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AJAY UPADHYAYA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,183 Cr
Today
+₹19.2 Cr +1.65%
Companies
18
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -6.2% NIFTY 50 -4.4%behind NIFTY by 1.8 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
78%
Wtd P/E
40.0
Wtd ROE
18.1%
Holdings
18
By market cap
Large 32% Mid 46% Small 22%
Bought / added last quarter
Vascon Engineers Ltd+0.98pp
OnMobile Global Ltd+0.89pp
Mamata Machinery Ltd+0.10pp
Time Technoplast Ltd+0.08pp
Camlin Fine Sciences Ltd+0.01pp
Sold / trimmed last quarter
Skipper Ltd0.00pp
Holdings · 18
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Navin Fluorine International Ltd NAVINFLUOR · Chemicals | 1.01% | ₹377.1 Cr | -0.22% | – | 56.3 | 20% |
| Elecon Engineering Company Ltd ELECON · Capital Goods | 1.78% | ₹224.1 Cr | +4.38% | – | 36.9 | 16% |
| Genus Power Infrastructures Ltd GENUSPOWER · Capital Goods | 1.31% | ₹128.3 Cr | +0.60% | – | 16.5 | 29% |
| Time Technoplast Ltd TIMETECHNO · Capital Goods | 1.11% | ₹97.5 Cr | +4.63% | ▲ +0.08pp | 18.4 | 14% |
| Skipper Ltd SKIPPER · Capital Goods | 1.54% | ₹95.4 Cr | +0.93% | ▼ 0.00pp | 29.1 | 16% |
| Camlin Fine Sciences Ltd CAMLINFINE · Chemicals | 1.30% | ₹34.5 Cr | +1.40% | ▲ +0.01pp | 113.1 | 2% |
| Kirloskar Electric Company Ltd KECL · Capital Goods | 4.52% | ₹30.6 Cr | +1.95% | – | 48.8 | 11% |
| Precision Camshafts Ltd PRECAM · Automobile and Auto Components | 2.11% | ₹30.2 Cr | +4.66% | – | 27.9 | 6% |
| DCX Systems Ltd DCXINDIA · Capital Goods | 1.35% | ₹27.8 Cr | +0.68% | – | – | -1% |
| Thirumalai Chemicals Ltd TIRUMALCHM · Chemicals | 1.08% | ₹22.8 Cr | +2.05% | – | – | -12% |
| Omaxe Ltd OMAXE · Realty | 1.50% | ₹21.6 Cr | +3.21% | – | – | – |
| Vascon Engineers Ltd VASCONEQ · Realty | 2.40% | ₹19 Cr | -0.64% | ▲ +0.98pp | 16.3 | 4% |
| SRM Contractors Ltd SRM · Construction | 1.59% | ₹18 Cr | +2.81% | – | 10.2 | 34% |
| Mamata Machinery Ltd MAMATA · Capital Goods | 1.85% | ₹16.4 Cr | -0.04% | ▲ +0.10pp | 22.9 | 22% |
| OnMobile Global Ltd ONMOBILE · Media, Entertainment & Publication | 2.63% | ₹14 Cr | +0.83% | ▲ +0.89pp | – | -2% |
| DAM Capital Advisors Ltd DAMCAPITAL · Financial Services | 1.14% | ₹12.4 Cr | +4.26% | ▲ +0.01pp | 14.9 | 24% |
| Ganesh Benzoplast Ltd GANESHBE · Oil, Gas & Consumable Fuels | 1.18% | ₹9 Cr | -2.63% | NEW | 10.3 | 13% |
| Maral Overseas Limited MARALOVER · Textiles | 1.74% | ₹4.2 Cr | +4.55% | – | 73.2 | 3% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Navin Fluorine International Ltd | 1.01 | 1.01 | 1.01 | 1.01 |
| Elecon Engineering Company Ltd | 1.78 | 1.78 | 1.78 | 1.78 |
| Genus Power Infrastructures Ltd | 1.31 | 1.31 | · | 1.32 |
| Time Technoplast Ltd | 1.11 | 1.03 | 1.06 | 1.06 |
| Skipper Ltd | 1.54 | 1.54 | 1.51 | 1.59 |
| Camlin Fine Sciences Ltd | 1.30 | 1.29 | 1.32 | 1.30 |
| Kirloskar Electric Company Ltd | 4.52 | 4.52 | 4.52 | 4.52 |
| Precision Camshafts Ltd | 2.11 | 2.11 | 2.11 | 2.11 |
| DCX Systems Ltd | 1.35 | 1.35 | 2.76 | 3.60 |
| Thirumalai Chemicals Ltd | 1.08 | 1.08 | 1.03 | 1.12 |
| Omaxe Ltd | 1.50 | 1.50 | 1.49 | 1.39 |
| Vascon Engineers Ltd | 2.40 | 1.42 | · | 1.44 |
| SRM Contractors Ltd | 1.59 | 1.59 | 1.65 | 1.53 |
| Mamata Machinery Ltd | 1.85 | 1.75 | 1.63 | 1.63 |
| OnMobile Global Ltd | 2.63 | 1.74 | · | · |
| DAM Capital Advisors Ltd | 1.14 | 1.13 | 1.20 | · |
| Ganesh Benzoplast Ltd | 1.18 | · | · | · |
| Maral Overseas Limited | 1.74 | 1.74 | 1.74 | 1.89 |
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.