Markets › Super Investors › 238 Plan Associates LLC
2L
238 Plan Associates LLC
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹122 Cr
Today
+₹0.8 Cr +0.66%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -30.4% NIFTY 50 -4.4%behind NIFTY by 26.0 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
19.1
Wtd ROE
16.0%
Holdings
3
By market cap
Large 0% Mid 0% Small 100%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Kaveri Seed Company Ltd KSCL · Fast Moving Consumer Goods | 1.54% | ₹69.7 Cr | +0.17% | – | 15.3 | 18% |
| Medi Assist Healthcare Services Ltd MEDIASSIST · Financial Services | 1.09% | ₹30.5 Cr | +0.97% | – | 31.5 | 13% |
| Antony Waste Handling Cell Ltd AWHCL · Power | 1.67% | ₹21.5 Cr | +1.83% | – | 14.0 | 13% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Kaveri Seed Company Ltd | 1.54 | 1.54 | 1.54 | 1.54 |
| Medi Assist Healthcare Services Ltd | 1.09 | 1.09 | · | · |
| Antony Waste Handling Cell Ltd | 1.67 | 1.67 | 1.67 | 1.67 |
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.