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Ashish Kacholia increased Shaily Engineering Plastics stake to over Rs 800 crore, Beta Drugs holdings dropped from 12.5% to 11%

Investor Ashish Kacholia holds a top five stock portfolio worth nearly Rs 3,190 crore, with significant gains in Shaily Engineering Plastics and losses in Beta Drugs over the past month.

Ace investor Ashish Kacholia manages a portfolio of around 48 stocks valued at nearly Rs 3,190 crore. His largest position is Shaily Engineering Plastics, where he owns more than a 5% stake worth over Rs 800 crore. Data indicates this stake represents the end of the April-June quarter in the financial year 2027. During this period, Shaily Engineering Plastics shares rose from a 52-week low of Rs 1,770.90 in April to a high of Rs 3,615.20 last month. In contrast, Kacholia reduced his holding in Beta Drugs from 12.5% in March 2026 to 11% in June 2026. Beta Drugs shares climbed from an annual low of Rs 990 in February to a high of Rs 2,808 in August but fell over 6% in the current week and nearly 11% in the month. The investor's total portfolio value remains based on Trendlyne records covering these specific positions.

Shaily engineering plasticsAshish kacholiaBeta drugsIndian stock marketAsset allocationPortfolio management