Dolly Khanna's Portfolio Sees Steady Growth in CY2026

Veteran investor Dolly Khanna's public equity portfolio, a closely watched indicator for retail investor sentiment in India, registered an 8% increase to Rs 481 crore as of May 2026, up from its December 2025 valuation. This performance comes amidst broader market fluctuations and reflects a period of consistent, albeit moderate, appreciation. The portfolio's growth was primarily driven by positive movements in a majority of its holdings. Five of the eight publicly disclosed stocks within Khanna's portfolio experienced gains ranging from 4% to 26% during the calendar year 2026 up to May. This indicates a targeted approach or successful stock selection in specific sectors that outperformed. Conversely, three of her holdings saw declines, partially offsetting the gains. This diversified outcome is typical for actively managed portfolios and suggests a mix of successful and less successful individual stock picks within the overall positive trend. The March 2026 quarter also marked the addition of three new investments, signaling a dynamic portfolio management strategy and a readiness to reallocate capital based on perceived market opportunities. The sustained growth underscores the potential for wealth creation in specific segments of the Indian equity market, even for high-net-worth individual investors.