Dolly Khanna Blog, Portfolio, Holdings, Latest Stock Picks

This is a blog post about Dolly Khanna, the avatar of Rajiv Khanna, a famous investor based in Chennai.

In this blog post, we track the latest portfolio & holdings of Dolly Khanna and her latest stock picks.

Blog update October 2018

According to the official records at the BSE and NSE, Dolly Khanna has reduced her holdings in Manappuram Finance (down 29%), RSWM (down 17%), Srikalahasthi Pipes Ltd (down 29%), Sterling Tools (down 4%), and Tata Metaliks (down 11%).

Dolly Khanna has increased her stake in 7 out of 13 companies which includes IFB Agro Industries, Muthoot Capital, Nocil, Radico Khaitan, Rain Industries, Ruchira Papers, and Selan Exploration Technology Ltd.

Rain Industries, Nocil, Radico Khaitan and Muthoot Capital are amongst the favourite stocks.

The latest portfolio of Dolly Khanna is as follows:

Company

Holding Sept 2018

Butterfly Gandhimathi Appliances

1.00

IFB Agro Industries Ltd.

1.35

Manappuram Finance Ltd.

1.07

Muthoot Capital Services Ltd.

1.19

Nocil Ltd.

1.98

Radico Khaitan Ltd.

1.20

Rain Industries Ltd.

2.81

RSWM Ltd.

1.56

Ruchira Papers Ltd.

1.59

Selan Exploration Technology Ltd.

2.22

Srikalahasthi Pipes Ltd.

1.09

Sterling Tools Ltd.

1.14

Tata Metaliks Ltd.

1.13

Bio

Full Name

Dolly Khanna

Profession

Investor

Physical Stats & More

Height (approx.)

in centimeters– 165 cm
in meters– 1.64 m
in feet inches– 5’ 1”

Weight (approx.)

in kilograms– 80 kg 
in pounds– 176 lbs

Body Measurements (approx.)

– Chest: 40 inches
– Waist: 30 inches
– Biceps: 12 inches

Eye Colour

Back

Hair Colour

Black

Personal Life

Date of Birth

N. A

Age (as in 2017)

60 Years

Educational Qualification

Graduate

Family

Husband – Rajiv Khanna 

Religion

Hindu

Hobbies

Watching movies, listening to music

Favourite Things

Favourite Singer

Rafi, Anup Jalota, Jagjit Singh, Kishor Kumar

Husband, Children

Marital Status

Married

Husband

Rajiv Khanna

Marriage Date

NA

Children

NA

Contact, Address

Facebook, twitter

FacebookTwitter

Email Id

NA

Permanent Address:

4-C, Oakwood Apartment,, 25, Anderson Road, Chennai, 600006, Tamil Nadu, INDIA

Phone numbers

 NA

Dolly Khanna

Some Lesser Known Facts About Dolly Khanna

  • Does Dolly Khanna smoke?: No
  • Does Dolly Khanna drink alcohol?: Not Known

Investment strategy

Dolly Khanna is among the top individual investors on Dalal Street. Her name pops up whenever she buys more than 1% or more in a company.

She is the investment avatar of Rajiv Khanna.

Rajiv Khanna revealed to ET that Dolly Khanna is a homemaker and that he manages her investments.

He also revealed that stock investing is more of a hobby than a profession.

Background

Dolly and Rajiv Khanna own Kwality Milk Foods, which sold its ice-cream business to Hindustan Unilever in 1995.

With the money he got after selling the ice cream business, Rajiv Khanna, 67, started investing in the market in 1996-97 for the first time.

“It started as a hobby and remains a hobby. My core business is of milk products,” Rajiv Khanna told ET.

Khanna’s passion for picking stocks through extensive research can be traced back to his first job. A chemical engineer from IIT Madras, Khanna worked for ICI Ltd, a pharmaceutical company as a research person in the field of industrial explosives and blasting physics.

In 1986, he started his company – Kwality Milk Foods. In the first decade of his investing career, gains from the market were modest. It was only after 2007 that the stakes started becoming bigger.

