Ashish Kacholia Portfolio, Shareholding, and Net Worth

Ashish Kacholia, popularly known as the "Big Whale" of the Indian stock market, is a prominent investor renowned for identifying high-growth small and mid-cap companies. With over twenty years of experience, his disciplined value-investing approach and focus on strong management have made him a key figure in India's investment landscape. In this article, we will explore Ashish Kacholia's latest portfolio, investment strategies, net worth, and success journey. So, let’s dive in.

Ashish Kacholio Portfolio

Here is Ashish Kacholia's latest portfolio, which consists of all his stock holdings:

Ashish Kacholia Portfolio Analysis

Ashish Kacholia's portfolio is majorly dominated by stocks like Shaily Engineering, Beta Drugs, Safari Industries, and Ami Organics which he has been holding for the last two years, and other stocks such as Awfis Space Solutions, Balu Forge, and Xpro, reflecting his long-term investment strategy and focus on companies with strong growth potential. 

Moreover, his sectoral allocation is highly diversified with major exposures to Capital goods at 9.64%, Chemicals at 9.29%, Metals and Forging at 9.46%, Infrastructure at 8.88%, Pharma at 7.56%, and IT at 4%. 

Furthermore, during the last quarter, Ashish Kacholia made his latest pick to diversify his portfolio even further by adding seven new stocks and shifting his focus towards emerging sectors such as technology and media. His new additions include Jyoti Structures, Bharat Parenterals, E2E Networks, Advait Infratech, Radiowalla Network, Aimtron Electronics, and TBI Corn. 

Ashish Kacholia's stocks include a mix of strong, established investments alongside promising new picks, reflecting his balanced approach to stability and growth.

Ashish Kacholia Investment Strategy

Being an ardent fan of Warren Buffet Kacholia followed the Value Investing principle, where he focussed on finding undervalued company stocks with strong management, and competitive advantage. Based on his Value Investing principle we have broken down Ashish Kacholia’s investment strategy below.

• Company Management: Kacholia believes “Management” is the cornerstone of the company, thus making it a crucial factor when investing in that company. 

• Undervalued Stocks: Kacholia identifies and invests in undervalued stocks that are trading lower than their intrinsic value while having growth potential.

• Competitive Advantage: He focuses on businesses having unique advantages over their peers that allow them to outperform them and maintain profitability over the long term. Ashish Kacholia stock Safari Industries is one such example that enjoys an advantage over its peers.

• Diversification: Ashish Kacholia’s holdings are well-diversified across sectors like chemicals, consumer goods, engineering, infrastructure, technology, and manufacturing, which helps him mitigate risk while capitalizing on growth opportunities in different industries.

• Focussed and Adaptive Portfolio: He maintained a focused portfolio which majorly included small and mid-cap stocks having potential and room for growth while also having the ability to adapt to changing customer preferences and trends.

Check out this blog on “Strategies for Intraday Trading”

Ashish Kacholia Net Worth

According to recent corporate filings, Ashish Kacholia's net worth is estimated to be Rs. 3,241 crores as of December 20, 2024, marking a 12.8% increase from the previous year, primarily gained through his investment activities. This growth highlights his sharp investment knowledge and successful career spanning over two decades.

How Ashish Kacholia Became a Successful Investor

Ashish Kacholia’s journey started in 1993 with Prime Securities before co-founding Hungama Digital with iconic Rakesh Junjunwala in 1999. But his life’s most important turning point was when he started his own successful venture Lucky Securities in 2003 which became a leading stock brokerage firm in the Philippines helping thousands of investors with their portfolio management.

When Kacholia first started investing, he mostly bought stocks using his savings. However, over the years, he became astute in his investment knowledge and started identifying and investing in companies with higher capital.

Kacholia’s investment strategy was heavily influenced by Warren Buffet’s “Value Investing” philosophy, which involves investing in undervalued companies with strong management and competitive advantages.

Kacholia always believed in investing in small to medium-cap companies with good fundamentals because of their potential and room for growth instead of investing in already well-established mainstream companies.

Kacholia started getting widespread recognition in the early 2010s when his stock picks Ajanta Pharma and Mastek Limited became multi-baggers. Among his multibagger stock picks Bodal Chemicals gave over 2000% return in 2014 and 2018 time period, and Majesco gave over 400%, returns between 2013 and 2018, solidifying his name in the stock market.

Ashish Kacholia’s success is not just because of his keen financial understanding but also because of his hawk-like attention to detail complemented by his value investing principle by which he was able to identify promising businesses and make colossal wealth over the years.

Check out this blog on “how to learn stock market trading”

Conclusion

Ashish Kacholia's portfolio offers valuable lessons for investors. His strategy emphasizes the importance of diversification, strong fundamentals, and finding undervalued stocks with growth potential. By making thoughtful stock picks and sticking to a disciplined approach, Kacholia has achieved significant returns. Investors can learn from his success by focusing on undervalued opportunities, maintaining balance, and following proven investment principles. However, it's important to consider the risks before making any investment decisions.

FAQs:

Q1. What stocks are in Ashish Kacholia's current investment portfolio?
As of December 2024, Ashish Kacholia's investment portfolio comprises approximately 42 stocks, including Shaily Engineering, Beta Drugs, Safari Industries, Awfis Space Solutions, and Ami Organics.

Q2. What criteria does Ashish Kacholia use for selecting stocks for his portfolio?
Kacholia follows the Value Investing principle, focusing on identifying undervalued stocks with strong management, a competitive advantage, and significant growth potential.

Q3. How does Ashish Kacholia manage the risk in his portfolio?
Ashish Kacholia manages his portfolio risk primarily by diversifying across various sectors and adopting a long-term investment approach. He avoids short-term trading and focuses on the broader growth prospects of his portfolio companies.

Q4. Where does Ashish Kacholia invest?
Ashish Kacholia invests in diverse sectors such as capital goods, chemicals, engineering, IT, infrastructure, manufacturing, and healthcare, with a focus on long-term growth opportunities.

Q5. What is Ashish Kacholia's net worth in rupees?
As of December 20, 2024, Ashish Kacholia's net worth is estimated to be Rs. 3,241 crore, primarily accumulated through his investment activities.