ASHISH DHAWAN PORTFOLIO
9 smallcap stocks that connect Mukul Agrawal, Vijay Kedia, Ashish Kacholia & Dolly Khanna
The smallcap stocks held by renowned investors like Mukul Agrawal, Vijay Kedia, and Dolly Khanna have displayed varying performance levels over the past year. These investments in companies such as Neuland Laboratories, Prakash Industries, and Shankara Building Products have been closely monitored for their profitability and stability.
Damani & Jhunjhunwala emerge as richer dons of D-Street when most lost crores in Q4
The Jhunjhunwala family's wealth in listed firms crossed the ₹50,000 crore mark for the first time in the March quarter, while about 17 individuals held portfolios worth over ₹1,000 crore as of March 31, 2024.
Mid- and small-caps on a hot run, big guns double wealth
The rally helped the portfolio of three individual investors - Vijay Kedia, Manish Jain, and Dilip Kumar Lakhi - cross the ₹1,000 cr-mark.
India's richest investors see 9-100% rise in wealth in first 2 quarters of FY24
According to primeinfobase.com data of investors with a public equity portfolio worth at least Rs 1,000 crore, the wealth of these individuals has gone up by 8-102% in the first six months of FY24. Here are the details. (Data Source: primeinfobase.com | ET Bureau)
Ashish Dhawan raises stake in Religare Enterprises by 66 bps to 2.32% in September quarter
Religare Enterprises shares have seen a strong uptrend over the last 6 months and have gained in excess of 60% as against 12% returned by Nifty50. The 1-year returns are at 28% versus 14% by the 50-stock index.
D-Street after Rakesh Jhunjhunwala: Bulls everywhere, but no claimants for Big Bull throne
Jhunjhunwala, who passed away following a prolonged illness on this day last year, has left the 'Big Bull' thrown empty even as the Street looks flooded with bulls on almost every nook and corner.
- Go To Page 1
Ashish Dhawan's investment magic: All stocks clock double-digit returns in FY24, 1 turns multibagger
The portfolios of prominent investors garner close attention on Dalal Street. In this regard, ETMarkets has chosen to analyse the investment holdings of well-known investor Ashish Dhawan. Recent data for the quarter ended June 2023 reveals that Dhawan has made his holdings in around 12 stocks public. The cumulative value of these holdings is approximately Rs 3,109 crore as of August 3rd. It's important to highlight that this list specifically encompasses companies in which Dhawan holds a stake of more than 1%. Remarkably, all 12 stocks in his portfolio have yielded returns in double digits during the current fiscal year (FY24) until now. Among these, 4 stocks have demonstrated significant gains ranging from 50% to 105% in a span of just over 4 months. Foreign Institutional Investors (FIIs) have shown a varied level of interest in the portfolio stocks; their holdings have increased in 6 stocks, decreased in 5 stocks, and remained unchanged in one stock. (Source of Data: ACE Equity).
Ashish Dhawan picks stake in this financial stock, likely exits 2 tech firms
Dhawan picked up a 1.66% stake in Religare Enterprises (REL) - a diversified financial services group giving services across verticals viz. loans to SMEs, affordable housing finance, health insurance and retail broking. The value of his holding in the company stands at Rs 94.3 crore, according to Trendlyne data.
Ashish Dhawan Portfolio: 6 stocks clock double-digit returns in 2023; do you own any?
Investors keep a close eye on big investors' portfolios, and today ETMarkets.com has analysed the portfolio of successful investor Ashish Dhawan. As per the latest data for the March quarter, Dhawan has holdings in about 13 stocks, worth approximately Rs 2500 crore. Out of these 13 stocks, seven have given negative returns so far in 2023. However, the remaining six not only delivered positive but also double-digit returns to investors. It is noteworthy that according to Trendlyne's SWOT analysis, these six stocks have more strengths than weaknesses. Let's take a closer look.
Was Rakesh Jhunjhunwala India’s last stock market billionaire?
Fondly known as the ‘Big Bull’, Jhunjhunwala was the biggest individual investor on Dalal Street and left a wealth of around $5.8 billion or Rs 46,000 crore. Although his close friend and investor Radhakishan Damani made more money than him of over $22 billion, most of his riches are because of Avenue Supermarts or DMart, where Damani is a promoter.
Dalal Street veterans added these stocks in Q1. Do you own any?
Marquee investor Dolly Khanna remained busy shopping as she clinched as many as half a dozen new shares, including a few multibaggers.She picked up 48.7 lakh shares or a 3.3 per cent stake in Chennai Petrochem worth Rs 139.2 crore, whereas 18.8 lakh shares or 1.1 per cent stake in Manali Petrochem worth Rs 19.6 crore.
