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What Vijay Kedia, Ashish Kacholia, other ace investors added, removed from their portfolios in Q4. Check details

Published 3 weeks ago2 minute read

Portfolio Moves

The Indian equity market has remained resilient through recent quarters, with notable participation from individual investors who are often closely tracked for their high-conviction bets. These market superstars include names like Ashish Kacholia, Dolly Khanna, Vijay Kedia, and Mukul Agrawal, among others.

Their investment activity is keenly watched by retail and institutional investors alike for cues on emerging trends and sectoral preferences. The details below provide a snapshot of the latest portfolio changes by some of these ace investors during the fourth quarter of FY25. The information has been compiled by PRIME Database,and notes the entries and exits reflect their revised conviction in specific companies and sectors over the reporting period.

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Rakesh Jhunjhunwala and Associates

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During Q4FY25, the estate of late investor Rakesh Jhunjhunwala exited Sun Pharma Advanced Research Company, having sold its entire stake in the company.

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Mukul Agrawal

Mukul Agrawal made fresh entries into Onesource Speciality Pharma and Jagsonpal Pharmaceuticals during the fourth quarter of FY25.

In the same quarter, he exited from six companies: Ethos, Dredging Corporation of India, Quick Heal Technologies, Sarda Energy & Minerals, Allcargo Logistics, and Ceat.

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Anil Goel

In Q4FY25, Anil Goel added Nahar Capital & Financial Services to his portfolio as a new entry.

He also exited his position in L.G. Balakrishnan & Bros during the same quarter.

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Ashish Kacholia

There were no changes reported in Ashish Kacholia’s portfolio during Q4FY25, with no new entries or exits recorded.

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Vijay Kedia

Vijay Kedia did not make any additions or exits in his portfolio during the fourth quarter of FY25.

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Dolly Khanna

Dolly Khanna added Polyplex Corporation to her portfolio as a new investment in Q4FY25.

She exited two stocks during the same period: Selan Exploration Technology and Indian Metals & Ferro Alloys.

(: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

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