MarketsSuper InvestorsAxana Estates LLP
AL

Axana Estates LLP

Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹1,064 Cr
Today
+₹11.5 Cr +1.10%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-4.4%-4.4%JunSeptDecMarJun
This portfolio -4.4% NIFTY 50 -4.4%ahead of NIFTY by 0.0 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
Media, Entertainment & Publication54.7%
Fast Moving Consumer Goods40.2%
Consumer Services5.1%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
294.4
Wtd ROE
2.0%
Holdings
3
By market cap
Large 0% Mid 95% Small 5%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 3
CompanyStakeValueTodayQ/QP/EROE
Nazara Technologies Ltd
NAZARA · Media, Entertainment & Publication
5.40%₹582.1 Cr+1.78%131.53%
Tilaknagar Industries Ltd
TI · Fast Moving Consumer Goods
3.97%₹427.7 Cr+0.20%NEW516.11%
Kaya Ltd
KAYA · Consumer Services
13.76%₹53.8 Cr+0.92%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Nazara Technologies Ltd5.405.405.405.40
Tilaknagar Industries Ltd3.97···
Kaya Ltd13.7613.7613.76·

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.