MarketsSuper InvestorsArpit Khandelwal
AK

Arpit Khandelwal

IndividualDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹1,157 Cr
Today
+₹17.3 Cr +1.52%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-10.3%-4.4%JunSeptDecMarJun
This portfolio -10.3% NIFTY 50 -4.4%behind NIFTY by 5.9 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
Media, Entertainment & Publication69.3%
Capital Goods18.4%
Fast Moving Consumer Goods12.3%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
157.7
Wtd ROE
4.7%
Holdings
3
By market cap
Large 0% Mid 100% Small 0%
Holdings · 3
CompanyStakeValueTodayQ/QP/EROE
Nazara Technologies Ltd
NAZARA · Media, Entertainment & Publication
7.44%₹802.1 Cr+1.78%131.53%
Vikram Solar Ltd
VIKRAMSOLR · Capital Goods
2.76%₹212.9 Cr+1.42%16.415%
Tilaknagar Industries Ltd
TI · Fast Moving Consumer Goods
1.32%₹142.5 Cr+0.20%516.11%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Nazara Technologies Ltd7.447.447.447.44
Vikram Solar Ltd2.762.762.76·
Tilaknagar Industries Ltd1.321.33··

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.