Investors closely monitor the portfolios of prominent market participants on Dalal Street. In this context, ETMarkets analysed the investment holdings of well-known investor Ashish Kacholia. According to the latest data for the December 2025 quarter, Kacholia publicly disclosed stakes in about 35 stocks, with a total portfolio value of roughly Rs 2,338 crore as of March 13, 2026 — a decline of about 6% from Rs 2,477 crore in the March quarter. Notably, this list covers only those companies in which Kacholia holds more than a 1% stake and therefore may not reflect his complete portfolio.A deeper analysis shows that most of these stocks have delivered negative price returns so far in FY26. On the positive side, 10 of the 35 stocks have posted double-digit gains, with six rallying in the range of 25–120%. Among the laggards, four stocks have tumbled 40–50% in FY26. The analysis also identifies two stocks that were newly added in the December 2025 quarter. (Data Source: ACE Equity, Trendlyne). Portfolio Tracker

Ashish Kacholia's picks: 6 stocks rally up to 120%, 4 drop up to 50% in FY26; 2 new Q3 bets revealed

Ashish Kacholia's Portfolio Takes a Hit Amid Market Volatility

Investors closely monitor the portfolios of prominent market participants on Dalal Street, with many keeping a keen eye on the investment holdings of well-known investors. In this context, ETMarkets recently analyzed the investment portfolio of Ashish Kacholia, a prominent investor.

Key Statistics:

Portfolio value: Rs 2,338 crore (as of March 13, 2026)
Total number of stocks held: 35
Decline in portfolio value: 6% (from Rs 2,477 crore in the March quarter)

Notably, Kacholia's list covers only those companies in which he holds more than a 1% stake, which means his complete portfolio may not be reflected in this analysis.

Performance Review:

A deeper analysis shows that most of the stocks in Kacholia's portfolio have delivered negative price returns so far in FY26. However, there are some bright spots:

Double-digit gains: 10 of the 35 stocks have posted double-digit gains, with six rallying in the range of 25–120%.
Laggards: Four stocks have tumbled 40–50% in FY26.
New additions: Two stocks were newly added in the December 2025 quarter.

Data source: ACE Equity, Trendlyne