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CHOWDRY ASSOCIATES

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

Disclosed value
₹9,024 Cr
Today
+₹57.3 Cr +0.64%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-8.5%-4.4%JunSeptDecMarJun
This portfolio -8.5% NIFTY 50 -4.4%behind NIFTY by 4.1 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
Fast Moving Consumer Goods99.9%
Realty0.1%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
40.6
Wtd ROE
16.9%
Holdings
3
By market cap
Large 99% Mid 0% Small 1%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 3
CompanyStakeValueTodayQ/QP/EROE
Dabur India Ltd
DABUR · Fast Moving Consumer Goods
11.79%₹8,972.8 Cr+0.64%NEW40.717%
Eveready Industries India Ltd
EVEREADY · Fast Moving Consumer Goods
1.51%₹38.4 Cr+1.01%14.832%
Eldeco Housing And Industries Limited
ELDEHSG · Realty
1.59%₹12.5 Cr-1.15%32.26%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Dabur India Ltd11.79···
Eveready Industries India Ltd1.511.511.511.51
Eldeco Housing And Industries Limited1.591.591.591.59

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.