Khanna bought a 1.11% stake in Repco Home Finance in the January-March quarter. The Chennai-based housing finance company was incorporated in 2000. Its returns in the last 12 months stand at an impressive 157%, a significant outperformance over the 26% returns given by Nifty during this period. In 2024 so far, the stock has delivered returns of 15%.
In Som Distilleries, Khanna purchased a 1.14% stake in the said quarter. The stock’s returns in the last 12 months stand at 101% and so far this year at 15%.
The brand known for its ‘Hunter’ beer brand also produces Pentagon Gold Edition Whisky, Milestone Blue and Legend Premium Whisky, White Fox Vodka, Milestone Brandy, Pentagon Rum and Black Fort Rum.
As for Selan Exploration, this investor bought a 1.03% stake in the reported quarter. The Gurugram-based company is involved in the business of oil & gas exploration.
This smallcap counter has seen its rally extend up to 144% over a 1-year period. On a year-to-date basis, the stock has shot up 29%. Shareholding of individual investors is reflected in the ‘Shareholding Pattern’ of BSE-listed companies on reaching 1% stake or above in the company. Khanna, whose portfolio is managed by her husband Rajiv Khanna, held 19 stocks at the end of the March quarter and its net worth is over Rs 553 crore according to Trendlyne data.
Other stocks in her portfolio include Talbros Automotive, Zuari Industries, Rajshree Sugars & Chemicals, Control Print, Salzer Electronics, Butterfly Gandhimathi, Mangalore Chemicals & Fertilizers, Deepak Spinners and Prakash Pipes.
Also Read: Ashish Kacholia trims stake in multibagger Aditya Vision, 2 more smallcaps in March quarter
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