Dolly Khanna, a well-known name among Indian stock market investors, has been actively investing since 1996. Although the portfolio is in Dolly Khanna’s name, it is actually her husband, Rajiv Khanna, who does all the research, analysis, and decision-making behind the scenes.
The couple, based in Chennai, earlier ran a successful business of manufacturing rain-proof plastic materials before shifting their focus completely to stock market investing. Over the years, they have built a reputation for spotting hidden gems and multibagger stocks early.
Despite facing ups and downs in the market, their consistent learning and disciplined investment style have helped them grow steadily. As of February 2025, Dolly Khanna’s stock portfolio is worth more than ₹648 crore and includes holdings in 20 companies across different sectors. Her investments are closely tracked by retail investors and analysts alike, as many of her picks tend to perform well over the long term.
Overview of Contents
Dolly Khanna Portfolio Stocks List
| Stock Name | Market Cap (₹ Cr) | 1Y Return (%) |
|---|---|---|
| Pondy Oxides and Chemicals Ltd | 2,048.04 | 125.76% |
| Mangalore Chemicals and Fertilisers Ltd | 2,311.40 | 61.21% |
| Sharda Cropchem Ltd | 4,968.44 | 49.42% |
| Polyplex Corp Ltd | 3,818.27 | 45.99% |
| Salzer Electronics Ltd | 1,954.30 | 32.61% |
| Tinna Rubber and Infrastructure Ltd | 1,714.06 | 27.01% |
| KCP Ltd | 2,676.66 | 19.68% |
| J Kumar Infraprojects Ltd | 5,381.33 | 17.13% |
| Prakash Pipes Ltd | 986.51 | 10.26% |
| Nitin Spinners Ltd | 2,059.90 | 5.61% |
| Som Distilleries and Breweries Ltd | 2,682.07 | 4.27% |
| Talbros Automotive Components Ltd | 1,591.97 | -6.63% |
| Monte Carlo Fashions Ltd | 1,197.38 | -7.02% |
| Selan Exploration Technology Ltd | 866.70 | -10.92% |
| Repco Home Finance Ltd | 2,284.43 | -18.85% |
| Prakash Industries Ltd | 138.09 | -22.47% |
| Ujjivan Small Finance Bank Ltd | 7,691.64 | -24.86% |
| Control Print Ltd | 1,062.58 | -26.93% |
| Manali Petrochemicals Ltd | 948.23 | -28.28% |
| Chennai Petroleum Corporation Ltd | 9,224.32 | -30.78% |
1. Pondy Oxides and Chemicals Ltd
Pondy Oxides and Chemicals Ltd is a leading manufacturer of lead, lead alloys, and zinc oxide. Based in Chennai, the company plays an important role in the recycling of lead batteries and metal waste. It serves multiple industries like battery, paint, rubber, and plastic. Over the years, Pondy has built a strong reputation for quality and sustainability.
With an excellent 1-year return of 125.76%, the stock has turned into a multibagger. This performance shows strong demand for its products and improved financial health. The company’s focus on innovation, expansion, and responsible manufacturing has helped it attract smart investors.
- Close Price ( ₹ ): 757.25
- Market Cap ( ₹ Cr ): 2,048.04
- 1Y Return %: 125.76
2. Mangalore Chemicals and Fertilisers Ltd
Mangalore Chemicals and Fertilisers Ltd, part of the Adventz Group, is the largest fertiliser producer in Karnataka. It manufactures urea, DAP, NPK fertilizers, and other industrial chemicals under the well-known brand “Mangala.” The company has a strong distribution network across South India.
The stock delivered a solid 1-year return of 61.21%. This rise is due to strong seasonal demand, subsidy support from the government, and better pricing. MCFL’s efforts to modernize its plants and maintain quality products have helped it grow consistently.
- Close Price ( ₹ ): 195.06
- Market Cap ( ₹ Cr ): 2,311.40
- 1Y Return %: 61.21
3. Sharda Cropchem Ltd
Sharda Cropchem Ltd is a fast-growing agrochemical company engaged in the marketing and distribution of crop protection chemicals. It has a strong presence in both domestic and international markets. The company offers insecticides, fungicides, herbicides, and specialty chemicals.
With a strong 1-year return of 49.42%, Sharda has benefited from the growing agricultural input market. Its asset-light model and focus on registration-based products have made it efficient and profitable.
- Close Price ( ₹ ): 549.65
- Market Cap ( ₹ Cr ): 4,968.44
- 1Y Return %: 49.42
4. Polyplex Corp Ltd
Polyplex Corporation Ltd is one of the largest manufacturers of polyester film (PET) used in flexible packaging, industrial, and electrical applications. It has manufacturing plants across India, Thailand, and the USA.
