Most marquee investors posted a strong performance in the first quarter of FY27, with their listed stock portfolios generating returns ranging from 9.7% to 39.9% between April and June. While the Nifty and Nifty 500 gained 6.9% and 12%, respectively, during the quarter, these investors posted significantly higher returns. Ashish Dhawan topped the chart, followed closely by Ashish Kacholia, Hemendra Kothari, Vijay Kedia, Madhusudan Kela and Akash Bhanshali, according to data from primein fobase.com.ET BureauRead Also: Sebi proposes to allow FPIs to participate in physically settled commodity derivativesExcept for the late Rakesh Jhunjhunwala’s family portfolio, which rose 9.7%, all investors in the sample delivered double-digit returns. The analysis covers investors holding more than a 1% stake in at least one listed company and whose combined holdings across listed companies exceeded `1,000 crore as of June 30. —
Big investors outperform Nifty, bring in double-digit returns
During Q1 of FY27, marquee investors saw remarkable success, as their stock portfolios delivered returns ranging from 9.7% to a staggering 39.9% between April and June. Ashish Dhawan emerged as the frontrunner, closely followed by other top investors like Ashish Kacholia. Their impressive performance clearly outstripped the Nifty and Nifty 500 market averages, highlighting their substantial stakes in companies with holdings exceeding one thousand crore.
TL;DRAI
India's top investors delivered 9.7%–39.9% in Q1 FY27, beating Nifty and Nifty 500 (6.9% and 12%) with focused stock-picking. This alpha signals sustained capital concentration in quality/growth sectors—key insight for professional benchmarking and allocation.
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