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Latest Dolly Khanna Portfolio and Shareholdings

Dolly Khanna is a well-known Indian equity investor based in Chennai, famous for her ability to identify high-potential small- and mid-cap stocks early. She has invested in Indian equities since the mid-1990s, with her portfolio managed by her husband, Rajiv Khanna. Her investments often focus on fundamentally strong but under-researched companies across sectors such as manufacturing, chemicals, textiles, sugar, and consumer goods. Here, we will cover her investor profile, portfolio composition, key holdings, and investment approach based on publicly available shareholding disclosures.

Latest Dolly Khanna Stock Portfolio & Holdings (2026)

Dolly Khanna Portfolio Stock Screener

Dolly Khanna Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

Showing 1 - 10 of 10 results

last updated at 6:30 AM IST 
NameStocks (10)Sub-SectorSub-SectorMarket CapMarket CapClose PriceClose PricePE RatioPE Ratio1D Return1D Return1M Return1M Return6M Return6M Return1Y Return1Y ReturnPB RatioPB RatioReturn on EquityReturn on EquityROCEROCEDividend YieldDiv YieldDebt to EquityDebt to EquityVolatility vs NiftyVolatility vs Nifty
1.GHCL LtdGHCLCommodity ChemicalsCommodity Chemicals3,879.623,879.62454.20454.206.226.222.022.02-5.38-5.38-24.94-24.94-28.94-28.941.111.1119.3019.3022.3622.362.962.960.030.031.961.96
2.Som Distilleries and Breweries LtdSDBLAlcoholic BeveragesAlcoholic Beverages1,456.971,456.9769.5269.5213.9413.940.550.55-10.89-10.89-44.95-44.95-46.40-46.401.851.8515.1415.1417.3417.34--0.220.223.123.12
3.Southern Petrochemical Industries Corporation LtdSPICFertilizers & Agro ChemicalsFertilizers & Agro Chemicals1,192.721,192.7261.8461.847.667.661.331.33-8.25-8.25-35.02-35.02-25.27-25.270.990.9913.6813.6821.0021.003.413.410.600.603.143.14
4.IFB Agro Industries LtdIFBAGROAlcoholic BeveragesAlcoholic Beverages679.54679.54757.20757.2030.4230.425.005.00-10.24-10.24-13.54-13.5453.5653.561.121.123.843.845.815.81--0.010.014.344.34
5.Emkay Global Financial Services LtdEMKAYInvestment Banking & BrokerageInvestment Banking & Brokerage548.61548.61204.73204.739.659.654.314.31-11.19-11.19-35.01-35.01-0.64-0.641.811.8120.8920.8916.3516.351.851.850.230.233.853.85
6.Coffee Day Enterprises LtdCOFFEEDAYRestaurants & CafesRestaurants & Cafes471.94471.9422.0222.02-8.13-8.13-7.63-7.63-24.25-24.25-46.59-46.59-22.33-22.330.160.16-1.91-1.912.922.92--0.470.473.873.87
7.KCP Sugar and Industries Corp LtdKCPSUGINDSugarSugar260.90260.9024.0624.0618.1318.130.420.426.936.93-24.01-24.01-31.90-31.900.580.583.243.247.217.210.430.430.220.222.172.17
8.Savera Industries LtdSAVERAHotels, Resorts & Cruise LinesHotels, Resorts & Cruise Lines206.83206.83161.25161.2515.6115.61-1.29-1.295.845.845.565.5618.1818.182.352.3515.9315.9318.0718.071.731.730.070.072.442.44
9.Hindprakash Industries LtdHPILDiversified ChemicalsDiversified Chemicals126.12126.12113.37113.3776.4476.44-3.40-3.40-9.30-9.30-15.53-15.53-8.83-8.832.442.443.243.247.307.30--0.580.583.093.09
10.National Oxygen LtdNOLCommodity ChemicalsCommodity Chemicals30.7430.7462.0662.06-4.39-4.39-1.10-1.100.000.00-46.03-46.03-43.53-43.5334.5434.54-159.27-159.27-30.63-30.63--24.4824.483.443.44

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Selection criteria: The table contains publicly disclosed Dolly Khanna investment portfolio as on 4th February 2026. Stocks are sorted by market capitalisation, highest to lowest.

