Sunil Singhania’s portfolio focuses on mid-cap and small-cap stocks across manufacturing, consumer goods and infrastructure. Dolly Khanna emphasizes fundamentally strong traditional sectors like textiles, chemicals and sugar. While Singhania follows a diversified strategy, Khanna targets multibagger opportunities, making both portfolios unique in their sectoral focus and investment approach.
Content:
- Who is Sunil Singhania?
- Who is Dolly Khanna?
- What Is The Qualification of Sunil Singhania?
- What Is The Qualification of Dolly Khanna?
- Investing Strategies – Sunil Singhania vs. Dolly Khanna
- Sunil Singhania Portfolio vs Dolly Khanna Portfolio Holdings
- Performance of Sunil Singhania Portfolio Over 3 Years
- Performance of Dolly Khanna’s Portfolio Over 3 Years
- How to Invest in Sunil Singhania and Dolly Khanna Portfolio Stocks?
- Sunil Singhania Portfolio vs Dolly Khanna Portfolio – Conclusion
- Sunil Singhania Portfolio vs Dolly Khanna Portfolio – FAQs
Who is Sunil Singhania?
Sunil Singhania, born in Mumbai, India, is a prominent Indian investor and the founder of Abakkus Asset Management LLP, established in 2018. He holds a commerce degree from Bombay University and is a qualified Chartered Accountant from the Institute of Chartered Accountants of India. Additionally, he is a Chartered Financial Analyst (CFA) charter holder.
As of December 2024, Singhania’s net worth from equity investments is approximately ₹2,630.6 crore. He is known for his strategic investments and has significantly influenced India’s investment management landscape.
Who is Dolly Khanna?
Dolly Khanna, born in 1965, is a renowned Indian investor based in Chennai. She began her investment journey in 1996, focusing on lesser-known stocks that often outperform the market. Her portfolio is managed by her husband, Rajiv Khanna, a chemical engineer from IIT Madras.
As of December 2024, Dolly Khanna’s publicly disclosed equity investments are valued at approximately ₹454.6 crore, spread across 19 stocks. She is known for her strategic picks in traditional sectors such as manufacturing, textiles, chemicals and sugar, which have yielded significant returns over the years.
What Is The Qualification of Sunil Singhania?
Sunil Singhania is a commerce graduate from Bombay University and a Chartered Accountant certified by the Institute of Chartered Accountants of India. He also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute, USA.
Professionally, Singhania has served as the Global Head of Equities at Reliance Capital Limited, overseeing equity assets across the group. In 2018, he founded Abakkus Asset Management LLP, focusing on India-centric investment strategies.
What Is The Qualification of Dolly Khanna?
Dolly Khanna, born in 1965 in Chennai, Tamil Nadu, holds a bachelor’s degree in Home Science. She began her investment journey in the late 1990s, focusing on the Indian stock market.
Her investment portfolio is managed by her husband, Rajiv Khanna, a chemical engineer from IIT Madras. Together, they have built a reputation for identifying high-potential stocks, primarily in small and mid-cap companies across various sectors.
Investing Strategies – Sunil Singhania vs. Dolly Khanna
The main difference in investing strategies between Sunil Singhania and Dolly Khanna lies in their approach. Sunil Singhania focuses on diversified mid-cap and small-cap investments, ensuring long-term stability, while Dolly Khanna prefers fundamentally strong stocks in manufacturing, chemicals and sugar, aiming for multibagger opportunities.
| Aspect | Sunil Singhania | Dolly Khanna |
| Investment Approach | Diversified, mid-cap and small-cap growth investing | Traditional, focuses on fundamentally strong stocks |
| Sector Preference | Consumer goods, manufacturing, infrastructure, financials | Manufacturing, textiles, chemicals, sugar |
| Stock Selection | Growth stocks with strong fundamentals and earnings potential | Multibagger stocks in established sectors |
| Risk Appetite | Moderate – diversified portfolio balances risk | Moderate – prefers stable, long-term stocks |
| Investment Horizon | Long term | Long term |
| Market Influence | Influences retail and institutional investors through diversified investing | Inspires investors with high-potential, lesser-known stock picks |
Sunil Singhania Portfolio vs Dolly Khanna Portfolio Holdings
The main difference between Sunil Singhania and Dolly Khanna’s portfolio holdings lies in sector allocation. Sunil Singhania invests across multiple sectors, ensuring diversification, while Dolly Khanna targets niche industries like manufacturing and chemicals, focusing on long-term value creation.
