Dolly Khanna is a well-known investor and one of the top female investors in India. She is known for her successful track record in the stock market, particularly in identifying undervalued companies with strong growth potential and holding them for the long term.
Although Dolly Khann’s name is in the limelight, it’s her husband, Rajiv Khanna, who has been managing her stock portfolio.
In this blog post, let’s look at Dolly Khanna portfolio of stocks that she is investing in, her net worth, and her personal details.
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Latest Dolly Khanna Portfolio of Stocks in 2023
|STOCK||HOLDING VALUE (RS.)||SEP 2023 HOLDING %|
|Chennai Petroleum Corporation Ltd.||129.0 Cr||1.60%|
|Monte Carlo Fashions Ltd.||30.6 Cr||1.90%|
|Prakash Pipes Ltd.||29.0 Cr||3.20%|
|Prakash Industries Ltd.||28.1 Cr||1.00%|
|Som Distilleries & Breweries Ltd.||27.3 Cr||1.10%|
|KCP Ltd.||23.6 Cr||1.40%|
|Nitin Spinners Ltd.||18.1 Cr||1.20%|
|Control Print Ltd.||16.7 Cr||1.20%|
|Pondy Oxides & Chemicals Ltd.||16.2 Cr||3.10%|
|Mangalore Chemicals & Fertilizers Ltd.||14.8 Cr||1.20%|
|Tinna Rubber and Infrastructure Ltd.||9.6 Cr||1.30%|
|Salzer Electronics Ltd.||7.0 Cr||1.10%|
|KCP Sugar & Industries Corporation Ltd.||5.4 Cr||1.30%|
|Talbros Automotive Components Ltd.||4.9 Cr||1.60%|
|Deepak Spinners Ltd.||2.7 Cr||1.70%|
|Rajshree Sugars & Chemicals Ltd.||1.7 Cr||1.10%|
|Simran Farms Ltd.||68.1 L||1.40%|
|National Oxygen Ltd.||63.7 L||1.20%|
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Dolly Khanna Personal Details
|Place of residence||Chennai, India|
|Occupation||Investor and philanthropist|
|Portfolio manager||Rajiv Khanna (husband)|
|Net worth||Approximately Rs 314.2 crore|
|Investment style||Value investing, contrarian investing, small-cap investing|
|Famous picks||Nilkamal, Rain Industries, RSWM, Manappuram Finance, NOCIL|
Dolly Khanna started her investment journey in the late 1990s and has since built a diverse portfolio of stocks from various sectors.
She is known for her thorough research and analysis of companies before making an investment and has consistently generated strong returns for her clients.
Dolly Khanna is a Chartered Accountant (CA) and holds a degree in commerce. She is married to Rajiv Khanna, who is also a successful investor and financial advisor.
The couple works closely together and shares a common approach to investing, which involves identifying companies with strong management teams and growth potential.
In addition to her investment activities, Khanna is also involved in philanthropic endeavors and supports various charitable causes.
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She is highly respected in the financial community and is admired for her successful track record as an investor and her commitment to making a positive impact in society.
Rajiv Khanna who is husband of Dolly Khanna is the man behind the success of Dolly Khanna’s stock market investment. Dolly Khanna hails from Chennai and had struggles initially in her career.
Rajiv Khanna once in IIT Madras said that ‘ ‘He knew nothing about the stock markets and was investing all his money in the FDs’. Watch the Full interview here:
Dolly Khanna’s Investment Approach
Dolly Khanna is renowned for her ability to identify undervalued stocks that generate exceptional returns, surpassing market benchmarks by a significant margin.
Her investment portfolio is overseen by her husband, Rajiv Khanna, an IIT-Madras graduate, and a professional chemical engineer.
Here are some key principles and strategies that define Dolly Khanna’s approach to investing:
- Investing in what she knows: Dolly Khanna adheres to Peter Lynch’s advice of “buy what you know.” She selects companies whose products or services she personally uses or comprehends well. For instance, she invested in Fem Bleach and Nutrilite because she had first-hand experience with these products.
- Thorough research: Dolly Khanna does not rely on tips or rumors when making investment decisions. Instead, she conducts her own comprehensive research, analyzing a company’s fundamentals, growth prospects, competitive advantage, and valuation. She also stays abreast of industry trends and macroeconomic factors that could impact a stock’s performance.
- Long-term perspective: Dolly Khanna avoids pursuing short-term gains and remains resilient against market volatility. She focuses on stocks with a long-term horizon and patiently holds them until they realize their full potential. Additionally, she refrains from frequent trading and portfolio turnover to minimize transaction costs and taxes.
- Smart and diverse investments: Dolly Khanna invests in high-quality stocks across various sectors, such as manufacturing, textiles, chemicals, and sugar. She actively seeks out hidden gems or potential multi-baggers that are undervalued by the market. By diversifying her portfolio across different market capitalizations, ranging from small-cap to large-cap stocks, she effectively manages risk.
- Stop-loss management: Dolly Khanna employs stop-loss orders to limit downside risk and safeguard her capital. If a stock fails to perform as expected or if its fundamentals deteriorate, she is not hesitant to book losses. She also conducts regular portfolio reviews, exiting positions that no longer meet her criteria.
Dolly Khanna’s investment approach reflects a disciplined and patient mindset, coupled with a thorough understanding of the companies she invests in.
Her success is attributed to meticulous research, a long-term perspective, diversification, and a willingness to cut losses when necessary.
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Dolly Khanna’s Recent Investments
Here are some of Dolly Khanna’s recent stock investments:
- Sharda Cropchem Ltd.: In March 2023, Dolly Khanna purchased a 1.38% stake in this pesticides and agrochemicals player, valued at Rs 36.6 crore.
- Goa Carbons Ltd.: Also in March 2023, she acquired a 1.38% stake in this petrochemical company, specializing in the production and sale of Calcined Petroleum Coke, worth Rs 4.9 crore.
- Sandur Manganese & Iron Ore Ltd.: In March 2023, Dolly Khanna invested in a 1.53% stake in this mining and industrial minerals company, valued at Rs 21.7 crore.
- Khaitan Chemicals & Fertilizers Ltd.: During the same period, she purchased a 1.02% stake in this fertilizers company, worth Rs 10.8 crore.
Furthermore, Dolly Khanna made the following increases in her existing holdings between December 2022 and March 2023:
- Prakash Pipes Ltd.: Her stake in this pipe manufacturer increased from 1.35% to 2.39%, amounting to Rs 14 crore.
- Ajanta Soya Ltd.: She raised her stake in this edible oil company from 1.11% to 1.46%, with a value of Rs 5 crore.
- Rama Phosphates Ltd.: Dolly Khanna increased her stake in this fertilizers company from 2.25% to 2.56%, totaling Rs 20 crore.
Additionally, she made slight incremental increases in her holdings of Mangalore Chemicals & Fertilizers Ltd., Aries Agro Ltd., and Control Print Ltd. during the March quarter. These companies operate in the chemicals, agrochemicals, and printing sectors, respectively.
Dolly Khanna Portfolio has primarily small- and micro-cap stocks.
FAQs on Dolly Khanna Portfolio of Stocks
Who is Dolly Khann’s husband?
Rajiv Khanna is Dolly Khanna’s husband.
How much is Dolly Khanna’s net worth?
Dolly Khanna’s net worth is approx Rs 350 crores.
Which stock was Dolly Khanna’s first investment?
As per the talk that Rajiv Khanna gave at IIT Madras, Dolly Khanna’s first stock investment was in Satyam computers.