As per the June 2025 quarter corporate shareholding disclosures, Khanna holds 17 stocks with a total portfolio value of Rs 555 crore, up a robust 42% from Rs 390 crore in the March quarter. Most of her holdings have recorded notable double-digit price appreciation. (Source: ACE Equity, Trendlyne)
The clear standout has been Mangalore Chemicals & Fertilizers, which has soared over 101% in FY26 so far—more than doubling in just four months. She holds a 3.33% stake in the stock, with an estimated holding value of Rs 125 crore, making it the largest position in her portfolio.
Khanna’s early entry into the stock once again underscores her knack for identifying sectoral opportunities ahead of the market.
New additions deliver strong returns
Dolly Khanna made three fresh additions to her portfolio during the June 2025 quarter, all of which have delivered impressive gains in a short span. Sarla Performance Fibers Ltd. emerged as the top performer among the new entrants, rallying 54%, with Khanna holding a 1.04% stake. Coffee Day Enterprises also posted a solid return of around 30%, where she holds a 1.55% stake.
Meanwhile, Southern Petrochemical Industries Corporation (SPIC) rose 22%, with Khanna owning a 1.68% stake. The strong performance of these new bets highlights her continued ability to identify high-potential opportunities early.
Steady gains across existing holdings
Several existing stocks in Khanna’s portfolio also showed significant strength during the same period. Notable performers include 20 Microns, Som Distilleries and Breweries, and National Oxygen, all of which recorded gains in the range of 24% to 40%. These consistent returns across both new and existing holdings have played a crucial role in boosting the overall momentum of her portfolio in FY26 so far.
ETMarkets.comMinor laggards
Despite the overall strong performance of Dolly Khanna’s portfolio in FY26, not every stock has kept pace with the broader rally. A few holdings have seen modest declines, including GHCL, Polyplex Corporation, and Prakash Pipes. These stocks have underperformed slightly, registering small losses during the period.
However, the impact of these minor laggards has been minimal in the context of the portfolio’s broader success. Strong gains from key holdings—especially Mangalore Chemicals & Fertilizers and the recently added outperformers—have more than offset the slight dips, keeping the overall portfolio trajectory firmly positive.
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