Markets › Super Investors › M.A.ALAGAPPAN
M.
M.A.ALAGAPPAN
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹873 Cr
Today
+₹31.8 Cr +3.79%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -1.2% NIFTY 50 -4.4%ahead of NIFTY by 3.2 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
97%
Wtd P/E
42.2
Wtd ROE
19.7%
Holdings
8
By market cap
Large 98% Mid 2% Small 0%
Holdings · 8
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Cholamandalam Investment and Finance Company Ltd CHOLAFIN · Financial Services | 0.29% | ₹411.5 Cr | +5.45% | – | 26.9 | 19% |
| Tube Investments of India Ltd TIINDIA · Automobile and Auto Components | 0.37% | ₹229.1 Cr | +2.68% | – | 55.8 | 17% |
| Cholamandalam Financial Holdings Ltd CHOLAHLDNG · Financial Services | 0.38% | ₹111.3 Cr | +2.85% | – | 5.4 | 39% |
| CARBORUNDUM UNIVERSAL CARBORUNIV · Capital Goods | 0.41% | ₹83.8 Cr | +1.22% | – | 121.0 | 5% |
| CG Power and Industrial Solutions Ltd CGPOWER · Capital Goods | 0.01% | ₹15.4 Cr | +2.30% | – | 122.9 | 20% |
| EID Parry India Ltd EIDPARRY · Fast Moving Consumer Goods | 0.12% | ₹15.2 Cr | -0.53% | – | 9.3 | 17% |
| Coromandel International Ltd COROMANDEL · Chemicals | 0.01% | ₹6.8 Cr | +3.63% | – | 30.9 | 16% |
| NACL INDUSTRIES NACLIND · Chemicals | 0.00% | ₹0 Cr | +0.03% | – | 844.5 | 1% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Cholamandalam Investment and Finance Company Ltd | 0.29 | 0.29 | 0.30 | 30.00 |
| Tube Investments of India Ltd | 0.37 | 0.37 | 0.37 | 37.00 |
| Cholamandalam Financial Holdings Ltd | 0.38 | 0.38 | 0.38 | 38.00 |
| CARBORUNDUM UNIVERSAL | 0.41 | 0.41 | 0.41 | · |
| CG Power and Industrial Solutions Ltd | 0.01 | 0.01 | 0.01 | 1.00 |
| EID Parry India Ltd | 0.12 | 0.12 | 0.12 | 12.00 |
| Coromandel International Ltd | 0.01 | 0.01 | 0.01 | 1.00 |
| NACL INDUSTRIES | 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.