Dolly Khanna Portfolio: Latest Holdings
As per shareholding filings for the quarter ended 30 September 2026, Dolly Khanna publicly holds 5 stocks with stakes of 1% or more, worth about ₹383 Cr at current prices. 2 are new this quarter, the stake was raised in 1 and cut in 2. Only 5 holdings of 1% or more appear in her name this quarter, fewer than in earlier years, when her filings typically showed 15 to 20 stocks.
- Holdings: Sep 2026 quarter filings
- Prices as of 23 Oct 2026
- Only stakes of 1% or more are disclosed
- Disclosed holdings value
- ₹383Cr
- Stocks held (1%+)
- 5
- New this quarter
- 2
- Stake raised / cut
- 1 / 2
- Largest holding
- 59.1%Chennai Petroleum
What changed in the Sep 2026 quarter
New buys (2)
- Rain Industries1.7% stake
- Rajshree Polypack1.1% stake
Stake raised (1)
- Savera Industries▲ +0.38 pts
Stake cut (2)
- Prakash Industries▼ −0.34 pts
- Chennai Petroleum▼ −0.26 pts
Exits
No holding from June dropped out of the filings this quarter.
Below 1% a stake drops out of filings, so a partial sale and a full exit can look the same.
All 5 holdings
| Stock | Stake (Sep 26) | Change vs Jun 26 | Shares held | Value (₹ Cr) | % of portfolio | Try in Kalpi |
|---|---|---|---|---|---|---|
| Chennai Petroleum | 1.0% | ▼ −0.26 pts | 15,13,689 | 226.0 | 59.1% | Backtest Chennai Petroleum |
| Rain Industries | 1.7% | New | 57,98,355 | 115.9 | 30.3% | Backtest Rain Industries |
| Prakash Industries | 1.8% | ▼ −0.34 pts | 31,90,814 | 35.8 | 9.4% | Backtest Prakash Industries |
| Savera Industries | 2.1% | ▲ +0.38 pts | 2,47,969 | 3.7 | 1.0% | Backtest Savera Industries |
| Rajshree Polypack | 1.1% | New | 7,77,842 | 1.3 | 0.3% | Backtest Rajshree Polypack |
Value = shares held × price on 23 Oct 2026. Change is in percentage points of the company's shares.
Where the money sits: top 5 holdings
Chennai Petroleum is the largest holding at 59.1% of the disclosed value.
Small, overlooked companies: test the pattern
Her portfolio leans to small, traditional businesses that the market overlooks. Write that as rules (small market cap, low valuation, steady profits) and backtest it on 15 years of Indian market data.
Backtest results are hypothetical and do not predict future returns.
Who is Dolly Khanna?
Dolly Khanna is a Chennai-based investor who has been investing in the stock market since 1996. Her portfolio is managed by her husband, Rajiv Khanna.
She is known for lesser-known picks, and her portfolio has tended to lean towards traditional businesses such as manufacturing, textiles, chemicals and sugar.
Sources: Trendlyne investor profile.
How to read this data
- Companies disclose shareholders who own 1% or more, once a quarter. Smaller stakes stay hidden.
- Filings come out up to three weeks after the quarter ends, so trades can be months old.
- Holdings filed in their own name are shown. Holdings of companies or funds they manage are not, unless stated.
- This page reports public filings. It is not a recommendation to buy or sell.
Frequently Asked Questions
What is Dolly Khanna's current portfolio?
As per filings for the quarter ended 30 September 2026, Dolly Khanna publicly holds 5 stocks with stakes of 1% or more, worth about ₹383 Cr at current prices. The largest are Chennai Petroleum, Rain Industries, Prakash Industries, Savera Industries and Rajshree Polypack.
What are Dolly Khanna's top holdings?
By value: Chennai Petroleum (₹226 Cr, 1.0% of the company); Rain Industries (₹116 Cr, 1.7% of the company); Prakash Industries (₹35.8 Cr, 1.8% of the company); Savera Industries (₹3.7 Cr, 2.1% of the company); Rajshree Polypack (₹1.3 Cr, 1.1% of the company).
Which stocks did Dolly Khanna buy recently?
2 companies appear in the filings for the first time this quarter, the largest being Rain Industries and Rajshree Polypack. The stake was raised in Savera Industries. Filings show holdings at the end of the quarter, so the buying may have happened any time between July and September 2026.
Which stocks did Dolly Khanna sell?
The stake was cut in 2 companies, including Prakash Industries and Chennai Petroleum.
What is Dolly Khanna's net worth?
Total net worth is not public. What can be measured is the value of stakes of 1% or more in listed companies: about ₹383 Cr across 5 stocks at current prices. Smaller stakes, unlisted investments and money held through companies or funds are not included.
Who is Dolly Khanna?
Dolly Khanna is a Chennai-based investor who has been investing in the stock market since 1996. Her portfolio is managed by her husband, Rajiv Khanna.
Who is Dolly Khanna's husband?
Her portfolio is managed by her husband, Rajiv Khanna.
Why are some stocks missing from this list?
Companies only name shareholders who own 1% or more. If the stake is below 1%, or has been sold below that level, the stock does not appear. The list updates once a quarter, when companies file their shareholding patterns.
Should I buy the stocks Dolly Khanna holds?
This page reports public filings and is not a recommendation. Filings arrive weeks after the trades and do not show buying prices or reasons. A safer approach is to test a written set of rules on past data before investing, and to speak to a SEBI-registered adviser if you need advice.
Data compiled from shareholding patterns filed by listed companies with NSE and BSE for the quarter ended 30 September 2026. Prices as of 23 Oct 2026. Kalpi is not a SEBI-registered investment adviser; nothing on this page is investment advice or a recommendation to buy or sell. Investments in securities are subject to market risks.