Ashish Kacholia’s portfolio is valued at ₹3,078.9 crore as of 30th November 2024

Ashish Kacholia’s portfolio has seen seven new stocks being added. The portfolio is now valued at ₹₹3,078.9 crore.

The seven stocks added to the portfolio are Jyoti Structure, Bharat Parenterals, E2E Networks, Advait Infratech, Radiowalla Network, Aimtron Electronics, and TBI Corn. Three stocks, namely, Radiowalla Network, Aimtron Electronics, and TBI Corn are SME Emerge stocks.

Shaily Engineering Plastics is the largest holding in Ashish Kacholia’s portfolio with a value of ₹347.3 crore, followed by Beta Drugs at Rs 261.4 crore and Awfis Space Solutions at Rs 232.5 crore.

Jyoti Structure

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.

Bharat Parenterals

Kacholia owns 1,29,018 shares in Bharat Parenterals, translating to a 2% stake in the company and an investment worth Rs 23.2 crore. The stock has risen about 12% over the past two months (October and November).

E2E Networks

The investor holds 1,77,043 shares in E2E Networks, accounting for a 1.1% stake in the company with a holding value of Rs 78.6 crore. Shares of E2E Networks have delivered an impressive 42% return so far in the December quarter.

Advait Infratech

Kacholia owns 2,88,185 shares in Advait Infratech, representing a 2.7% stake valued at Rs 41.8 crore. However, the stock has declined by about 23% since the September quarter.

Radiowalla Network

With 5,48,405 shares, Kacholia holds a 7.8% stake in Radiowalla Network, valued at Rs 6.3 crore. The stock has given a negative return of 5% so far in the December quarter.

Aimtron Electronics

Kacholia’s 2,25,600 shares in Aimtron Electronics equate to a 1.1% stake, with an investment of Rs 12.5 crore. The stock has recorded a 20% gain in the December quarter so far.

TBI Corn

The investor holds 7,66,666 shares in TBI Corn, representing a 4.2% stake valued at Rs 14.3 crore. Shares of TBI Corn have dropped by about 7% since the September quarter.