{"id":338606,"date":"2026-11-04T11:28:14","date_gmt":"2026-11-04T05:58:14","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=338606"},"modified":"2026-11-04T11:28:14","modified_gmt":"2026-11-04T05:58:14","slug":"ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/","title":{"rendered":"Ashish Kacholia Portfolio in Q2 FY27: New Stakes in ESDS and Ardee, Indo SMC Raised, Yasho and Texel Trimmed"},"content":{"rendered":"<p style=\"border-left:4px solid #1F4E79;background:#EBF3FB;padding:10px 16px;font-style:italic;\"><em>Q2 FY27: new stakes in ESDS (2.1%) and Ardee (1.2%), Indo SMC raised to 3.3%, Yasho, Knowledge Marine and Texel trimmed. Trendlyne: 43 stocks, net worth about Rs 2,606.5 cr.<\/em><\/p>\n<div style=\"background:#F0F9FF;border-left:4px solid #2E7D32;border-radius:6px;padding:14px 18px;margin:18px 0;\">\n<p style=\"margin:0;color:#1F4E79;font-size:14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin:8px 0 0;\">Ashish Kacholia portfolio changes for Q2 FY27: new stakes in ESDS Software (2.1%) and Ardee Industries (1.2%), a higher stake in Indo SMC (3.3%) and trims in Yasho, Knowledge Marine and Texel. Trendlyne puts his net worth near Rs 2,606.5 crore across 43 stocks.<\/p>\n<\/p><\/div>\n<p>The <strong>Ashish Kacholia portfolio<\/strong> has been updated with Q2 FY27 shareholding data, and the changes include fresh stakes, a higher holding and several trims. This guide lists the moves, shows how the stocks traded on 4 November 2026 and explains how to read a famous investor&#8217;s shareholding without copying it blindly.<\/p>\n<p>Holdings in the <strong>Ashish Kacholia portfolio<\/strong> are from exchange shareholding disclosures for the quarter ended 30 September 2026, as compiled by Trendlyne and news reports. Portfolio counts and net worth differ between sources, so use the figures as approximate. This is not a recommendation.<\/p>\n<p style=\"margin-top:24px;\"><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&#038;utm_medium=discover\"><strong>Click Here &#8211; Get Free Investment Predictions<\/strong><\/a><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#What_Changed_in_Q2_FY27\" title=\"What Changed in Q2 FY27\">What Changed in Q2 FY27<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#Portfolio_Size_and_Spread\" title=\"Portfolio Size and Spread\">Portfolio Size and Spread<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#How_the_Stocks_Traded_on_4_November\" title=\"How the Stocks Traded on 4 November\">How the Stocks Traded on 4 November<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#How_to_Read_a_Famous_Investors_Portfolio\" title=\"How to Read a Famous Investor&#x27;s Portfolio\">How to Read a Famous Investor&#x27;s Portfolio<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#Key_Risks\" title=\"Key Risks\">Key Risks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#Frequently_Asked_Questions_on_Ashish_Kacholia_Portfolio\" title=\"Frequently Asked Questions on Ashish Kacholia Portfolio\">Frequently Asked Questions on Ashish Kacholia Portfolio<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#What_new_stocks_did_Ashish_Kacholia_buy_in_Q2_FY27\" title=\"What new stocks did Ashish Kacholia buy in Q2 FY27?\">What new stocks did Ashish Kacholia buy in Q2 FY27?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#Which_stakes_did_Ashish_Kacholia_increase\" title=\"Which stakes did Ashish Kacholia increase?\">Which stakes did Ashish Kacholia increase?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#Which_stocks_did_Ashish_Kacholia_trim_or_exit\" title=\"Which stocks did Ashish Kacholia trim or exit?\">Which stocks did Ashish Kacholia trim or exit?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#How_big_is_the_Ashish_Kacholia_portfolio\" title=\"How big is the Ashish Kacholia portfolio?\">How big is the Ashish Kacholia portfolio?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#Why_do_portfolio_trackers_show_different_numbers\" title=\"Why do portfolio trackers show different numbers?\">Why do portfolio trackers show different numbers?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#Should_I_copy_Ashish_Kacholias_portfolio\" title=\"Should I copy Ashish Kacholia&#x27;s portfolio?\">Should I copy Ashish Kacholia&#x27;s portfolio?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#Which_Kacholia_stake_is_the_largest_in_the_list_we_verified\" title=\"Which Kacholia stake is the largest in the list we verified?\">Which Kacholia stake is the largest in the list we verified?