Dolly Khanna's portfolio has seen some changes in the past months, and as of the end of the December quarter, the superstar investor has increased her bets in petrochem company Rain Industries and IFB Agro. Rain Industries has been part of Khanna's portfolio since June 2017, and has increased by more than 250% in share price over 6 months. Khanna has increased her stake by 0.53% as of the December filings, bringing up her total stake in Rain to 2.57%, worth Rs. 384.3 crore. 

Khanna has also increased her portfolio stake in IFB Agro by 0.13%, bringing her total stake to 1.27%, worth around Rs. 10 crore. She has reduced her stake in Sterling Tools, Nandan Denim, Tata Metaliks, Dwarikesh Sugar and Ruchira Papers. Her stake in Amarjothi Spinning Mills has fallen below 1% for the first time.