| Aspect | Sunil Singhania | Dolly Khanna |
| Total Stocks Held | 25 | 19 |
| Net Worth | ₹2,885.3 Crore | ₹454.6 Crore |
| Top Holdings | Sarda Energy & Minerals, The Anup Engineering, Mastek | Chennai Petroleum, Prakash Pipes, Emkay Global |
| Sector Focus | Manufacturing, consumer goods, infrastructure | Manufacturing, textiles, chemicals, sugar |
| Stock Type | Mid-cap and small-cap growth stocks | Mid-cap and large-cap traditional stocks |
| Latest Buy | Increased stake in Jindal Stainless (Hisar) | Increased stake in Emkay Global |
| Latest Sell | Reduced stake in Route Mobile | Reduced stake in Selan Exploration |
Performance of Sunil Singhania Portfolio Over 3 Years
Over the past three years, Sunil Singhania’s portfolio has demonstrated robust performance, achieving a Compound Annual Growth Rate (CAGR) of approximately 15%. His strategic focus on mid-cap and small-cap stocks has yielded significant returns, with notable investments in companies like Jindal Stainless (Hisar) and Route Mobile contributing to the portfolio’s growth.
Despite market volatility, his diversified approach has resulted in a portfolio expansion of around 52% during this period. However, recent market corrections have led to a slight decline of 0.26% in his net worth as of March 2024.
Performance of Dolly Khanna’s Portfolio Over 3 Years
Over the past three years, Dolly Khanna’s portfolio has delivered strong returns, achieving a CAGR of approximately 18%. Her focus on small and mid-cap stocks in manufacturing, chemicals and textiles has driven growth. Notable investments like Pondy Oxides and Chemicals and Salzer Electronics surged 331.67% and 255.94%, respectively.
Despite market volatility, her sector-focused approach resulted in a 64% portfolio expansion during this period. However, recent market corrections caused a 27% decline in her portfolio as of November 2024. Her strategy of selecting fundamentally strong companies has helped mitigate risks while ensuring long-term wealth creation despite short-term fluctuations in stock performance.
How to Invest in Sunil Singhania and Dolly Khanna Portfolio Stocks?
- Direct Stock Investment – Buy their portfolio stocks via Alice Blue for exposure to mid-cap, small-cap and fundamentally strong companies.
- Mutual Funds & PMS – Invest in sectoral mutual funds or PMS that align with their stock selection and investment approach.
- Thematic & Sectoral ETFs – Choose ETFs focused on manufacturing, infrastructure and financials to match their portfolio sector preferences.
- Stock Trend & Portfolio Analysis – Monitor their latest investments, sector focus and market trends to make well-informed investment decisions.
Sunil Singhania Portfolio vs Dolly Khanna Portfolio – Conclusion
Sunil Singhania follows a diversified investment strategy, focusing on mid-cap and small-cap growth stocks across multiple sectors for balanced returns. Dolly Khanna prefers fundamentally strong stocks in manufacturing, chemicals and textiles, aiming for high-growth multi-bagger stocks. Both portfolios cater to different risk appetites and investment styles, offering unique wealth-building opportunities.
Sunil Singhania Portfolio vs Dolly Khanna Portfolio – FAQs
Sunil Singhania’s portfolio emphasizes mid-cap and small-cap companies across sectors like manufacturing, consumer goods and infrastructure. Key holdings include Sarda Energy & Minerals, The Anup Engineering and Mastek.
Dolly Khanna’s portfolio focuses on traditional sectors such as fertilizers, chemicals, textiles and sugar. Notable investments include Chennai Petroleum Corporation, Prakash Pipes and Mangalore Chemicals & Fertilizers.
As of December 2024, Sunil Singhania’s net worth from equity investments is approximately ₹2,885.3 crore.
As of September 2024, Dolly Khanna’s publicly disclosed equity investments are valued at approximately ₹475.8 crore, spread across 19 stocks.
Specific rankings for Sunil Singhania among Indian investors are not publicly disclosed. However, with a net worth of ₹2,885.3 crore, he is considered one of the prominent investors in the country.
While exact rankings are not publicly available, Dolly Khanna, with a net worth of ₹475.8 crore, is recognized among India’s notable investors.
Sunil Singhania holds significant stakes in sectors like manufacturing, consumer goods and infrastructure, reflecting his confidence in India’s industrial and consumption-driven growth.
Dolly Khanna primarily invests in sectors such as fertilizers, chemicals, textiles and sugar, focusing on fundamentally strong companies within these traditional industries.
Invest in Sunil Singhania and Dolly Khanna’s portfolio companies by purchasing shares through Alice Blue, exploring mutual funds or portfolio management services aligned with their strategies and conducting thorough research on their holdings for informed investment decisions.
Disclaimer: The above article is written for educational purposes and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
