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Anamudi Real Estates Llp
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹4,507 Cr
Today
+₹168.1 Cr +3.87%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -24.3% NIFTY 50 -4.4%behind NIFTY by 19.9 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
33.4
Wtd ROE
12.6%
Holdings
3
By market cap
Large 82% Mid 18% Small 0%
Bought / added last quarter
Godrej Properties Ltd+4.50pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Godrej Properties Ltd GODREJPROP · Realty | 4.50% | ₹2,391.7 Cr | +4.42% | ▲ +4.50pp | 28.9 | 10% |
| Godrej Industries Ltd GODREJIND · Diversified | 3.59% | ₹1,297.9 Cr | +3.34% | – | 15.0 | 23% |
| Sobha Ltd SOBHA · Realty | 5.56% | ₹817.6 Cr | +3.14% | – | 76.0 | 4% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Godrej Properties Ltd | 4.50 | 0.00 | 0.00 | 0.00 |
| Godrej Industries Ltd | 3.59 | 3.59 | 2.50 | 2.35 |
| Sobha Ltd | 5.56 | 5.56 | 5.56 | 5.56 |
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.