Dolly Khanna’s Bulk and Block Deals

Bulk and block deals improve market transparency and explain sharp changes in stock volumes. These disclosures help track where large investors deploy capital and which sectors attract or lose interest over time. Analysts often review such deals to understand portfolio shifts and changing market sentiment.


Here’s how you can find the latest bulk and block deals by Dolly Khanna:

  1. Open Market Movers
  2. Under Party, type Dolly Khanna
  3. Select the relevant Category and Transaction Type

The results show Dolly Khanna’s latest bulk and block deals. The platform also allows date filtering to review historical transactions and identify patterns over time.

Investor Profile – Dolly Khanna

Dolly Khanna is a Chennai-based Indian equity investor known for identifying unpopular and under-tracked stocks that later generate alpha returns, meaning returns that outperform market benchmarks by a wide margin. Her portfolio is managed by her husband, Rajiv Khanna, who handles research and investment decisions. Rajiv Khanna is an IIT Madras graduate and a chemical engineer by profession.

  1. Name: Dolly Khanna
  2. Profession: Equity investor
  3. Portfolio managed by: Rajiv Khanna
  4. Market experience: Active since the mid-1990s
  5. Estimated net worth (₹): ~₹231.47 cr. (based on latest disclosed holdings)
  6. No. of portfolio companies: 27 stocks, with 10 active holdings
  7. Primary focus: Small-cap and mid-cap companies

Before entering the equity markets seriously, Rajiv Khanna founded Kwality Milk Foods, a frozen yoghurt business, in 1986. The couple later sold this business to Hindustan Unilever Ltd. Initially, the sale proceeds were invested entirely in bank fixed deposits. Over time, Rajiv Khanna shifted this capital fully into equities, laying the foundation for what later became the Dolly Khanna portfolio.

Today, the Dolly Khanna portfolio is closely followed for its focus on small-cap and mid-cap companies, valuation-driven entries, and selective sector exposure, reflecting a long-term, research-led investing approach.

How to Invest in Dolly Khanna Portfolio Stocks?

Prakash Industries Ltd

Prakash Industries operates in steel manufacturing and power generation. The company produces sponge iron, billets, and finished steel products, supported by captive power capacity. Its performance links closely to steel demand cycles, input costs, and infrastructure-led growth.

GHCL Ltd

GHCL operates across chemicals and textiles. It is one of India’s leading soda ash producers, supplying key inputs to the glass and detergent industries. The company also has a home textiles business, giving it diversified revenue streams across industrial and consumer segments.

Som Distilleries And Breweries Ltd

Som Distilleries manufactures beer and alcoholic beverages, with strong regional brands in India. The business benefits from rising alcohol consumption, premiumisation trends, and expanding distribution networks across multiple states.

Southern Petrochemical Industries Corporation Ltd

Southern Petrochemical Industries Corporation focuses on fertilisers and agri-inputs. The company’s performance depends on fertiliser demand, subsidy policies, gas availability, and operational efficiency. It often features in turnaround and recovery-based investment themes.

Emkay Global Financial Services Ltd

Emkay Global Financial Services operates in equity broking, investment banking, research, and wealth management. The company earns fee-based income linked to capital market activity, institutional participation, and deal flow in equity and debt markets.

