MarketsSuper InvestorsM.M.MUTHIAH RESEARCH FOUNDATION
MF

M.M.MUTHIAH RESEARCH FOUNDATION

Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹276 Cr
Today
+₹6.2 Cr +2.31%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+1.5%-4.4%JunSeptDecMarJun
This portfolio +1.5% NIFTY 50 -4.4%ahead of NIFTY by 5.9 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
Capital Goods42.7%
Automobile and Auto Components32.9%
Financial Services24.5%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
73.1
Wtd ROE
15.4%
Holdings
4
By market cap
Large 100% Mid 0% Small 0%
Holdings · 4
CompanyStakeValueTodayQ/QP/EROE
CARBORUNDUM UNIVERSAL
CARBORUNIV · Capital Goods
0.58%₹117.7 Cr+1.22%121.05%
Tube Investments of India Ltd
TIINDIA · Automobile and Auto Components
0.15%₹90.6 Cr+2.68%55.817%
Cholamandalam Financial Holdings Ltd
CHOLAHLDNG · Financial Services
0.15%₹44 Cr+2.85%5.439%
Cholamandalam Investment and Finance Company Ltd
CHOLAFIN · Financial Services
0.02%₹23.4 Cr+5.45%26.919%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
CARBORUNDUM UNIVERSAL0.580.580.58·
Tube Investments of India Ltd0.150.150.1515.00
Cholamandalam Financial Holdings Ltd0.150.150.1515.00
Cholamandalam Investment and Finance Company Ltd0.020.020.022.00

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.