Half-yearly report cards: Jhunjhunwala, Kacholia, Dhawan & 3 others beat Street hands down

NEW DELHI: Six seasoned individual investors made good gains in stocks in the first six months of 2021, with their combined wealth rising 33 per cent to Rs 26,636 crore as of Wednesday, June 30, compared with Rs 20,157 crore at the end of 2020.

These investors saw their stock portfolio values climb up to 140 per cent in 2021 so far, beating a 10 per cent rise in the benchmark equity indices.

The biggest gains were made by Anil Kumar Goel and Mukul Agarwal, whose portfolio values swelled 130-140 per cent. Rakesh Jhunjhunwala, the Big Bull of Dalal Street, generated the lowest return among the six, at 21 per cent.

Jhunjhunwala's portfolio was worth Rs 19,255 crore on June 30 compared with Rs 15,901 crore as of December 31, 2020, publicly available data with Trendlyne suggests.

Mukul Agrawal saw his portfolio value surge 128.22 per cent for the year to Rs 1,860 crore from Rs 815 crore. Anil Kumar Goel, who has a liking for sugar, cement, chemicals and commodity stocks, saw his portfolio value surge 39 per cent to Rs 1,349 crore from Rs 564 crore.

Ashish Dhawan saw his portfolio value grow 33 per cent to Rs 2,300 crore from Rs 1,725 crore, Trendlyne data showed. Dhawan, who founded ChrysCapital in the late 1990s, exited the private equity firm more than a decade ago and now manages wealth through public market investments.

Ashish Kacholia saw his portfolio value surge 59.09 per cent to Rs 1,610 from Rs 1,012 crore. This week, Kacholia also cashed in on the IPO frenzy, as he offloaded a part of Krishna Institute of Medical Sciences (KIMS) IPO shares allotted to him, for listing day gains.

Dolly Khanna saw her portfolio value swell 87 per cent to Rs 262 crore from Rs 140 crore.

Among portfolio stocks, Jhunjhunwala's biggest stock holding Titan has delivered 12 per cent return year to date and 82 per cent for last one year. Tata Motors, his second-biggest holding, has delivered 84 per cent return YTD and 245 per cent for last one year. Crisil, RJ's third-biggest holding, has delivered 35 per cent return so far this year.

Goel's top three holdings included Dhampur Sugar Mills, KRBL and Dalmia Bharat Sugar. Dhampur earned him 121 per cent return year to date, Dalmia Bharat Sugar rallied a whopping 232 per cent while KRBL delivered a negative return of 3 per cent.

Birlasoft is the top holding of Ashish Kacholia. Poly Medicure and Mastek are his other top holdings. Poly Medicure is up 98 per cent this year while Mastek has gained 91 per cent.

Mukul's top three holdings are Intellect Design Arena, Birlasoft and Radico Khaitan. Intellect Design has rallied a solid 135 per cent this year. Birlasoft has gained 62 per cent while Radico Khaitan has risen 68 per cent.

Dhawan's top holdings included Max Healthcare, Birlasoft and IDFC. Max Healthcare is up 80 per cent YTD while IDFC is up 44 per cent.

Dolly Khanna's top picks such as Rain Industries (up 34 per cent), KCP (up 106 per cent) and Neuland Laboratories (up 94 per cent) have also delivered handsomely so far this year.