Dolly Khanna Portfolio Composition

Here are the 10 active stocks publicly held by Dolly Khanna as of February 2026:

Stock Name Holding Value (In cr.) Shares Held Dec 2025 Change (%) Dec 2025 Holding (%)
Prakash Industries Ltd 60.8 4,598,190 -0.4 2.60%
GHCL Ltd 49.9 987,735 -0.1 1.10%
SOM Distilleries and Breweries Ltd 35.80 4,293,853 -0.4 2.10%
Southern Petrochemical Industries Corporation Ltd 35.10 4,863,915 -0.4 2.60%
Emkay Global Financial Services Ltd 14.60 598,033 -0.4 2.30%
Coffee Day Enterprises Ltd 12.20 3,632,065 -0.5 1.70%
IFB Agro Industries Ltd 9.50 105,693 New 1.10%
KCP Sugar and Industries Corp Ltd 4.10 1,800,391 -0.2 1.60%
Savera Industries Ltd 2.00 131,585 0 1.10%
National Oxygen Ltd 0.45 61,427 0 1.20%

How to Invest in Dolly Khanna Portfolio Stocks?

Here's how you can invest in Dolly Khanna portfolio stocks using Tickertape -

  1. Create an account on the Tickertape or log in if you already have one.
  2. Open Dolly Khanna Portfolio Screener
  3. Filter stocks based on 200+ parameters. Tickertape provides comprehensive data on each stock, including financials, performance metrics, future projections, red flags, and more. You can review this data to assess each company's financial health and potential in depth.
  4. Once you've decided on a stock, you can place a buy order through your brokerage account linked to Tickertape.

You can stay updated with each of your favourite stocks' alerts and announcements with Tickertape Alerts. Further, you can analyse your overall portfolio and potential red flags in it by connecting it to Tickertape. Check out the detailed analysis of your portfolio now!

What is the Net Worth of Dolly Khanna?

According to the latest corporate shareholding data filed with Indian stock exchanges, Dolly Khanna holds a publicly disclosed equity portfolio valued at approximately ₹231.47 cr. This figure reflects only her reported listed equity investments. The actual net worth may differ, as it does not include unlisted investments, personal assets, or market movements between reporting periods.

Dolly Khanna's Investment Strategy

Early Entry Focus

Dolly Khanna prefers to enter stocks at an early stage, often before institutional investors notice them. She looks for companies with improving fundamentals, low market attention, and reasonable valuations. Early entry helps her benefit from earnings growth and valuation re-rating over time.

Smallcap Bias

Her portfolio consistently focuses on small-cap and lower mid-cap companies. She believes these segments often remain mispriced because of limited analyst coverage. This approach increases volatility but also creates opportunities for higher returns when businesses execute well and gain wider recognition.

High Conviction Positions

She builds meaningful ownership in selected stocks instead of spreading capital across many names. Several holdings cross the 1% ownership mark, which reflects strong conviction. This strategy increases upside when the investment thesis succeeds while allowing clean exits if performance weakens.

Active Portfolio Review

Dolly Khanna reviews her portfolio every quarter using shareholding disclosures. She raises exposure when business execution improves and exits completely when fundamentals weaken. This disciplined review helps protect capital and keeps the portfolio aligned with current business performance.

Learnings from the Dolly Khanna Portfolio in 2026

Patience Pays

Several successful stocks stayed in her portfolio for multiple years. This patience allows compounding to work and reduces the impact of short-term market noise. Her portfolio shows that strong businesses need time before stock prices reflect their true value.

Selective Aggression Works

She increases exposure sharply only when conviction improves. Large stake increases often follow better operating performance or balance-sheet improvement. This selective approach avoids unnecessary trading while ensuring capital moves toward companies with improving risk-reward profiles.

Exits Matter as Much As Entries

Her portfolio data shows frequent full exits from stocks. She sells decisively when the investment thesis changes or valuation comfort disappears. This behaviour highlights that disciplined exits play a key role in protecting long-term returns.

Under-Researched Stocks Offer Alpha

Many companies in her portfolio remain outside popular market themes. Limited coverage creates pricing inefficiencies. Her track record shows that deep research in overlooked stocks can generate excess returns when fundamentals improve before the broader market reacts.

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Factors Affecting Stock Selection in the Dolly Khanna Portfolio

Business Improvement Signals

She closely tracks operating performance, margin recovery, debt reduction, and cash-flow improvement. She often enters or increases stakes after clear signs of business improvement. This approach keeps decisions linked to fundamentals rather than short-term price movements.

