Dolly Khanna portfolio stocks: Dolly Khanna upped stake in a few multibaggers in Q2, trimmed in others

NEW DELHI: Seasoned investor Dolly Khanna made changes to a dozen portfolio stocks, including many multibaggers, during the September quarter. Most changes, however, were minor in nature, data suggests.

Khanna increased her stake in Nitin Spinners by 40 basis points to 1.64 per cent in September quarter from 1.24 per cent in the June quarter. Khanna held over 1 per cent stake in this stock between 2016 and March 2018 before her stake in the company dropped below 1 per cent. Only in the June quarter did her stake rise above 1 per cent again. It is difficult to ascertain whether she held onto the stock during the period.

The stock is up 480 per cent in the last one year.

Rama Phosphates is up 460 per cent in the last one year. That did not deter Khanna from increasing stake in the company to 1.89 per cent from 1.77 per cent sequentially. In the case of RSWM, she raised her stake to 1.12 per cent from 1.05 per cent. This stock is up 280 per cent in the last one year.

She maintained status quo on NCL Industries (up 100 per cent in one year) and Rain Industries (up 164 per cent).

Meanwhile, Khanna cut stake in Talbros Automotive to 1.3 per cent from 1.5 per cent QoQ. This stock is up 150 per cent in the last one year. Her stake in KCP, which has jumped 121 per cent in the last one year, fell 0.2 per cent to 4.1 per cent from 4.3 per cent QoQ.

Butterfly Gandhimathi Appliances (up 230 per cent), Aries Agro (up 96 per cent), Mangalore Chemicals & Fertilizers (up 161 per cent) were some other portfolio holdings where Khanna cut stake in Q2.

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