Madhusudan Kela’s portfolio: Top 5 holdings and how they performed in August
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Money Moves
Market veteran Madhusudan Kela is closely tracked for his stock picks. He publicly holds around 19 stocks worth nearly Rs 2,568 crore, according to Trendlyne data. Here are his top five holdings and their performance in August.
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Choice International
Kela held more than 160 lakh shares, or a 7.2% stake, in broking firm Choice International at the end of the April-June quarter of FY27, according to NSE shareholding data. At the previous close of Rs 774.70, the holding was worth around Rs 1,244 crore.
The stock fell more than 7% in August and 9% in 2026 so far. It has, however, delivered 302% returns over three years. The company has a market capitalisation of more than Rs 17,000 crore.
The stock fell more than 7% in August and 9% in 2026 so far. It has, however, delivered 302% returns over three years. The company has a market capitalisation of more than Rs 17,000 crore.
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Mkventures Capital
Kela held nearly 29 lakh shares, or a 74% stake, in financing and investment company Mkventures Capital at the end of the April-June quarter, according to BSE data. At Rs 1,040, the holding was worth around Rs 297 crore.
The stock fell more than 3% in August and 4% in 2026 so far. It has declined 32% over one year but surged 2,619% over five years. The company has a market capitalisation of more than Rs 392 crore.
The stock fell more than 3% in August and 4% in 2026 so far. It has declined 32% over one year but surged 2,619% over five years. The company has a market capitalisation of more than Rs 392 crore.
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Windsor Machines
Kela held more than 65 lakh shares, or a 6.4% stake, in plastic processing machinery maker Windsor Machines at the end of the April-June quarter, according to NSE data. At Rs 307.50, the holding was worth more than Rs 200 crore.
The stock gained nearly 9% in August and 15% in 2026 so far. It has declined 5% over one year but gained 378% over three years and 927% over five years. The company has a market capitalisation of more than Rs 3,166 crore.
The stock gained nearly 9% in August and 15% in 2026 so far. It has declined 5% over one year but gained 378% over three years and 927% over five years. The company has a market capitalisation of more than Rs 3,166 crore.
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Sangam (India)
Kela’s family held more than 24 lakh shares, or a 4.86% stake, in Sangam (India) at the end of the April-June quarter, according to NSE data. At Rs 586.65, the holding was worth more than Rs 143 crore.
The stock fell nearly 2% in August but gained 16% in 2026 so far. It has returned 53% over one year, 65% over three years and 318% over five years. The company has a market capitalisation of more than Rs 2,866 crore.
The stock fell nearly 2% in August but gained 16% in 2026 so far. It has returned 53% over one year, 65% over three years and 318% over five years. The company has a market capitalisation of more than Rs 2,866 crore.
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Indiabulls
Kela’s family held around 516 lakh shares, or a 2% stake, in Indiabulls at the end of the April-June quarter, according to NSE data. At Rs 25.44, the holding was worth more than Rs 131 crore.
The stock fell nearly 4% in the past week and more than 5% in the past month, but has rallied 52% in 2026 so far. It has returned 45% over one year and 124% over three years.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
The stock fell nearly 4% in the past week and more than 5% in the past month, but has rallied 52% in 2026 so far. It has returned 45% over one year and 124% over three years.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)