The stock has given a solid 1-year return of 45.99%. This is due to global demand for packaging films and improved profit margins. Polyplex’s focus on exports, product diversification, and global expansion has supported this growth.
- Close Price ( ₹ ): 1248.70
- Market Cap ( ₹ Cr ): 3,818.27
- 1Y Return %: 45.99
5. Salzer Electronics Ltd
Salzer Electronics Ltd is known for its high-quality electrical products like rotary switches, relays, transformers, and automation products. It caters to industries like railways, power distribution, and infrastructure.
In the past year, the stock gave a return of 32.61%. The company’s wide product range, R&D investments, and consistent customer base have helped it grow steadily. Its export presence and collaboration with international brands add further strength.
- Close Price ( ₹ ): 1081.10
- Market Cap ( ₹ Cr ): 1,954.30
- 1Y Return %: 32.61
6. Tinna Rubber and Infrastructure Ltd
Tinna Rubber is engaged in recycling of used tyres to produce crumb rubber, modified bitumen, and rubber compounds. It supplies to the road construction and tyre manufacturing industries.
With a 1-year return of 27.01%, the company has benefited from the growing push towards sustainable infrastructure and smart road building materials. Its recycling technology and strong customer base have driven growth.
- Close Price ( ₹ ): 1025.35
- Market Cap ( ₹ Cr ): 1,714.06
- 1Y Return %: 27.01
7. KCP Ltd
KCP Ltd is a diversified business group with interests in cement, sugar, power generation, and heavy engineering. It operates mainly in South India and exports to various countries.
KCP’s 1-year return of 19.68% reflects a steady performance across its business verticals. The cement business, in particular, has shown strong demand in infrastructure and housing. Its consistent cash flow and legacy in engineering make it a solid pick.
- Close Price ( ₹ ): 208.30
- Market Cap ( ₹ Cr ): 2,676.66
- 1Y Return %: 19.68
8. J Kumar Infraprojects Ltd
J Kumar Infraprojects Ltd is a well-known civil engineering and infrastructure company involved in metro rail, flyovers, bridges, and roads. It has executed major infrastructure projects in Mumbai and other metro cities.
The company delivered a 1-year return of 17.13%. This performance is driven by strong order book, timely project execution, and increasing focus on urban infrastructure development by the government.
- Close Price ( ₹ ): 717.10
- Market Cap ( ₹ Cr ): 5,381.33
- 1Y Return %: 17.13
9. Prakash Pipes Ltd
Prakash Pipes manufactures high-quality PVC pipes and fittings used in agriculture, construction, and infrastructure. It also deals in flexible packaging solutions.
The stock posted a 1-year return of 10.26%, reflecting stable demand in its core segments. The company’s focus on rural markets, brand building, and low-debt structure adds to its appeal for long-term investors.
- Close Price ( ₹ ): 419.60
- Market Cap ( ₹ Cr ): 986.51
- 1Y Return %: 10.26
10. Nitin Spinners Ltd
Nitin Spinners Ltd is a leading player in textile manufacturing, producing yarn, fabrics, and garments. It exports to over 60 countries and serves global fashion brands.
With a modest 1-year return of 5.61%, the company continues to maintain profitability despite global textile headwinds. Its integrated manufacturing and export capabilities give it a competitive edge.
- Close Price ( ₹ ): 366.80
- Market Cap ( ₹ Cr ): 2,059.90
- 1Y Return %: 5.61
11. Som Distilleries and Breweries Ltd
Som Distilleries produces and markets beer and spirits under brands like Hunter, Black Fort, and Woodpecker. It has a strong presence in central and northern India.
The stock gave a small 1-year return of 4.27%. The company is working on capacity expansion and new product launches. Growth in the Indian alcohol market could benefit Som in the long run.
- Close Price ( ₹ ): 128.32
- Market Cap ( ₹ Cr ): 2,682.07
- 1Y Return %: 4.27
12. Talbros Automotive Components Ltd
Talbros is a leading auto component manufacturer producing gaskets, suspension systems, and transmission parts. It serves top auto OEMs in India and abroad.
Despite strong fundamentals, the stock declined by -6.63% in the last year. This could be due to general auto industry slowdown and margin pressures. However, the company remains fundamentally sound with strong export potential.
- Close Price ( ₹ ): 262.01
- Market Cap ( ₹ Cr ): 1,591.97
- 1Y Return %: -6.63
13. Monte Carlo Fashions Ltd
Monte Carlo is a popular winter wear and lifestyle apparel brand. It operates retail stores and sells through multi-brand outlets and e-commerce platforms.
