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These stocks are viz. J Kumar Infraprojects, Prakash Industries, Prakash Pipes, Dhabriya Polywood, Raghav Productivity, Shankara Building Products, Vasa Denticity, Dish TV India and Neuland Laboratories.
Two other stocks namely Talbros Automotive and Vaibhav Global where two ace investors each have holdings, barring Agrawal. In the former case, Khanna and Kedia have holdings while in the latter case, Kedia and Kacholia have stakes.
Meanwhile, Raghav Productivity is the only stock in the pack which has the presence of three celebrity investors.
Here’s the list:
1) J Kumar Infraprojects
The stock enjoys the confidence of Dolly Khanna and Mukul Agrawal who hold 1.06% and 2.64% stake in the company. The smallcap counter has delivered returns of 183% over the last one year.
As per the latest corporate shareholdings filed, Agrawal publicly holds 56 stocks with a net worth of over Rs 5,460.8 crore. He has not altered his stake in the stock for the last eight quarters.
Meanwhile, corporate shareholdings compiled by Trendlyne suggest that Khanna publicly holds 18 stocks with a net worth of over Rs 482.0 crore. She held 1.1% stake in this company in the September 2022 quarter and exited it in the subsequent quarter. She again bought the stock in December 2023 quarter and raised stake in the March quarter by 10 bps.
2) Prakash Industries
Prakash Industries shares have been bought by Dolly Khanna and Mukul Mahavir Agrawal who have 1.22% and 1.40% stake in the stock, respectively. It is another smallcap counter that has given multibagger returns of 176.16%.
Agrawal has been holding this stock since the September quarter while Khanna has held this stock for the past three quarters.
3) Prakash Pipes
Dolly Khanna and Mukul Mahavir Agrawal have invested in this stock and their stakes stand at 2.87% and 2.51% respectively. This smallcap scrip has yielded 174.35% returns over the past 12 months.
Agrawal has been holding this stock since the December quarter while Khanna’s association with this stock has been for several years and she has been increasing shares and booking profits from time-to-time.
4) Talbros Automotive
Dolly Khanna and Vijay Kedia’s stakes stand at 1.23% and 1.01%, respectively. Its returns over a 1-year period is at 127.42%. Khanna has been holding this stock for years now and has been altering her holdings from time-to-time. In March she cut her stake by 10 bps.
Trendlyne suggests Kedia’s holding in 16 stocks as on March 31 ended quarter with a net worth of over Rs. 1,722 crore. Kedia has been booking profits in the counter and has an association with this stock which spans over many years.
5) Dhabriya Polywood
This stock has investments by Mukul Mahavir Agrawal and Ashish Kacholia at 2.78% and 6.43% and has delivered returns of 90.71% over the last 12 months.
Agrawal’s holding has been coming down in this quarter since the quarter ended March 31, 2022.
Meanwhile, Ashish Kacholia publicly holds 46 stocks with a net worth of over Rs 3,098.6 crore. He has been holding this stock since September 2023 quarter.
6) Raghav Productivity
This stock has investments of three D-Street bulls in Kacholia, Rekha Jhunjhunwala and Mukul Agrawal at 2.02%, 5.06% and 1.55%, respectively. At 53.27%, the returns by this stock is nearly double that of Nifty50.
Agrawal has been invested in this stock since March ended quarter of 2022 while Kacholia has been holding this stock for six quarters now and has not changed stakes for five quarters till March 31, ended quarter.
Jhunjhunwala publicly holds 25 stocks with a net worth of over Rs 39,166.8 crore. In this stock, her equity has remained unchanged for four quarters that ended on March 31, 2024.
7) Dish TV India
A market laggard with justover 11% returns, this stock has investments from Mukul Agrawal and Ashish Dhawan. They have stakes amounting to 1.09% and 1.57%, respectively.
Agrawal has held this stock since September 2022.
Dhawan publicly holds 12 stocks with a net worth of over Rs 3,961.8 crore and his stake has not changed for many years now.
8) Vaibhav Global
Another smallcap stock which has underperformed the broader Nifty as well as the Nifty Smallcap 100 (71%) over the past one year is Vaibhav Global. Vijay Kedia and Ashish Kacholia own 2.01% and 1.06% in the company.
Kedia has not altered his stake in it for eight quarters now while Kacholia cut it by 10 bps.
9) Shankara Building
This stock has rebounded after hitting its 52-week low Rs 626 and is currently trading around 695. Over a 1-year period its returns are negative at 0.61%. Both Kacholia and Agrawal have this stock in their portfolios.
Agrawal has remained invested in this stock for several years now, however, he trimmed his stake by 130 bps in the March quarter over the previous quarter. Kacholia pared his holding by 90 bps in the March quarter while retaining it for six quarters.
10) Vasa Denticity
This is a stock in the SME segment and is owned by Agrawal and Kacholia. While the former holds 2.56%, the latter has a 3.80% stake. Its returns in the last one year are 92%.
Agrawal held this stock in the September quarter of 2023 and exited it in the December quarter only to rebuy it in the March ended quarter in 2024. Kacholia exited the stock in December quarter to rebuy it in the March quarter.
11) Neuland Laboratories
This stock is owned by Agrawal and Kedia who hold 3.12% and 1.09%, respectively. This smallcap counter has delivered returns of 128.65% in the last 12 months.
Agrawal’s association with this counter goes back several years. He has not altered his holding in this counter for 6 quarters now.
Meanwhile, Kedia trimmed his stake in this stock by 20 bps in the March quarter though he has been holding this stock over many years.
The data has been fetched from Ace Equities, BSE and Trendlyne.
Also Read: 10 BSE 100 stocks turned multibaggers in one year but Zomato, Trent beat them on this parameter
(Data Inputs: Ritesh Presswala)
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
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