Markets › Super Investors › Madhuri Madhusudan Kela
MK
Madhuri Madhusudan Kela
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹386 Cr
Today
−₹0.3 Cr -0.09%
Companies
6
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +6.0% NIFTY 50 -4.4%ahead of NIFTY by 10.4 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
96%
Wtd P/E
32.4
Wtd ROE
13.7%
Holdings
6
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
No additions last quarter.
Sold / trimmed last quarter
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Sangam (India) Limited SANGAMIND · Textiles | 4.86% | ₹129.8 Cr | -1.96% | – | 32.3 | 8% |
| Rashi Peripherals Ltd RPTECH · Information Technology | 2.44% | ₹90.2 Cr | +0.51% | – | 13.1 | 15% |
| Indostar Capital Finance Ltd INDOSTAR · Banking | 2.09% | ₹82.5 Cr | +0.73% | – | 28.1 | 4% |
| Bombay Dyeing & Mfg Company Limited BOMDYEING · Textiles | 1.52% | ₹41.3 Cr | +3.37% | ▼ -0.07pp | 100.8 | 1% |
| IRIS RegTech Solutions Ltd IRIS · Information Technology | 5.21% | ₹25.1 Cr | -1.95% | – | 3.8 | 92% |
| Repro India Ltd REPRO · Media, Entertainment & Publication | 3.31% | ₹17.3 Cr | +2.12% | – | – | -9% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Sangam (India) Limited | 4.86 | 4.86 | 4.86 | 4.86 | · |
| Rashi Peripherals Ltd | 2.44 | 2.44 | · | 2.44 | · |
| Indostar Capital Finance Ltd | 2.09 | 2.09 | 2.47 | · | 2.48 |
| Bombay Dyeing & Mfg Company Limited | 1.52 | 1.59 | 1.65 | 1.65 | · |
| IRIS RegTech Solutions Ltd | 5.21 | 5.21 | 5.21 | 5.22 | · |
| Repro India Ltd | 3.31 | 3.31 | 3.32 | 3.32 | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.