How did Dolly Khanna’s portfolio performance over the past five Years?

Synopsis: Dolly Khanna’s portfolio of around 10 stocks, valued at over ₹281.7 crore, showed a mixed one-year performance. Coffee Day Enterprises led gains, while stocks such as Prakash Pipes and KCP Sugar faced sharp declines amid market volatility.

Dolly Khanna is a Chennai-based veteran equity investor known for identifying lesser-known stocks that go on to deliver strong long-term returns. She began investing in the Indian stock markets in 1996 and has since built a reputation for sharp stock selection and a disciplined, fundamentals-driven approach. Despite maintaining a low public profile, her investments are closely tracked by market participants due to their consistent performance.

Her portfolio is managed by her husband, Rajiv Khanna, and typically focuses on traditional and under-researched sectors such as manufacturing, textiles, chemicals, sugar, and mid-cap industrial companies. 

As per the latest corporate shareholding disclosures, Dolly Khanna publicly holds stakes in around 10 listed companies with a combined portfolio value exceeding Rs. 281.7 crore. Her long-term investing style highlights the importance of patience, research, and conviction in wealth creation.

Dolly Khanna Portfolio Performance

In December 2021, Dolly Khanna’s total portfolio value was Rs. 395.2 crore. By December 2022, the value declined sharply to Rs. 228.39 crore, reflecting a significant drop of 42.21 percent over the year.

The portfolio rebounded strongly in December 2023, rising to Rs. 422.86 crore, a year-on-year gain of 85.3 percent. This upward trend continued into December 2024, when the portfolio reached Rs. 454.61 crore, marking a 7.5 percent increase from the previous year.

By September 2025, the total portfolio climbed further to Rs. 527.28 crore, up 16 percent over December 2024. However, by December 2025, the value eased back to Rs. 430.18 crore, reflecting an 18.4 percent decline during the quarter. Over this five-year period, the portfolio saw both notable recoveries and corrections, highlighting active reshaping of holdings and market-driven valuation shifts.

Here are the stocks with positive returns over the last one year

Dolly Khanna’s portfolio includes several stocks that have delivered notable one-year returns. Coffee Day Enterprises Limited has recorded a steady 41.44 percent gain over the past year, while Southern Petrochemicals Industries Corporation Limited has delivered a strong 2.01 percent return. 

Company NameInvestment Value (In Rs. Cr)Stakes Holding (%)1 Year Return (%)6 Months Return (%)Coffee Day Enterprises15.6 Cr2.20%41.44%-0.88%Southern Petrchem44.3 Cr3.00%2.01%-3.12%

Here are the stocks with negative returns over the last one year

Dolly Khanna’s portfolio has also seen notable negative one-year returns in a few stocks. Prakash Pipes Limited has recorded the sharpest decline, falling 54.99 percent over the last year. KCP Sugar & Industries Corporation Limited followed with a steep drop of 44.50 percent, while National Oxygen Limited slipped 31.59 percent.

On the other hand, the least negative performers include Savera Industries, which declined only 12.51 percent, and Som Distilleries & Breweries, which saw a marginal drop of just 7.19 percent over the same period, showing relatively stable performance amid market challenges.

Company NameInvestment Value (In Rs. Cr)Stakes Holding (%)1 Year Return (%)6 Months Return (%)Prakash Pipes9.7 Cr1.70%-54.99%-39.75%KCP Sugar5.3 Cr1.80%-44.50%-26.17%National Oxygen54.7 L1.20%-31.59%-23.11%Prakash Industries68.0 Cr2.90%-24.20%-19.71%Emkay Global18.2 Cr2.70%-17.90%12.67%GHCL65.4 Cr1.20%-16.52%-6.99%Savera Industries1.9 Cr1.10%-12.51%-1.22%Som Distilleries52.7 Cr2.40%-7.19%-34.77%

Written By – Nikhil Naik

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