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AV
ACM GLOBAL FUND VCC
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹627 Cr
Today
+₹6.3 Cr +1.02%
Companies
6
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +4.3% NIFTY 50 -4.4%ahead of NIFTY by 8.7 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
23.8
Wtd ROE
10.7%
Holdings
6
By market cap
Large 0% Mid 75% Small 25%
Bought / added last quarter
No additions last quarter.
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Indiabulls Ltd IBULLSLTD · Services | 6.56% | ₹361.6 Cr | +0.34% | – | 15.9 | 11% |
| Black Buck Ltd BLACKBUCK · Services | 1.10% | ₹109.5 Cr | +0.23% | – | 62.1 | 12% |
| Ugro Capital Limited UGROCAP · Financial Services | 5.91% | ₹90 Cr | +3.02% | ▼ -0.99pp | 8.7 | 7% |
| Spandana Sphoorty Financial Ltd SPANDANA · Financial Services | 1.81% | ₹38.2 Cr | +5.28% | ▼ -0.33pp | – | -29% |
| IEL IEL · Fast Moving Consumer Goods | 24.66% | ₹27.2 Cr | +1.09% | – | – | -11% |
| DHANI DHANI | 5.10% | - | – | – | 97.8 | 1% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Indiabulls Ltd | 6.56 | 6.56 | · | · |
| Black Buck Ltd | 1.10 | 1.10 | 1.60 | 1.60 |
| Ugro Capital Limited | 5.91 | 6.90 | · | · |
| Spandana Sphoorty Financial Ltd | 1.81 | 2.14 | 2.14 | 1.41 |
| IEL | · | · | 24.66 | 24.66 |
| DHANI | · | · | 5.10 | 5.49 |
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.