
Seven of investor Madhusudan Kela’s publicly disclosed stock holdings rose between 10% and 135% in calendar year 2026, ETMarkets reported, citing ACE Equity and Trendlyne data. Rashi Peripherals led the gains, climbing 133% from Rs 358 to Rs 834 by August 14. SG Finserve rose 61%, while Indiabulls gained 57%.

Kela disclosed holdings in about 19 stocks for the June 2026 quarter. The combined estimated value of holdings where his stake exceeded 1% stood at around Rs 2,665 crore as of August 14. Five stocks declined, led by Repro India’s 29% fall and Unicommerce eSolutions’ 28% drop. The analysis may not cover his entire portfolio.

The easy story is that following a prominent investor delivered broad-based gains. The data is narrower: it covers only disclosed stakes above 1%, and five holdings fell, while the reported gains range widely across smaller companies. A stake disclosure also does not reveal purchase price, selling decisions or the investor’s present view. Investors should judge the record against a broad index and check whether these gains persist through the next quarterly disclosure.
Source: economictimes.indiatimes.com
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