Markets › Super Investors › Dilipkumar Lakhi
DL
Dilipkumar Lakhi
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹320 Cr
Today
+₹4.1 Cr +1.29%
Companies
7
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -12.9% NIFTY 50 -4.4%behind NIFTY by 8.5 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
99%
Wtd P/E
30.6
Wtd ROE
13.5%
Holdings
7
By market cap
Large 0% Mid 76% Small 24%
Bought / added last quarter
No additions last quarter.
Holdings · 7
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Welspun Enterprises Ltd WELENT · Construction | 3.14% | ₹243.9 Cr | +1.47% | ▼ -0.11pp | 19.8 | 14% |
| Unitech Ltd UNITECH · Realty | 4.44% | ₹55.8 Cr | +0.63% | – | – | – |
| Avonmore Capital & Management Services Ltd AVONMORE · Financial Services | 2.40% | ₹7.6 Cr | +3.04% | – | 14.6 | 6% |
| NDL Ventures Ltd NDLVENTURE · Financial Services | 1.46% | ₹6.4 Cr | +0.05% | ▼ -0.45pp | 479.7 | 2% |
| Almondz Global Securities Ltd ALMONDZ · Financial Services | 1.76% | ₹4.1 Cr | -2.19% | – | 8.1 | 11% |
| Aro Granite Industries Limited AROGRANITE · Consumer Durables | 4.00% | ₹1.6 Cr | +3.44% | – | – | -7% |
| Diligent Media Corporation Ltd DNAMEDIA · Media, Entertainment & Publication | 1.05% | ₹0.4 Cr | -0.34% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Welspun Enterprises Ltd | 3.14 | 3.25 | 3.27 | 3.35 |
| Unitech Ltd | 4.44 | 4.44 | 4.44 | 4.44 |
| Avonmore Capital & Management Services Ltd | 2.40 | 2.40 | 2.40 | 2.41 |
| NDL Ventures Ltd | 1.46 | 1.91 | 1.94 | 1.94 |
| Almondz Global Securities Ltd | 1.76 | 1.76 | 1.76 | 1.76 |
| Aro Granite Industries Limited | 4.00 | 4.00 | 4.00 | 4.00 |
| Diligent Media Corporation Ltd | 1.05 | 1.05 | 1.05 | 1.05 |
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.