Synopsis: Two of the biggest ace investors of the country Dolly Khanna and Mukul Agrawal hold 10 and 70 stocks respectively, some of these stocks giving dividend yield much higher than its industry including one with 4 percent while the industry average is 0.
One of India’s widely known ace investors- Dolly Khanna and Mukul Agrawal. One known as the “Queen of Small Caps” while the other as “Warren Buffett of India”. Both of these super investors have made a name for themselves in the stock market.
Dolly Khanna’s investments are primarily concentrated in traditional sectors like manufacturing, textiles, chemicals, and sugar. According to the latest shareholding disclosures, she publicly holds 10 stocks with a total portfolio valued at over Rs 254 crore. On the other hand, Mukul Agrawal publicly holds 70 stocks with a net worth of over Rs. 6,424 Crore.
Stocks often see significant price movements when ace investors like her show interest, as their involvement reflects strong market confidence, credibility, and long-term growth potential Listed below are 4 undervalued stocks being held by the ace investors
Southern Petrochemical Industries Corporation
Southern Petrochemical Industries Corporation Ltd is engaged in the manufacture and sale of urea and other nitrogenous chemical fertilizers.
Over the last five years, the company delivered a sales CAGR of 19 percent and a profit CAGR of 8 percent, while the stock has rallied around 250 percent. Despite this performance, it trades at a PE of 9x, significantly lower than the industry average of 20x, making valuations appear attractive.
The company offers a dividend yield of 2.5 percent, far above the industry median of 0.1 percent, underscoring strong cash generation. Dolly Khanna raised her stake from 1.7 percent in June 2025 to 3 percent by September 2025, valuing her holding at about Rs. 43 crore.
GHCL Limited is a leading producer of soda ash in India, with its soda ash business contributing approximately 98.3 percent of the company’s total standalone revenue.
The company has reduced debt from Rs. 1,254 crore to Rs. 96 crore over five years. Despite slower revenue and profit growth in the recent quarters, it maintains a 26 percent plus market share. The company’s share has witnessed a 185 percent growth in the last 5 years.
The company offers a high dividend yield of 2.2 percent, the highest in its industry. Dolly Khanna raised her stake from 1 percent in March 2025 to 1.07 percent by December 2025, and is now worth Rs. 54 crore. The stock trades at an attractive PE of 9x versus the industry average of 19x, and with a strong ROCE of 24 percent.
Incorporated in 1969, Savera Industries Ltd operates in the hospitality sector. The company is engaged in hoteliering and runs The Savera Hotel in Chennai. The property features around 230 rooms, eight food and beverage outlets, 10 conference and meeting venues, along with a range of leisure facilities. Savera Industries Ltd is based out of Chennai.
Savera Industries Ltd has a 3 year Profit CAGR of 181 percent, while the sales for the same period is around 36 percent. The company stock has given a compounded return of 27 percent in the past 5 years.
The company offers a high dividend yield of 2.1 percent, the highest in its industry. Dolly Khanna owns 1.14 percent stake in the company as of September 2025, and is now worth Rs. 1.9 crore. The stock trades at an attractive PE of 12 versus the industry average of 35, and with a ROCE of 17.2 percent, while the industry median is 11.7 percent.
MPS
MPS is a premium B2B learning and platform solutions company that powers education, research, and corporate learning worldwide. MPS has unlocked a new growth trajectory fueled by lower attention spans, rapid digital consumption, and recent advances in AI/ML. Headquartered in Chennai, Tamil Nadu, the company continues to expand its offerings and market footprint across global markets.
The company has a 3 year Profit CAGR 18 percent, while the sales CAGR for the same period is at 17 percent. The stock has given a 40 percent compounded return in the past 5 years.
The company offers a high dividend yield of 4.4 percent, the highest in its industry. Mukul Agrawal owns 4.5 percent stake in the company as of September 2025, and is now worth Rs. 143 crore. The stock trades at an attractive PE of 19 versus the industry average of 22, and with a ROCE of 41 percent, while the industry median is 18 percent.
Jammu & Kashmir Bank (J&K Bank), established in 1938 in Jammu & Kashmir, India, is a publicly listed banking institution offering a comprehensive range of services across retail banking, corporate banking, and treasury operations.
The company has a 3 year profit CAGR of 61 percent, while the sales CAGR for the same time is at 16 percent. The company stock has given a compounded return of 29 percent in the last 5 years.
The company offers a high dividend yield of 2.09 percent, the highest in its industry. Mukul Agrawal owns 1.27 percent stake in the company as of December 2025, and is now worth Rs. 143 crore. The stock trades at an attractive PE of 5 versus the industry average of 15.
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