Markets › Super Investors › AKSHAY RAJAN RAHEJA
AR
AKSHAY RAJAN RAHEJA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹776 Cr
Today
+₹21.3 Cr +2.83%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -36.0% NIFTY 50 -4.4%behind NIFTY by 31.6 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
33.1
Wtd ROE
19.5%
Holdings
5
By market cap
Large 0% Mid 82% Small 18%
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Sonata Software Ltd SONATSOFTW · Information Technology | 7.85% | ₹572.8 Cr | +2.48% | – | 15.7 | 26% |
| Hathway Cable & Datacom Ltd HATHWAY · Media, Entertainment & Publication | 6.86% | ₹136.1 Cr | +4.96% | – | 24.1 | 2% |
| Prism Johnson Ltd PRSMJOHNSN · Construction Materials | 1.11% | ₹66.8 Cr | +1.56% | – | 200.8 | 2% |
| EIH ASSOCIATED HOTELS - OBEROI HOTELS EIHAHOTELS · Consumer Services | 0.03% | ₹0.6 Cr | +1.88% | – | 21.6 | 15% |
| Supreme Petrochem Ltd SPLPETRO · Chemicals | 0.00% | ₹0 Cr | -0.19% | – | 39.9 | 14% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Sonata Software Ltd | 7.85 | 7.85 | 7.85 | 7.85 |
| Hathway Cable & Datacom Ltd | 6.86 | 6.86 | 6.86 | 6.86 |
| Prism Johnson Ltd | 1.11 | 1.11 | 1.11 | 1.11 |
| EIH ASSOCIATED HOTELS - OBEROI HOTELS | 0.03 | 0.03 | 0.03 | 3.00 |
| Supreme Petrochem Ltd | 0.00 | 0.00 | 0.00 | 0.00 |
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.