho Industries Ltd., and Agarwal Industrial Corporation Ltd., he increased his holdings in the companies.
After analysing these stocks on Tickertape Stock Screener, a common pattern emerged in Ashish Kacholia’s portfolio. It appears that he has been investing in or increasing his shareholding in highly volatile small-cap stocks with a good profitability score. Is this the key to building a high net-worth investment portfolio? Or is there something else to it? Let’s delve deeper into Ashish Kacholia’s investment strategy.
Ashish Kacholia’s investment strategy
The stock selection of any portfolio tells us a lot about the investment strategy, and when it comes to the big whale himself, we need a dazzling lens because that’s where the multibagger stocks are leading the news!
Looking at Ashish Kacholia’s portfolio, his investment technique suggests a steady addition and building of one stock while diversifying across various areas; as we can all see, he’s not afraid to add new gear.
One can understand that Ashish believes in the growth of small and medium-sized businesses, as the majority of the stocks in his portfolio are in this sector. He conducts extensive studies on how the firm operates, its financials, and the team that runs it to forecast its future performance. If he notices that a company is drifting away from its fundamentals, he quickly sells its stock! Which can be seen in the table below, as he sold off some of the shares in the following companies in this quarter –Â
| Stock name | Value (Rs. in cr) | No. of shared held | March 2023 holding (%) | June 2023 holding (%) | Holding change (%) |
| SJS Enterprises Ltd | 83.1 | 13,48,374 | 4.40% | 4.30% | -0.10% |
| Repro India Ltd | 35.2 | 4,60,528 | 3.60% | 3.50% | -0.10% |
| Likhitha Infrastructure Ltd | 20.8 | 7,00,000 | 2.00% | 1.80% | -0.20% |
| Shaily Engineering Plastics Ltd | 124.2 | 8,82,696 | 10.60% | 9.60% | -1.00% |
What is the net worth of Ashish Kacholia?
Ashish Kacholia’s net worth has fluctuated sharply during the last few years. The portfolio began in 2015 with Rs 393.14 cr., and as of today, it is Rs. 2,313.8 cr. His net worth trend over the last eight years looks like this –
Ashish Kacholia’s Bulk and Block Deals in 2023
Bulk and block deals provide transparency and explain why stock volumes have increased or decreased. The disclosure of bulk and block sales can help evaluate which sectors are gaining traction and losing interest to buyers. It also directs individual investors’ future investment decisions.
As of Q2 FY 2023, certain bulk and block deals are noticed in Ashish Kacholia’s portfolio –
| Stocks | Date | Category | Transaction Type | Quantity | Value Traded (₹) | Holdings change(%) | Average Trade Price(₹) |
| Venus Pipes & Tubes Ltd | 1st April 2023 | Bulk | buy | 4,00,000 | 30,00,00,000 | 2.63 | 750 |
| D Link (India) Limited | 1st June 2023 | Bulk | sell | 3,69,889 | 8,43,01,401.99 | 1.04 | 227.91 |
| D Link (India) Limited | 7th June 2023 | Bulk | sell | 1,94,662 | 4,44,80,267 | 0.55 | 228.5 |
| United Drilling Tools Ltd | 8th June 2023 | Bulk | sell | 1,58,390 | 3,01,71,711.1 | 0.78 | 190.49 |
| Vasa Denticity Ltd | 30th June 2023 | Bulk | buy | 4,39,000 | 13,28,37,010 | 302.59 |
To keep track of his bulk and block deals, you can use Tickertape’s Stock Deals and plan your investments accordingly.
Overview
Ashish Kacholia is a seasoned investor with a track record of picking multibagger stocks. His image as the WizKid of financial markets draws the eye due to his ability to look into the future and take calculated risks. When a new trend emerges, he is the first to capitalise on it. You can also pick this trait by using Tickertape’s Stock Screener to keep up with the latest market trends and screen top stocks to add to your investment portfolio!
FAQs
What is the most significant deal made by Ashish Kacholia?
Ashish Kacholia earned above 2000% return on investment in Bodal Chemicals Ltd from 2013 to 2018.
With which NGO is Ashish Kacholia associated?
Associated with Mumbai-based NGO ‘Caring Friends’ which his father, Mr. Ramesh Kacholia founded in 2002.
When did Ashish Kacholia start investing?
In 1993, Ashish Kacholia commenced his career at Prime Securities, initially working in the proprietary trading sector. Over time, he progressed within the company, eventually assuming the role of Head of Research as part of their broking business.
As an investment fanatic, I’ve dabbled in early-stage startups, mutual funds, gold, stocks, smallcases, and real estate to identify which assets generate the highest ROI. At Tickertape, I’m dedicated to presenting my learning and providing insightful suggestions to help my readers make sound investment decision.
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