Ashish Kacholia's portfolio witnessed a 12% correction since the quarter ended September 2024. The portfolio value declined from Rs 3,498.5 crore at the end of Q2FY25 to Rs 3,078.9 crore as of 30th November 2024, according to data from Trendlyne.
Meanwhile, in the September quarter, Kacholia added seven new stocks to his portfolio, including Jyoti Structure, Bharat Parenterals, E2E Networks, Advait Infratech, Radiowalla Network, Aimtron Electronics, and TBI Corn. Notably, Radiowalla Network, Aimtron Electronics, and TBI Corn are SME Emerge stocks.
Kacholia's largest holding is in Shaily Engineering Plastics, valued at Rs 347.3 crore, followed by Beta Drugs at Rs 261.4 crore and Awfis Space Solutions at Rs 232.5 crore.
Ashish Kacholia added 7 new stocks in his portfolio in the September quarter of FY25: Here's the list
Kacholia holds 2,20,36,118 shares in Jyoti Structure, representing a 2.5% stake in the company with an investment of Rs 64.7 crore. Shares of Jyoti Structure have gained approximately 12% since the September quarter.
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