Dolly Khanna is a renowned investor in the Indian stock market. Dolly Khanna’s portfolio is managed by her husband, Rajiv Khanna. Let’s understand the details of Dolly Khanna portfolio and shareholding in 2025.
Who is Dolly Khanna?
Ace Indian investor Dolly Khanna is based in Chennai. She is known for selecting stocks that aren’t well-known but often perform very well in the stock market. Since 1996, she has been investing in the stock market. Rajiv Khanna, her husband, is in charge of her business.
Overview of Investment Strategy
Dolly Khanna’s financial investment strategy is based on identifying small and mid-cap stocks that have significant room for growth. She focuses on fundamentally strong companies, ensures that the sectors are diverse to mitigate risk, and takes a calm, long-term view.
Portfolio Overview as of March 2025
Dolly Khanna portfolio is characterized by her focus on finding opportunities that are cheap but have a lot of room to grow. The portfolio comprises a diverse range of small-cap companies and sectors, indicating a strategy for capitalizing on emerging market trends.
Total Portfolio Value and Number of Holdings
According to Trendlyne, Dolly Khanna holds 17 stocks with a net worth of over Rs. 554.7 crore, as of June 2025. Investors in the market often discuss her purchases, and many buyers closely follow the stocks she selects.
Sectoral Allocation and Investment Themes
Dolly Khanna typically invests her money in small and mid-cap stocks across a wide range of industries. She looks for companies with strong foundations and good growth potential in traditional sectors such as sugar, chemicals, textiles, and manufacturing.
Top Holdings in Dolly Khanna’s Portfolio
Dolly Khanna portfolio consists of a well-balanced mix of long-term growth stocks across the consumer and manufacturing sectors.
Chennai Petroleum Corporation Ltd.
It fits with Dolly’s value-investing philosophy because it is a government-backed oil processing business. Besides, she probably thinks that the demand for energy, substantial assets, and a return to the performance cycle of the processing sector will all be good for the long run.
Som Distilleries & Breweries Ltd.
This business manufactures alcoholic drinks. Khanna may value the firm’s strong position in the sector, its plans for growth, and the brand’s potential to expand in the years to come.
Prakash Industries Ltd.
A company that does business in steel, power, and mines. Dolly might be interested due to the potential for cycle rebound, reverse integration, and operational efficiency in various industry sectors.
Mangalore Chemicals & Fertilizers Ltd.
The company makes manure for farms and has a steady demand. Dolly sees long-term value because it has a strong presence in rural areas, the government consistently supports agriculture, and the fertilizer business is generating more revenue.
Prakash Pipes Ltd.
This company makes PVC pipes and bendable packaging. Dolly Khanna got interested in this market because it’s a growing market. Besides, it offers a wide range of products and efficient operations, which can yield substantial long-term profits.
Recent Changes in Shareholding
In the three months ending March 31, 2025, the Dolly Khanna portfolio added two new small-cap stocks to her collection and raised her stakes in seven other stocks. In the quarter from January to March, Khanna bought a 1.03% stake in GHCL and a 1.16% stake in Polyplex Corporation.
Increased Stakes in Key Stocks
As of June 2025, Dolly Khanna bought shares in Mangalore Chemicals & Fertilizers Ltd., increasing her stake by 1.15%, according to Trendlyne.
Decreased or Exited Positions
Dolly Khanna sold shares in Prakash Pipes Ltd, lowering stake by 0.92%, per Trendlyne.
Performance Analysis of Portfolio Stocks
Dolly Khanna’s portfolio is heavily invested in traditional industries, including sugar, chemicals, and manufacturing. Additionally, with significant stakes in companies such as Mangalore Chemicals and KCP Sugar, her investments demonstrate that she is value-driven. They also indicate that she prefers safe, growth-oriented businesses in India’s primary manufacturing and farming sectors.
Stocks with Notable Gains
Several stocks in the Dolly Khanna portfolio performed well in CY24 and FY25. Some companies that did very well were POCL Enterprises, Pondy Oxides & Chemicals, Nile, Emkay Global Financial Services, and Selan Exploration Technology.
