MarketsSuper InvestorsD SRIMATHI
DS

D SRIMATHI

IndividualDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹169 Cr
Today
+₹3.5 Cr +2.14%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+43.2%-4.4%JunSeptDecMarJun
This portfolio +43.2% NIFTY 50 -4.4%ahead of NIFTY by 47.6 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
Automobile and Auto Components97.6%
Consumer Services2.4%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
34.0
Wtd ROE
27.6%
Holdings
3
By market cap
Large 0% Mid 81% Small 19%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 3
CompanyStakeValueTodayQ/QP/EROE
Lumax Auto Technologies Ltd
LUMAXTECH · Automobile and Auto Components
1.19%₹136.7 Cr+2.81%34.031%
RAJRATAN GLOBAL WIRE
RAJRATAN · Automobile and Auto Components
1.21%₹28 Cr-0.73%▲ +0.02pp33.012%
SINCLAIRS HOTELS
SINCLAIR · Consumer Services
1.06%₹4.1 Cr+0.22%42.98%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Lumax Auto Technologies Ltd1.191.191.191.19
RAJRATAN GLOBAL WIRE1.211.191.191.19
SINCLAIRS HOTELS1.061.061.061.06

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.