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/ashish-kacholia-portfolio-q2-fy27-new-stakes-exits-trims\/#What_are_the_risks_of_small-cap_stocks_in_such_portfolios\" title=\"What are the risks of small-cap stocks in such portfolios?\">What are the risks of small-cap stocks in such portfolios?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_Changed_in_Q2_FY27\"><\/span><strong>What Changed in Q2 FY27<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Stock<\/th>\n<th>Action<\/th>\n<th>Stake \/ details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ESDS Software<\/td>\n<td>New stake<\/td>\n<td>2.1% (24.02 lakh shares, about Rs 285.3 crore)<\/td>\n<\/tr>\n<tr>\n<td>Ardee Industries<\/td>\n<td>New stake<\/td>\n<td>1.2% (37.74 lakh shares, about Rs 16.8 crore)<\/td>\n<\/tr>\n<tr>\n<td>Credent Connect N Care<\/td>\n<td>New stake<\/td>\n<td>Reported as a new entry<\/td>\n<\/tr>\n<tr>\n<td>Indo SMC<\/td>\n<td>Increased<\/td>\n<td>3.3% from 3.0%<\/td>\n<\/tr>\n<tr>\n<td>Yasho Industries<\/td>\n<td>Trimmed<\/td>\n<td>1.5% from 2.1%<\/td>\n<\/tr>\n<tr>\n<td>Knowledge Marine &amp; Engineering<\/td>\n<td>Trimmed<\/td>\n<td>2.3% from 2.9%<\/td>\n<\/tr>\n<tr>\n<td>Texel Industries<\/td>\n<td>Trimmed<\/td>\n<td>7.4% from 7.9%<\/td>\n<\/tr>\n<tr>\n<td>Fineotex Chemical, Dhabriya Polywood, Brand Concepts, Precision Camshafts<\/td>\n<td>Exited<\/td>\n<td>Reported as no longer in the list<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Source for the <strong>Ashish Kacholia portfolio<\/strong> changes: Trendlyne and market reports on the Q2 FY27 shareholding pattern. Some reports describe the count of additions, increases and trims differently, so check the exchange filing for each stock. SG Finserve is also held at 2.3%, worth about Rs 104.6 crore.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Portfolio_Size_and_Spread\"><\/span><strong>Portfolio Size and Spread<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The <strong>Ashish Kacholia portfolio<\/strong> has 43 stocks by Trendlyne&#8217;s count, with a net worth of about Rs 2,606.5 crore, while other reports put the total near Rs 3,000 crore. The difference reflects which holdings are counted and the date of the prices used. He publicly discloses only holdings above 1% in a company, so smaller stakes do not appear.<\/p>\n<p style=\"margin-top:24px;\"><a href=\"https:\/\/univest.in\/screeners\"><strong>Track star investor portfolios on the Univest Screener<\/strong><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_the_Stocks_Traded_on_4_November\"><\/span><strong>How the Stocks Traded on 4 November<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Stock<\/th>\n<th>Price (Rs)<\/th>\n<th>Move<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ESDS Software<\/td>\n<td>1,232.00<\/td>\n<td>+3.74%<\/td>\n<\/tr>\n<tr>\n<td>Indo SMC<\/td>\n<td>390.95<\/td>\n<td>-7.18%<\/td>\n<\/tr>\n<tr>\n<td>Texel Industries<\/td>\n<td>60.70<\/td>\n<td>Not stated<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>In the <strong>Ashish Kacholia portfolio<\/strong>, Indo SMC fell over 7% on the day despite the higher stake, a reminder that an investor&#8217;s buying does not protect a stock from a sharp fall.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Read_a_Famous_Investors_Portfolio\"><\/span><strong>How to Read a Famous Investor&#x27;s Portfolio<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Point<\/th>\n<th>Why it matters<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Data is delayed<\/td>\n<td>Holdings are shown for 30 September, not today<\/td>\n<\/tr>\n<tr>\n<td>Only stakes above 1%<\/td>\n<td>Smaller holdings are not visible<\/td>\n<\/tr>\n<tr>\n<td>No reasons given<\/td>\n<td>Disclosures do not explain why he bought or sold<\/td>\n<\/tr>\n<tr>\n<td>Different position size<\/td>\n<td>Your risk and time horizon are different<\/td>\n<\/tr>\n<tr>\n<td>Small-cap risk<\/td>\n<td>Many holdings are thinly traded<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>A new stake in the <strong>Ashish Kacholia portfolio<\/strong> is a lead for research, not a buy signal. Check the business, margins, debt and valuation yourself, and do not assume the investor will hold for any set time.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Key_Risks\"><\/span><strong>Key Risks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Risk<\/th>\n<th>What it means<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Liquidity<\/td>\n<td>Small caps can fall sharply on low volume<\/td>\n<\/tr>\n<tr>\n<td>Late information<\/td>\n<td>Prices may already reflect the news<\/td>\n<\/tr>\n<tr>\n<td>Concentration<\/td>\n<td>Texel at 7.4% is a larger bet than others<\/td>\n<\/tr>\n<tr>\n<td>Valuation<\/td>\n<td>Popular stocks can become expensive<\/td>\n<\/tr>\n<tr>\n<td>Data differences<\/td>\n<td>Net worth and counts vary by source<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin-top:24px;\"><em>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&#038;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to follow shareholding changes on your phone.