Rekha Jhunjhunwala to Ashish Kacholia bet on these stocks in Q2FY26: Know the names
As the Indian equity market seem to have reached the cusp of another fresh burst of bull run, prominent investors such as Ashish Kacholia, Vijay Kedia, Mukul Agarwal and Rekha Jhunjhunwala have made significant changes to their portfolios in the second quarter.
Kolkata: The Q2FY26 earnings and subsequent turn of events have made market analysts and experts wonder whether the condition is right for another robust bull run. Leading global brokerages such as JP Morgan and Morgan Stanley have predicted Sensex reaching 107,000 and Nifty touching 30,000 by December 2026. In this situation, ace investors are also making changes to their portfolios. Several investors at whom the common people look up to, often for guidance, have taken significant decisions. let's have a look at some of them:
The have raised their stakes in some companies and reduced exposure in some. Among those in the list are prominent names such as Rekha Jhunjhunwala, Ashish Kacholia, Mukul Agarwal, Vijay Kedia. let's have a ook at which are the stocks in which they reposed their faith. Analysts are watching the stock market carefully as the US tariff tensions continues and the Indian rupee declines to new lows regularly despite an overall improvement of sentiments in the market.
Ashish Kacholia
This veteran investor has raised his stake in Shaili Engineering, Safari Industries, Man Industries, Knowledge Marine, Stove Kraft, Vikram Engineering, SG Finserv, Brand Concepts, Gujarat Apollo.
He has trimmed his stake in the following stocks: Balu Forge, Zaggle Prepaid, Xpro India, Carsil, Yasho Industries, Fineotex Chemical, Phase Three, Agarwal Industrial, Aeroflex Industries, Walchandnagar Industries, Jyoti Structures, Aquatas Chemicals, Awfis Space, NIIT Learning.
Mukul Agarwal
According to media reports, Mukul Agarwal raised his exposure in Neuland Labs, Radico Khaitan, Zota Healthcare, Dishman Carbogen, Onesource Speciality, Sarda Energy, Kingfa Science, IFB Industries, Yatharth Hospital, Ajmera Realty, Circa Paints, Indian Metals & Ferro Alloys, Protean e-Gov, Prakash Industries, Tattva Chintan, Infobeans Tech, Hind Rectifiers, Bella Casa, Ravindra Energy, Laxmi India Finance, Vikran Engineering, NR Agarwal Industries, Kilich Drugs.
On the other hand, Agarwal has trimmed his stake in Nuvama Wealth, PTC Industries, Deepak Fertilizers, Intellect Design, MPS, LT Foods, Capacity Infraprojects, J&K Bank, J. Kumar Infraprojects, KDDL, PDS, Valor Estate, Pearl Global, Raymond Lifestyle, Strides Pharma, KRN Heat Exchanger, Indo Count, Surya Roshni, Arman Financial, Lux Industries, Apollo Pipes, AYM Syntex, Wendt India, Allcargo Gati, West Coast Paper Mills, Suryoday Small Finance Bank, Theo Engineering, Vidhi Specialty Foods, Jasnoplast Pharma, Stanley Lifestyles, Prakash Pipes, Tracxn Tech, BSE, Sula Vineyards, Mitcon Consultancy, Raghav Productivity.
Akash Bhansali
Akash Bhansali has upped his stake in Gujarat Fluorochemicals, Sudarshan Chemicals, One 97 Communications, Laurus Labs, and Amber Enterprises.
He has trimmed stake in Ramakrishna Forgings, Schneider Electric Infra, Inox Wind, Welspun Living, Natco Pharma, Shilpa Medicare, Genus Power, Dilip Buildcon, PDS, Styrenics Performance Materials, GC Ventures, Praxis Home, Vaxson Engineers, Greenlam Industries.
Vijay Kedia
In Q2FY26 period, ace investor Vijay Kedia also increased his stake in Atul Auto, Neuland Labs, Sudarshan Chemicals, Yatharth Hospital, Mahindra Holidays and Global Vectra.
On the other hand, he has reduced exposure in Alcon Engineering, Vaibhav Global, Repro India, OM Infra, Siyaram Silk Mills, Precision Camshafts and Affordable Robotics
Rekha Jhunjhunwala
Rekha Jhunjhunwala, wife of the late Big Bull Rakesh Jhunjhunwala, increased her stake in Metro Brands, Star Health & Allied Insurance Company, Tata Motors, Fortis Healthcare, Canara Bank, Escorts Kubota and Bazaar Style Retail.
She brought down her stake in Titan, Inventurus Knowledge, Concorde Biotech, Indian Hotels, CRISIL, NCC, Jubilant Pharma, Karur Vysya Bank, Tata Communications, VA Tech Wabag, Walkerhurst, Valor Estate, Jubilant Ingrevia, Aptech, Geojit Financial Services, Sundrop Brands and Raghav Productivity Enhancers.
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