Last Updated on Sep 15, 2022 by
In this series of investor portfolio articles, we talk about a popular female personality—Dolly Khanna. In the last few years, she has gained popularity for her stock picks, which tend to give her alpha returns. Unlike other celebrated investors, very little is known about Dolly Khanna. But we have compiled everything you need to know about her—who is Dolly Khanna, her net worth, her investment philosophy and more in this article. We will also scan Dolly Khanna’s portfolio.
Table of Contents
Who is Dolly Khanna?
Dolly Khanna is a Chennai-based investor known for her knack for investing in unpopular stocks that yield alpha returns. Meaning returns that exceed the key benchmark by a huge margin. Rajiv Khanna, the husband of Dolly, manages her portfolio.
Rajiv Khanna is an IIT-Madras graduate and a chemical engineer by profession. He established Kwality Milk Foods, a frozen yoghurt company, in 1986. The couple sold the business to FMCG giant Hindustan Unilever Ltd. Rajiv Khanna invested the proceeds entirely in bank fixed deposits. But later, he moved it all to equities.
Unlike most other celebrity investors, Dolly and Rajiv Khanna are not immensely popular. Neither do they call themselves market experts nor do they appear in the media. They even don’t have a formal education about the market. However, these two millionaire investors have the most important ingredients for success in the market—patience and good stock-picking skills.
Dolly Khanna’s stock market journey
She started investing in the stock markets in 1996 with just a few lakhs. As of September 2022, Dolly Khanna’s net worth was Rs. 610.61 cr. The duo moved their funds from fixed deposits to equities. And in just a few years, due to their multibagger stock picks, Dolly Khanna has become one of the most prominent investors in India.
Dolly Khanna’s portfolio is popular for the small-cap stocks that she invested in the last few years. Many of her stock investments have given multibagger returns, and thus her investment strategy has attracted many investors.
Dolly Khanna portfolio
Dolly Khanna’s portfolio majorly comprises traditional stocks in textile, chemicals, manufacturing, and sugar stocks. Her portfolio is especially popular for the small-cap stocks that she invested in the last few years. Below is the list of Dolly Khanna’s holdings as of June 2022.
|Stock||Holdings Value (Rs. in cr.)||June 2022 Holdings(in %)|
|Chennai Petroleum Corporation Ltd||140.8||3.3|
|Manali Petrochemicals Ltd||19.8||1.1|
|National Oxygen Ltd||0.76||1.1|
|Zuari Industries Ltd||6.3||1.2|
|Monte Carlo Fashions Ltd||32||1.8|
|Suryoday Small Finance Bank Ltd||13.8||1.2|
|Prakash Pipes Ltd||12.1||2.7|
|Pondy Oxides & Chemicals Ltd||29.3||3.9|
|Tinna Rubber and Infrastructure Ltd||9.8||1.8|
|Ajanta Soya Ltd||6.2||1.5|
|Simran Farms Ltd||1.2||2|
|Talbros Automotive Components Ltd||6.7||1.1|
|Control Print Ltd||8.2||1|
|Polyplex Corporation Ltd||85.9||1.3|
|NCL Industries Ltd||13||1.5|
|Aries Agro Ltd||2.4||1.3|
|Sharda Cropchem Ltd||56.3||1.2|
|Mangalore Chemicals & Fertilizers Ltd||22.1||1.5|
|Nitin Spinners Ltd||20||1.5|
|Deepak Spinners Ltd||2.1||1.2|
|New Delhi Television Ltd||28.6||1|
|Goa Carbons Ltd||4.4||1.1|
|Rama Phosphates Ltd||13.4||2.2|
|Southern Petrochemicals Industries Corporation Ltd||13.7||–|
Note: The data above may have minor discrepancies as not all companies may have reported their shareholding data.
Dolly Khanna portfolio analysis
In June 2022, there was a significant increase in Dolly Khanna’s holdings. She was seen buying stakes in 10 companies, which include 5 new stocks – Chennai Petroleum Corporation Ltd, Zuari Industries Ltd, Suryoday Small Finance Bank Ltd, Manali Petrochemicals Ltd, and National Oxygen Ltd.
Dolly Khanna has also increased her stake in Chennai Petroleum Corporation Ltd, Monte Carlo Fashions Ltd, Zuari Industries Ltd, Suryoday Small Finance Bank Ltd, Manali Petrochemicals Ltd, and National Oxygen Ltd during the quarter.
Besides, she reduced her holdings in ~6 companies. She cut her stake in stocks, including Rama Phosphates Ltd, KCP Ltd, Goa Carbons Ltd, New Delhi Television Ltd, Deepak Spinners Ltd, and RSWM Ltd.
Bulk and Block Deals of Dolly Khanna in the last quarter
In April 2022, Dolly Khanna made a bulk deal of 1,000,000 of stock Chennai Petroleum Corporation Ltd at an average price of Rs. 263.15. You can use Tickertape’s Stock Deals tool to analyse her Bulk and Block Deals for a different time period. You can also use the tool to analyse the insider trades of big investors. This helps you gauge their outlook on the company.
Dolly Khanna net worth
As of September 2022, Dolly Khanna’s net worth is over Rs. 610.6 cr. Following is the trend of her net worth.
Dolly Khanna investing style and philosophy
Ms Khanna is known to research stocks extensively before investing. She also lays emphasis on putting a stop-loss trigger on her stock investments. Rather than investing in many companies, she invests in a few companies and waits patiently to earn returns. Moreover, Khanna is known to identify unpopular stocks with strong fundamentals and bet on them.
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