Superstar Investors Q1FY26: Moves, Bets & Market Lessons

☀️ Morning folks!
If Q1FY26 had a movie title, it’d be “The Good, The Bad, and The Volatile.”

The quarter had everything — global trade drama, rating upgrades, market jitters, and of course, some smart (and not-so-smart) moves by our favorite superstar investors.

In this blog, we’ll unpack Superstar Investors Q1FY26 — what they bought, what they sold, which sectors they love, and the stocks that actually made money when the market was acting moody.

Let’s dive in.

Table of Contents

The Background: Why Q1FY26 Was Messy

The first quarter of FY26 was not smooth for India’s markets.

India and the US were working on a bilateral trade deal to cut tariffs and boost business.
Then… President Trump walked away from the talks. Why? He wasn’t happy with India’s oil imports from Russia.
His move? A 50% import tariff on Indian goods headed to the US.

Naturally, this rattled markets.

Moody’s quickly warned: India’s manufacturing growth may slow down.
S&P Global Ratings, on the other hand, was more relaxed. They said exports to the US are small, pharma and electronics are safe, and surprisingly, they upgraded India’s rating from BBB- to BBB.

So the stage was set: global noise + local resilience. And that’s when superstar investors made their Q1 moves.

Superstar Investors Q1FY26: Who They Are & Why They Matter

Before we break down their Q1 playbook, a quick refresher.

Superstar investors are well-known names in the Indian stock market — RARE Enterprises (Rakesh Jhunjhunwala’s legacy fund), Ashish Kacholia, Sunil Singhania, Vijay Kedia, Dolly Khanna, and Porinju Veliyath.

Why do people track them?

Their moves act as signals.
When they buy a stock, retail investors often see it as a green flag.
Their sector choices show where the next big opportunities may lie.

In Q1FY26, these investors were mostly cautious — fewer new bets, more trimming of stakes. But here’s the twist: thanks to strong gains in existing stocks, their net worths mostly went up.

Net Worth Check – Superstar Investors Q1FY26

Investor	Net Worth (₹ Cr)	QoQ Change	Key Action
RARE Enterprises	61,737.8	🔼 +10%	Stayed quiet, no new buys
Ashish Kacholia	2,659	🔼 +7.3%	Added Gujarat Apollo + small stakes
Sunil Singhania	2,452.3	🔽 -2.2%	Trimmed, small buy in Mastek
Vijay Kedia	1,193.8	🔽 -13.4%	No buys, some sales
Dolly Khanna	533.3	🔼 +37%	Star buyer, 3 new cos
Porinju Veliyath	232.2	🔼 +13.5%	Added RPSG Ventures + ceramics

👉 The highlight: Dolly Khanna and Porinju Veliyath were the busiest, while Kedia stayed on the sidelines.

Sector Preferences: Where Superstar Investors Q1FY26 Placed Their Bets

Every superstar investor has a comfort zone. Here’s what Q1FY26 looked like:

RARE Enterprises → Textiles & Apparels
Ashish Kacholia → Industrials
Sunil Singhania → Metals & Mining
Vijay Kedia → Automobiles
Dolly Khanna → Fertilizers
Porinju Veliyath → Software & Services

💡 Takeaway: They didn’t run after short-term fads. Each one stuck to industries they know inside out.

Stock-by-Stock Breakdown: Superstar Investors Q1FY26

RARE Enterprises (Jhunjhunwala’s Legacy Fund)

Net worth: ↑10% to ₹61,737.8 cr.
New buys? None.
Exited: Nazara Technologies.
Winners: Star Health, Concord Biotech, Fortis Healthcare.
Flat: Titan, Inventurus Knowledge Solutions.

👉 Strategy: Sit tight, let existing heavyweights do the work.

Ashish Kacholia

Net worth: ↑7.3% to ₹2,659 cr.
Star buy: Gujarat Apollo Industries (industrial machinery, +34.5% in Q1, +73.8% YoY 🚀).
Added tiny stakes in: Agarwal Industrial, Tanfac, Aeroflex.

👉 Gujarat Apollo was the best-performing superstar stock of Q1FY26.

Sunil Singhania (Abakkus Fund)

Net worth: ↓2.2% to ₹2,452.3 cr.
Action: Added just 0.1% in Mastek (IT consulting).
Why? Strong fundamentals, undervalued, +7.3% in Q1, analysts see +22% upside.

👉 Very cautious, but smartly added to IT.

Vijay Kedia

Net worth: ↓13.4% to ₹1,193.8 cr.
No new buys. Trimmed stakes instead.

👉 Wait-and-watch mode. Clearly didn’t want to chase anything in volatile markets.

Dolly Khanna – The Star of Q1FY26

Net worth: ↑37% to ₹533.3 cr.
Added 3 new companies + stakes in 7 more.
Top performers:
- Coffee Day (+30.8%) ☕
- Southern Petrochemicals (+16.9%)
- Mangalore Chemicals (+158.9% YoY 🚀)

👉 Dolly was the most aggressive among all Superstar Investors Q1FY26, and it paid off big.

Porinju Veliyath

Net worth: ↑13.5% to ₹232.2 cr.
New entry: RPSG Ventures (+12.2% YoY).
Added to: Orient Bell (ceramics, +3.9% Q1).
Small buys: Apollo Sindoori Hotels, Sundaram Brake Lining, M M Rubber.

👉 Quietly building a mix of IT, ceramics, and hospitality.

Big Lessons from Superstar Investors Q1FY26

Volatility is not always bad – While markets looked scary, portfolios still grew thanks to existing winners.
Stick to what you know – Each superstar doubled down on familiar sectors.
Patience pays – RARE didn’t buy anything new, yet net worth rose 10%.
Selective aggression works – Dolly Khanna’s bold bets in fertilizers & consumer names made her the star.

Wrap-Up: Reading Between the Lines

The story of Superstar Investors Q1FY26 is clear: even when markets wobble, seasoned investors don’t panic.

Some stay quiet (RARE, Kedia).
Some nibble selectively (Kacholia, Singhania, Porinju).
Some go bold (Dolly Khanna).

For retail investors, the message is simple: watch how the pros move, but don’t blindly copy. Learn the strategy behind the moves.

After all, volatility is temporary — but smart positioning can create lasting wealth.

💚 If this helped you decode Superstar Investors Q1FY26, share it with someone who stalks investor portfolios as much as you do!

FAQs on Superstar Investors Q1FY26

Q1. Who were the top-performing superstar investors in Q1FY26?
👉 Dolly Khanna led the pack with a 37% net worth jump, followed by RARE Enterprises (+10%) and Porinju Veliyath (+13.5%).

Q2. Which sector did superstar investors Q1FY26 prefer the most?
👉 Each stuck to their comfort zone: RARE → Healthcare & textiles, Kacholia → Industrials, Dolly → Fertilizers, Singhania → IT, Kedia → Autos, Porinju → Software & ceramics.

Q3. What was the best-performing stock in superstar investors Q1FY26?
👉 Gujarat Apollo Industries (Ashish Kacholia pick) soared +34.5% in Q1, +73.8% YoY.

Q4. Did RARE Enterprises make any new buys in Q1FY26?
👉 No, they held existing winners like Star Health, Concord Biotech, and Titan — and still gained 10%.

Q5. What is the key lesson from superstar investors Q1FY26?
👉 Stick to familiar sectors, stay patient, and use selective aggression. Different styles worked, but conviction was common.