Ashish Kacholia Latest Portfolio 2017

Ashish Kacholia of Lucky Securities is a darling of many of the value investors in stock market. He started his career with Prime Securities and later on moved to Edelweiss Capital. In Prime Securities he was on the research desk, researching stocks for the company's portfolio and he used to visit a lot of companies and create financial models. His focus was on small cap stocks, which they were expecting to grow much bigger and strategy work for bull market days. 

In 1999, he along with Neerja Roy, Rakesh Jhunjhunwala, Lashit Sanghavi and Hiren Ved founded Hungama Digital Media Entertainment. The company first launched in 1999 as "Hungama.com", a promotional marketing portal. In 2009, the company re-launched their website and company name, changing it to Hungama Digital Media Entertainment. 

Ashish Kacholia
 Read more about the "other side" of Ashish Kacholia here

During the technology boom, he breathed only technology stocks and then realised the value of PSU stocks, again discovering an emerging gold mine, just when the Indian economy was coming into its own. 

Each of the stocks in Ashish’s portfolio is a real multi-bagger. Neuland Labs is up 275% YOY, Gati is up around 400% YOY & Ashiana Housing is up 200% YOY. He had holdings in MT Educare, Greenply Industries, Kaveri Seed Co and Marg.

Have a look at Ashish Kacholia's Share Holding Patterns

 

Ashish Kacholias Winning Strategy


For Ashish Kacholia, stock market is a business of great integrity. Let us hear his words.

 "I have felt the company should always perform on a quarter-to-quarter basis, but I learnt to my great expense that life doesn't work in a linear manner. I have sold-off some of my best stocks because they didn't deliver for a quarter or two and this again is a part of the education that I have had."

"One has to have patience, that good businesses and good managements give them some time to perform and over a period of time, I have felt that has been a better basis of investment, rather than working on strictly quarter-on-quarter performances. All companies can't be Infosys."

"I basically look at earnings momentum and a valuation in the 4,5,6,7 price earning multiple kind of range and I also look at the stock charts. So basically, once the stock breaks out a 52-week high and starts trading consistently above that, I get into that stock."

Ashish Kacholia - Latest Portfolio Additions

July 2017: Ashish Kacholia bought 563203 shares of Mod-Teck Pack

As per the share holding pattern of June quarter, our master portfolio member Ashish Kacholia has bought 563203 shares of Mod-Teck Pack.

May 2017: Ashish Kacholia Scooped Up 25 Lakh Shares of Time Technoplast

As per the NSE bulk data for 3rd May 2017, our master portfolio member Ashish Kacholia has bought 25 lakhs of Time Technoplast from AMERICAN FUNDS INS SERIES GLOBAL SMALL CAPITALIZATION FUND, which is holding 5.26% percent of the company. AMERICAN FUNDS INS SERIES GLOBAL SMALL CAPITALIZATION FUND sold 55 lakh shares at 115.12 and the same was bought by Ashish Kacholia and R.B.A.FINANCE & INVT. CO. 

Feb 2017: Ashish Kacholia Enters Nocil

Entry into Nocil: Dolly Khanna was holding more than 1 percent stake in Nocil. Ashish Kacholio joined the league and bought more than 2 percent of Nocil.

Ashish Kacholia - Increase in Holding Percentage

As per the June quarter share holding patterns, Ashish has increased his holdings in Lokesh Machines, Kei Industries, Nocil. Lokesh Machines was added heavily under his wife's name.

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46 comments:

  1. It was Ashish Dhawan not kacholio who bought JB chemicals

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    Replies
    1. Thanks Rash, It corrected and updated with latest holdings

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    2. Where can we find present ashish portfolio

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  2. Ashish Kacholia has bought welspun Syntex why is it not reported ??

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  3. Look at the error Ashish Kacholia buys 910993 Welspun Syntex
    31-July-2015: Man Industries, Ashish Kacholia, BUY, 910,993 , Rs.121 .. It is welspun not man industries

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  4. He has bought it once again on 3rd august .. He is still buying.. check the bulk deals

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    Replies
    1. Dear Rash, Really appreciate your effort to keep this post up to date.!!

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  5. Any idea as to how long he has been holding marg.. a long term holding or has he been buying of late... there havebeen talks of adani buying marg s karaikal port..

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  6. Update the portfolio please.. Or create a new blog post for Ashish Kacholia's full portfolio...

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  7. Rash, done for this quarter, please verify

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    Replies
    1. He has not sold Man Industries.. It is not appearing in the shareholding pattern because it is under 1% ..

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    2. Do you think that 5 lakhs share is less than 1%. Check it

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    3. Yes, 1% would be 5,70,000 shares..+

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  8. please maintain @ buy price of camlin fine science and vishnu chemicals

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    Replies
    1. He has accumulated it over the entire quarter. We are not sure about the exact entry price Nitesh

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    2. It must have been between 90-100...the stock is consolidating log in between and has great potential to double in two years time .

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  9. Why no Navin Fluorine International he owns 2.48% of it...

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    Replies
    1. Hey rash
      How do you get to know all of this? It's amazing how u keep track...

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  10. sir please update others masters portfolio with buying price of possible

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    Replies
    1. Nitesh, the problem is he is accumulating it over a quarter and we dont knw the average price.

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  11. Add Vadilal Industries.. He and his wife both own stakes in it.. - Mr. Kacholia Fan

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  12. add MT Educare .. He just bought it yesterday.

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  13. Add MT Educare ... He has bought it ...

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  14. Dec 18 2015 : MT Educare Bulk Deal on NSE on Dec-18, Client: ASHISH RAMCHANDRA KACHOLIA, Tran: Buy, Qty: 258043, Traded@ 166.99, Close@ 169.00

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  15. Did you read my comment Sir ? Why was it not included ? he has bought MT Educare again.

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  16. Please update Sir. Add Royal Orchid and update others also. Thanks.

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  17. Please update to this quarter shareholding pattern.

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  18. Please Sirji.. Please update for this quarter..

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  19. The welspun Syntex entry does not seem right.. There are no numbers in the dec quarter box..

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  20. Done Rash. Thank....sir genus power update

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  21. what about vadilal ? is he holding or sold from his portfolio?
    Plz update

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  22. ashish kacholia has bought 13 lakh shares of vivimed labs

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  23. ashish kacholia has bought vivimed labs on 28-9-16 in huge quantity please update why u r not updating it is there on the nse bulk data

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  24. sorry on 27-9 16 ashish kacholia has ppurchased 1.7 %of vivimed labs on nse through bulk deal it is mentioned on nse site

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    Replies
    1. Updated Sima, will do the complete updation after the results season

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  25. Above it is mentioned that he has not added more AYM syntex shares.. But he has.. The current no of shares of Ashish Kacholia is 1,888,632

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  26. We are happy to introduce indian male models portfolio
    which’s name is Kapil Khadi Wala, he makes the best style statement for modeling, and he works for many super brands and still working for many top modeling projects.

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  27. Sir, read your artical regularly please also make your twitter handel so we all small investors recived information timely ...

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  28. whats the buy price of ashish on ufo?

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  29. Hello
    Can we know the buying month or quarter of his portfolio shares.

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