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Madhusudan Kela’s portfolio: 5 stocks rally up to 135%; 4 new Q4 bets revealed – Uneven Gains

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Madhusudan Kela’s portfolio: 5 stocks rally up to 135%; 4 new Q4 bets revealed – Uneven Gains
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Investors closely monitor the portfolios of prominent players on Dalal Street. In line with this interest, ETMarkets examined the investment holdings of renowned investor Madhusudan Kela. As per the latest data for the March 2026 quarter, Kela publicly disclosed holdings in about 19 stocks, with a total estimated value of around Rs 2,290 crore as of April 30. This list includes only companies where his stake exceeds 1% and may not reflect his entire investment portfolio.

A closer look reveals that 10 stocks in Kela’s portfolio posted negative double-digit returns over the past year, including five that fell more than 25%. At the same time, a few holdings performed strongly, with five stocks gaining between 35% and 135% over the same period. The portfolio also added four new stocks during the March quarter. (Data Source: ACE Equity, Trendlyne)



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