MarketsSuper InvestorsABHISHEK AGRAWAL
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ABHISHEK AGRAWAL

IndividualDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹694 Cr
Today
+₹7 Cr +1.03%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+57.0%-4.4%JunSeptDecMarJun
This portfolio +57.0% NIFTY 50 -4.4%ahead of NIFTY by 61.4 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
Capital Goods100.0%
Fast Moving Consumer Goods0.0%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
35.5
Wtd ROE
14.1%
Holdings
3
By market cap
Large 0% Mid 90% Small 10%
Holdings · 3
CompanyStakeValueTodayQ/QP/EROE
Godawari Power and Ispat Ltd
GPIL · Capital Goods
3.30%₹625 Cr+1.66%23.615%
MAHAMAYA STEEL INDUSTRIES
MAHASTEEL · Capital Goods
4.93%₹68.5 Cr-4.41%144.76%
Sanwaria Consumer Limited
SANWARIA · Fast Moving Consumer Goods
0.32%₹0.1 Cr+0.00%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Godawari Power and Ispat Ltd3.303.313.313.31
MAHAMAYA STEEL INDUSTRIES4.934.934.934.93
Sanwaria Consumer Limited0.320.320.3232.00

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.