Ashish Kacholia Portfolio

The top-10 stocks account for 55% of the value of the portfolio of Ashish Kacholia as of end Dec-21.

Stocks where Ashish Kacholia added stake

Let us look at the fresh addition of stocks to his portfolio first in the Dec-21 quarter. Ashish added 8 stocks to his portfolio in the Dec-21 quarter to the extent of more than 1%. The fresh stock additions include Yasho Industries Ltd (+2.4%), Lo Opala (+1.0%), SJS Enterprises (+3.8%), Mahindra Logistics (+1.1%), United Drilling tools (+2.6%), Genesys International (+2.0%), Igarashi Motors (+1.30%) and Bharat Bijlee (+1.60%).
Most of the additions in the quarter have been small cap stocks.

Check - Ashish Kacholia Portfolio - Sep 21

There were also some stocks where Ashish increased his positions. For example, he raised his holdings in Faze Three by 180 bps from 2.8% to 4.6%. In addition, Ashish also added 0.8% in Sasta Sundar Ventures, 0.7% in Ami Organics, 0.4% in Xpro India, 0.3% in Kwality Pharmaceuticals and 0.1% in Beta Drugs Ltd.

What stocks did Ashish Kacholia downsize in his portfolio?

In the Dec-21 quarter, there were several stocks in which he cut down his stake. For example, his stake in Mastek Ltd was cut by 40 bps from 2.4% to 2.0%. The other stocks in which he reduced his stake in the Dec-21 quarter included Vaibhav Global, Vishnu Chemicals, PCBL, Poly Medicure and Mold-Tek Packaging.

Venus Remedies was the one stock in which Ashish Kacholia reduced his stake to below 1%, which is the reporting limit for SEBI reporting purposes. In the case of all the other stocks, his holdings remained static over the previous quarter.

Ashish Kacholia’s Portfolio Performance over 1 year and 3 years?

How did his portfolio perform as of the end of December 2021 quarter compared to the year ago period and the 3 year ago period. His portfolio currently stands at Rs.1,888 crore while a year back the portfolio value stood at Rs.1,039 crore. That is an appreciation of 81.7% for Ashish Kacholia on his portfolio in the last 1 year.

Let us turn to a 3-year perspective. The value of his portfolio was Rs.770 crore in Dec-2018 and from there it has appreciated to Rs.1,888 crore in 3 years till Dec-2021. In terms of compounded annual growth rate, the annualized returns stand at 34.9%, which is extremely impressive and slightly better than his 3 year CAGR return at the end of Sep-21 quarter. But clearly,  most of the returns for Ashish appear to have come in the last one year only.
 

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