Dolly Khanna's portfolio value declines sharply; bets on 6 smallcaps with being a multibagger in Q2
Amid the continuous slide in equities and before that sharp highs, only few Superstar investors managed to get an increase in portfolio value as of September end, shows Trendlyne data. Among them are investors like Vijay Kedia, Mukul Agrawal and Ajay Upadhyaya, however most others saw a sharp decline in their porfolio value quarter-on-quarter.
This sharp decline comes even as these market veterans have been highly picky in the stock selection and reportedly did away with high P-E stocks as well as those whose earnings disappointed.
Talking about, Dolly Khanna her portfolio value as of November stood at Rs 445 crore, down 27 per cent in nearly 3 months.
Portfolio value
Dolly Khanna her portfolio value as of November stood at Rs 445 crore, down 27 per cent in nearly 3 months.
Adds stake in Prakash Pipe
During the quarter, she added 0.88 per cent stake in the stock with a decent P/E value. The stock in the last one year has gained 27 per cent.
Bets on 0.24 per cent stake in KCP Sugar
The ace investor bets on the smallcap stock available at reasonable valuation. The P/E of the company has been below the industry average.
Mangalore Chemicals -another choice
In Q2, the market wizard also played into the fertilisers and agrochemical sector and added 0.17 per cent stake in Mangalore Chemicals. In the last one year, the stock has gained 26 per cent.
Nile Ltd
She added positions in the metal company that has rewarded investors with multibagger return of 141 per cent.
National Oxygen
The investor has selected a mild over 0.06 per cent stake in the commodity chemicals company.