Dolly Khanna has added three new micro-cap stocks to her portfolio

Discussion in 'Portfolios Of Famous Investors' started by Arjun, Jan 23, 2022.

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  1. Arjun

    Arjun Chief Executive Officer (CEO) Staff Member

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    Dolly Khanna is very bullish about the prospects for small and mid-cap stocks. In the last report (link), it was pointed out that Dolly has added a number of micro-cap stocks into her portfolio such as Rama Phosphate, Ajanta Soya, Simran Farms, Control Print and Tinna Rubber.

    Now, she has added three more micro-cap stocks to her portfolio. These are Monte Carlo Fashions, Indo Tech Transformers and Prakash Pipes.

    Monte Carlo Fashions Ltd

    According to screener.in, Monte Carlo Fashions Ltd is engaged in manufacturing of designer woollen/ cotton readymade apparels and trading of readymade apparels and other products under its brand "Monte Carlo" which has also been recognized as a "Superbrand".

    It is a part of the Nahar Group of Companies. Monte Carlo Fashions was de-merged from Oswal Woollen Mills Ltd (the flagship company of Nahar group) in the year 2011-12. Other major group companies include Nahar Industrial Enterprises, Nahar Spinning Mills that are listed on the stock exchanges.

    The Company has a market capitalisation of Rs. 1,344 Crore. The P/E is 13.6. The ROCE is 14.7% while the ROE is 11.6%. The Dividend Yield is 2.31%.



    Indo Tech Transformers

    Indo Tech Transformers Ltd. is engaged in the business of manufacturing power and distribution transformers and various special application transformers, mobile substation transformers and substations.

    As per screener.in, the market capitalisation of Indo Tech Transformers is Rs. 303 crore. The P/E is 21.3 while the ROCE and ROE are 7.22% and 4.84% respectively. The Company has not paid dividend.



    Prakash Pipes

    Prakash Pipes is engaged in the manufacturing of PVC pipes & fittings and packaging products. It has a market capitalisation of Rs 392 crore. The P/E is 9.25. The ROCE is 31.6%. The ROE is 22.1%. The dividend yield is 0.73%.



    The latest and complete portfolio of Dolly Khanna as of 31st December 2021 is as follows:

    Company Nos of shares Value (Rs Cr)
    Rain Industries 3,863,925 88.6
    KCP 5,048,682 69.7
    Polyplex Corporation 342,478 62.4
    Butterfly Appliances 256,792 32.9
    Nitin Spinners 964,373 28.5
    NCL Industries 784,062 16.6
    Rama Phosphates 404,947 15.1
    RSWM 290,325 14.8
    Monte Carlo Fashions 208,004 13.5
    Mangalore Chemicals 1,716,896 13.3
    Talbros Automotive 211,120 12.3
    NDTV 795,170 9.1
    Control Print 170,207 7.1
    Ajanta Soya 178,500 5.5
    Prakash Pipes 324,000 5.3
    Tinna Rubber 142,739 4.7
    Deepak Spinners 111,781 3.8
    Indo Tech Transformers 122,284 3.5
    Aries Agro 166,058 2.6
    Simran Farms 66,135 1.7
    Total 411
     
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