Dolly Khanna portfolio: Dolly Khanna on shopping spree, adds 7 new stocks to her portfolio

New Delhi: Marquee investor Dolly Khanna was on a shopping spree on Dalal Street all through the June quarter of 2021. Data from Trendlyne showed Khanna made at least seven new additions to her portfolio, and increased stakes in three others.

However, the veteran investor cut significant stake in five companies, the data showed.

The ace investor, whose portfolio is managed by her husband Rajeev Khanna, has turned bullish on textile, fertilisers, chemicals and cement counters, her latest portfolio rejig indicates. She has booked profits in kitchen appliances, IT and pharma stocks.

Among the new additions, Khanna has purchased one per cent stake, or 3.22 lakh shares, in commodity chemicals manufacturer Polyplex Corporation for more than Rs 49 crore.

The ace investor has also added Nitin Spinners in her portfolio. She bought more than 6.95 lakh equity shares, or 1.2 per cent stake, in the company for Rs 12.5 crore.

Khanna also added Rama Phosphates and RSWM in her portfolio. She holds 3.12 lakh equity shares, or 1.8 per cent stake, in Rama Phosphates, whereas her holding in RSWM was 2.47 lakh equity shares, or 1.1 per cent, on June 30, 2021.

Khanna has added (2.76 lakh shares or 1 per cent), Deepak Spinners (1.49 lakh shares or 2.1 per cent) and Aries Agro (1.94 lakh shares or 1.5 per cent).

The Dalal Street veteran has increased her stake in the cement products firm KCP to 55,87,291 equity shares, or 4.33 per cent, on June 30, 2021. She held 43,05,812 equity shares, or 3.34 per cent stake, in the company, as of March quarter of 2021.

She added 39,650 new shares of

to push her holding by 32 basis points to 1.51 per cent from 1.19 per cent. She held 1,86,054 shares of the company at the end of the June quarter

Furthermore, Khanna upped her stake in NCL Industries to 1.7 per cent to 1.8 per cent. She held 7,93,806 equity shares in the building material company.

Meanwhile, she offloaded her stakes in a number of companies. She trimmed her stake in

to 1.2 per cent from 1.3 per cent, and in to 1.1 per cent from 1.2 per cent.
and Mangalore Chemicals & Fertilizers are among the stocks, where Khanna booked profits. She reduced her stake by about 20-odd basis points in each, the data showed.

Also, Khanna’s stake in Neuland Laboratories slipped below one per cent as her name was missing from among the key shareholders of the company.

As per the latest corporate shareholdings filed, Dolly Khanna held 15 stocks with a net worth of over Rs 357.4 crore.

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