Ashish Kacholia
Lucky Investment Managers
Veteran midcap investor known for high-conviction niche manufacturing and domestic consumption leaders.
Tracked Net Worth₹283.9 Cr
Active Stocks
3
Investment Strategy: Focus on high ROCE, niche manufacturing leaders, and tailwinds in domestic consumption.
Sector Allocation
Aerospace & Defense₹200.06 Cr
70.5%
Consumer Discretionary₹73.62 Cr
25.9%
Automobile & Ancillaries₹10.18 Cr
3.6%
Portfolio Holdings
Companies where Ashish Kacholia holds 1.00% or more as of 2026-Q2
Dynamatic Technologies Ltd
DYNAMATECHAerospace & Defense
Steady
CMP
₹12,125.0+5.04%
Holding Stake2.45%
Holding Value₹200.06 Cr
Shares1,65,000
Vaibhav Global Ltd
VAIBHAVGBLConsumer Discretionary
Steady
CMP
₹213.4-1.19%
Holding Stake2.1%
Holding Value₹73.62 Cr
Shares34,50,000
Talbros Automotive Components Ltd
TALBROAUTOAutomobile & Ancillaries
Steady
CMP
₹424.0+0.9%
Holding Stake1.95%
Holding Value₹10.18 Cr
Shares2,40,000
| Company | Sector | Status | CMP (₹) | Holding % | Shares | Value (₹ Cr) | Action |
|---|---|---|---|---|---|---|---|
| Dynamatic Technologies LtdDYNAMATECH | Aerospace & Defense | Active | ₹12,125.00+5.04% | 2.45% | 1,65,000 | ₹200.06 Cr | Analysis |
| Vaibhav Global LtdVAIBHAVGBL | Consumer Discretionary | Active | ₹213.40-1.19% | 2.1% | 34,50,000 | ₹73.62 Cr | Analysis |
| Talbros Automotive Components LtdTALBROAUTO | Automobile & Ancillaries | Active | ₹424.00+0.9% | 1.95% | 2,40,000 | ₹10.18 Cr | Analysis |
Recent Portfolio Activity
BOUGHT NEW
Talbros Automotive Components Ltd (TALBROAUTO)
Reported new position (1.95%) in Talbros Automotive Components Ltd for 2026-Q2.
+1.95%2026-Q2
BOUGHT NEW
Vaibhav Global Ltd (VAIBHAVGBL)
Reported new position (2.10%) in Vaibhav Global Ltd for 2026-Q2.
+2.10%2026-Q2
BOUGHT NEW
Dynamatic Technologies Ltd (DYNAMATECH)
Reported new position (2.45%) in Dynamatic Technologies Ltd for 2026-Q2.
+2.45%2026-Q2