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AL
Acacia Conservation Fund Lp
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹186 Cr
Today
+₹1.2 Cr +0.67%
Companies
7
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -34.7% NIFTY 50 -4.4%behind NIFTY by 30.3 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
92%
Wtd P/E
24.2
Wtd ROE
31.1%
Holdings
7
By market cap
Large 0% Mid 66% Small 34%
Holdings · 7
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| BOMBAY BURMAH TRADING COR BBTC · Fast Moving Consumer Goods | 1.16% | ₹122.8 Cr | +0.31% | – | 4.3 | 39% |
| Allcargo Logistics Ltd ALLCARGO · Services | 1.22% | ₹16.7 Cr | +3.15% | – | – | -5% |
| Allcargo Terminals Ltd ATL · Services | 1.59% | ₹11.4 Cr | +2.50% | – | 16.2 | 14% |
| Transindia Real Estate Ltd TREL · Services | 1.77% | ₹11.2 Cr | +1.18% | – | 17.2 | 3% |
| Zee Media Corporation Ltd ZEEMEDIA · Media, Entertainment & Publication | 1.69% | ₹9.1 Cr | -0.58% | – | 282.4 | 1% |
| GTPL Hathway Ltd GTPL · Media, Entertainment & Publication | 1.08% | ₹7.9 Cr | -0.11% | – | 59.2 | 1% |
| Entertainment Network (India) Ltd ENIL · Media, Entertainment & Publication | 1.26% | ₹6.6 Cr | +0.07% | – | – | -1% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| BOMBAY BURMAH TRADING COR | 1.16 | 1.16 | 1.16 | 1.16 | · |
| Allcargo Logistics Ltd | 1.22 | 1.22 | 1.85 | 1.85 | · |
| Allcargo Terminals Ltd | 1.59 | 1.59 | 1.59 | 1.59 | · |
| Transindia Real Estate Ltd | 1.77 | 1.77 | 1.77 | 1.77 | · |
| Zee Media Corporation Ltd | 1.69 | 1.69 | 1.69 | 1.69 | · |
| GTPL Hathway Ltd | 1.08 | 1.08 | 1.08 | 1.08 | · |
| Entertainment Network (India) Ltd | 1.26 | 1.26 | 1.26 | 1.26 | · |
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.