Stocks Facing Declines
Several portfolio stocks dropped sharply in CY 2025. Stove Kraft, National Oxygen, Savera Industries, Rajshree Sugars & Chemicals, and KCP Sugar are among the prominent companies that performed poorly.
Investment Philosophy and Strategy
Value investing is at the base of Dolly Khanna’s financial approach, with a focus on generating long-term returns. She looks for fundamentally strong companies in industries that she closely monitors. By combining thorough study, patience, and focus, she consistently identifies early-stage high-growth opportunities.
Focus on Small and Mid-Cap Stocks
Dolly likes small and mid-cap stocks that have sound financials and business plans that can be scaled up. She thinks these companies are great for long-term compounding because they have better values and more room to grow than large-caps.
Preference for Traditional Sectors
Chemicals, linens, sugar, and production are just a few of the industries in which she operates. Dolly stays away from complicated or risky sectors, such as fintech, banking, and highly regulated government businesses, and instead chooses industries with steady demand.
Long-Term Holding Approach
Dolly keeps her investments for a long time, which allows growth to work well. She only sells when business conditions worsen or when stock prices break through key trading levels. Besides, she doesn’t make choices based on emotion.
How to Track Dolly Khanna’s Investments?
You can stay informed about Dolly Khanna’s investment decisions by monitoring stock trends daily and utilizing financial tools that track her assets. These two methods can provide her with up-to-date information on her most recent stock picks and sales.
Monitoring Shareholding Patterns
Check the NSE and BSE websites for quarterly ownership reports to see when she buys or sells shares. In regulatory documents, essential changes are noted, such as her increasing share in Coffee Day Enterprises. Besides, this captures the market’s attention and demonstrates how her views on certain small- and mid-cap stocks are evolving.
Utilizing Financial Platforms and Tools
You can use apps, sites, or financial news sources that track buyers. These tools inform users when Dolly Khanna changes the stocks she owns, provide a quick overview of the value of her portfolio, and compare her current positions to those from the past.
Conclusion
It’s fascinating and even educational to study what ace investors like Dolly are doing. However, you should still make your own investing decisions based on your goals. The stock market can change rapidly, and what works for one individual may not be the ideal approach for another. Besides, the Dolly Khanna portfolio demonstrates that you can excel in the stock market if you know what you’re doing, plan effectively, and are patient.
FAQs
1. What is the total value of Dolly Khanna’s portfolio as of 2025?
Dolly’s investment journey has had its ups and downs, but she learns from her mistakes and continues to improve, which sets her apart. As of June 2025, Dolly Khanna’s investments are worth more than ₹554.7 crore, and she holds stakes in 17 different stocks.
2. Which sectors does Dolly Khanna primarily invest in?
The Dolly Khanna portfolio primarily invests her money in conventional industries, including textiles, chemicals, and manufacturing. She also has investments in companies like Coffee Day Enterprises, which indicates that she wants to expand gradually and capitalize on opportunities in new sectors.
3. How can investors track changes in her portfolio?
Online monitoring services, personal financial apps, spreadsheets, or desktop tools help investors keep track of the Dolly Khanna portfolio. Regularly reviewing investment statements and fact sheets can also help you plan effective portfolio reviews.
4. What is the investment strategy employed by Dolly Khanna?
Dolly prefers to invest in smaller businesses that have the potential for significant growth. She seeks to identify companies that are well-managed, have solid financial records, and have a promising future.
5. Have there been any recent significant changes in her holdings?
Dolly Khanna bought shares in Mangalore Chemicals & Fertilizers Ltd., increasing her stake by 1.15%. Khanna sold shares in Prakash Pipes Ltd, lowering stake by 0.92%.
6. Are there any new additions to her portfolio in 2025?
Dolly Khanna bought shares in Mangalore Chemicals & Fertilizers Ltd., increasing her stake by 1.15%.
7. How does Dolly Khanna’s investment approach differ from that of other investors?
Dolly Khanna’s portfolio favors companies that manufacture products, work with fabrics, handle chemicals, and produce sugar. Besides, she invests in small and medium-sized companies that are undervalued. Her investment choices typically yield substantial returns as these sectors tend to grow in line with the economy.
