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IH
Infinity Direct Holdings
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹645 Cr
Today
+₹8.9 Cr +1.39%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -26.7% NIFTY 50 -4.4%behind NIFTY by 22.3 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
100%
Wtd P/E
73.5
Wtd ROE
11.8%
Holdings
4
By market cap
Large 0% Mid 0% Small 100%
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Camlin Fine Sciences Ltd CAMLINFINE · Chemicals | 10.18% | ₹271.1 Cr | +1.40% | – | 113.1 | 2% |
| Knowledge Marine & Engineering Works Ltd KMEW · Services | 3.80% | ₹183.2 Cr | +2.61% | – | 61.3 | 20% |
| ADFFOODS ADFFOODS · Fast Moving Consumer Goods | 4.55% | ₹141.2 Cr | -0.28% | – | 34.5 | 17% |
| ONWARD TECHNOLOGIES ONWARDTEC · Information Technology | 8.70% | ₹50 Cr | +1.77% | – | 13.0 | 19% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Camlin Fine Sciences Ltd | 10.18 | 10.18 | 10.40 | 10.41 |
| Knowledge Marine & Engineering Works Ltd | 3.80 | 3.80 | · | · |
| ADFFOODS | 4.55 | 4.55 | 4.55 | 4.55 |
| ONWARD TECHNOLOGIES | 8.70 | 8.71 | 8.71 | 8.71 |
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.