MarketsSuper InvestorsDolly Khanna
DK

Dolly Khanna

Chennai-based investor famous for spotting multibagger small-caps early.

Portfolio value
₹810 Cr
Today
₹10.2 Cr -1.24%
Stocks
19
As of
31 Mar 2026
Returns vs NIFTY current basket
1M3M1Y
This portfolio+2.3%+12.6%+9.6%
NIFTY 50-4.0%-4.4%-5.6%
Today’s holdings valued back over each window vs the NIFTY 50. Not a record of actual trades.
Disclosed net worth by quarter
Jun '25Sept '25Dec '25Mar '26426401 Cr
Sector allocation
Oil, Gas & Consumable Fuels28.4%
Chemicals26.9%
Unclassified18.0%
Metals & Mining8.5%
Fast Moving Consumer Goods6.1%
Capital Goods5.0%
Automobile and Auto Components2.9%
Portfolio X-ray
Top-5 weight
72%
Wtd P/E
25.3
Wtd ROE
22.5%
Holdings
19
By market cap
Large 0% Mid 47% Small 53%
Holdings · 19
#CompanySectorStakeValueTodayQ/QP/EROE5Q trend
1Chennai Petroleum Corporation LtdCHENNPETRO · Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels1.30%₹230.1 Cr+0.81%NEW5.832%
2MANGCHEFERMANGCHEFER3.99%₹146 Cr0.66pp62.940%
3Sharda Cropchem LtdSHARDACROP · ChemicalsChemicals1.09%₹84.9 Cr-3.13%NEW11.324%
4Rain Industries LtdRAIN · ChemicalsChemicals1.05%₹68.3 Cr-1.94%NEW15.05%
5Prakash Industries LtdPRAKASH · Metals & MiningMetals & Mining2.26%₹56.1 Cr-3.88%0.31pp7.410%
6GHCL LtdGHCL · ChemicalsChemicals1.07%₹42.3 Cr-2.94%0.17pp8.213%
7POLYPLEX CORPORATIONPOLYPLEX · Capital GoodsCapital Goods1.11%₹30.9 Cr-1.62%NEW69.01%
8Talbros Automotive Components LtdTALBROAUTO · Automobile and Auto ComponentsAutomobile and Auto Components1.04%₹23.4 Cr+3.73%NEW22.015%
9Southern Petrochemicals Industries Corporation LtdSPIC · ChemicalsChemicals1.76%₹22 Cr-4.09%0.84pp6.217%
10Som Distilleries & Breweries LtdSDBL · Fast Moving Consumer GoodsFast Moving Consumer Goods1.49%₹21.9 Cr-5.36%0.58pp135.31%
11Coffee Day Enterprises LtdCOFFEEDAY · Consumer ServicesConsumer Services1.72%₹13.3 Cr-5.00%0.47pp3.68%
1220 Microns Ltd20MICRONS · Metals & MiningMetals & Mining1.99%₹13 Cr-5.63%NEW9.315%
13Emkay Global Financial Services LtdEMKAY · Financial ServicesFinancial Services1.73%₹12.4 Cr-5.78%0.58pp46.24%
14ZUARI INDUSTRIESZUARIIND · Fast Moving Consumer GoodsFast Moving Consumer Goods1.65%₹12.1 Cr-1.63%NEW6.82%
15IFB Agro Industries LtdIFBAGRO · Fast Moving Consumer GoodsFast Moving Consumer Goods1.13%₹9.5 Cr-2.72%NEW14.89%
16Prakash Pipes LtdPPL · Capital GoodsCapital Goods1.69%₹9.3 Cr+2.52%1.47pp12.99%
17Sarla Performance Fibers Ltd-$SARLAPOLY · TextilesTextiles1.04%₹8.6 Cr-1.10%NEW13.9-3%
18KCP Sugar and Industries Corporation LimitedKCPSUGIND · Fast Moving Consumer GoodsFast Moving Consumer Goods1.59%₹4.3 Cr+0.17%0.21pp24.32%
19Rajshree Sugars & Chemicals LtdRAJSREESUG · Fast Moving Consumer GoodsFast Moving Consumer Goods1.30%₹1.5 Cr+0.42%NEW100.30%
Stake history by quarter (%) increased trimmed

Holdings are the latest disclosed stake per company (above 1%), from public shareholding filings; value = disclosed shares × latest market price, so it moves daily with the market while share counts update each quarter. “Q/Q” and the grid compare against prior quarters (pp = percentage points). Name variants of the same investor are merged. For information only - not investment advice.