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Time of India
28-07-2025
- Business
- Time of India
Dolly Khanna's portfolio shines in FY26; most stocks rally, one turns multibagger
Veteran investor Dolly Khanna , known for spotting value in lesser-known mid- and small-cap stocks , continues to impress with her sharp stock-picking skills. In the first four months of FY26, her portfolio has delivered strong returns, with Mangalore Chemicals & Fertilizers emerging as a multibagger and several other stocks posting double-digit gains. As per the June 2025 quarter corporate shareholding disclosures, Khanna holds 17 stocks with a total portfolio value of Rs 555 crore, up a robust 42% from Rs 390 crore in the March quarter. Most of her holdings have recorded notable double-digit price appreciation. (Source: ACE Equity, Trendlyne) Explore courses from Top Institutes in Please select course: Select a Course Category Cybersecurity Design Thinking Degree Operations Management Data Science PGDM Data Analytics Technology others MCA MBA Healthcare Product Management Others Digital Marketing Finance Leadership CXO Management healthcare Public Policy Data Science Skills you'll gain: Duration: 10 Months MIT xPRO CERT-MIT xPRO PGC in Cybersecurity Starts on undefined Get Details The clear standout has been Mangalore Chemicals & Fertilizers, which has soared over 101% in FY26 so far—more than doubling in just four months. She holds a 3.33% stake in the stock, with an estimated holding value of Rs 125 crore, making it the largest position in her portfolio. Khanna's early entry into the stock once again underscores her knack for identifying sectoral opportunities ahead of the market. New additions deliver strong returns Dolly Khanna made three fresh additions to her portfolio during the June 2025 quarter, all of which have delivered impressive gains in a short span. Sarla Performance Fibers Ltd. emerged as the top performer among the new entrants, rallying 54%, with Khanna holding a 1.04% stake. Coffee Day Enterprises also posted a solid return of around 30%, where she holds a 1.55% stake. Meanwhile, Southern Petrochemical Industries Corporation (SPIC) rose 22%, with Khanna owning a 1.68% stake. The strong performance of these new bets highlights her continued ability to identify high-potential opportunities early. Steady gains across existing holdings Several existing stocks in Khanna's portfolio also showed significant strength during the same period. Notable performers include 20 Microns , Som Distilleries and Breweries , and National Oxygen , all of which recorded gains in the range of 24% to 40%. These consistent returns across both new and existing holdings have played a crucial role in boosting the overall momentum of her portfolio in FY26 so far. Minor laggards Despite the overall strong performance of Dolly Khanna's portfolio in FY26, not every stock has kept pace with the broader rally. A few holdings have seen modest declines, including GHCL , Polyplex Corporation , and Prakash Pipes . These stocks have underperformed slightly, registering small losses during the period. However, the impact of these minor laggards has been minimal in the context of the portfolio's broader success. Strong gains from key holdings—especially Mangalore Chemicals & Fertilizers and the recently added outperformers—have more than offset the slight dips, keeping the overall portfolio trajectory firmly positive. ( Disclaimer : Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Economic Times
16-07-2025
- Business
- Economic Times
MFs' June Picks: 12 smallcap stocks rally up to 75% in just over a month
In June 2025, mutual funds pumped cash in several smallcap stocks. Many of these stocks not only saw a large number of shares being bought but also showed strong price spikes. According to data sourced from ACE Equity and ACE MF, some of the popular picks included Jaiprakash Power Ventures, Gabriel India, PC Jeweller, Anand Rathi Wealth, and VIP Industries. ADVERTISEMENT We looked at smallcap stocks where mutual funds added more than 1 lakh shares in June compared to May. This analysis showed that 183 smallcap companies saw heavy buying from mutual funds. Out of these, 126 stocks delivered positive returns since the beginning of June — showing overall strength in the smallcap segment. From this list, we further shortlisted 12 stocks that rallied more than 25% between June 1 to present day, indicating strong upward momentum and high confidence from fund managers. Jaiprakash