Markets › Super Investors › M A M ARUNACHALAM
MA
M A M ARUNACHALAM
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹613 Cr
Today
+₹14.7 Cr +2.46%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -3.2% NIFTY 50 -4.4%ahead of NIFTY by 1.2 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
93%
Wtd P/E
54.5
Wtd ROE
19.7%
Holdings
8
By market cap
Large 96% Mid 4% Small 0%
Holdings · 8
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Tube Investments of India Ltd TIINDIA · Automobile and Auto Components | 0.44% | ₹277.4 Cr | +2.68% | – | 55.8 | 17% |
| Cholamandalam Financial Holdings Ltd CHOLAHLDNG · Financial Services | 0.45% | ₹132.1 Cr | +2.85% | – | 5.4 | 39% |
| CARBORUNDUM UNIVERSAL CARBORUNIV · Capital Goods | 0.53% | ₹107 Cr | +1.22% | – | 121.0 | 5% |
| Cholamandalam Investment and Finance Company Ltd CHOLAFIN · Financial Services | 0.02% | ₹27.4 Cr | +5.45% | – | 26.9 | 19% |
| EID Parry India Ltd EIDPARRY · Fast Moving Consumer Goods | 0.21% | ₹26.6 Cr | -0.53% | – | 9.3 | 17% |
| Coromandel International Ltd COROMANDEL · Chemicals | 0.04% | ₹21.4 Cr | +3.63% | – | 30.9 | 16% |
| CG Power and Industrial Solutions Ltd CGPOWER · Capital Goods | 0.01% | ₹20.7 Cr | +2.30% | – | 122.9 | 20% |
| 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 |
|---|---|---|---|---|
| Tube Investments of India Ltd | 0.44 | 0.44 | 0.44 | 44.00 |
| Cholamandalam Financial Holdings Ltd | 0.45 | 0.45 | 0.45 | 45.00 |
| CARBORUNDUM UNIVERSAL | 0.53 | 0.53 | 0.53 | · |
| Cholamandalam Investment and Finance Company Ltd | 0.02 | 0.02 | 0.02 | 2.00 |
| EID Parry India Ltd | 0.21 | 0.21 | 0.21 | 21.00 |
| Coromandel International Ltd | 0.04 | 0.04 | 0.04 | 4.00 |
| CG Power and Industrial Solutions 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.