How Q1 bets of Jhunjhunwala, Khanna and Kacholia fared in Sept quarter

Dolly Khanna added seven new stocks to her portfolio in the June quarter. All of them delivered double-digit returns in the September quarter.

For Khanna, Polyplex Corporation delivered 21 per cent return in the September quarter. She owned Rs 54 crore worth of Polyplex shares at Monday’s price. Nitin Spinners delivered Khanna a strong 41 per cent return. She had bought 1.2 per cent stake in the company in June quarter.

Shemaroo Entertainment climbed 24 per cent while Deepak Spinners delivered her a 22 per cent return during the quarter. In Rama Phosphates, she made a 15 per cent return; RSWM delivered 12 per cent while Aries Agro (up 11 per cent) delivered double-digit returns.

For Anil Kumar Goel, two of his three latest stock picks delivered over 50 per cent returns.

Nahar Spinning Mills, where he owns Rs 32 crore worth of shares, jumped 64.79 per cent in the September quarter. Goel had bought 2.4 per cent stake in this company in the June quarter. DCM Nouvelle has delivered him 51 per cent return. But Salasar Techno Engineering, where he holds Rs 23 crore worth of shares, fell 18 per cent during the quarter.

Two of Rakesh Jhunjhunwala’s latest stock bets, Indiabulls Housing and SAIL, tanked up to 16 per cent in the September quarter. Shares of Indiabulls Housing were down 11 per cent at Rs 233.05 as of Monday compared with Rs 260.90 it had closed at on June 30. SAIL has fallen 16.4 per cent to Rs 109.20 since June 30.

Jhunjhunwala bought 2.2 per cent stake in Indiabulls Housing during the quarter. The stake is valued at Rs 233 crore at Monday’s price. In SAIL, he bought 1.4 per cent stake in the first quarter, and it was worth Rs 628 crore as of Monday.

Ador Welding was Ashish Kacholia’s only new pick in the June quarter.This scrip has risen just 1 per cent since June 30. Kacholia’s 1.1 per cent stake in this company was worth Rs 10.50 crore as of Monday. Ashish Dhawan did not add any new stock to his portfolio in the June quarter.