
Portfolios of Jhunjhunwala, Kacholia, Kedia & top 6 investors bleed. Check stocks they bought & sold
Here's what India's 6 most widely tracked investors bought and sold in the March quarter:
Jhunjhunwala family
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Mukul Agrawal
Anil Goel
Ashish Kacholia
Vijay Kedia
Dolly Khanna
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India's marquee investors played a cautious hand in the March quarter, trimming sails amid market turbulence. The billionaire Jhunjhunwala family saw the value of their equity portfolio dip to Rs 57,594 crore at the end of FY25 from Rs 68,285 crore in just 3 months, even as they bought more of Titan Canara Bank , and Federal Bank Mukul Agrawal's portfolio value slid to Rs 5,633 crore; he exited six stocks but added Onesource and Jagsonpal Pharma, according to data pulled from the records of primeinfobase.com Anil Goel's value softened to Rs 1,845 crore as he sweetened bets on sugar and picked up DCM Nouvelle. Ashish Kacholia (Rs 1,743 crore) exited Awfis but loaded up on Zaggle and Aeroflex. Vijay Kedia 's portfolio shrank to Rs 1,074 crore amid trims in Tejas and Precision. Dolly Khanna was the outlier as her holdings rose to Rs 498 crore, thanks to bold buys in SOM Distilleries and Prakash Industries. This information is based on shareholding data where ownership exceeds 1% in listed companies.Late Rakesh Jhunjhunwala family's March 2025 shareholding data shows stakes in 26 listed companies with over 1% holding. They increased stakes in four stocks—Titan, Canara Bank, Federal Bank, and Sundrop Brands. The most notable was Titan, their largest holding worth Rs 14,028 crore, where they bought 80,000 shares, taking the stake up to 5.15%. Canara Bank and Federal Bank saw increases of 3.75 million and 1.5 million shares, respectively. Stake in Baazar Style Retail was trimmed by 1.9 lakh shares, while the family completely exited Sun Pharma Advanced Research, selling 5.16 million shares.Mukul Agrawal's 48-stock portfolio shows a net trimming of sails. The ace investor exited 6 stocks - Ethos, Dredging Corporation, Quick Heal Technologies, Sarda Energy & Minerals, Allcargo Logistics and CEAT Ltd - or their ownership went below 1% and therefore didn't figure in the shareholder's list.He pared exposure in BSE by 2 lakh shares and Pearl Global by 3 lakh. Onesource Speciality Pharma and Jagsonpal Pharma were two new picks. He also added more of Zota Healthcare, and Surya Roshni.While values dipped across many holdings due to price correction, his conviction remained steady in pharma, infra, and specialty plays, suggesting a cautious churn rather than a portfolio pivot.Anil Goel's March moves reflect a sugar rush, both literally and strategically. Out of 23 stocks, he added shares in 15, sold L.G. Balakrishnan completely, and trimmed stakes marginally in a few like TCPL Packaging and Nahar group stocks. His sweet tooth showed with increased buys in Triveni, Dalmia Sugar, Avadh, and Uttam Sugar, reaffirming his long-term bet on the sector. Notably, he scooped up 1.15 million shares of Sarla Performance Fibers, raising his stake by 1.38%, the biggest jump in percentage terms.Textile stock DCM Nouvelle was his new pick where he bought 2.33% stake in March 2024. Overall, Goel is consolidating positions in core bets while keeping the churn minimal and strategic.Kacholia's March update reflects a wave of adjustments, with 3 major sales, including a sharp cut in Awfis (-1.38% in stake) and smaller reductions in Ami Organics and Balu Forge. The big winner? Zaggle Prepaid Ocean Services, where Kacholia bumped up his holding by 100,000 shares. He also bought more of Aeroflex Industries and Jyoti Structures.Kacholia kept his stakes in some favorites like Shaily Engineering, Safari Industries, and NIIT Learning Systems steady.Vijay Kedia's shareholding pattern for March 2025 reveals a stable yet selective reshuffle in his portfolio. Out of 13 stocks, there were no new buys, but significant changes occurred in some holdings. He reduced his stake in Tejas Networks by 500,000 shares, dropping his holding from 1.31% to 1.02%. Similarly, Precision Camshafts saw a sharp reduction of 995,000 shares, lowering his stake from 3.15% to 2.10%. Global Vectra Helicorp was trimmed by 30,000 shares, bringing his stake down from 5.07% to 4.86%.His biggest holdings also include Atul Auto, Neuland Labs, Elecon Engineering and Sudarshan Chemical. There were no new additions and no complete exits.Dolly Khanna stirred the pot this quarter with a cocktail of bold buys and a few exits. She held 15 stocks as of March 2025, with major buying action in SOM Distilleries (+2.2 million shares), Prakash Industries (+1.4 million), and Mangalore Chemicals (+0.5 million), beefing up her bet on manufacturing and liquor plays. Altogether, her holding went up in 9 stocks.She also added smaller quantities in names like 20 Microns, Prakash Pipes, and Stove Kraft. Polyplex Corp was a new pick. Meanwhile, she exited Selan Exploration and Indian Metals & Ferro Alloys completely—perhaps signaling a loss of steam in metals and energy. A few trims in Rajshree group stocks rounded off a busy quarter.: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)

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