Madhusudan Kela
MKVentures Capital
One of India's most experienced market strategists, former Chief Investment Strategist at Reliance Capital.
Tracked Net Worth₹418.1 Cr
Active Stocks
3
Investment Strategy: Special situations, macro trend inflection points, and catalyst-driven compounding.
Sector Allocation
Financial Services₹310.78 Cr
74.3%
Aerospace & Defense₹94.09 Cr
22.5%
Building Materials₹13.26 Cr
3.2%
Portfolio Holdings
Companies where Madhusudan Kela holds 1.00% or more as of 2026-Q2
Choice International Ltd
CHOICEINFinancial Services
Steady
CMP
₹758.0-1.61%
Holding Stake4.1%
Holding Value₹310.78 Cr
Shares41,00,000
Dynamatic Technologies Ltd
DYNAMATECHAerospace & Defense
Steady
CMP
₹12,125.0+5.04%
Holding Stake1.15%
Holding Value₹94.09 Cr
Shares77,600
BirlaNu Limited
BIRLANUBuilding Materials
Steady
CMP
₹1,464.8+2.11%
Holding Stake1.2%
Holding Value₹13.26 Cr
Shares90,500
| Company | Sector | Status | CMP (₹) | Holding % | Shares | Value (₹ Cr) | Action |
|---|---|---|---|---|---|---|---|
| Choice International LtdCHOICEIN | Financial Services | Active | ₹758.00-1.61% | 4.1% | 41,00,000 | ₹310.78 Cr | Analysis |
| Dynamatic Technologies LtdDYNAMATECH | Aerospace & Defense | Active | ₹12,125.00+5.04% | 1.15% | 77,600 | ₹94.09 Cr | Analysis |
| BirlaNu LimitedBIRLANU | Building Materials | Active | ₹1,464.80+2.11% | 1.2% | 90,500 | ₹13.26 Cr | Analysis |
Recent Portfolio Activity
BOUGHT NEW
Dynamatic Technologies Ltd (DYNAMATECH)
Reported new position (1.15%) in Dynamatic Technologies Ltd for 2026-Q2.
+1.15%2026-Q2
BOUGHT NEW
BirlaNu Limited (BIRLANU)
Reported new position (1.20%) in BirlaNu Limited for 2026-Q2.
+1.20%2026-Q2
BOUGHT NEW
Choice International Ltd (CHOICEIN)
Reported new position (4.10%) in Choice International Ltd for 2026-Q2.
+4.10%2026-Q2