Markets › Super Investors › ASHISH KACHOLIA
AK
ASHISH KACHOLIA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,063 Cr
Today
+₹39.2 Cr +1.94%
Companies
22
As of
25 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio +17.1% NIFTY 50 -4.4%ahead of NIFTY by 21.5 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
48%
Wtd P/E
62.7
Wtd ROE
16.0%
Holdings
22
By market cap
Large 0% Mid 39% Small 61%
Bought / added last quarter
Sold / trimmed last quarter
Yasho Industries Ltd-1.54pp
Beta Drugs Limited-0.54pp
Walchandnagar Industries Ltd-0.52pp
Holdings · 22
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| SHAILY ENG PLASTICS SHAILY · Capital Goods | 3.22% | ₹436 Cr | -0.80% | – | 79.7 | 27% |
| Safari Industries (India) Limited SAFARI · Consumer Durables | 1.84% | ₹147.2 Cr | +6.57% | – | 47.8 | 16% |
| Aeroflex Industries Ltd AEROFLEX · Capital Goods | 2.27% | ₹143.8 Cr | +6.67% | – | 113.9 | 14% |
| Knowledge Marine & Engineering Works Ltd KMEW · Services | 2.89% | ₹139.1 Cr | +2.61% | – | 61.3 | 20% |
| MAN INDUSTRIES (I) MANINDS · Capital Goods | 3.04% | ₹130.5 Cr | +4.96% | – | 25.2 | 9% |
| Fineotex Chemical Ltd FCL · Chemicals | 2.58% | ₹124.5 Cr | +5.95% | – | 38.7 | 15% |
| CARYSIL CARYSIL · Consumer Durables | 3.52% | ₹117.3 Cr | -0.48% | – | 33.7 | 17% |
| Xpro India Ltd XPROINDIA · Capital Goods | 3.91% | ₹111.1 Cr | +0.24% | – | 145.2 | 3% |
| Beta Drugs Limited BETA | 5.22% | ₹106.3 Cr | +3.64% | ▼ -0.54pp | – | – |
| SG Finserve Ltd SGFIN · Banking | 2.34% | ₹92.7 Cr | -1.89% | – | 31.0 | 10% |
| Balu Forge Industries Ltd BALUFORGE · Capital Goods | 1.64% | ₹84.8 Cr | -0.03% | – | 19.9 | 20% |
| Yasho Industries Ltd YASHO · Chemicals | 2.27% | ₹76.4 Cr | -2.93% | ▼ -1.54pp | 133.0 | 6% |
| Faze Three Ltd FAZE3Q · Textiles | 5.42% | ₹72.4 Cr | +0.72% | – | 39.8 | 8% |
| Zaggle Prepaid Ocean Services Ltd ZAGGLE · Information Technology | 2.23% | ₹63.6 Cr | +1.48% | – | 20.5 | 10% |
| Advait Energy Transitions Ltd ADVAIT · Capital Goods | 1.83% | ₹46.7 Cr | +1.27% | ▼ -0.20pp | 45.2 | 24% |
| Stove Kraft Ltd STOVEKRAFT · Consumer Durables | 1.74% | ₹38.1 Cr | +0.55% | – | 52.0 | 9% |
| Agarwal Industrial Corporation Ltd AGARIND · Chemicals | 4.33% | ₹37.6 Cr | +20.00% | – | 19.9 | 7% |
| Vikran Engineering Ltd VIKRAN · Construction | 1.52% | ₹27.4 Cr | +0.09% | – | 19.6 | 7% |
| Walchandnagar Industries Ltd WALCHANNAG · Capital Goods | 1.54% | ₹27.4 Cr | -1.38% | ▼ -0.52pp | – | -4% |
| Asian Energy Services Ltd ASIANENE · Oil, Gas & Consumable Fuels | 1.18% | ₹20.9 Cr | -0.75% | NEW | 33.5 | 12% |
| GUJ. APOLLO IND. GUJAPOLLO · Capital Goods | 2.29% | ₹11.1 Cr | +1.14% | – | 81.5 | 1% |
| Thomas Scott (India) Ltd THOMASCOTT · Textiles | 2.10% | ₹8.4 Cr | +6.47% | – | 20.8 | 16% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 | Dec '24 |
|---|---|---|---|---|---|---|
| SHAILY ENG PLASTICS | 3.22 | 3.22 | 3.22 | 3.22 | · | · |
| Safari Industries (India) Limited | 1.84 | 1.84 | 1.84 | 1.84 | · | · |
| Aeroflex Industries Ltd | 2.27 | 2.01 | 1.99 | 1.99 | · | · |
| Knowledge Marine & Engineering Works Ltd | 2.89 | 2.89 | 2.78 | 2.78 | · | · |
| MAN INDUSTRIES (I) | 3.04 | 3.04 | 3.04 | · | · | · |
| Fineotex Chemical Ltd | 2.58 | 2.59 | 2.62 | 2.74 | · | · |
| CARYSIL | 3.52 | 3.52 | 3.52 | 3.52 | 3.52 | 3.52 |
| Xpro India Ltd | 3.91 | 3.91 | 3.91 | 4.12 | · | · |
| Beta Drugs Limited | 5.76 | 5.78 | 5.78 | 5.78 | · | · |
| SG Finserve Ltd | 2.37 | 1.14 | 1.14 | · | · | · |
| Balu Forge Industries Ltd | 1.64 | 1.64 | 1.64 | 1.64 | · | · |
| Yasho Industries Ltd | 2.27 | 3.81 | 3.85 | 3.86 | · | · |
| Faze Three Ltd | 5.42 | 5.42 | 5.42 | 5.42 | · | · |
| Zaggle Prepaid Ocean Services Ltd | 2.23 | 2.23 | 2.24 | 2.24 | · | · |
| Advait Energy Transitions Ltd | 1.83 | 2.06 | · | · | · | · |
| Stove Kraft Ltd | 1.74 | 1.74 | 1.74 | 1.74 | · | · |
| Agarwal Industrial Corporation Ltd | 4.33 | 4.33 | 4.33 | 4.33 | · | · |
| Vikran Engineering Ltd | 1.52 | 1.52 | 1.52 | · | · | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.