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.

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

1. Volatility is not always bad – While markets looked scary, portfolios still grew thanks to existing winners.
2. Stick to what you know – Each superstar doubled down on familiar sectors.
3. Patience pays – RARE didn’t buy anything new, yet net worth rose 10%.
4. 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.

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