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CS
COHESION MK BEST IDEAS SUB-TRUST
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,892 Cr
Today
+₹16.9 Cr +0.90%
Companies
14
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +13.2% NIFTY 50 -4.4%ahead of NIFTY by 17.6 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
62%
Wtd P/E
104.5
Wtd ROE
9.5%
Holdings
14
By market cap
Large 29% Mid 57% Small 15%
Bought / added last quarter
Supriya Lifescience Ltd+0.44pp
Indostar Capital Finance Ltd+0.12pp
RBL Bank Ltd+0.07pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 14
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| RBL Bank Ltd RBLBANK · Banking | 1.43% | ₹328.4 Cr | +1.86% | ▲ +0.07pp | 26.2 | 5% |
| Supriya Lifescience Ltd SUPRIYA · Healthcare | 2.98% | ₹229.4 Cr | -2.25% | ▲ +0.44pp | 36.8 | 19% |
| Shilpa Medicare Ltd SHILPAMED · Healthcare | 2.17% | ₹226.5 Cr | -2.56% | – | 42.8 | 10% |
| Cemindia Projects Ltd CEMPRO · Construction | 1.04% | ₹210.9 Cr | +5.00% | NEW | 33.9 | 28% |
| Nazara Technologies Ltd NAZARA · Media, Entertainment & Publication | 1.56% | ₹168.6 Cr | +1.78% | – | 131.5 | 3% |
| Dynamatic Technologies Ltd DYNAMATECH · Capital Goods | 2.21% | ₹159 Cr | +4.24% | – | 222.2 | 4% |
| Ramkrishna Forgings Ltd RKFORGE · Automobile and Auto Components | 1.06% | ₹113.2 Cr | -0.54% | NEW | 149.0 | 2% |
| Tilaknagar Industries Ltd TI · Fast Moving Consumer Goods | 1.02% | ₹110 Cr | +0.20% | – | 516.1 | 1% |
| Indostar Capital Finance Ltd INDOSTAR · Banking | 2.14% | ₹84.5 Cr | +0.73% | ▲ +0.12pp | 28.1 | 4% |
| Utkarsh Small Finance Bank Ltd UTKARSHBNK · Banking | 3.21% | ₹77 Cr | +2.98% | – | – | -40% |
| Prataap Snacks Ltd DIAMONDYD · Fast Moving Consumer Goods | 2.79% | ₹74.6 Cr | -1.19% | – | 274.4 | 1% |
| Indiabulls Ltd IBULLSLTD · Services | 1.26% | ₹69.7 Cr | +0.34% | – | 15.9 | 11% |
| HIMATSINGKA SEIDE HIMATSEIDE · Textiles | 4.07% | ₹39.7 Cr | +2.18% | – | 15.8 | 3% |
| DHANI DHANI | 1.52% | - | – | – | 97.8 | 1% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| RBL Bank Ltd | 1.43 | 1.36 | 1.24 | · | · |
| Supriya Lifescience Ltd | 2.98 | 2.54 | 2.13 | 2.13 | · |
| Shilpa Medicare Ltd | 2.17 | 2.17 | 2.17 | 2.17 | · |
| Cemindia Projects Ltd | 1.04 | · | · | · | · |
| Nazara Technologies Ltd | 1.56 | 1.56 | 1.56 | 1.56 | · |
| Dynamatic Technologies Ltd | 2.21 | 2.21 | 2.21 | 2.21 | · |
| Ramkrishna Forgings Ltd | 1.06 | · | · | · | · |
| Tilaknagar Industries Ltd | 1.02 | 1.02 | 1.21 | · | · |
| Indostar Capital Finance Ltd | 2.14 | 2.02 | 2.38 | 2.38 | 2.39 |
| Utkarsh Small Finance Bank Ltd | 3.21 | 3.21 | · | · | · |
| Prataap Snacks Ltd | 2.79 | 2.79 | 2.79 | 2.80 | · |
| Indiabulls Ltd | 1.26 | 1.26 | · | · | · |
| HIMATSINGKA SEIDE | 4.07 | 4.07 | 4.07 | 4.07 | · |
| DHANI | · | · | 1.52 | 1.63 | · |
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.