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ASHISH DHAWAN
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,357 Cr
Today
+₹41.2 Cr +1.78%
Companies
13
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -2.4% NIFTY 50 -4.4%ahead of NIFTY by 2.0 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
68%
Wtd P/E
140.4
Wtd ROE
8.5%
Holdings
13
By market cap
Large 29% Mid 40% Small 32%
Sold / trimmed last quarter
No trims last quarter.
Holdings · 13
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Mahindra & Mahindra Financial Services Ltd M&MFIN · Financial Services | 1.05% | ₹434.9 Cr | +2.34% | – | 14.5 | 12% |
| Equitas Small Finance Bank Ltd EQUITASBNK · Banking | 4.02% | ₹359.9 Cr | +3.87% | – | 86.8 | 2% |
| Religare Enterprises Ltd RELIGARE · Financial Services | 4.12% | ₹329.8 Cr | +0.36% | – | 109.4 | 3% |
| Greenlam Industries Ltd GREENLAM · Consumer Durables | 3.77% | ₹243.4 Cr | +0.16% | – | 115.1 | 5% |
| IIFL Finance Ltd IIFL · Financial Services | 1.09% | ₹242.7 Cr | +0.66% | NEW | 12.2 | 14% |
| Agi Greenpac Ltd AGI · Capital Goods | 4.79% | ₹204.7 Cr | +2.27% | – | 12.2 | 16% |
| Quess Corp Ltd QUESS · Services | 4.85% | ₹178 Cr | +0.63% | ▲ +0.76pp | 16.5 | 20% |
| RPSG Ventures Ltd RPSGVENT · Services | 3.73% | ₹109.6 Cr | +1.81% | – | 1770.3 | 0% |
| Northern Arc Capital Ltd NORTHARC · Financial Services | 2.17% | ₹103.2 Cr | +1.88% | – | 11.8 | 11% |
| Bluspring Enterprises Ltd BLUSPRING · Services | 6.30% | ₹87.2 Cr | +5.04% | ▲ +1.33pp | – | -3% |
| Digitide Solutions Ltd DIGITIDE · Information Technology | 4.09% | ₹51.7 Cr | +1.86% | – | 227.4 | 1% |
| Dish TV India Ltd DISHTV · Media, Entertainment & Publication | 1.57% | ₹9.2 Cr | +0.32% | – | – | – |
| Palred Technologies Ltd PALREDTEC · Information Technology | 5.54% | ₹3.1 Cr | +1.93% | – | – | -16% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Mahindra & Mahindra Financial Services Ltd | 1.05 | 1.05 | 1.05 | 1.05 |
| Equitas Small Finance Bank Ltd | 4.02 | 4.02 | 3.97 | 3.86 |
| Religare Enterprises Ltd | 4.12 | 4.12 | 4.14 | 4.14 |
| Greenlam Industries Ltd | 3.77 | 3.77 | 3.77 | 3.77 |
| IIFL Finance Ltd | 1.09 | · | · | · |
| Agi Greenpac Ltd | 4.79 | 4.79 | 4.79 | 4.79 |
| Quess Corp Ltd | 4.85 | 4.09 | 4.09 | 4.09 |
| RPSG Ventures Ltd | 3.73 | 3.73 | 3.73 | · |
| Northern Arc Capital Ltd | 2.17 | 2.17 | 2.17 | 2.17 |
| Bluspring Enterprises Ltd | 6.30 | 4.97 | 4.09 | 4.09 |
| Digitide Solutions Ltd | 4.09 | 4.09 | 4.09 | 4.09 |
| Dish TV India Ltd | 1.57 | 1.57 | 1.57 | 1.57 |
| Palred Technologies Ltd | 5.54 | 5.54 | 5.54 | 5.54 |
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.