Ashish Kacholia's portfolio: How ace investor's top 5 stock holdings performed in one month?

Ace investor Ashish Kacholia is closely tracked for his stock picks. Often called the 'Big Whale' of the Indian stock market, Kacholia publicly holds around 48 stocks worth nearly Rs 3,190 crore, according to Trendlyne data. Here are his top five holdings and their performance in the past one month.

Shaily Engineering Plastics remains Ashish Kacholia’s largest holding in terms of value, as the ace investor owned more than 5% stake in the company worth over Rs 800 crore at the end of the April-June quarter of the ongoing financial year 2027, according to Trendlyne data. After hitting a 52-week low of Rs 1,770.90 apiece in April this year, the stock more than doubled in less than four months to hit a 52-week high of Rs 3,615.20 apiece last month. The stock has gained over 2% in one week and 6% in one month.

Beta Drugs shares have however fallen over 6% in one week and nearly 11% in one month. Kacholia trimmed his stake in Beta Drugs to 11% in June 2026 from 12.5% in March 2026. After hitting a 52-week low of Rs 990 apiece in February this year, the stock skyrocketed 184% to hit a 52-week high of Rs 2,808 apiece in August this year. In the longer term, the shares of the company have delivered stellar returns of over 113% in three years and more than 555% in five years.
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Ashish Kacholia owned nearly 3% stake in Knowledge Marine & Engineering Works at the end of the June quarter of FY27. The shares of the company have jumped 17% in a month and 53% in 2026 so far. The stock has delivered a stellar return of 238% in just one year.

Man Industries' multibagger shares have surged around 48% in one month, and 9% in a week. The stock overall has delivered 109% returns in 2026 so far. In the longer term, the shares of the company skyrocketed more than 358% in three years and 589% in five years. Ashish Kacholia owned 3% stake in the company at the end of the April-June quarter of FY27.

Ashish Kacholia owned 2.3% stake in Aeroflex Industries at the end of the April-June quarter of FY27. The shares of the company have jumped 31% in a month and 189% in 2026 so far. The stock has delivered a stellar return of 213% in just one year and 256% in three years.
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Disclosure: This article has been written by Debaroti Adhikary, who is not a SEBI-registered Research Analyst or an Investment Adviser. Debaroti Adhikary and her ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The EconomicTimes Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment.