Markets › Super Investors › GOVINDLAL M PARIKH
GP
GOVINDLAL M PARIKH
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,664 Cr
Today
+₹20.2 Cr +1.23%
Companies
7
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -13.3% NIFTY 50 -4.4%behind NIFTY by 8.9 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
91%
Wtd P/E
17.7
Wtd ROE
22.6%
Holdings
7
By market cap
Large 38% Mid 41% Small 21%
Bought / added last quarter
KCP LtdNEW
EID Parry India Ltd+0.17pp
The Ramco Cements Ltd+0.01pp
Ramco Industries Ltd+0.01pp
Holdings · 7
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Sundram Fasteners Ltd SUNDRMFAST · Automobile and Auto Components | 2.04% | ₹365.5 Cr | +1.27% | – | 30.2 | 15% |
| TVS HOLDINGS TVSHLTD · Financial Services | 1.18% | ₹323.7 Cr | +1.60% | ▼ -0.03pp | 8.1 | 61% |
| EID Parry India Ltd EIDPARRY · Fast Moving Consumer Goods | 2.50% | ₹322.3 Cr | -0.53% | ▲ +0.17pp | 9.3 | 17% |
| The Ramco Cements Ltd RAMCOCEM · Construction Materials | 1.43% | ₹308.5 Cr | +3.48% | ▲ +0.01pp | 30.8 | 9% |
| Ramco Industries Ltd RAMCOIND · Construction Materials | 7.62% | ₹194.4 Cr | +0.77% | ▲ +0.01pp | 8.3 | 7% |
| Sundaram-Clayton Ltd SUNCLAY · Automobile and Auto Components | 4.03% | ₹121.6 Cr | +0.20% | ▼ -0.19pp | 12.0 | 22% |
| KCP Ltd KCP · Construction Materials | 1.31% | ₹28.2 Cr | +0.44% | NEW | 7.8 | 17% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Sundram Fasteners Ltd | 2.04 | 2.04 | 2.04 | 2.04 |
| TVS HOLDINGS | 1.18 | 1.21 | 1.21 | 1.21 |
| EID Parry India Ltd | 2.50 | 2.33 | 2.33 | 2.33 |
| The Ramco Cements Ltd | 1.43 | 1.42 | 1.24 | 1.22 |
| Ramco Industries Ltd | 7.62 | 7.61 | 7.60 | 7.56 |
| Sundaram-Clayton Ltd | 4.03 | 4.22 | 3.50 | 3.49 |
| KCP Ltd | 1.31 | · | · | · |
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.