Several prominent Indian investors have made notable additions to their investment portfolios during recent quarters. These disclosures, mandated quarterly for shareholders holding at least a one percent stake in listed companies, reveal fresh strategic positions taken by market stalwarts like Radhakishan Damani, Mukul Agrawal, and Madhusudan Kela.
Radhakishan Damani Re-enters TSF Investments
Veteran investor Radhakishan Damani, through his affiliate Bright Star Investments, has re-acquired a stake in TSF Investments Ltd (formerly Sundaram Finance Ltd). As of March 31, 2026, Damani held 41,70,434 equity shares, representing a 1.88 percent stake in the investment firm. This holding was valued at approximately Rs 163.9 crore based on the previous close. TSF Investments, an AAA-rated NBFC with an AUM of Rs 51,400 crore, has seen its shares decline by 12.5 percent year-to-date in 2026.
Mukul Agrawal Bets on True Colors Ltd
Marquee investor Mukul Mahavir Agrawal added True Colors Ltd, an SME player specializing in digital textile printers and inks, to his portfolio. His name appeared on the key shareholders' list for the first time, indicating a new entry with 3,99,600 equity shares, or a 1.62 percent stake. This investment was valued at Rs 6.8 crore. Despite this new interest, True Colors shares have experienced a 20 percent drop year-to-date in the current calendar year.
Akash Bhanshali Invests in Aptus Value Housing Finance
Akash Bhanshali made a significant entry into Aptus Value Housing Finance India Ltd during the March 2026 quarter, acquiring 68,39,087 equity shares. This represents a 1.37 percent stake, valued at Rs 154.5 crore. Aptus Value, a high-yield player with strong underwriting discipline, has seen its stock tumble 20 percent year-to-date. Analysts have offered mixed views, with Bernstein maintaining an 'outperform' rating with a target of Rs 350, while IDBI Capital initiated with a 'hold' rating at Rs 220.
Sunil Singhania's Abakkus Fund Adds Heritage Foods
Fund manager Sunil Singhania, via his Abakkus Flexi Cap Fund, picked up 12,98,704 equity shares, a 1.40 percent stake, in Heritage Foods Ltd. This Hyderabad-based dairy company becomes a new addition for Singhania in Q4 FY26. The stock has fallen 26 percent year-to-date. Systematix expects potential resilience for Heritage Foods amidst softer rural FMCG demand.
Vijay Kedia Re-enters Precision Camshafts
Renowned investor Vijay Kedia has re-added Precision Camshafts to his portfolio after a gap of a single quarter. Through his affiliate Kedia Securities, he held 10,00,000 equity shares, representing a 1.05 percent stake, in the auto ancillary player as of March 31, 2025. He had held the same stake in the September 2025 quarter as well. The stock has declined 16 percent in 2026 thus far.
Madhusudan Kela's New Bets: Indiabulls and Simplex Infrastructures
Madhusudan Kela expanded his portfolio with two new stock additions: Indiabulls and Simplex Infrastructures. As of March 31, 2025, Kela held 5,15,88,175 equity shares, or 2.22 percent stake, in Indiabulls, valued at Rs 70.4 crore. His holding in Simplex Infrastructures, a diversified infrastructure construction firm, stood at 9,55,200 equity shares, or 1.21 percent, valued at Rs 20.2 crore. Both Indiabulls and Simplex Infrastructures have seen their shares fall significantly year-to-date, by 21 percent and 16 percent respectively.
Disclaimer: This article provides market news for informational purposes only and should not be considered investment advice. Readers are advised to consult a financial advisor before making investment decisions.