According to a report in the ET, Ashish Kacholia’s portfolio has delivered a return of 79.8% in the calendar year 2024. The top performer in the portfolio was Shaily Engineering Plastics, which soared by an impressive 345%, followed by Garware Hi-Tech Films at 261%, and Balu Forge Industries at 223%.
Three stocks in Ashish Kacholia’s portfolio delivered returns over 200%. However, there were seven stocks in his portfolio with negative returns, including HLE Glascoat (-25%) and Barbeque-Nation (-25%).
As regards Dolly Khanna, ET stated that her portfolio’s average return stood at 75.2%, thanks to big winners like POCL Enterprises, which delivered a phenomenal 382% — the best single stock performance across all four portfolios.
Other top gainers in Dolly Khanna’s portfolio included Pondy Oxides and Chemicals (247%) and Nile (136%). Khanna’s portfolio has three stocks with returns exceeding 200%, while she had three stocks in the red, with Chennai Petroleum Corporation (-14.73%) being the biggest drag.
Rekha Rakesh Jhunjhunwala’s portfolio delivered a steady performance with an average return of 61.4%. The highlight of her portfolio was Wockhardt which delivered 229% returns, followed by VA Tech Wabag at 188%, ET said.
It was also pointed out that Jhunjhunwala had two stocks that crossed the 100% mark. The laggards in the portfolio had five stocks with negative returns. While the picks didn’t match the highs seen in Kacholia’s and Khanna’s portfolios, Jhunjhunwala’s stable performance showcased her ability to navigate a challenging year.
Vijay Kedia’s portfolio also performed well with a return of 57.6%. His top performer was Neuland Laboratories, which surged 189%, followed closely by Global Vectra Helicorp at 143%.
Kedia’s portfolio had two standout performers with returns above 100%. The laggards were four stocks delivering negative returns, with Repro India (-28%) and Vaibhav Global (-18%) being the biggest underperformers.
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