Markets › Super Investors › Madhu N Jain
MJ
Madhu N Jain
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,205 Cr
Today
+₹5 Cr +0.42%
Companies
3
As of
13 Apr 2026
Returns vs NIFTY current basket, 1 year
This portfolio +4.2% NIFTY 50 -4.4%ahead of NIFTY by 8.6 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
16.0
Wtd ROE
15.5%
Holdings
3
By market cap
Large 59% Mid 34% Small 7%
Bought / added last quarter
5paisa Capital Ltd+0.00pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| IIFL Finance Ltd IIFL · Financial Services | 3.18% | ₹706.4 Cr | +0.66% | – | 12.2 | 14% |
| IIFL Capital Services Ltd IIFLCAPS · Financial Services | 3.88% | ₹411.3 Cr | -0.39% | – | 18.8 | 20% |
| 5paisa Capital Ltd 5PAISA · Financial Services | 5.90% | ₹87.7 Cr | +2.29% | ▲ +0.00pp | 33.6 | 7% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| IIFL Finance Ltd | 3.18 | 3.18 | 3.18 | 3.18 |
| IIFL Capital Services Ltd | 3.88 | 3.88 | 3.89 | 3.90 |
| 5paisa Capital Ltd | 5.90 | 5.91 | 5.91 | 5.91 |
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.