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AADI FINANCIAL ADVISORS LLP

Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹217 Cr
Today
₹0.5 Cr -0.22%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-15.8%-4.4%JunSeptDecMarJun
This portfolio -15.8% NIFTY 50 -4.4%behind NIFTY by 11.4 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
Automobile and Auto Components50.6%
Construction33.7%
Banking8.1%
Realty7.5%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
80.8
Wtd ROE
7.4%
Holdings
4
By market cap
Large 0% Mid 51% Small 49%
Holdings · 4
CompanyStakeValueTodayQ/QP/EROE
Ramkrishna Forgings Ltd
RKFORGE · Automobile and Auto Components
1.03%₹109.8 Cr-0.54%149.02%
Ramky Infrastructure Ltd
RAMKY · Construction
2.41%₹73.2 Cr+0.21%10.814%
CSL Finance Ltd
CSLFINANCE · Banking
3.38%₹17.7 Cr+0.37%6.115%
Vascon Engineers Ltd
VASCONEQ · Realty
2.06%₹16.4 Cr-0.64%16.34%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Ramkrishna Forgings Ltd1.031.031.031.03
Ramky Infrastructure Ltd2.412.412.412.41
CSL Finance Ltd3.383.383.383.38
Vascon Engineers Ltd2.062.09·2.11

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.