Ashish Kacholia Stocks Portfolio in 2024 – Net Worth, Recent Stock Picks, Investment Approach and Personal Details
Ashish Kacholia is a well-known Indian investor and fund manager who is known for his long-term investment approach and his focus on value investing. He is the managing partner of Kacholia Capital Management, an investment firm that manages over $300 million in assets. In this article, let’s look at Ashish Kacholia stocks portfolio.
Kacholia was born in Mumbai, India, and completed his education in finance. He started his career in the mid-1990s and has since worked with some of the top investment firms in India.
In 2012, he founded Kacholia Capital Management, which has since become one of the leading investment firms in India.
Kacholia is an avid follower of Warren Buffet and follows a value investing approach that is similar to Buffet’s. He looks for companies with strong competitive advantages, good management, and attractive valuations.
He is known for his ability to identify undervalued companies and hold them for the long term.
In addition to his work as an investor, Kacholia is also a philanthropist and has donated millions of dollars to charitable causes.
He is a strong believer in giving back to the community and has been involved in a number of charitable initiatives, including the Kacholia Foundation, which provides education to underprivileged children in India.
Kacholia is a respected figure in the investment community and is often sought out for his insights and opinions on investing.
He is known for his long-term investment approach and his focus on value investing, which have helped him achieve success in the markets. Ashish Kacholia is very active on twitter.
Consider reading: Vijay Kedia Stocks Portfolio
Page Contents
Ashish Kacholia Stocks Portfolio in 2023
| STOCK | HOLDING VALUE (RS.) | SEP 2023 HOLDING % |
|---|---|---|
| Safari Industries (India) Ltd. | 213.2 Cr | 2.10% |
| Shaily Engineering Plastics Ltd. | 156.3 Cr | 9.60% |
| Gravita India Ltd. | 146.3 Cr | 2.20% |
| Garware Hi-Tech Films Ltd. | 137.8 Cr | 4.20% |
| PCBL Ltd. | 136.5 Cr | 1.90% |
| NIIT Learning Systems Ltd. | 113.8 Cr | 2.20% |
| Beta Drugs Ltd. | 111.6 Cr | 12.50% |
| Fineotex Chemical Ltd. | 93.5 Cr | 2.80% |
| Ami Organics Ltd. | 90.6 Cr | 2.10% |
| Yasho Industries Ltd. | 81.8 Cr | 4.20% |
| Vaibhav Global Ltd. | 81.7 Cr | 1.20% |
| Xpro India Ltd. | 80.5 Cr | 3.90% |
| La Opala RG Ltd. | 74.3 Cr | 1.60% |
| ADF Foods Ltd. | 70.2 Cr | 2.80% |
| Ador Welding Ltd. | 69.9 Cr | 4.40% |
| SJS Enterprises Ltd. | 67.5 Cr | 3.20% |
| Aditya Vision Ltd. | 64.4 Cr | 2.00% |
| Carysil Ltd. | 63.6 Cr | 3.70% |
| TARC Ltd. | 61.4 Cr | 2.20% |
| Faze Three Ltd. | 61.0 Cr | 5.40% |
| Best Agrolife Ltd. | 55.2 Cr | 2.30% |
| Agarwal Industrial Corporation Ltd. | 52.7 Cr | 4.00% |
| HLE Glascoat Ltd. | 48.8 Cr | 1.40% |
| Zaggle Prepaid Ocean Services Ltd. | 45.6 Cr | 1.70% |
| Balu Forge Industries Ltd. | 45.5 Cr | 2.20% |
| Ugro Capital Ltd. | 44.0 Cr | 1.60% |
| Knowledge Marine & Engineering Works Ltd. | 42.4 Cr | 2.80% |
| Barbeque-Nation Hospitality Ltd. | 37.0 Cr | 1.40% |
| Aeroflex Industries Ltd. | 35.3 Cr | 1.80% |
| Repro India Ltd. | 32.1 Cr | 3.20% |
| Shankara Building Products Ltd. | 31.6 Cr | 2.00% |
| Virtuoso Optoelectronics Ltd. | 30.1 Cr | 5.40% |
| Stove Kraft Ltd. | 29.5 Cr | 1.80% |
| Raghav Productivity Enhancers Ltd. | 29.4 Cr | 2.00% |
| NIIT Ltd. | 28.5 Cr | 1.90% |
| Vasa Denticity Ltd. | 28.4 Cr | 3.80% |
| Universal Autofoundry Ltd. | 26.4 Cr | 8.50% |
| Dhabriya Polywood Ltd. | 23.6 Cr | 6.40% |
| BEW Engineering Ltd. | 22.3 Cr | 5.40% |
| Likhitha Infrastructure Ltd. | 20.8 Cr | 1.80% |
| Genesys International Corporation Ltd. | 20.1 Cr | 1.60% |
| Inflame Appliances Ltd. | 19.5 Cr | 4.20% |
| Sastasundar Ventures Ltd. | 18.6 Cr | 1.90% |
| DU Digital Global Ltd. | 12.7 Cr | 5.00% |
| Systango Technologies Ltd | 10.2 Cr | 3.10% |
Ashish Kacholia’s biggest investment is in Safari industry, which he has been increasing recently.
