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Ashish Dhawan Portfolio: Shares and holdings

20 June 20236 mins read by Angel One
Taking a leaf or two out of a successful investor's book can transform your approach to the market. In this article, we will evaluate ace investor Ashish Dhawan's portfolio.
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Studying the investment portfolios of successful investors is a valuable practice for aspiring investors. Examining the strategies and choices of successful investors provides insights into their decision-making process, risk management techniques, and overall investment philosophy.  

In this article, we will analyse Ashish Dhawan’s portfolio to understand his investment style and how you can also invest like him.

Who is Ashish Dhawan?

India has many successful investors, and among them, Ashish Dhawan has carved a niche for himself. The 54-year-old private equity investor is also the founder and chairman of the Central Square Foundation (CSF). 

Dhawan was born in 1969 in New Delhi. He attended Yale University for graduation and later went to Harvard for an MBA. He started his career in 1992 by joining a boutique Wall Street bank, Wasserstein Perella and Company. Later, he worked for Goldman Sachs in New York.

Dhawan returned to India in 1999 and started ChrysCapital when the concept of a private equity firm was still new in India. He turned the venture into a success, and within a span of 5–6 years, ChrysCapital became one of India’s largest private equity firms, managing an AUM of US$1 billion.

Dhawan is now one of India’s richest investors, with a net worth of over Rs. 2,920 crore. His portfolio consists of several quality stocks. Let us now look at Ashish Dhawan’s shareholdings in different companies. 

Sneak Peek of Ashish Dhawan’s Holding 

Company Name Holding Value (Rs. in crore) March 2023 holding % December 2023 holding % Holding % change
Equitas Small Finance Bank Ltd 355.9  3.6 New
Glenmark Pharmaceuticals Ltd 446.4 2.6 2.5 0.1%
Dish TV India 40.1 1.6 1.6
AGI Greenpac Ltd 184.0 4.8 4.8
IDFC Ltd 567.3 3.5 3.5
Birlasoft Ltd 98.3 1.0 1.0
Mahindra & Mahindra Financial Services Ltd 430.0 1.2 1.2
Zensar Technologies  94.3 1.1 1.1
Greenlam Industries  178.1 3.8 3.8
Palred Technologies Ltd 9.2 5.5 5.5
RPSG Ventures Ltd 56.3 4.2 4.2
Arvind Fashions Ltd 199.3 4.9 4.9
Quess Corp. Ltd 245.9 4.0 4.0

Note: The data mentioned here is as of 6th June 2023

Analysing Ashish Dhawan’s Portfolio Analysis

According to the data available on the internet, Ashish Dhawan publicly holds 13 stocks. Analysing Ashish Dhawan’s portfolio, we can identify some significant changes from December 2022 to March 2023.

  • Till May 2023, seven stocks in Dhawan’s portfolio have generated negative returns, but the remaining 6 stocks have registered double-digit profits. These stocks are Zensar Technologies, Glenmark Pharma, Equitas SFB, AGI Greenpac, Mahindra & Mahindra Financial Services, and IDFC. 
  • During the period, he made one major acquisition of a 3.6% stake in Equitas SFB, while his holding in Glenmark Pharmaceuticals slightly increased. 
  • The major change in his portfolio during the January-March quarter is Equitas Small Finance Bank. Dhawan invested a total of Rs. 355.9 crore in the company, obtaining 40,370.000 equity shares. He is currently holding a 3.6% stake in the bank.
  • Apart from this, Dhawan increased his stake by 0.1% in Glenmark Pharmaceuticals Ltd in March 2023. It may be because the company reported a steady decline in its debt, while simultaneously increasing its profit margin for the last 3 quarters.

Ashish Dhawan’s Net Worth Trend

According to the latest data available on the internet, Ashish Dhawan has a net worth of Rs.  2,920.0 crore. His net worth graph between December 2015 and June 2022 looks like the following.

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Investment Lessons from Ashish Dhawan

  1. Diversify your portfolio: Ashish Dhawan believes in the philosophy of diversification in investment. Spreading your investments across different asset classes and sectors not only reduces risk but also increases the potential for long-term returns.
  2. Do thorough research: Dhawan believes in researching potential investments thoroughly before spending money on them. It requires understanding the company’s fundamentals, market conditions, and competitive landscape to make an informed investment decision.
  3. Think long-term: According to Dhawan, successful investing requires a long-term perspective. Trying to time the market or chase short-term gains is a poor investment choice. Patience and a focus on long-term value creation will get you the ultimate reward.
  4. Manage risk effectively: This involves setting realistic expectations, monitoring portfolios regularly, and having an exit strategy in case investments do not perform as expected.
  5. Stay disciplined: It is important to stay disciplined in investment decisions. Emotional decision-making based on short-term market fluctuations can harm your goal of long-term wealth creation.

The bottom line

Ashish Dhawan is one of the most successful equity investors. Keeping an eye on his investment moves can teach you great lessons on how to select stocks and make sound investment decisions. You can also start your investment journey with Angel One. Open a free Demat account today! 

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