Power Ventures led the pack with a stellar rally of 75%, followed closely by Gabriel India, which jumped 65% over the same of the end of June: Mutual funds held 2 crore shares of Jaiprakash Power Ventures across 29 schemes, worth around Rs 38 crore. For Gabriel India, 36 mutual fund schemes held 2.1 crore shares, valued at Rs 1,457 crore, showing stronger institutional interest. ADVERTISEMENT However, in terms of the highest number of shares added by mutual funds in June, Niva Bupa Health Insurance Company topped the list. Around 45 MF schemes added over 10 crore shares, taking the total holding to 15 crore shares, valued at approximately Rs 1,225 crore. Despite this heavy institutional interest, the stock has underperformed, falling by around 2% since the start of data suggests mutual funds are actively positioning themselves in select smallcap names, particularly those showing early signs of momentum — although not all high-ownership plays have translated into immediate gains. (You can now subscribe to our ETMarkets WhatsApp channel)
Economic Times
01-07-2025
- Business
- Economic Times
SBI turns 70: How the bluechip Nifty stock skyrocketed over 3,400% in 25 years
A Legacy Spanning Seven Decades ADVERTISEMENT Consistent Financial Growth Brokerage Recommendation Dividend and Corporate Actions A Workforce Powerhouse ADVERTISEMENT Unmatched Scale and Reach A Legacy of Evolution ADVERTISEMENT As SBI celebrates its 70th anniversary on July 1, 2025, it marks seven decades since its establishment on July 1, 1955. Over the years, SBI has transformed from a government-controlled bank into India's largest and most trusted financial institution, playing a critical role in shaping the country's economic landscape.A historic milestone in SBI's journey was the 1993 Initial Public Offering (IPO), which issued 12.4 crore equity shares — the largest public issue at that time. This landmark IPO added over 2 million shareholders, expanding the bank's reach and influence across India's growing financial results reflect its robust business fundamentals. For the fiscal year ending March 2025, the bank reported a net profit of Rs 70,900 crore, up 16% from Rs 61,076 crore in the previous year. Looking back, the bank's net profit has grown approximately 16-fold since March 2006, when it stood at Rs 4,406 crore—a testament to its steady and sustained growth over the years-- having recorded a loss only once in FY18. (Data Source: ACE Equity)According to Nirmal Bang Equity Research, SBI's profit after tax (PAT) is expected to grow at a CAGR of 9.2% between FY25 and FY27E, driven by an 11.5% CAGR in loan growth, stable cost ratios, and credit costs around 50 basis points. This is projected to result in a return on assets (RoA) of 1.1% and return on equity (RoE) of 15.8% by brokerage has valued SBI at 1.35 times its March 2027 estimated adjusted book value (ABV), along with a subsidiary value per share of ₹252.3, leading to a target price (TP) of ₹1,013, slightly up from ₹1,010 earlier. Nirmal Bang remains positive on SBI's long-term prospects, citing its leadership in corporate and retail lending—enabling selective quality credit—and its strong liquidity position, which should help maintain stable margins and excellent asset quality. The firm maintains a BUY rating on SBI has not issued any bonus shares since January 1, 2000, it has maintained a consistent track record of dividend payments. The bank declared final dividends consecutively in May 2021, 2022, 2023, 2024, and most recently in May 2025, rewarding shareholders with regular is one of the largest employers globally, with a workforce of 236,226 employees as of March 31, 2025. Approximately 27% of these employees are women, reflecting the bank's commitment to diversity and India's largest banking and financial services organization, SBI boasts an asset base exceeding Rs 61 trillion. It serves more than 50 crore customers through an extensive network of over 22,500 branches and 63,580 ATMs nationwide, underscoring its unparalleled presence and origins trace back over 200 years to the founding of the Bank of Calcutta in 1806. Through a series of mergers and acquisitions involving more than twenty banks, including the historic Imperial Bank of India (formed by merging the presidency banks of Calcutta, Bombay, and Madras), the institution evolved into today's SBI. In 1955, the Government of India took control of the Imperial Bank, with the Reserve Bank of India acquiring a 60% stake, officially renaming it the State Bank of India
