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FF
FIRST WATER FUND
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹371 Cr
Today
+₹6.6 Cr +1.82%
Companies
7
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -26.5% NIFTY 50 -4.4%behind NIFTY by 22.1 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
Portfolio X-ray
Top-5 weight
89%
Wtd P/E
32.6
Wtd ROE
4.9%
Holdings
7
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
DECCAN CEMENTS+1.44pp
Royal Orchid Hotels Ltd+0.70pp
Shalby Ltd+0.36pp
GUJ IND POW CO.+0.15pp
Uflex Ltd+0.05pp
Sold / trimmed last quarter
POLYPLEX CORPORATION-0.07pp
Holdings · 7
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Uflex Ltd UFLEX · Capital Goods | 3.65% | ₹112.6 Cr | +2.38% | ▲ +0.05pp | 9.7 | 4% |
| POLYPLEX CORPORATION POLYPLEX · Capital Goods | 3.33% | ₹95.5 Cr | +1.71% | ▼ -0.07pp | 70.1 | 1% |
| DECCAN CEMENTS DECCANCE · Construction Materials | 6.45% | ₹52.4 Cr | +0.06% | ▲ +1.44pp | 28.4 | 4% |
| GUJ IND POW CO. GIPCL · Power | 1.51% | ₹38.1 Cr | +1.16% | ▲ +0.15pp | 6.3 | 11% |
| Royal Orchid Hotels Ltd ROHLTD · Consumer Services | 3.64% | ₹32.9 Cr | +4.20% | ▲ +0.70pp | 27.1 | 14% |
| Shalby Ltd SHALBY · Healthcare | 1.64% | ₹30.2 Cr | +1.00% | ▲ +0.36pp | 53.1 | 3% |
| Suraj Estate Developers Ltd SURAJEST · Realty | 1.03% | ₹9.6 Cr | +3.36% | NEW | 10.4 | 10% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Uflex Ltd | 3.65 | 3.60 | 2.47 | 2.36 |
| POLYPLEX CORPORATION | 3.33 | 3.40 | 3.76 | 1.99 |
| DECCAN CEMENTS | 6.45 | 5.01 | · | 3.33 |
| GUJ IND POW CO. | 1.51 | 1.36 | 1.15 | · |
| Royal Orchid Hotels Ltd | 3.64 | 2.94 | 2.36 | 2.86 |
| Shalby Ltd | 1.64 | 1.28 | 1.23 | 1.77 |
| Suraj Estate Developers Ltd | 1.03 | · | · | · |
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.