Madhusudan Kela’s Portfolio: 7 Stocks Surge Over 135% in CY26
By Market Desk
Explore Madhusudan Kela’s CY26 portfolio performance. Seven stocks delivered up to 135% returns, while five experienced declines. Investment insights.
Investor Madhusudan Kela’s portfolio saw seven stocks rally up to 135% during calendar year 2026, marking a period of substantial gains.
An analysis of Kela’s June 2026 quarter holdings revealed approximately 19 publicly disclosed stocks. The total estimated value of these investments stood at Rs 2,665 crore as of August 14, 2026. This review focused on companies where Kela held over a 1% stake.
Top Performers in CY26
- Rashi Peripherals: 133% gain
- SG Finserve: 61% gain
- Indiabulls: 57% gain
- Kopran: 27% gain
- Sangam (India): 21% gain
- Subam Papers: 18% gain
- Windsor Machines: 12% gain
Conversely, the portfolio also experienced declines in five stocks over the same period. These laggards saw their values decrease between 15% and 30%.
Underperforming Stocks
- Bombay Dyeing And Manufacturing Company: down 14%
- Emkay Global Financial Services: down 16%
- IRIS RegTech Solutions: down 21%
- Unicommerce eSolutions: down 28%
- Repro India: down 29%
The data underpinning this portfolio analysis was meticulously compiled from ACE Equity and Trendlyne. These insights offer a clear view into the varied performance across Madhusudan Kela’s investment selections during calendar year 2026.