Valuation Comfort

Valuation plays an important role in her stock selection. She prefers buying stocks where downside risk appears limited compared to long-term potential. This discipline helps manage risk, especially in cyclical and turnaround businesses where earnings visibility improves gradually.

Sector Cyclicality

Her portfolio includes sectors such as metals, chemicals, sugar, and industrials. She invests when cycles turn favourable or when valuations already discount stress. This approach benefits from earnings recovery and valuation expansion during industry upcycles.

Liquidity Acceptance

She remains comfortable investing in low-liquidity stocks if the business fundamentals support the decision. This flexibility allows her to access opportunities unavailable to large institutions, but it requires patience and conviction during volatile market phases.

Conclusion

Dolly Khanna follows a disciplined and research-focused investing style. She builds conviction in select companies, stays patient through market cycles, and actively reviews her holdings based on how businesses perform. Her portfolio shows how early entry, diversification, and timely exits can support long-term capital growth.

That said, investors should avoid copying or blindly following any investor’s portfolio, regardless of past success. Investment goals, risk appetite, and time horizons differ for every individual.

For independent stock analysis, investors can use the Tickertape Stock Screener, which provides 200+ filters to evaluate companies across fundamentals, valuations, and financial strength. Investors can also monitor major stock activity and prominent investor movements through Tickertape Market Movers.

Frequently Asked Questions About the Dolly Khanna Portfolio

  1. What does the Dolly Khanna portfolio 2026 include?

    The Dolly Khanna portfolio 2026 shows around 10 active stocks from a broader list of holdings. The latest portfolio highlights selective additions, full exits from weaker ideas, and increased stakes in companies showing improving fundamentals.

  2. Which are considered Dolly Khanna’s best picks?

    Dolly Khanna best picks are usually stocks where she holds meaningful ownership and stays invested over multiple quarters. A few notable companies from this list are:
    1. Prakash Industries Ltd
    2. GHCL Ltd
    3. Som Distilleries And Breweries Ltd
    4. Southern Petrochemical Industries Corporation Ltd
    5. Emkay Global Financial Services Ltd

    Disclaimer: This information is for educational purposes only and should not be considered investment advice.

  3. Where can I check the Dolly Khanna latest portfolio?

    You can track the Dolly Khanna latest portfolio through quarterly shareholding data published by stock exchanges and market-tracking platforms. Investors can also track portfolio changes, bulk and block deals, and other major stock activity using tools like Tickertape Market Movers.

  4. Does Dolly Khanna influence share prices?

    The Dolly Khanna share price impact often appears after her name shows up in shareholding data. Increased market interest can follow, but price movements still depend on the company’s fundamentals and overall market conditions.

  5. What kind of stocks does Dolly Khanna invest in?

    Dolly Khanna stocks usually include small-cap and micro-cap companies with improving earnings, turnaround potential, or long-term growth visibility. She avoids over-diversification and prefers conviction-based positions.

    Disclaimer: The above information is based on publicly available information and may change with subsequent disclosures.

  6. Is there a Dolly Khanna portfolio list available?

    Yes, a Dolly Khanna portfolio list is publicly available through shareholding filings released every quarter. These filings show her holdings, stake percentages, and changes over time. Investors can also track portfolio changes, bulk and block deals, and other major stock activity using tools like Tickertape Market Movers.

  7. Does Dolly Khanna invest in penny stocks?

    Yes, Dolly Khanna has occasionally invested in penny and very small-cap stocks, though it is not her main focus. In July 2025, she picked up a stake in Southern Petrochemical Industries Corporation (SPIC), a fertiliser maker often classified as a smaller, low-priced stock.

    Disclaimer: The above information on Dolly Khanna penny stocks is for educational purposes only and should not be considered investment advice.

  8. What are Dolly Khanna holdings based on?

    Dolly Khanna holdings are driven by business fundamentals, valuation comfort, and execution quality. She actively increases or exits positions depending on how the company’s performance evolves over time.

    Disclaimer: This content is for informational purposes only and should not be considered as investment advice.