Some of the notable investment by Ashish is Vaibhav Global, Apollo tricoat , Apollo pipes which have seen multifold gains in the recent past.
Consider reading: Dolly Khanna Stocks Portfolio
Ashish Kacholia’s Personal Details
| Category | Details |
|---|---|
| Name | Ashish Kacholia |
| Date of birth | Unknown |
| Place of birth | Unknown |
| Education | BE in production engineering from Mumbai University and MMS from Jamnalal Bajaj Institute of Management Studies |
| Occupation | Founder and Director of Lucky Investment Managers Pvt Ltd, Proprietary investor in the Indian equity markets, Founder and Trustee of Plaksha University |
| Net worth | Approximately Rs 1,700 crore |
| Investment style | Small and mid-cap investing, value investing, long-term investing |
| Famous picks | Acrysil, NIIT, Safari Industries, Shaily Engineering Plastics, Poly Medicure |
Consider reading: Porinju Veliath Stocks Portfolio
Ashish Kacholia’s Investment Approach
Ashish Kacholia, a prominent investor, incorporates several key aspects into his investment approach:
- Value investing: Kacholia follows the value investing approach, seeking out companies that possess competitive advantages, competent management teams, and appealing valuations. Inspired by Warren Buffet, he focuses on identifying undervalued companies and holding them for the long term.
- Fundamental bottom-up research: Kacholia employs a fundamental bottom-up research strategy to identify high-quality businesses with strong structural positioning, sustainable competitive advantages, and the potential for consistent long-term growth. He thoroughly analyzes a company’s fundamentals, growth prospects, competitive edge, and valuation before making investment decisions.
- Long-term perspective: Rather than chasing short-term gains or succumbing to market volatility, Kacholia maintains a long-term investment horizon. He patiently holds stocks until they realize their full potential. By avoiding frequent trading and portfolio turnover, he minimizes transaction costs and taxes.
- Sector diversification: Kacholia diversifies its portfolio across various sectors, including automobile, textile, chemical, IT, and more. Additionally, he actively seeks out hidden gems or undervalued stocks with significant growth potential, aiming to uncover multi-baggers that the market may have overlooked.
Consider reading: Radhakishan Damani Stocks Portfolio
Ashish Kacholia’s Recent Investments
Here are some recent stock investments made by Ashish Kacholia:
- Phillips Carbon Black Ltd.: In March 2023, Kacholia acquired a 1.45% stake in this carbon black manufacturing company, valued at Rs 52.39 crore.
- Aeroflex Industries Ltd.: In May 2023, Kacholia, along with Bengal Finance & Investment Pvt Ltd, purchased a combined 4.05% stake in this flexible hose and tube manufacturing company. Kacholia’s stake amounted to 2.05% and was valued at Rs 16.5 crore.
- Knowledge Marine & Engineering Works Ltd.: In March 2023, Kacholia acquired a 2.31% stake in this shipbuilding and repair company, worth Rs 29.84 crore.
- Virtuoso Optoelectronics Ltd.: In March 2023, Kacholia purchased a 5.38% stake in this LED lighting products manufacturing company, valued at Rs 23.51 crore.
- Aditya Vision Ltd.: In March 2023, Kacholia acquired a 1.11% stake in this consumer electronics retailer, worth Rs 21.73 crore.
- Raghav Productivity Enhancers Ltd.: In December 2022, Kacholia purchased a 2.13% stake in this silica ramming mass production company, valued at Rs 23.48 crore.
- Likhitha Infrastructure Ltd.: In December 2022, Kacholia acquired a 2.01% stake in this oil and gas pipeline infrastructure company, worth Rs 20.83 crore.
- Goldiam International Ltd.: In December 2022, Kacholia purchased a 1.01% stake in this jewelry exporter, valued at Rs 14.23 crore.
Overall Ashish Kacholia Stocks Portfolio is made of good quality small-cap and micro-cap stocks.
Consider reading: Rakesh Jhunjhunwala Portfolio
FAQs on Ashish Kacholia Stocks Portfolio
What is Ashish Kacholia’s investing philosophy?
Ashish Kacholia follows a value investing approach and looks for companies with strong competitive advantages, good management, and attractive valuations. He is an avid follower of Warren Buffet and follows a similar investment philosophy. Kacholia is known for his ability to identify undervalued companies and hold them for the long term.
What is the total net worth of Ashish Kacholia?
As on July 2023, the total net worth of Ashish Kacholia is around 1500 crores.
What is the investment firm name of Ashish Kacholia?
Lucky Investment Managers Pvt Ltd
What is the biggest holding of Ashish Kacholia?
Safari Industries is the biggest holding in Ashish’ portfolio.
