Markets › Super Investors › Ajay Kumar Jain
AJ
Ajay Kumar Jain
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹104 Cr
Today
−₹2.1 Cr -1.94%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +0.9% NIFTY 50 -4.4%ahead of NIFTY by 5.3 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
100%
Wtd P/E
107.5
Wtd ROE
2.5%
Holdings
3
By market cap
Large 0% Mid 0% Small 100%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| PPAP Automotive Ltd PPAP · Automobile and Auto Components | 27.40% | ₹94 Cr | -2.33% | – | – | 2% |
| Softtech Engineers Ltd SOFTTECH · Information Technology | 1.68% | ₹9.6 Cr | +2.00% | – | 107.5 | 3% |
| Parsvnath Developers Ltd PARSVNATH · Realty | 0.03% | ₹0.1 Cr | -1.81% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| PPAP Automotive Ltd | 27.40 | 27.40 | 27.40 | 27.40 |
| Softtech Engineers Ltd | 1.68 | 1.68 | 1.69 | 1.71 |
| Parsvnath Developers Ltd | 0.03 | 0.03 | 0.03 | 3.00 |
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.