First multibagger stock pick

Hawkins Cookers was Dolly and Rajiv Khanna’s first multi-bagger stock pick.

Khanna started accumulating the stock in 2007 and went on accumulating it till June 2009 at an average price of 130-140. Today, the stock is trading at Rs 3,400, and the company has given at least 70% of its profits as dividends.

He went on to identify small-cap winners such as Wimplast (more than 7 times in two years), Cera Sanitaryware (more than 7 times in two years ), RS Software (4 times in less than two years), and Avanti Feeds (more than 4 times in less than 6 months).

In 2014, Dolly Khanna picked Nilkamal, one of India’s top manufactures of home and office furniture. Over the past three years, the stock has galloped nearly 900 per cent, which means an investment of Rs 1,00,000 in the stock back then would have become nearly Rs 10 lakh in three years.

“We like Nilkamal, because the organised sector in plastics and furnishings is actually gaining a lot of ground compared with unorganised players, which own a substantial part of the market,” a stock market expert stated.

Besides Nilkamal, Trident and Manappuram Finance are two notable companies in which Dolly Khanna held large stakes.

Dolly Khanna’s portfolio

Dolly Khanna’s portfolio i.e. companies in which she holds more than 1%, has grown from Rs 1 crore in 2007 to Rs 800 crore at present.

She also holds shares in several other companies but that does not appear in the shareholding of those companies.

“We also have holdings in larger companies but we can’t buy more than 1% of them,” Rajiv Khanna said.

Dolly Khanna, Mohnish Pabrai, Porinju Veliyath

Latest portfolio (October 2018)

Portfolio Holdings Of Dolly Khanna

Stock

Quantity Held

Holding Value (Rs.)

Rain Industries Ltd.

9,443,702

159.0

NOCIL Ltd.

3,191,890

46.3

RSWM Ltd.

391,811

7.9

Nilkamal Ltd.

244,150

38.7

Ruchira Papers Ltd.

338,958

4.3

Selan Exploration Technology Ltd.

363,600

5.4

Srikalahasthi Pipes Ltd.

628,846

11.8

IFB Agro Industries Ltd.

116,882

7.0

Tata Metaliks Ltd.

309,380

17.7

Thirumalai Chemicals Ltd.

124,046

1.4

Sterling Tools Ltd.

429,696

14.6

Manappuram Finance Ltd.

9,710,360

71.2

Som Distilleries & Breweries Ltd.

304,804

5.3

Asian Granito India Ltd.

322,991

5.7

Muthoot Capital Services Ltd.

195,692

14.7

Radico Khaitan Ltd.

1,409,054

46.8

Associated Alcohols & Breweries Ltd.

184,798

5.0

LT Foods Ltd.

3,274,203

14.3

Butterfly Gandhimathi Appliances Ltd.

178,895

4.1

PPAP Automotive Ltd.

140,048

5.4

N R Agarwal Industries Ltd.

201,544

9

Sterling Tools Ltd.

412,231

8

Gujarat Narmada Valley Fertilizers & Chemicals Ltd.

NA

NA

Nitin Spinners Ltd.

NA

NA

Dwarikesh Sugar Industries Ltd.

NA

NA

Latest stock picks

Dolly Khanna has made fresh stock purchases and made additions to her holdings and portfolio.

She recently bought Muthoot Capital Services (present holding: 1.19 % of the stock) and N R Agarwal Industries (present holding: 1.18 %).

She has also increased her holding in Selan Exploration, a small-cap company engaged in production of crude oil.

Net Worth

The net worth of Dolly Khanna is officially about Rs. 800 crore.

This net worth is calculated on the basis of the stocks held in the portfolio which are in excess of 1% of the equity capital.

However, what the net worth does not include is the value of several other stocks which are in the holdings but which are not required to be disclosed to the stock exchanges.

If the other stocks and assets are included, it is certain that the net worth of Dolly and Rajiv Khanna is in excess of Rs. 1000 crore.

Dolly Khanna Blog

Blog

This can be regarded as the Dolly Khanna blog because we track all the latest developments relating to her portfolio and stock picks and recommendations.

All news will be updated promptly on this blog.

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