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IS
India Opportunities Growth Fund Ltd - Pinewood Strategy
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,755 Cr
Today
+₹32.5 Cr +1.89%
Companies
7
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +26.8% NIFTY 50 -4.4%ahead of NIFTY by 31.2 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
100%
Wtd P/E
37.6
Wtd ROE
16.2%
Holdings
7
By market cap
Large 0% Mid 97% Small 3%
Sold / trimmed last quarter
USHA MARTIN-0.14pp
Holdings · 7
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| USHA MARTIN USHAMART · Capital Goods | 5.11% | ₹758.9 Cr | +1.74% | ▼ -0.14pp | 32.4 | 15% |
| CEAT CEATLTD · Automobile and Auto Components | 4.41% | ₹615.8 Cr | +3.63% | – | 20.1 | 15% |
| BLACK BOX BBOX · Information Technology | 1.80% | ₹323.9 Cr | -0.68% | ▲ +0.04pp | 82.5 | 21% |
| Monarch Networth Capital Ltd MONARCH · Financial Services | 1.13% | ₹30.2 Cr | -0.49% | – | 14.8 | 20% |
| Consolidated Finvest & Holdings Limited CONSOFINVT | 2.58% | ₹18.8 Cr | +1.66% | ▲ +0.21pp | 13.4 | 7% |
| Zee Media Corporation Ltd ZEEMEDIA · Media, Entertainment & Publication | 1.05% | ₹5.6 Cr | -0.58% | – | 282.4 | 1% |
| Praxis Home Retail Ltd PRAXIS · Consumer Services | 1.37% | ₹1.9 Cr | +4.90% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| USHA MARTIN | 5.11 | 5.25 | 5.33 | 5.33 | · |
| CEAT | 4.41 | 4.41 | 4.41 | 4.41 | · |
| BLACK BOX | 1.80 | 1.82 | 2.85 | 2.86 | · |
| Monarch Networth Capital Ltd | 1.13 | 1.13 | 1.13 | 1.13 | · |
| Consolidated Finvest & Holdings Limited | 2.58 | 2.37 | 2.37 | 2.37 | · |
| Zee Media Corporation Ltd | 1.05 | 1.05 | 1.05 | 1.05 | · |
| Praxis Home Retail Ltd | 1.37 | 1.37 | 1.38 | 1.88 | · |
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.