Dolly Khanna December 2014 Portfolio Update

Dolly Khanna December 2014 Portfolio Update

Dolly Khanna Portfolio after December  2014 quarter. We have seen that she has added Few stocks and reduce exposure in various stocks in last two quarters. Dolly khanna owns more than 1.36% of IFB agro and its a new entry in September 2014 .

  • New Entry in December 2014 Quarter – Asian Granito (1.7%) 
  • Exited in December 2014 Quarter – Aditya Birla Chem , Avanti Feeds , Heritage Food , Manjushree Tech and Nilkamal Ltd  
  • Exited in December 2014 Quarter – Nucleure Soft , R . S Software and Selan Expo

 

Consolidated Holing After December 2014 quarter.

Dolly Khanna Holding – Dec 14
 
Company Name Dec-13 Mar-14 Jun-14 Sep-14 Dec-14 Remarks
Aditya Bir.Chem. 1.4 1.5 1.9 1.8 0.0 Exited
Asian Granito 0.0 0.0 0.0 0.0 1.7 New Entry
Avanti Feeds 0.0 0.0 1.0 1.0 0.0 Exited
Cera Sanitary. 1.1 1.1 1.1 1.0 1.0 Maintained
Heritage Foods 1.4 1.1 1.0 0.0 0.0 Exited
Huhtamaki PPL 1.6 1.6 1.5 1.2 1.2 Maintained
IFB Agro Inds. 0.0 0.0 0.0 1.4 1.4 Maintained
Liberty Shoes 1.6 1.8 1.9 1.8 1.8 Maintained
Manjushree Tech. 0.0 1.0 1.0 1.0 0.0 Exited
Nilkamal Ltd 0.0 1.0 1.4 1.6 0.0 Exited
Nucleus Soft. 1.1 1.2 1.1 1.1 1.0 Reduced
R S Software (I) 2.8 3.3 3.8 3.7 3.5 Reduced
Selan Expl. Tech 1.6 1.7 1.9 1.8 1.4 Reduced

 

We will update dolly khanna portfolio after MARCH 2015 quarterly result.

Though , not much of details is available about her but she has been finding big ideas & stocks before stocks moves. She has not been interview by any press but her “Stocks ideas” has drawn a lot of buzz in the market. The recent moves in R S Software have been the talk of the town. There are many more ideas such as Aventi Feeds,Liberty Shoes, Nilkamal & Cera Sanitary etc. It appears as if the stocks were waiting for Dolly’s magic wand to grace them before they make their upward move.

 

With this perspective, we tried to find out her holding in Indian Listed Companies & the change in her shareholding in last few quarters.

 

Original Article

 

http://www.einfomet.com/dolly-khanna-portfolio/

http://www.einfomet.com/dolly-khanna-portfolio-update/

 

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4 Comments to Dolly Khanna December 2014 Portfolio Update

  1. Arghya says:

    Some of the facts are quoted wrongly where she reduced her position is mentioned as exited it has to be reduced.

  2. Deepak says:

    GOOD JOB

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