Suspense crime, Digital Desk : Sensex and Nifty, the flagship indices, experienced a minor regression of 1% from January to March 2025. BSE Midcap and Smallcap indices experienced a far greater plunge of 10.5% and 15.5%, respectively. With the market correction, seasoned investor Ashish Kacholia took the market dip as an opportunity to buy, adding nine new stocks and bolstering five existing stocks in his portfolio.
“DU Digital Global was one of Kacholia’s most noteworthy new investments throughout the March quarter where he bought around 9% stake which translates to approximate Rs 29.07 Crore.
In addition, he made following investments during the quarter as well:
Infinium Pharmachem: Acquired 720000 shares amounting Rs 17.42 crore
C2C Advanced Systems: Paid Rs 13.62 Crore to purchase 431000 Rs shares
Moped Engineering: Outlayed for Rs 9.33 crore
Concord Control Systems: Allocated Rs 8.55 crore
Qualitek Labs: Spent Rs 11.76 crore
Shree OSFM E-Mobility: zh40shares worth 4.97 crore 43 lords Vladimir Matisse answer the “contingent interest”
when there is no “definitive document” back
Megatherm Induction: Invested Rs 8.62 crore
Naman In-Store India: Investments worth 6.05 crore alongside TBI Corn who’s shares costed around 5.93 crore.”
Kacholia increased both positions across several existing assets, including:
“Aeroflex Industries” where he boosted his share count to 2479000,
Beta Drugs bought 27800.
Jyoti Structures: Acquired 62.31 lakh shares during a rights issue.
Zaggle Prepaid Ocean Services: Acquired an additional 1 lakh shares.
Reduced Holdings and Exits
Accompanied by some deep cuts to parts of his portfolio, Kacholia followed through on some of his plans to add to other investments:
Partial Sales:
Ami Organics 50,000 shares less.
Balu Forge Industries 24,567 shares less.
Universal Auto Foundry 11,876 shares less.
Awfis Space Solutions 9.71 lakh shares less.
Complete Exits:
Cosmic CRF 3.1 lakh shares sold off entirely.
Basilic Fly Studio 2.75 lakh shares sold off entirely.
Current Portfolio Overview
As of date in March 2025, Ashish Kacholia has 42 stocks in his portfolio, totaling approximately ₹ 2088 crores, out of which, his major stakes are:
Shaily Engineering Plastics:
14.79 lakh shares (3.22% holding) = ₹ 270.26 crores
Safari Industries India:
9 lakh shares (1.84% holding) = ₹ 177.89 crores
Balu Forge Industries:
18.66 lakh shares (1.68% holding) = ₹ 119.33 crores
Read More: Ashish Kacholia Expands Portfolio During March 2025 Market Correction