Dolly Khanna
Khanna Portfolio
Chennai-based investor managed by Rajiv Khanna, celebrated for uncovering multi-bagger smallcaps in chemicals, textiles, and manufacturing.
Tracked Net Worth₹117 Cr
Active Stocks
3
Investment Strategy: Identifying niche market leaders before institutional discovery, high earnings growth rate.
Sector Allocation
Building Materials₹90.78 Cr
77.6%
Commodities & Agri₹18.49 Cr
15.8%
Automobile & Ancillaries₹7.72 Cr
6.6%
Portfolio Holdings
Companies where Dolly Khanna holds 1.00% or more as of 2026-Q2
Stylam Industries Ltd
STYLAMINDBuilding Materials
Steady
CMP
₹3,301.2-0.28%
Holding Stake1.62%
Holding Value₹90.78 Cr
Shares2,75,000
Dhampur Sugar Mills Ltd
DHAMPURSUGCommodities & Agri
Steady
CMP
₹163.9-1.46%
Holding Stake1.7%
Holding Value₹18.49 Cr
Shares11,28,000
Talbros Automotive Components Ltd
TALBROAUTOAutomobile & Ancillaries
Steady
CMP
₹424.0+0.9%
Holding Stake1.48%
Holding Value₹7.72 Cr
Shares1,82,000
| Company | Sector | Status | CMP (₹) | Holding % | Shares | Value (₹ Cr) | Action |
|---|---|---|---|---|---|---|---|
| Stylam Industries LtdSTYLAMIND | Building Materials | Active | ₹3,301.20-0.28% | 1.62% | 2,75,000 | ₹90.78 Cr | Analysis |
| Dhampur Sugar Mills LtdDHAMPURSUG | Commodities & Agri | Active | ₹163.90-1.46% | 1.7% | 11,28,000 | ₹18.49 Cr | Analysis |
| Talbros Automotive Components LtdTALBROAUTO | Automobile & Ancillaries | Active | ₹424.00+0.9% | 1.48% | 1,82,000 | ₹7.72 Cr | Analysis |
Recent Portfolio Activity
BOUGHT NEW
Dhampur Sugar Mills Ltd (DHAMPURSUG)
Reported new position (1.70%) in Dhampur Sugar Mills Ltd for 2026-Q2.
+1.70%2026-Q2
BOUGHT NEW
Talbros Automotive Components Ltd (TALBROAUTO)
Reported new position (1.48%) in Talbros Automotive Components Ltd for 2026-Q2.
+1.48%2026-Q2
BOUGHT NEW
Stylam Industries Ltd (STYLAMIND)
Reported new position (1.62%) in Stylam Industries Ltd for 2026-Q2.
+1.62%2026-Q2