Markets › Super Investors › ASHOK GUPTA
AG
ASHOK GUPTA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹262 Cr
Today
+₹2.3 Cr +0.88%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -29.1% NIFTY 50 -4.4%behind NIFTY by 24.7 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
57.4
Wtd ROE
9.2%
Holdings
3
By market cap
Large 0% Mid 0% Small 100%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Optiemus Infracom Ltd OPTIEMUS · Telecommunication | 6.49% | ₹245.8 Cr | +0.91% | – | 57.4 | 9% |
| AMD Industries Ltd AMDIND · Capital Goods | 18.57% | ₹16.4 Cr | +0.39% | – | – | -3% |
| Rudra Global Infra Products Ltd RUDRA · Capital Goods | 0.00% | ₹0 Cr | +1.34% | – | 13.5 | 10% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Optiemus Infracom Ltd | 6.49 | 6.51 | 6.52 | 6.60 |
| AMD Industries Ltd | 18.57 | 18.57 | 18.57 | 18.57 |
| Rudra Global Infra Products Ltd | 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.