Ashish Kacholia reshuffles Rs 2,400 portfolio in Q3, adds 2 stocks, exits another. Check details

Ace investor Ashish Kacholia reshuffled his Rs 2,400 crore equity portfolio during the December quarter, adding new names, increasing exposure to select holdings and trimming stakes in others. The changes reflect a mix of fresh bets and tactical adjustments following sharp stock-specific corrections and selloff in smallcap stocks in 2025. Here is a closer look at the additions, stake increases, trims and exits made during the third quarter. Portfolio Watch