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Bf Investment Limited

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

Disclosed value
₹5,651 Cr
Today
+₹162.1 Cr +2.95%
Companies
6
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+19.1%-4.4%JunSeptDecMarJun
This portfolio +19.1% NIFTY 50 -4.4%ahead of NIFTY by 23.5 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
Automobile and Auto Components72.5%
Capital Goods25.1%
Services1.3%
Healthcare1.1%
Portfolio X-ray
Top-5 weight
99%
Wtd P/E
56.4
Wtd ROE
14.6%
Holdings
6
By market cap
Large 56% Mid 0% Small 44%
Holdings · 6
CompanyStakeValueTodayQ/QP/EROE
Bharat Forge Ltd
BHARATFORG · Automobile and Auto Components
3.27%₹3,155 Cr+3.88%88.712%
Kalyani Steels Ltd
KSL · Capital Goods
39.06%₹1,383.4 Cr+0.46%13.713%
Automotive Axles Ltd
AUTOAXLES · Automobile and Auto Components
35.52%₹944 Cr+4.13%16.216%
BF Utilities Ltd
BFUTILITIE · Services
3.15%₹72.9 Cr-1.30%7.9160%
HIKAL
HIKAL · Healthcare
2.65%₹61.3 Cr+1.77%-4%
Kalyani Forge Limited
KALYANIFRG · Capital Goods
15.66%₹34.5 Cr+1.03%23.610%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Bharat Forge Ltd3.273.273.273.27
Kalyani Steels Ltd39.0639.0639.0639.06
Automotive Axles Ltd35.5235.5235.5235.52
BF Utilities Ltd3.153.153.153.15
HIKAL2.652.652.652.65
Kalyani Forge Limited15.6615.6615.6615.66

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.