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DOLLY KHANNA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹665 Cr
Today
+₹21.6 Cr +3.36%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +20.9% NIFTY 50 -4.4%ahead of NIFTY by 25.3 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
91%
Wtd P/E
17.0
Wtd ROE
25.5%
Holdings
8
By market cap
Large 0% Mid 60% Small 40%
Bought / added last quarter
MANGCHEFER+0.66pp
Sold / trimmed last quarter
Prakash Industries Ltd-0.31pp
Holdings · 8
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Chennai Petroleum Corporation Ltd CHENNPETRO · Oil, Gas & Consumable Fuels | 1.30% | ₹233.9 Cr | +6.41% | NEW | 5.8 | 32% |
| MANGCHEFER MANGCHEFER | 3.99% | ₹146 Cr | – | ▲ +0.66pp | – | 40% |
| Sharda Cropchem Ltd SHARDACROP · Chemicals | 1.09% | ₹89.9 Cr | -0.87% | NEW | 12.1 | 24% |
| Rain Industries Ltd RAIN · Chemicals | 1.05% | ₹73.5 Cr | +5.54% | NEW | 17.1 | 6% |
| Prakash Industries Ltd PRAKASH · Metals & Mining | 2.26% | ₹61.1 Cr | +6.96% | ▼ -0.31pp | 8.1 | 10% |
| Som Distilleries & Breweries Ltd SDBL · Fast Moving Consumer Goods | 1.49% | ₹24.3 Cr | +1.73% | ▼ -0.58pp | 157.4 | 1% |
| Southern Petrochemicals Industries Corporation Ltd SPIC · Chemicals | 1.76% | ₹22.8 Cr | +0.17% | ▼ -0.84pp | 6.6 | 17% |
| Emkay Global Financial Services Ltd EMKAY · Financial Services | 1.73% | ₹13.2 Cr | +0.06% | ▼ -0.58pp | 50.1 | 4% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Chennai Petroleum Corporation Ltd | 1.30 | · | · | · |
| MANGCHEFER | · | · | 3.99 | 3.33 |
| Sharda Cropchem Ltd | 1.09 | · | · | · |
| Rain Industries Ltd | 1.05 | · | · | · |
| Prakash Industries Ltd | 2.26 | 2.57 | 2.94 | 2.27 |
| Som Distilleries & Breweries Ltd | 1.49 | 2.07 | 2.43 | 2.83 |
| Southern Petrochemicals Industries Corporation Ltd | 1.76 | 2.60 | · | 1.68 |
| Emkay Global Financial Services Ltd | 1.73 | 2.31 | 2.73 | 2.75 |
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.