Markets › Super Investors › Kumar Mangalam Birla
KB
Kumar Mangalam Birla
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹904 Cr
Today
+₹12.9 Cr +1.45%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +33.0% NIFTY 50 -4.4%ahead of NIFTY by 37.4 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
99%
Wtd P/E
19.0
Wtd ROE
10.5%
Holdings
8
By market cap
Large 98% Mid 2% Small 0%
Bought / added last quarter
Vodafone Idea Ltd+0.07pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 8
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Grasim Industries Ltd GRASIM · Construction Materials | 0.26% | ₹562.2 Cr | +1.90% | – | 20.9 | 10% |
| Vodafone Idea Ltd IDEA · Telecommunication | 0.09% | ₹146.2 Cr | +0.34% | ▲ +0.07pp | 4.7 | -22% |
| Hindalco Industries HINDALCO · Metals & Mining | 0.04% | ₹91.4 Cr | -0.75% | – | 17.0 | 10% |
| Aditya Birla Capital Ltd ABCAPITAL · Financial Services | 0.09% | ₹83.5 Cr | +2.82% | – | 25.0 | 12% |
| Aditya Birla Lifestyle Brands Ltd ABLBL · Consumer Services | 0.10% | ₹12.5 Cr | +1.81% | – | 71.5 | 12% |
| Aditya Birla Fashion and Retail Ltd ABFRL · Consumer Services | 0.10% | ₹7.6 Cr | +1.90% | – | – | -13% |
| Aditya Birla Sun Life AMC Ltd ABSLAMC · Financial Services | 0.00% | ₹0 Cr | +4.08% | – | 34.0 | 25% |
| KESORAM INDUSTRIES KESORAMIND · Textiles | 0.00% | ₹0 Cr | +4.98% | – | – | -21% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Grasim Industries Ltd | 0.26 | 0.26 | 0.21 | 21.00 |
| Vodafone Idea Ltd | 0.09 | 0.02 | 0.02 | 2.00 |
| Hindalco Industries | 0.04 | 0.04 | 0.04 | 4.00 |
| Aditya Birla Capital Ltd | 0.09 | 0.09 | 0.09 | 9.00 |
| Aditya Birla Lifestyle Brands Ltd | 0.10 | 0.10 | 0.10 | 10.00 |
| Aditya Birla Fashion and Retail Ltd | 0.10 | 0.10 | 0.10 | 10.00 |
| Aditya Birla Sun Life AMC Ltd | 0.00 | 0.00 | 0.00 | 0.00 |
| KESORAM INDUSTRIES | 0.00 | 0.00 | 0.00 | 0.00 |
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.