Dolly Khanna adds multibaggers Nile, Tina Rubber, 3 more stocks in June quarter, slashes stake in 3 smallcaps
Dolly Khanna made significant changes in her portfolio in the quarter ended June 30, 2024 where she added five smallcap counters while raising stakes in four others. She also slashed her holding in three smallcap stocks.
Among the new additions were Emkay Global Financial Services (1.63%), Super Sales India (1.06%), Nile (1.10%), Tinna Rubber and Infrastructure (1.03%) and Ujjivan Small Finance Bank (1.07%). In these Emkay Global, Nile and Tina Rubber have been multibaggers, delivering returns of 120%, 177% and 349% over the last one year. Super Sales, on the other hand, has given returns of 58% in this period.
The only laggard in the pack has been Ujjivan SFB with flat returns on a one-year basis. This year its prices have declined by 25%.
In Selan Exploration Technology, Khanna increased her holding to 1.56% in the June quarter from 1.03% in March quarter. In Som Distilleries & Breweries, she increased her stake to 1.51% in June quarter versus 1.14% in March quarter. In Repco Home Finance, she brought her stake to 1.21% in the June quarter, adding 10 bps. As for Zuari Industries, the holding at the end of June 30, 2024 stood at 1.92% versus 1.83% in the three month period ended March 31, 2024.
The celebrity investor slashed her stakes in three smallcap stocks viz. National Oxygen, Control Print and Deepak Spinners. In National Oxygen, she cut her stakes 6 bps to 1.16% in the June quarter while in Control Print, a 12 bps cut was undertaken, reducing the holding to 1.07%. In Deepak Spinners, she decreased her
