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BF
BELGRAVE INVESTMENT FUND
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹874 Cr
Today
+₹30 Cr +3.55%
Companies
7
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -27.5% NIFTY 50 -4.4%behind NIFTY by 23.1 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
96%
Wtd P/E
20.8
Wtd ROE
12.2%
Holdings
7
By market cap
Large 0% Mid 51% Small 49%
Bought / added last quarter
Holdings · 7
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| NATCO PHARMA NATCOPHARM · Healthcare | 2.31% | ₹351.3 Cr | -1.89% | – | 10.7 | 17% |
| Electrosteel Castings Ltd ELECTCAST · Capital Goods | 5.83% | ₹282 Cr | +8.79% | ▼ -0.31pp | 29.9 | 3% |
| Sonata Software Ltd SONATSOFTW · Information Technology | 1.33% | ₹97.4 Cr | +2.48% | ▼ -0.21pp | 15.7 | 26% |
| Exicom Tele-Systems Ltd EXICOM · Capital Goods | 3.74% | ₹84 Cr | +13.97% | – | – | -43% |
| Systematix Corporate Services Ltd SYSTMTXC · Banking | 2.85% | ₹26.3 Cr | +1.31% | ▼ -1.19pp | 66.6 | 5% |
| Yatra Online Ltd YATRA · Consumer Services | 1.15% | ₹19.3 Cr | +3.73% | NEW | 35.9 | 6% |
| Repro India Ltd REPRO · Media, Entertainment & Publication | 2.61% | ₹13.7 Cr | +2.12% | – | – | -9% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| NATCO PHARMA | 2.31 | 2.31 | 2.31 | 2.31 | · |
| Electrosteel Castings Ltd | 5.83 | 6.14 | 6.14 | 6.55 | 5.77 |
| Sonata Software Ltd | 1.33 | 1.54 | 1.54 | 1.55 | · |
| Exicom Tele-Systems Ltd | 3.74 | 3.74 | 3.74 | · | · |
| Systematix Corporate Services Ltd | 2.85 | 4.04 | 4.04 | · | · |
| Yatra Online Ltd | 1.15 | · | · | · | · |
| Repro India Ltd | 2.61 | 2.61 | 2.62 | 2.62 | · |
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.