Ace investor Ashish Kacholia has capitalised on the market correction seen during the March quarter by adding new names and increasing stake in several existing holdings.
During January to March, the benchmark indices Sensex and Nifty fell by around one percent each, while the broader BSE Mid and Smallcap indices dropped by 10.5 percent and 15.5 percent respectively. The veteran investor seems to have seized this opportunity, adding nine new stocks to his portfolio along with increasing stake in five of his existing companies.
New Names in Ashish Kacholia’s Portfolio
Among the new additions, Kacholia has acquired around 62.72 lakh shares, or about 9 percent, in DU Digital Global, valued at Rs 29.07 crore.
Kacholia also bought 7.2 lakh shares in Infinium Pharmachem worth Rs 17.42 crore and 4.31 lakh shares in C2C Advanced Systems worth Rs 13.62 crore during the March quarter. Other notable investments include BEW Engineering (Rs 9.33 crore), Concord Control Systems (Rs 8.55 crore), Qualitek Labs (Rs 11.76 crore), Shree OSFM E-Mobility (Rs 4.97 crore), Megatherm Induction (Rs 8.62 crore), Naman In-Store India (Rs 6.05 crore), and TBI Corn (Rs 5.93 crore).
Kacholia Existing Bets
Simultaneously, Kacholia also increased his stake in five existing holdings, while trimming his position in six others. Among the accumulations, he added nearly one lakh shares in Aeroflex Industries, raising his holding to 24.79 lakh shares from 23.79 lakh shares a quarter ago. Additional purchases included 27,800 shares in Beta Drugs, 40,000 shares in Tanfac Industries, 62.31 lakh shares in Jyoti Structures through a rights issue, and one lakh shares in Zaggle Prepaid Ocean Services.
The HNI investor pared some holdings by selling 50,000 shares in Ami Organics, 24,567 shares in Balu Forge Industries, 11,876 shares in Universal Auto Foundry, and 9.71 lakh shares in Awfis Space Solutions. Notably, he completely exited his investments in Cosmic CRF (3.1 lakh shares) and Basilic Fly Studio (2.75 lakh shares).
As of March 2025, Ashish Kacholia’s portfolio comprises 42 stocks valued at around Rs 2,088 crore, with largest holding in Shaily Engineering Plastics, where he owns 14.79 lakh shares, representing a 3.22 percent stake valued at Rs 270.26 crore. This is followed by Safari Industries India, with 9 lakh shares or a 1.84 percent stake worth Rs 177.89 crore, and Balu Forge Industries, with 18.66 lakh shares or a 1.68 percent stake valued at Rs 119.33 crore.
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