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The <strong>Ashish Kacholia portfolio<\/strong> changes for Q2 FY27 show new stakes in ESDS and Ardee, a higher stake in Indo SMC and several trims. Use the data as a research lead only. Check fundamentals, risk and price before investing.<\/p>\n<div style=\"background:#CC0000;border-radius:8px;padding:16px 20px;margin:24px 0;\">\n<p style=\"color:#FFFFFF;font-size:13px;line-height:1.7;margin:0;\"><strong style=\"color:#FFFFFF;\">Disclaimer:<\/strong> Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).<\/p>\n<\/p><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions_on_Ashish_Kacholia_Portfolio\"><\/span><strong>Frequently Asked Questions on Ashish Kacholia Portfolio<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"What_new_stocks_did_Ashish_Kacholia_buy_in_Q2_FY27\"><\/span><strong>What new stocks did Ashish Kacholia buy in Q2 FY27?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Shareholding data shows new stakes in ESDS Software at 2.1%, Ardee Industries at 1.2% and Credent Connect N Care. The ESDS stake of 24.02 lakh shares is worth about Rs 285.3 crore. Check the exchange filing for each company for confirmation.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Which_stakes_did_Ashish_Kacholia_increase\"><\/span><strong>Which stakes did Ashish Kacholia increase?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> He raised his stake in Indo SMC to 3.3% from 3.0%. Indo SMC shares fell about 7% to Rs 390.95 on 4 November 2026, so the higher stake did not prevent a sharp one-day drop.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Which_stocks_did_Ashish_Kacholia_trim_or_exit\"><\/span><strong>Which stocks did Ashish Kacholia trim or exit?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> He trimmed Yasho Industries to 1.5% from 2.1%, Knowledge Marine &amp; Engineering to 2.3% from 2.9% and Texel Industries to 7.4% from 7.9%. Reports also list exits from Fineotex Chemical, Dhabriya Polywood, Brand Concepts and Precision Camshafts.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_big_is_the_Ashish_Kacholia_portfolio\"><\/span><strong>How big is the Ashish Kacholia portfolio?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Trendlyne lists 43 stocks with a net worth of about Rs 2,606.5 crore, while other reports say about Rs 3,000 crore. Differences come from which holdings and dates are counted. Only stakes above 1% are publicly disclosed.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Why_do_portfolio_trackers_show_different_numbers\"><\/span><strong>Why do portfolio trackers show different numbers?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Sources use different cut-off dates, include or exclude different holdings and sometimes count family or entity holdings separately. For exact numbers, read the quarterly shareholding pattern filed by each company on NSE or BSE.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Should_I_copy_Ashish_Kacholias_portfolio\"><\/span><strong>Should I copy Ashish Kacholia&#x27;s portfolio?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Copying a portfolio is risky. Disclosures are delayed, show only stakes above 1% and give no reasons, and your goals and risk tolerance differ. Use the list to find stocks to research, not to buy automatically.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Which_Kacholia_stake_is_the_largest_in_the_list_we_verified\"><\/span><strong>Which Kacholia stake is the largest in the list we verified?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Among the stakes in this data, Texel Industries is the highest at 7.4%, followed by Indo SMC at 3.3%. By value, the ESDS stake of about Rs 285.3 crore stands out. These rankings change quickly as prices move.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_are_the_risks_of_small-cap_stocks_in_such_portfolios\"><\/span><strong>What are the risks of small-cap stocks in such portfolios?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Small caps can have low trading volume, big price swings and uneven disclosures, so losses can be larger and exits harder. Check liquidity, debt and governance. Consult a SEBI-registered advisor for personal advice.