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AIRAVAT CAPITAL TRUST - AIRAVAT CAPITAL TRUST II

Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹163 Cr
Today
+₹2.1 Cr +1.29%
Companies
5
As of
25 May 2026
Returns vs NIFTY current basket, 1 year
0%-30.6%-4.4%JunSeptDecMarJun
This portfolio -30.6% NIFTY 50 -4.4%behind NIFTY by 26.2 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
Consumer Services26.9%
Services26.8%
Unclassified19.9%
Financial Services19.2%
Banking7.2%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
26.0
Wtd ROE
18.7%
Holdings
5
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 5
CompanyStakeValueTodayQ/QP/EROE
MPS Ltd
MPSLTD · Consumer Services
1.42%₹44 Cr-0.13%NEW17.932%
Awfis Space Solutions Ltd
AWFIS · Services
2.02%₹43.8 Cr+0.07%NEW30.614%
Beta Drugs Limited
BETA
1.60%₹32.5 Cr+3.64%▲ +-0.08pp
Arman Financial Services Ltd
ARMANFIN · Financial Services
1.79%₹31.3 Cr+0.71%30.86%
Health X Platform Ltd
HEALTHX · Banking
1.23%₹11.7 Cr+6.71%▲ +0.09pp-0%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25
MPS Ltd1.42··
Awfis Space Solutions Ltd2.02··
Beta Drugs Limited1.681.54·
Arman Financial Services Ltd1.791.791.27
Health X Platform Ltd1.231.141.14

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.