Investors on Dalal Street often keep a close watch on the portfolios of marquee names, looking for cues on where the smart money is flowing. In this context, ETMarkets examined the June 2025 quarter disclosures of veteran investor Madhusudan Kela, who holds stakes above 1% in about 14 companies, with a combined market value of nearly Rs 2,700 crore as of August 26.
Interestingly, 7 of these 14 stocks have delivered double-digit gains in FY26 so far. We spotlight the top seven performers along with three key laggards from his portfolio. (Data Source: ACE Equity, Trendlyne)