MarketsSuper InvestorsM7 GLOBAL FUND PCC - CELL DEWCAP FUND
MF

M7 GLOBAL FUND PCC - CELL DEWCAP FUND

FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹339 Cr
Today
+₹1.3 Cr +0.39%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-4.1%-4.4%JunSeptDecMarJun
This portfolio -4.1% NIFTY 50 -4.4%ahead of NIFTY by 0.3 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
Chemicals63.4%
Consumer Services14.9%
Construction10.0%
Healthcare3.4%
Services3.0%
Capital Goods2.4%
Information Technology1.8%
Portfolio X-ray
Top-5 weight
95%
Wtd P/E
82.6
Wtd ROE
6.5%
Holdings
8
By market cap
Large 0% Mid 63% Small 37%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 8
CompanyStakeValueTodayQ/QP/EROE
Anupam Rasayan India Ltd
ANURAS · Chemicals
1.49%₹214.9 Cr+1.54%NEW65.07%
Rattanindia Enterprises Ltd
RTNINDIA · Consumer Services
1.02%₹50.3 Cr-2.39%-20%
W S Industries (I) Limited
WSI · Construction
6.51%₹34 Cr-1.45%235.21%
Bafna Pharmaceuticals Ltd
BAFNAPH · Healthcare
3.12%₹11.6 Cr-5.00%33.512%
AAA Technologies Ltd
AAATECH · Services
8.24%₹10.2 Cr-0.84%▲ +0.39pp59.87%
Orient Ceratech Ltd
ORIENTCER · Capital Goods
1.72%₹8.1 Cr+2.95%21.67%
Orchasp Ltd
ORCHASP · Information Technology
9.06%₹6 Cr+4.35%63.31%
DHARAN INFRA-EPC LIMITED
DHARAN · Realty
3.58%₹3.6 Cr+0.00%-4%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25Mar '25
Anupam Rasayan India Ltd1.49····
Rattanindia Enterprises Ltd1.021.021.02··
W S Industries (I) Limited6.51····
Bafna Pharmaceuticals Ltd3.123.123.12··
AAA Technologies Ltd8.247.85···
Orient Ceratech Ltd1.721.721.721.72·
Orchasp Ltd9.069.839.83··
DHARAN INFRA-EPC LIMITED··3.583.585.45

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.