Markets › Super Investors › Chungath Karunakaran Padma Kumar
CK
Chungath Karunakaran Padma Kumar
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹281 Cr
Today
+₹4.6 Cr +1.66%
Companies
4
As of
12 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio +63.1% NIFTY 50 -4.4%ahead of NIFTY by 67.5 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
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
42.9
Wtd ROE
21.2%
Holdings
4
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
Sold / trimmed last quarter
AGI Infra Ltd-0.64pp
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| AGI Infra Ltd AGIIL · Realty | 4.16% | ₹197.5 Cr | +2.03% | ▼ -0.64pp | 50.1 | 25% |
| Ratnaveer Precision Engineering Ltd RATNAVEER · Capital Goods | 3.77% | ₹44.7 Cr | +0.96% | – | 18.4 | 12% |
| Mangalam Global Enterprise Ltd MGEL · Fast Moving Consumer Goods | 3.90% | ₹21.1 Cr | +0.00% | – | 12.0 | 20% |
| Davangere Sugar Company Ltd DAVANGERE · Fast Moving Consumer Goods | 3.42% | ₹17.9 Cr | +1.39% | NEW | 61.5 | 2% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| AGI Infra Ltd | 4.16 | 4.91 | 3.56 | · |
| Ratnaveer Precision Engineering Ltd | 3.96 | 3.11 | · | · |
| Mangalam Global Enterprise Ltd | 3.90 | 3.90 | · | 3.03 |
| Davangere Sugar Company Ltd | 3.42 | · | · | · |
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.