Markets › Super Investors › AJIT ISAAC
AI
AJIT ISAAC
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹775 Cr
Today
+₹14.3 Cr +1.88%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -31.7% NIFTY 50 -4.4%behind NIFTY by 27.3 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
70.6
Wtd ROE
14.8%
Holdings
3
By market cap
Large 0% Mid 0% Small 100%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Quess Corp Ltd QUESS · Services | 11.98% | ₹439.5 Cr | +0.63% | – | 16.5 | 20% |
| Bluspring Enterprises Ltd BLUSPRING · Services | 13.26% | ₹183.6 Cr | +5.04% | – | – | -3% |
| Digitide Solutions Ltd DIGITIDE · Information Technology | 12.01% | ₹151.6 Cr | +1.86% | – | 227.4 | 1% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Quess Corp Ltd | 11.98 | 11.99 | 12.00 | 12.02 |
| Bluspring Enterprises Ltd | 13.26 | 13.28 | 13.28 | 13.28 |
| Digitide Solutions Ltd | 12.01 | 12.02 | 12.02 | 12.02 |
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.