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LF
Long Term Equity Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹121 Cr
Today
+₹1.5 Cr +1.29%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -16.0% NIFTY 50 -4.4%behind NIFTY by 11.6 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
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
18.8
Wtd ROE
14.5%
Holdings
4
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Kaveri Seed Company Ltd KSCL · Fast Moving Consumer Goods | 1.12% | ₹50.6 Cr | +0.17% | – | 15.3 | 18% |
| Globus Spirits Ltd GLOBUSSPR · Fast Moving Consumer Goods | 1.13% | ₹28.3 Cr | +0.86% | NEW | 27.4 | 9% |
| United Foodbrands Ltd UFBL · Consumer Services | 1.14% | ₹27.4 Cr | +3.60% | – | – | -18% |
| Antony Waste Handling Cell Ltd AWHCL · Power | 1.13% | ₹14.6 Cr | +1.83% | – | 14.0 | 13% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Kaveri Seed Company Ltd | 1.12 | 1.12 | 1.12 | 1.12 |
| Globus Spirits Ltd | 1.13 | · | · | · |
| United Foodbrands Ltd | 1.14 | 1.14 | 1.14 | 1.14 |
| Antony Waste Handling Cell Ltd | 1.13 | 1.13 | 1.13 | 1.13 |
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.