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1
1
GovtDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹978 Cr
Today
+₹29.3 Cr +3.09%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -22.5% NIFTY 50 -4.4%behind NIFTY by 18.1 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
13.3
Wtd ROE
17.8%
Holdings
3
By market cap
Large 0% Mid 29% Small 71%
Sold / trimmed last quarter
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| THE STATE TRADING CORPN STCINDIA · Services | 90.00% | ₹671.5 Cr | +5.16% | NEW | 1.2 | – |
| Piccadily Agro Industries Ltd PICCADIL · Fast Moving Consumer Goods | 5.03% | ₹284 Cr | -1.30% | ▼ -0.12pp | 41.1 | 17% |
| MENON BEARINGS MENONBE · Automobile and Auto Components | 2.39% | ₹22.5 Cr | +0.46% | NEW | 24.6 | 22% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Sept '24 |
|---|---|---|---|---|
| THE STATE TRADING CORPN | 90.00 | · | · | · |
| Piccadily Agro Industries Ltd | 5.03 | 5.15 | 5.16 | 5.20 |
| MENON BEARINGS | 2.39 | · | · | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.