The Indian equity market has shown resilience, with individual investors closely monitored for their high-conviction bets. Key figures include Ashish Kacholia, Dolly Khanna, Vijay Kedia, and Mukul Agrawal, whose investment activities are watched by retail and institutional investors for emerging trends and sectoral preferences. This analysis details portfolio changes by these investors during the fourth quarter of FY25, compiled by PRIME Database, reflecting revised convictions in specific companies and sectors.

The estate of Rakesh Jhunjhunwala, known as Rakesh Jhunjhunwala and Associates, exited Sun Pharma Advanced Research Company by selling its entire stake in Q4FY25.

Mukul Agrawal made new entries into Onesource Speciality Pharma and Jagsonpal Pharmaceuticals during the same period. He exited Ethos, Dredging Corporation of India, Quick Heal Technologies, Sarda Energy & Minerals, Allcargo Logistics, and Ceat.

Anil Goel added Nahar Capital & Financial Services to his portfolio in Q4FY25. He also exited his position in L.G. Balakrishnan & Bros.

Ashish Kacholia's portfolio remained unchanged during Q4FY25, with no new entries or exits recorded.

Vijay Kedia also reported no changes to his portfolio in the fourth quarter of FY25.

Dolly Khanna added Polyplex Corporation to her portfolio as a new investment in Q4FY25. She exited Selan Exploration Technology and Indian Metals & Ferro Alloys during the same period.