Ashish Kacholia is one of India’s leading stock market investors, holding a Bachelor of Engineering in Production Engineering from Mumbai University and a Master of Management Studies from the Jamnalal Bajaj Institute of Management Studies. He is well-known for his expertise in selecting stocks within the small- and mid-cap sectors. In this overview, we will explore Ashish Kacholia portfolio, net worth, investing style, and more.
Ashish Kacholia’s Investment Journey
Ashish Kacholia began his professional journey at Prime Securities, followed by a brief stint at Edelweiss Capital. It was during this period that he started investing his savings in stocks, igniting his passion for the stock market. Starting as a modest investor, Kacholia gradually honed his skills in identifying promising businesses with significant growth potential.
In 2003, Ashish Kacholia founded his own company, Lucky Securities, after co-founding the digital entertainment firm Hungama Digital. Alongside Kacholia, notable co-founders of Lucky Securities included Hiren Ved, Lashit Sanghvi, Rakesh Jhunjhunwala, and Neeraj Roy. However, Kacholia’s primary focus has remained on Lucky Securities, where he has made most of his multi-bagger investments.
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One of Ashish Kacholia’s notable investment successes was in the pharmaceutical company Ajanta Pharma in 2012 when the shares were trading at approximately INR 250 each. Over the following years, the company experienced substantial growth in both sales and profits, resulting in a significant increase in its stock price. By 2015, Ajanta Pharma’s stock price had surpassed INR 2,000 per share.
Another notable winner in Ashish Kacholia portfolio was Mastek Limited. He began accumulating shares of the IT player at approximately INR 180 per share in early 2016. As the company’s financials and business prospects improved, Kacholia continued to increase his position. By the end of that year, Mastek’s stock had more than tripled, reaching around INR 600 per share.
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Ashish Kacholia Latest Portfolio – Top Holdings
Some of the top stocks in Ashish Kacholia latest portfolio include:
| Company | Shares held | Stock price (INR) | Value (INR crore) |
| Shaily Engineering Plastics | 2,676,680 | 1,153.00 | 308.62 |
| Awfis Space Solutions | 3,351,321 | 777.00 | 260.40 |
| Beta Drugs | 1,203,644 | 2,160.00 | 259.99 |
| Safari Industries (India) | 900,000 | 2,249.25 | 202.43 |
| Balu Forge Industries | 1,990,500 | 804.65 | 160.17 |
| Ami Organics | 754,974 | 2,069.00 | 156.20 |
| NIIT Learning Systems | 2,750,000 | 465.10 | 127.90 |
| Zaggle Prepaid Ocean Services | 2,903,356 | 413.10 | 119.94 |
| Fineotex Chemical | 3,135,568 | 377.35 | 118.32 |
| E2E Networks | 177,043 | 5,400.00 | 95.60 |
| Xpro India | 808,550 | 1,130.00 | 91.37 |
| Yasho Industries | 475,394 | 1,875.00 | 89.14 |
| Jyoti Structures | 22,036,118 | 36.37 | 80.15 |
| Carysil Ltd. | 1,000,000 | 783.20 | 78.32 |
| Cosmic CRF | 534,400 | 1,460.00 | 78.02 |
| Raghav Productivity Enhancers | 463,366 | 1,585.00 | 73.44 |
| Agarwal Industrial Corporation | 597,977 | 1,095.00 | 65.48 |
| Knowledge Marine & Engineering Works | 300,000 | 1,975.00 | 59.25 |
| Walchandnagar Industries | 1,754,385 | 317.10 | 55.63 |
| Faze Three | 1,317,554 | 405.25 | 53.39 |
| Advait Infratech | 288,185 | 1,775.05 | 51.15 |
| Stove Kraft | 576,916 | 815.00 | 47.02 |
| Aeroflex Industries | 2,346,825 | 197.00 | 46.23 |
| DU Digital Global | 6,380,000 | 70.50 | 44.98 |
| Man Industries (India) | 1,362,395 | 326.95 | 44.54 |
| Updater Services | 1,005,000 | 419.00 | 42.11 |
| Vasa Denticity | 609,000 | 611.00 | 37.21 |
| SG Finserve | 638,366 | 458.00 | 29.24 |
| Dhabriya Polywood | 722,345 | 400.00 | 28.89 |
| Tanfac Industries | 118,229 | 2,310.00 | 27.31 |
| Basilic Fly Studio | 462,300 | 412.00 | 19.05 |
| Universal Autofoundry Ltd. | 1,034,353 | 153.25 | 15.85 |
| TBI Corn | 766,666 | 203.00 | 15.56 |
| Saakshi Medtech & Panels | 622,800 | 225.00 | 14.01 |
| Inflame Appliances | 308,000 | 379.00 | 11.67 |
| Sanjivani paranteral | 370,000 | 309.00 | 11.43 |
| Megatherm Induction | 316,800 | 349.00 | 11.06 |
| Aimtron Electronics | 225,600 | 485.00 | 10.94 |
| Brand Concepts | 179,838 | 535.00 | 9.62 |
| BEW Engineering | 279,237 | 300.00 | 8.38 |
| Radiowalla Network | 548,405 | 119.00 | 6.53 |
Ashish Kacholia Portfolio Evolution
As of September 2024, Ashish Kacholia’s portfolio has undergone some significant changes compared to September 2023. His investment in Beta Drugs has increased notably, with a holding value of INR 234.0 crore and a stake of 12.5%, remaining consistent with the previous year’s percentage. In contrast, Shaily Engineering Plastics has seen a decrease in its holding percentage from 9.6% in September 2023 to 5.8% this year, indicating a strategic reduction in its investment.
Another noteworthy change is reflected in Xpro India, where Kacholia’s holding has decreased from 4.3% last year to 3.7% as of September 2024, suggesting a slight divestment in this position. Meanwhile, Awfis Space Solutions has been a new addition to its portfolio with a substantial value of INR 244.2 crore and a holding percentage of 4.8%, highlighting Kacholia’s interest in emerging business models.
Additionally, NIIT Learning Systems remains stable at a holding percentage of 2.0%, consistent with the previous year, while Garware Hi-Tech Films has decreased from 4.2% to below 1%, indicating a complete exit from this investment.
Overall, Kacholia’s portfolio reflects both strategic additions and reductions, showcasing his adaptive investment approach in response to market conditions and opportunities.
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Ashish Kacholia’s Investment Philosophy
Ashish Kacholia’s investment philosophy is fundamentally anchored in value investing principles. He advocates for long-term investments and actively seeks out companies that exhibit strong competitive advantages, effective management teams, and appealing valuations.
Kacholia is a great admirer of Warren Buffett, often referred to as the Oracle of Omaha and draws significant inspiration from Buffett’s investment strategies and insights.
Kacholia emphasizes the importance of a company’s management quality when making investment decisions, recognizing that capable and visionary leadership is crucial to a business’s success or failure.
Interestingly, a review of Ashish Kacholia portfolio 2024 reveals a preference for companies in traditional industries such as manufacturing and chemicals, rather than a heavy focus on new-age businesses.
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Ashish Kacholia Net Worth
According to corporate reports filed for the September 2024 quarter, Ashish Kacholia net worth from the equity investments was around INR 3,066.55 crore. This net worth keeps changing based on stock price fluctuations.
As of the date of writing this article, Ashish Kacholia net worth tied to the stock market was largely divided into 41 stocks with an average shareholding of INR 74.79 crore.
