Against a 6 per cent decline in the BSE Sensex, small cap investor Anil Kumar Goel saw his portfolio value drop 22 per cent. Radhakishan Damani's portfolio value declined 17 per cent. Mukul Agrawal and Rekha Jhunjhuwala's portfolio values outperformed the benchmark index despite value erosion. According to the publicly available data with Trendlyne, Ashish Dhawan's portfolio value went up marginally during this period.
There was 94 crore from 1,896. As of December 31, the number of 76 was down 22.87 per cent. Goel's biggest holdings KRBL are down 14 per cent, his other major holdings Triveni Engineering down 9 per cent Dalmia Bharat is down 2 per cent and TCPL Packaging down 16 per cent this year.
As of December 31, the RK Damani's portfolio value, which includes his stake in Avenue Supermarts, stood at Rs 1,51, 988.51 crore, compared with Rs 1,84, 512.43 crore as of December 31, down 17.62 per cent. The share of Avenue Supermarts is down 18 per cent year-to-date. VST Industries, his second biggest holding, is down by 7 per cent, while India Cements, his third largest holding, has fallen 22 per cent year-to-date.
Rekha Jhunjhunwala's portfolio value stood at 31,853 crore at the end of December, compared to 33,230 crore at the end of December. The Titan Company, her biggest holding, is down 3 per cent. Star Health was down 7 per cent, while Metro Brands, her third largest holding, declined 13 per cent year-to-date.
Mukul Agrawal's portfolio value fell by 1.5 per cent to Rs 2,687. 56 crore from 2,729. 45 crore, down 1.53 crore. Radico Khaitan's biggest holding is up 18 per cent from December 31 levels. Raymond was down 21 per cent and PDS down 4 per cent of his other big holdings have fallen year-to-date.
According to Trendlyne, there were seven stocks where Dolly Khanna's stakes dropped below 1 per cent, according to the Q 3 shareholding pattern released in January and February.
Khanna's biggest holding CPCL is up 13 per cent year-to-date, but KCP and Monte Carlo Fashions, her two other big holdings, are down 17 per cent each this calendar. The last count showed that Khanna's portfolio value was Rs 224.21 crore, down 45 per cent from Rs 409.74 crore as of December 31.
Ashish Kacholia's portfolio value fell 6.68 per cent to Rs 1,679. 90 crore were from 1,800. 34 crore. His biggest holding of Safari Industries is up 17 per cent this calendar. NIIT is up 3 per cent but his other holdings, PCBL and Ami Organics, have dropped 15 per cent and 8 per cent, respectively.
Ashish Dhawan's portfolio value has gone up 1 per cent to Rs 2,145. 71 crore from Rs 2,123. As of December 31st, there were 50 crore. Dhawan's three biggest stock holdings are IDFC, M&M Financial and Glenmark Pharma. M&M Financial and IDFC are down 8 per cent each, while Glenmark Pharma has gone up 2 per cent this calendar.