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BNP PARIBAS FINANCIAL MARKETS - ODI
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,466 Cr
Today
+₹43.5 Cr +3.06%
Companies
11
As of
09 Apr 2026
Returns vs NIFTY current basket, 1 year
This portfolio +32.7% NIFTY 50 -4.4%ahead of NIFTY by 37.1 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
77%
Wtd P/E
208.0
Wtd ROE
8.4%
Holdings
11
By market cap
Large 27% Mid 54% Small 19%
Sold / trimmed last quarter
Aye Finance Ltd-1.68pp
PVR Inox Ltd-0.72pp
Choice International Ltd-0.19pp
Shalibhadra Finance Limited-0.09pp
Holdings · 11
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Sterlite Technologies Ltd STLTECH · Telecommunication | 1.33% | ₹394.6 Cr | +4.59% | NEW | 530.7 | 3% |
| Aye Finance Ltd AYE · Financial Services | 5.57% | ₹215.3 Cr | +4.60% | ▼ -1.68pp | 20.0 | 8% |
| Choice International Ltd CHOICEIN · Financial Services | 1.30% | ₹203.9 Cr | +4.27% | ▼ -0.19pp | 65.8 | 18% |
| Crompton Greaves Consumer Electricals Ltd CROMPTON · Consumer Durables | 1.04% | ₹179 Cr | +3.84% | NEW | – | -7% |
| Ramkrishna Forgings Ltd RKFORGE · Automobile and Auto Components | 1.24% | ₹133 Cr | -0.54% | ▲ +0.21pp | 149.0 | 2% |
| PVR Inox Ltd PVRINOX · Media, Entertainment & Publication | 1.30% | ₹120.8 Cr | +0.03% | ▼ -0.72pp | 27.9 | 5% |
| Bajaj Consumer Care Ltd BAJAJCON · Fast Moving Consumer Goods | 1.11% | ₹86 Cr | +0.13% | NEW | 40.7 | 25% |
| Powerica Ltd POWERICA · Capital Goods | 1.14% | ₹68.9 Cr | +4.41% | NEW | 21.9 | 14% |
| Shoppers Stop Ltd SHOPERSTOP · Consumer Services | 1.31% | ₹53.3 Cr | -1.16% | ▲ +0.11pp | – | -12% |
| Repro India Ltd REPRO · Media, Entertainment & Publication | 1.15% | ₹6 Cr | +2.12% | NEW | – | -9% |
| Shalibhadra Finance Limited SAHLIBHFI · Financial Services | 2.15% | ₹5 Cr | -1.92% | ▼ -0.09pp | 11.9 | 12% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Sterlite Technologies Ltd | 1.33 | · | · | · |
| Aye Finance Ltd | 5.57 | · | · | · |
| Choice International Ltd | 1.30 | 1.49 | 1.45 | · |
| Crompton Greaves Consumer Electricals Ltd | 1.04 | · | · | · |
| Ramkrishna Forgings Ltd | 1.24 | 1.03 | · | · |
| PVR Inox Ltd | 1.30 | 2.02 | 1.54 | · |
| Bajaj Consumer Care Ltd | 1.11 | · | · | · |
| Shoppers Stop Ltd | 1.31 | 1.20 | 1.19 | 1.18 |
| Repro India Ltd | 1.15 | · | · | · |
| Shalibhadra Finance Limited | 2.24 | · | · | · |
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.