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BF
BOWHEAD INDIA FUND
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹715 Cr
Today
+₹11.3 Cr +1.61%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -2.0% NIFTY 50 -4.4%ahead of NIFTY by 2.4 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
14.6
Wtd ROE
15.1%
Holdings
4
By market cap
Large 0% Mid 48% Small 52%
Sold / trimmed last quarter
No trims last quarter.
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| The Jammu & Kashmir Bank Limited J&KBANK · Financial Services | 1.95% | ₹344 Cr | +1.59% | ▲ +0.11pp | 7.4 | 15% |
| Kaveri Seed Company Ltd KSCL · Fast Moving Consumer Goods | 3.72% | ₹168.4 Cr | +0.17% | ▲ +0.59pp | 15.3 | 18% |
| Pokarna Ltd POKARNA · Consumer Durables | 5.15% | ₹139 Cr | +2.91% | ▲ +0.05pp | 33.5 | 10% |
| Navneet Education Ltd NAVNETEDUL · Media, Entertainment & Publication | 1.98% | ₹64 Cr | +2.75% | – | 9.8 | 17% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| The Jammu & Kashmir Bank Limited | 1.95 | 1.84 | 1.60 | 1.60 |
| Kaveri Seed Company Ltd | 3.72 | 3.13 | 2.23 | 2.47 |
| Pokarna Ltd | 5.15 | 5.10 | 4.19 | 4.19 |
| Navneet Education Ltd | 1.98 | 1.98 | 1.98 | 1.98 |
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.