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AJ
ANANT JAIN
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹363 Cr
Today
−₹1.6 Cr -0.45%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +19.6% NIFTY 50 -4.4%ahead of NIFTY by 24.0 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
55.5
Wtd ROE
24.0%
Holdings
5
By market cap
Large 0% Mid 68% Small 32%
Bought / added last quarter
Sold / trimmed last quarter
SHAILY ENG PLASTICS-0.24pp
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| SHAILY ENG PLASTICS SHAILY · Capital Goods | 1.22% | ₹165.1 Cr | -0.80% | ▼ -0.24pp | 79.7 | 27% |
| Goldiam International Ltd GOLDIAM · Consumer Durables | 1.58% | ₹83.5 Cr | -2.05% | – | 31.0 | 18% |
| Kernex Microsystems (India) Limited KERNEX · Services | 1.64% | ₹56 Cr | +2.20% | ▲ +0.04pp | 38.8 | 43% |
| Genesys International Corporation Ltd GENESYS · Information Technology | 3.47% | ₹45.8 Cr | -0.76% | ▲ +0.90pp | 40.2 | 5% |
| Precot Limited PRECOT | 1.47% | ₹12.9 Cr | +4.77% | NEW | 31.5 | 6% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 | Dec '24 | Sept '24 |
|---|---|---|---|---|---|---|---|
| SHAILY ENG PLASTICS | 1.22 | 1.46 | 1.46 | 1.28 | · | · | · |
| Goldiam International Ltd | 1.58 | 1.58 | 1.52 | · | · | · | · |
| Kernex Microsystems (India) Limited | 1.64 | 1.60 | · | · | · | · | · |
| Genesys International Corporation Ltd | 3.47 | 2.57 | 1.90 | 1.84 | · | · | · |
| Precot Limited | 1.47 | · | · | · | · | · | · |
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.