Birlasoft & 3 other stocks where Ashish Dhawan stayed put in Q1
Among his portfolio companies, Dhawan maintained 14,600,000 shares or a 1.18% stake in Mahindra & Mahindra Financial Services as of the June quarter. He entered the counter in the March quarter, data showed. At present prices, Dhawan's stake in the NBFC stood at Rs 294 crore.
How do Indian billionaires build their portfolio? Here are 7 investment mantras
"If you can't pick winning stocks, you will be a smart equity investor by just being invested long term in the market. Remember that asset allocation is sometimes much more important than security selection," says renowned investor Ashish Dhawan.
Chart Check: Down 40% from highs! Patterns of this Ashish Dhawan pick could be hinting at reversal
The stock first hit its first support just below the 200-DMA in February 2022, but the bounce back failed to sustain momentum and the rally fizzled out in April 2022 after hitting a high of Rs 497 on the BSE.
Ashish Dhawan cut stake in this multibagger IT stock in Q4 amid 760% rally in 2 years
Data showed that Dhawan held 3,600,000 shares or a 1.29 per cent stake in the company as of March 31, 2022. He held 5,000,000 shares or a 1.80 per cent stake in the company as of December 31, 2021. Dhawan, in fact, held a 3.61 per cent stake in the IT firm in the year-ago quarter and has been reducing his stake in the company as the stock moved higher.
Ashish Dhawan sells 21.25 lakh shares of this underperforming smallcap
Shares of HSIL have zoomed about 100 per cent in the last one year, but the scrip has underperformed in the last three, five and 10 years.
Ashish Dhawan exited his biggest stock bet in Q2
At 1.42 per cent in June quarter, Dhawan's stake in Max Healthcare was valued roughly at over Rs 450 crore, making it his biggest holding.
How Q1 bets of Jhunjhunwala, Khanna and Kacholia fared in Sept quarter
Two of Rakesh Jhunjhunwala's latest stock bets, Indiabulls Housing and SAIL, tanked up to 16 per cent in the September quarter.
13 out of his 17 stocks firing big time for India’s second biggest individual investor this year
Among the top performers, three have delivered multibagger returns, while three others have given negative returns. His largest holding, Max Healthcare Institute, zoomed 167 per cent, valuing his stake at Rs 524.1 crore as of Thursday's closing price. Dhawan held 1.4 per cent stake in the company at the end of the June quarter, down from 1.8 per cent at the start of the year.
Will Ashish Dhawan's top stock bet lose steam after 270% rally in 1 year?
Dhawan himself trimmed his stake in the company to 1.42 per cent in the June quarter from 1.67 per cent in the March quarter. Besides, the stock is trading ahead of a median price target of Rs 367.50 given by four fundamental analysts, suggesting limited upside opportunity.
Ashish Kacholia, 2 others booked profit on this IT stock in June qtr
This was the second straight quarter, when ace investor Ashish Kacholia trimmed his stake in the IT firm. In the April-June period, Kacholia cut it to 1.17 per cent from 1.80 per cent in the March quarter and 2.35 per cent in the December quarter.
Half-yearly report cards: Jhunjhunwala, Kacholia, Dhawan & 3 others beat Street hands down
These investors saw their stock portfolio values climb up to 140 per cent in 2021 so far, beating a 10 per cent rise in the benchmark equity indices.
What ace investors bought in Jan-March, and stocks they sold
The top five companies in which Damani’s stake has gone down in percentage terms in the March quarter are VST Industries, Spencer’s Retail, Simplex Infrastructures, Kaya and Jubilant FoodWorks. His stake in VST industries has come down by 0.87 per cent to 30.16 per cent.
Kacholia cut stake in this multibagger in Q4; Dhawan, Agrawal stayed put
While Ashish Kacholia took some profit off the table a few other seasoned investors such as Ashish Dhawan and Mukul Agrawal stayed put on the counter during the March quarter.
Up to 900% return! Kacholia, Dhawan, Rakesh Jhunjhunwala & Kedia made a killing in Covid year
Thirteen of Ashish Dhawan's stocks delivered 100-867 per cent return, pushing his wealth to an individual high of Rs 1,812 crore.
Kacholia, Dhawan's top bet swells 500% in 11 months. Is there more steam left?
The stock rallied six times, or 500 per cent, in last 11 months, but some selling pressure has set in over the past few days following the December quarter earnings.
Multibagger stock! Ashish Kacholia, Dhawan stayed put on their biggest bet in Q3
The smallcap stock has four 'buy' and one 'outperform' call as per publicly available data with Reuters Eikon database.
Slurrp Farm lands $2 million Series A funding from Fireside Ventures
Slurrp Farm has a portfolio of 25 products, which include porridges and cereals, puffed snacks for children, millet pancakes, millet dosa, and cake mixes.
It's raining multibaggers! Stocks that sent Ashish Dhawan's fortune soaring 3 times in 6 months
The ace investor's portfolio value last exceeded Rs 1,500 crore mark in March 2017, Trendlyne data showed.
Load More
