Ashish Kacholia’s Portfolio Soars: 12 Stocks Surge Up to 130% in CY26, Featuring 3 Multibaggers and 2 New Q4 Picks!

In the latest analysis of Ashish Kacholia’s investment portfolio, notable trends have emerged that carry implications for investors tracking market dynamics on Dalal Street. As of the March 2026 quarter, Kacholia holds a diverse portfolio comprising approximately 51 stocks, valued at around Rs 3,070 crore. This represents a commendable 18% growth from the previous quarter’s valuation of Rs 2,602 crore. It is important to note that this evaluation is limited to stocks in which Kacholia maintains a minimum stake of 1%, potentially omitting other significant holdings that could affect overall portfolio performance.

Despite the portfolio’s growth in value, the underlying stock performance reveals a mixed landscape. An analysis indicates that over 50% of the stocks have manifestly underperformed in the current calendar year (CY26), underlining a challenging market environment for investment. However, the portfolio is bolstered by 13 stocks demonstrating price appreciation exceeding 25%, with three of these turning into multibaggers—effectively doubling their value and yielding substantial returns for investors. This dichotomy in stock performance suggests a need for selective investment strategies amidst turbulent market conditions.

On the flip side, the analysis highlights significant detractors within Kacholia’s holdings, specifically two stocks—Brand Concepts and Radiowalla Network—that have experienced declines exceeding 50% in CY26. Such drastic drops warrant a cautious approach to evaluating high-risk investments, particularly in sectors that may be facing greater economic headwinds. Additionally, two new stocks were introduced to the portfolio in the latest quarter, indicating that Kacholia continues to seek opportunities while adeptly navigating potential pitfalls in the current market climate.

Source: The Economic Times

(Expert Note: This report was prepared by the Wealthova team.)