MarketsSuper InvestorsMadhusudan Murlidhar Kela
MK

Madhusudan Murlidhar Kela

IndividualDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹1,372 Cr
Today
+₹47.3 Cr +3.57%
Companies
4
As of
13 Apr 2026
Returns vs NIFTY current basket, 1 year
0%-5.4%-4.4%JunSeptDecMarJun
This portfolio -5.4% NIFTY 50 -4.4%behind NIFTY by 1.0 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
Financial Services82.2%
Capital Goods15.5%
Construction1.8%
Consumer Services0.5%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
65.2
Wtd ROE
17.3%
Holdings
4
By market cap
Large 0% Mid 82% Small 18%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 4
CompanyStakeValueTodayQ/QP/EROE
Choice International Ltd
CHOICEIN · Financial Services
7.21%₹1,127.5 Cr+4.27%65.818%
WINDSOR MACHINES
WINDMACHIN · Capital Goods
7.14%₹212.4 Cr+0.46%-0%
SIMPLEX INFRASTRUCTURES L
SIMPLEXINF · Construction
1.21%₹24.6 Cr-0.04%NEW50.35%
Aptech Ltd
APTECHT · Consumer Services
1.06%₹7.2 Cr+2.20%NEW28.99%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25Mar '25
Choice International Ltd7.217.21·8.93·
WINDSOR MACHINES7.367.487.717.717.71
SIMPLEX INFRASTRUCTURES L1.21····
Aptech Ltd1.06····

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.