Markets › Super Investors › CHETAN JAYANTILAL SHAH
CS
CHETAN JAYANTILAL SHAH
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹193 Cr
Today
+₹3.2 Cr +1.71%
Companies
6
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -17.6% NIFTY 50 -4.4%behind NIFTY by 13.2 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
82.7
Wtd ROE
20.2%
Holdings
6
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| The Anup Engineering Ltd ANUP · Capital Goods | 2.00% | ₹78.4 Cr | +3.16% | – | 35.6 | 17% |
| Jubilant Agri and Consumer Products Ltd JUBLCPL · Chemicals | 2.44% | ₹69 Cr | -0.61% | ▲ +0.01pp | 22.1 | 33% |
| NIIT Ltd NIITLTD · Consumer Services | 1.10% | ₹13.4 Cr | +2.29% | – | 205.3 | 1% |
| DMCC Speciality Chemicals Ltd DMCC · Chemicals | 1.92% | ₹12.3 Cr | +4.68% | – | 23.4 | 11% |
| TVS Electronics Ltd TVSELECT · Information Technology | 1.39% | ₹11.8 Cr | -0.48% | – | 671.7 | 1% |
| Everest Industries Ltd EVERESTIND · Construction Materials | 1.45% | ₹8 Cr | +6.15% | – | – | -19% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| The Anup Engineering Ltd | 2.00 | 2.00 | 2.00 | 2.00 |
| Jubilant Agri and Consumer Products Ltd | 2.44 | 2.43 | 2.44 | 2.44 |
| NIIT Ltd | 1.10 | 1.10 | 1.10 | 1.11 |
| DMCC Speciality Chemicals Ltd | 1.92 | 1.92 | 1.92 | 1.92 |
| TVS Electronics Ltd | 1.39 | 1.39 | 1.39 | · |
| Everest Industries Ltd | 1.45 | 1.45 | 1.45 | 1.26 |
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.