Vijay Kedia's FY26 Portfolio: Losses Amidst SME Gains

In the fiscal year 2026, renowned investor Vijay Kedia faced a challenging period as his portfolio experienced significant setbacks. A total of 14 stocks underperformed, with some plummeting by as much as 68%. This downturn reflects broader market challenges, particularly in the mid and small-cap segments, which have been under pressure due to macroeconomic uncertainties and sector-specific issues. Despite these setbacks, Kedia's investment in TechD Cybersecurity proved to be a silver lining, as the stock skyrocketed with a 159% return, establishing itself as a standout performer in the SME sector. This highlights the potential for substantial gains in niche markets, even amidst broader market volatility. Additionally, Advait Energy and Yatharth Hospital delivered strong performances, underscoring the importance of diversification and strategic investment in resilient sectors. For Indian investors, Kedia's experience serves as a reminder of the inherent risks in equity markets and the need for a balanced approach that considers both high-growth opportunities and potential downturns.