<\/p>\n<div class=\"faq-schema\"><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What new stocks did Ashish Kacholia buy in Q2 FY27?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Shareholding data shows new stakes in ESDS Software at 2.1%, Ardee Industries at 1.2% and Credent Connect N Care. The ESDS stake of 24.02 lakh shares is worth about Rs 285.3 crore. Check the exchange filing for each company for confirmation.\"}},{\"@type\":\"Question\",\"name\":\"Which stakes did Ashish Kacholia increase?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"He raised his stake in Indo SMC to 3.3% from 3.0%. Indo SMC shares fell about 7% to Rs 390.95 on 4 November 2026, so the higher stake did not prevent a sharp one-day drop.\"}},{\"@type\":\"Question\",\"name\":\"Which stocks did Ashish Kacholia trim or exit?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"He trimmed Yasho Industries to 1.5% from 2.1%, Knowledge Marine & Engineering to 2.3% from 2.9% and Texel Industries to 7.4% from 7.9%. Reports also list exits from Fineotex Chemical, Dhabriya Polywood, Brand Concepts and Precision Camshafts.\"}},{\"@type\":\"Question\",\"name\":\"How big is the Ashish Kacholia portfolio?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Trendlyne lists 43 stocks with a net worth of about Rs 2,606.5 crore, while other reports say about Rs 3,000 crore. Differences come from which holdings and dates are counted. Only stakes above 1% are publicly disclosed.\"}},{\"@type\":\"Question\",\"name\":\"Why do portfolio trackers show different numbers?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Sources use different cut-off dates, include or exclude different holdings and sometimes count family or entity holdings separately. For exact numbers, read the quarterly shareholding pattern filed by each company on NSE or BSE.\"}},{\"@type\":\"Question\",\"name\":\"Should I copy Ashish Kacholia's portfolio?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Copying a portfolio is risky. Disclosures are delayed, show only stakes above 1% and give no reasons, and your goals and risk tolerance differ. Use the list to find stocks to research, not to buy automatically.\"}},{\"@type\":\"Question\",\"name\":\"Which Kacholia stake is the largest in the list we verified?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Among the stakes in this data, Texel Industries is the highest at 7.4%, followed by Indo SMC at 3.3%. By value, the ESDS stake of about Rs 285.3 crore stands out. These rankings change quickly as prices move.\"}},{\"@type\":\"Question\",\"name\":\"What are the risks of small-cap stocks in such portfolios?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Small caps can have low trading volume, big price swings and uneven disclosures, so losses can be larger and exits harder. Check liquidity, debt and governance. Consult a SEBI-registered advisor for personal advice.\"}}]}<\/script><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Ashish Kacholia portfolio changes in Q2 FY27: new stakes in ESDS and Ardee, a higher Indo SMC stake and trims in Yasho and Texel.<\/p>\n","protected":false},"author":35,"featured_media":338604,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[842],"tags":[19612,19613,6200,19614,19616,19615],"class_list":["post-338606","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ashish-kacholia-portfolio","tag-ashish-kacholia-q2-fy27","tag-esds-software","tag-indo-smc","tag-star-investor-portfolio","tag-texel-industries"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["338604"],"rank_math_title":["Ashish Kacholia Portfolio Q2 FY27: New Stakes, Exits"],"rank_math_description":["Ashish Kacholia portfolio Q2 FY27: new stakes in ESDS and Ardee, increased Indo SMC stake, trims in Yasho and Texel. See details and what to check."],"rank_math_focus_keyword":["Ashish Kacholia portfolio"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/11\/ashish-kacholia-portfolio-in-q2-fy27-new-stakes-in-esds-and-ardee-indo-smc.webp","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/338606","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/35"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=338606"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/338606\/revisions"}],"predecessor-version":[{"id":338607,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/338606\/revisions\/338607"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/338604"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=338606"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=338606"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=338606"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}