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GP
Goldman Sachs Funds - Goldman Sachs India Equity Portfolio
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹4,516 Cr
Today
+₹97 Cr +2.19%
Companies
28
As of
06 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio -14.7% NIFTY 50 -4.4%behind NIFTY by 10.3 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
32%
Wtd P/E
47.2
Wtd ROE
22.8%
Holdings
28
By market cap
Large 0% Mid 85% Small 15%
Sold / trimmed last quarter
Holdings · 28
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| TD Power Systems Ltd TDPOWERSYS · Capital Goods | 2.40% | ₹448.4 Cr | +0.32% | – | 78.3 | 25% |
| S.J.S. Enterprises Ltd SJS · Automobile and Auto Components | 3.97% | ₹280 Cr | +4.19% | – | 41.0 | 22% |
| JSW Dulux Limited JSWDULUX · Consumer Durables | 1.89% | ₹279.5 Cr | +2.34% | – | 7.5 | 104% |
| Pricol Ltd PRICOLLTD · Automobile and Auto Components | 3.65% | ₹258.4 Cr | +5.59% | – | 28.3 | 22% |
| JK Lakshmi Cement Ltd JKLAKSHMI · Construction Materials | 2.70% | ₹200.2 Cr | +1.32% | – | 17.9 | 11% |
| Computer Age Management Services Ltd CAMS · Financial Services | 1.04% | ₹199.9 Cr | +2.61% | – | 40.8 | 39% |
| Aditya Birla Real Estate Ltd ABREL · Realty | 1.40% | ₹194.4 Cr | +3.47% | – | – | -6% |
| ASK Automotive Ltd ASKAUTOLTD · Automobile and Auto Components | 2.11% | ₹187.7 Cr | +5.28% | – | 30.0 | 25% |
| Afcons Infrastructure Ltd AFCONS · Construction | 1.46% | ₹174.7 Cr | -0.26% | – | 47.7 | 5% |
| Pearl Global Industries Ltd PGIL · Textiles | 2.12% | ₹166 Cr | +3.92% | – | 29.0 | 21% |
| Archean Chemical Industries Ltd ACI · Chemicals | 2.46% | ₹163.7 Cr | -0.76% | – | 63.1 | 6% |
| KFin Technologies Ltd KFINTECH · Financial Services | 1.07% | ₹156.1 Cr | +2.52% | – | 42.5 | 22% |
| Eureka Forbes Ltd EUREKAFORB · Consumer Durables | 1.76% | ₹155.8 Cr | +4.35% | – | 54.4 | 4% |
| Medi Assist Healthcare Services Ltd MEDIASSIST · Financial Services | 5.19% | ₹145.8 Cr | +0.97% | – | 31.5 | 13% |
| PVR Inox Ltd PVRINOX · Media, Entertainment & Publication | 1.57% | ₹145.6 Cr | +0.03% | – | 27.9 | 5% |
| CMS Info Systems Ltd CMSINFO · Services | 2.75% | ₹134.9 Cr | +0.44% | – | 16.2 | 13% |
| PRAJ INDUSTRIES PRAJIND · Capital Goods | 2.15% | ₹133.1 Cr | +1.46% | – | 259.7 | 2% |
| WeWork India Management Ltd WEWORK · Services | 1.50% | ₹129 Cr | -0.52% | – | 114.9 | 25% |
| Whirlpool of India Ltd WHIRLPOOL · Consumer Durables | 1.27% | ₹127.6 Cr | +3.12% | ▲ +0.17pp | 34.1 | 7% |
| Aurionpro Solutions Ltd AURIONPRO · Information Technology | 2.54% | ₹119.6 Cr | +9.69% | ▲ +0.38pp | 22.2 | 13% |
| Transformers and Rectifiers (India) Ltd TARIL · Capital Goods | 1.21% | ₹115.2 Cr | +0.70% | ▼ -0.28pp | 35.0 | 20% |
| Arvind Fashions Ltd ARVINDFASN · Consumer Services | 1.86% | ₹114.5 Cr | +2.54% | – | 33.6 | 19% |
| Cello World Ltd CELLO · Consumer Durables | 1.34% | ₹112.4 Cr | +0.94% | – | 25.4 | 14% |
| GNG Electronics Ltd EBGNG · Information Technology | 1.90% | ₹97 Cr | +3.68% | – | 38.7 | 17% |
| Awfis Space Solutions Ltd AWFIS · Services | 4.04% | ₹87.6 Cr | +0.07% | – | 30.6 | 14% |
| R Systems International Ltd RSYSTEMS · Information Technology | 2.44% | ₹74.2 Cr | +2.09% | – | 14.3 | 30% |
| Tatva Chintan Pharma Chem Ltd TATVA · Chemicals | 2.59% | ₹71.6 Cr | -2.36% | – | 65.6 | 6% |
| Laxmi Dental Ltd LAXMIDENTL · Healthcare | 3.50% | ₹43.6 Cr | +0.02% | – | 43.1 | 13% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| TD Power Systems Ltd | 2.40 | 2.40 | 3.13 | 3.13 |
| S.J.S. Enterprises Ltd | 3.97 | 3.98 | 4.29 | 4.79 |
| JSW Dulux Limited | 1.89 | 1.89 | 1.05 | · |
| Pricol Ltd | 3.65 | 3.65 | 4.20 | 4.20 |
| JK Lakshmi Cement Ltd | 2.70 | 2.70 | 2.70 | 2.85 |
| Computer Age Management Services Ltd | 1.04 | 1.04 | 1.04 | 1.04 |
| Aditya Birla Real Estate Ltd | 1.40 | 1.40 | 1.40 | 1.21 |
| ASK Automotive Ltd | 2.11 | 2.11 | 1.89 | 1.89 |
| Afcons Infrastructure Ltd | 1.46 | 1.46 | 1.46 | 1.24 |
| Pearl Global Industries Ltd | 2.12 | 2.13 | 2.76 | 2.76 |
| Archean Chemical Industries Ltd | 2.46 | 2.46 | 2.46 | 2.46 |
| KFin Technologies Ltd | 1.07 | 1.07 | 1.07 | 1.07 |
| Eureka Forbes Ltd | 1.76 | 1.76 | 1.76 | 1.76 |
| Medi Assist Healthcare Services Ltd | 5.19 | 5.20 | 5.48 | 5.49 |
| PVR Inox Ltd | 1.57 | 1.57 | 1.57 | 1.57 |
| CMS Info Systems Ltd | 2.75 | 2.75 | 2.75 | · |
| PRAJ INDUSTRIES | 2.15 | 2.15 | 2.15 | 2.15 |
| WeWork India Management Ltd | 1.50 | 1.51 | · | · |
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.