Time of India
01-07-2025
- Business
- Time of India
SBI turns 70: How the bluechip Nifty stock skyrocketed over 3,400% in 25 years
A Legacy Spanning Seven Decades As SBI celebrates its 70th anniversary on July 1, 2025, it marks seven decades since its establishment on July 1, 1955. Over the years, SBI has transformed from a government-controlled bank into India's largest and most trusted financial institution, playing a critical role in shaping the country's economic landscape. A historic milestone in SBI's journey was the 1993 Initial Public Offering (IPO), which issued 12.4 crore equity shares — the largest public issue at that time. This landmark IPO added over 2 million shareholders, expanding the bank's reach and influence across India's growing economy. Consistent Financial Growth SBI's financial results reflect its robust business fundamentals. For the fiscal year ending March 2025, the bank reported a net profit of Rs 70,900 crore, up 16% from Rs 61,076 crore in the previous year. Looking back, the bank's net profit has grown approximately 16-fold since March 2006, when it stood at Rs 4,406 crore—a testament to its steady and sustained growth over the years-- having recorded a loss only once in FY18. (Data Source: ACE Equity) Brokerage Recommendation According to Nirmal Bang Equity Research, SBI's profit after tax (PAT) is expected to grow at a CAGR of 9.2% between FY25 and FY27E, driven by an 11.5% CAGR in loan growth, stable cost ratios, and credit costs around 50 basis points. This is projected to result in a return on assets (RoA) of 1.1% and return on equity (RoE) of 15.8% by FY27E. The brokerage has valued SBI at 1.35 times its March 2027 estimated adjusted book value (ABV), along with a subsidiary value per share of ₹252.3, leading to a target price (TP) of ₹1,013, slightly up from ₹1,010 earlier. Nirmal Bang remains positive on SBI's long-term prospects, citing its leadership in corporate and retail lending—enabling selective quality credit—and its strong liquidity position, which should help maintain stable margins and excellent asset quality. The firm maintains a BUY rating on SBI. Dividend and Corporate Actions While SBI has not issued any bonus shares since January 1, 2000, it has maintained a consistent track record of dividend payments. The bank declared final dividends consecutively in May 2021, 2022, 2023, 2024, and most recently in May 2025, rewarding shareholders with regular returns. A Workforce Powerhouse SBI is one of the largest employers globally, with a workforce of 236,226 employees as of March 31, 2025. Approximately 27% of these employees are women, reflecting the bank's commitment to diversity and inclusion. Unmatched Scale and Reach As India's largest banking and financial services organization, SBI boasts an asset base exceeding Rs 61 trillion. It serves more than 50 crore customers through an extensive network of over 22,500 branches and 63,580 ATMs nationwide, underscoring its unparalleled presence and accessibility. A Legacy of Evolution SBI's origins trace back over 200 years to the founding of the Bank of Calcutta in 1806. Through a series of mergers and acquisitions involving more than twenty banks, including the historic Imperial Bank of India (formed by merging the presidency banks of Calcutta, Bombay, and Madras), the institution evolved into today's SBI. In 1955, the Government of India took control of the Imperial Bank, with the Reserve Bank of India acquiring a 60% stake, officially renaming it the State Bank of India .
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Business Standard
24-06-2025
- Business
- Business Standard
5 microcap stock ideas for potential mega returns as per tech charts
Stocks To Buy? Microcap stocks have largely underperformed thus far in 2025 falling up 67%; here are 5 stock ideas from the Nifty Microcap index with potential 30% upside as per the technical charts. Rex Cano Mumbai Listen to This Article The National Stock Exchange (NSE) benchmark index - the Nifty 50 has rallied up to 6 per cent thus far this calendar year 2025. In comparison, the Nifty Microcap 250 index has largely underperformed and declined 7 per cent thus far. Data from ACE Equity shows that almost 72 per cent of the Nifty Microcap index are seen trading with losses on a year-till-date basis (June 23, 2025). Jai Corp and Orchid Parma were the major losers, down over 60 per cent each. That apart, another 37 microcap stocks have dropped in the range of 25 - 50