The stock has declined -7.02% in one year. High competition in the textile segment and weak discretionary spending might be the reason. However, the brand recall and expanding online presence offer hope for recovery.
- Close Price ( ₹ ): 583
- Market Cap ( ₹ Cr ): 1,197.38
- 1Y Return %: -7.02
14. Selan Exploration Technology Ltd
Selan Exploration is an oil and gas exploration and production company with fields in Gujarat. It has long-term production rights and sells crude oil to government refineries.
The stock declined -10.92% in the last year due to lower crude oil prices and production challenges. However, the company remains debt-free and profitable, making it a value pick in the energy sector.
- Close Price ( ₹ ): 565.15
- Market Cap ( ₹ Cr ): 866.70
- 1Y Return %: -10.92
15. Repco Home Finance Ltd
Repco Home Finance provides housing loans to low and middle-income individuals, especially in South India. It has a strong presence in Tier 2 and Tier 3 cities.
The stock fell by -18.85% in one year due to rising interest rates and NPA concerns. However, the company’s niche focus and gradual economic recovery may support future growth.
- Close Price ( ₹ ): 376.15
- Market Cap ( ₹ Cr ): 2,284.43
- 1Y Return %: -18.85
16. Prakash Industries Ltd
Prakash Industries operates in steel, power, and PVC pipes. It caters to infrastructure and real estate sectors.
With a -22.47% return over the past year, the stock struggled due to weak steel prices and global slowdown. Still, its integrated facilities and value-added products offer long-term value.
- Close Price ( ₹ ): 121.49
- Market Cap ( ₹ Cr ): 138.09
- 1Y Return %: -22.47
17. Ujjivan Small Finance Bank Ltd
Ujjivan SFB offers banking services focused on financial inclusion for underserved sections of society. It has a wide network across urban and rural areas.
The stock declined by -24.86% in the last year. Concerns over asset quality and competition in small finance banking have hurt investor confidence. The bank is working on improving collections and tech-led growth.
- Close Price ( ₹ ): 39.30
- Market Cap ( ₹ Cr ): 7,691.64
- 1Y Return %: -24.86
18. Control Print Ltd
Control Print is a leading player in industrial coding and marking solutions, supplying equipment and inks to FMCG, pharma, and manufacturing companies.
The stock saw a drop of -26.93% in one year. High input costs and margin pressures might be reasons for underperformance. Still, its steady demand base keeps the long-term outlook stable.
- Close Price ( ₹ ): 660.60
- Market Cap ( ₹ Cr ): 1,062.58
- 1Y Return %: -26.93
19. Manali Petrochemicals Ltd
Manali Petrochemicals manufactures petrochemicals like propylene glycol and polyols used in foams, pharmaceuticals, and construction.
The stock fell -28.28% in one year, likely due to volatile raw material prices and weak global demand. However, the company remains a key player in its segment and continues to invest in R&D.
- Close Price ( ₹ ): 55.51
- Market Cap ( ₹ Cr ): 948.23
- 1Y Return %: -28.28
High Dividend Yield Stocks in Dolly Khanna’s 2025 Portfolio
| Stock Name | Dividend Yield % |
|---|---|
| Chennai Petroleum Corporation Ltd | 8.88% |
| Monte Carlo Fashions Ltd | 3.46% |
| Manali Petrochemicals Ltd | 1.36% |
| Control Print Ltd | 1.35% |
| Ujjivan Small Finance Bank Ltd | 1.01% |
| Repco Home Finance Ltd | 0.82% |
| Mangalore Chemicals and Fertilisers Ltd | 0.77% |
| Nitin Spinners Ltd | 0.68% |
| J Kumar Infraprojects Ltd | 0.56% |
| Sharda Cropchem Ltd | 0.54% |
| Tinna Rubber and Infrastructure Ltd | 0.50% |
| KCP Ltd | 0.48% |
| Prakash Industries Ltd | 0.41% |
| Pondy Oxides and Chemicals Ltd | 0.31% |
| Polyplex Corp Ltd | 0.25% |
| Prakash Pipes Ltd | 0.23% |
| Talbros Automotive Components Ltd | 0.23% |
| Selan Exploration Technology Ltd | 0.23% |
| Salzer Electronics Ltd | 0.22% |
Advantages of Investing in Dolly Khanna Portfolio Stocks
Investing in Dolly Khanna’s portfolio offers a smart way to follow a proven investor known for spotting undervalued, high-growth opportunities. Her stock picks often focus on emerging sectors and niche industries with strong potential. These companies usually have solid financials, capable management, and a history of consistent performance.
The portfolio is well-diversified across different sectors, reducing risk and improving stability. Many of her investments are in small and mid-cap stocks that offer high return potential, especially as the market begins to recognize their true value.