MarketsSuper InvestorsJayshreeben Ajitbhai Mehta
JM

Jayshreeben Ajitbhai Mehta

IndividualDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹172 Cr
Today
+₹3.7 Cr +2.16%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-31.0%-4.4%JunSeptDecMarJun
This portfolio -31.0% NIFTY 50 -4.4%behind NIFTY by 26.6 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
Financial Services96.4%
Information Technology3.6%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
16.2
Wtd ROE
7.2%
Holdings
3
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
No additions last quarter.
Sold / trimmed last quarter
Holdings · 3
CompanyStakeValueTodayQ/QP/EROE
AvenuesAI Ltd
CCAVENUE · Financial Services
3.45%₹166.3 Cr+2.15%▼ -0.86pp16.47%
DRC Systems India Ltd
DRCSYSTEMS · Information Technology
1.52%₹3.1 Cr+0.99%10.722%
Odigma Consultancy Solutions Ltd
ODIGMA · Information Technology
4.33%₹3 Cr+4.14%-2%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
AvenuesAI Ltd3.454.314.314.32
DRC Systems India Ltd1.521.521.641.64
Odigma Consultancy Solutions Ltd4.334.334.334.33

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.