Markets › Super Investors › MAHINDRA & MAHINDRA LIMITED
ML
MAHINDRA & MAHINDRA LIMITED
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹69,979 Cr
Today
+₹626.5 Cr +0.90%
Companies
7
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -4.6% NIFTY 50 -4.4%behind NIFTY by 0.2 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
96%
Wtd P/E
26.3
Wtd ROE
16.4%
Holdings
7
By market cap
Large 82% Mid 10% Small 8%
Holdings · 7
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Tech Mahindra Ltd TECHM · Information Technology | 25.31% | ₹35,358.1 Cr | -0.25% | – | 29.1 | 17% |
| Mahindra & Mahindra Financial Services Ltd M&MFIN · Financial Services | 52.49% | ₹21,730.6 Cr | +2.34% | – | 14.5 | 12% |
| Mahindra Lifespace Developers Ltd MAHLIFE · Realty | 52.41% | ₹3,731 Cr | +1.60% | – | 23.9 | 11% |
| SML Mahindra Ltd SMLMAH · Capital Goods | 58.97% | ₹3,426.6 Cr | +3.39% | – | 36.4 | 35% |
| Mahindra Holidays & Resorts India Ltd MHRIL · Consumer Services | 66.74% | ₹3,139.1 Cr | -1.13% | – | 70.2 | 9% |
| Swaraj Engines Ltd SWARAJENG · Capital Goods | 52.11% | ₹2,422.3 Cr | +3.31% | – | 23.7 | 43% |
| MAHINDRA EPC IRRIG MAHEPC · Capital Goods | 54.20% | ₹171.3 Cr | +3.23% | – | 24.9 | 7% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Tech Mahindra Ltd | 25.31 | 25.32 | 25.32 | 25.33 |
| Mahindra & Mahindra Financial Services Ltd | 52.49 | 52.49 | · | · |
| Mahindra Lifespace Developers Ltd | 52.41 | 52.41 | 52.42 | · |
| SML Mahindra Ltd | 58.97 | 58.97 | 58.97 | · |
| Mahindra Holidays & Resorts India Ltd | 66.74 | 66.74 | 66.74 | 66.74 |
| Swaraj Engines Ltd | 52.11 | 52.12 | 52.12 | 52.12 |
| MAHINDRA EPC IRRIG | 54.20 | 54.20 | 54.20 | 54.20 |
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.