Markets › Super Investors › MALABAR INDIA FUND LIMITED
ML
MALABAR INDIA FUND LIMITED
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹5,140 Cr
Today
+₹89.2 Cr +1.77%
Companies
18
As of
18 Apr 2026
Returns vs NIFTY current basket, 1 year
This portfolio -6.5% NIFTY 50 -4.4%behind NIFTY by 2.1 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
58%
Wtd P/E
57.2
Wtd ROE
15.3%
Holdings
18
By market cap
Large 39% Mid 37% Small 24%
Bought / added last quarter
Aurionpro Solutions Ltd+0.50pp
Hariom Pipe Industries Ltd+0.25pp
Scoda Tubes Ltd+0.12pp
KSH International Ltd+0.08pp
Hatsun Agro Product Ltd+0.03pp
Holdings · 18
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| NEULANDLAB NEULANDLAB · Healthcare | 5.65% | ₹1,236.1 Cr | -0.83% | ▼ -0.04pp | 60.1 | 21% |
| Aptus Value Housing Finance India Ltd APTUS · Financial Services | 4.14% | ₹565.8 Cr | +0.37% | ▲ +0.12pp | 14.5 | 20% |
| Affle 3I Ltd AFFLE · Information Technology | 2.16% | ₹451.7 Cr | +2.77% | ▼ -0.02pp | 46.0 | 14% |
| Safari Industries (India) Limited SAFARI · Consumer Durables | 4.76% | ₹381.3 Cr | +6.57% | ▼ -0.06pp | 47.8 | 16% |
| Xpro India Ltd XPROINDIA · Capital Goods | 11.33% | ₹321.9 Cr | +0.24% | – | 145.2 | 3% |
| Hatsun Agro Product Ltd HATSUN · Fast Moving Consumer Goods | 1.59% | ₹321.7 Cr | -0.41% | ▲ +0.03pp | 56.9 | 19% |
| Le Travenues Technology Ltd IXIGO · Consumer Services | 3.86% | ₹309.5 Cr | +2.59% | ▲ +-0.01pp | 112.1 | 5% |
| Saregama India Ltd SAREGAMA · Media, Entertainment & Publication | 2.89% | ₹257.9 Cr | +1.48% | ▲ +0.00pp | 43.4 | 13% |
| Vaibhav Global Ltd VAIBHAVGBL · Consumer Durables | 5.41% | ₹219 Cr | +5.10% | ▼ -0.04pp | 15.2 | 18% |
| Aurionpro Solutions Ltd AURIONPRO · Information Technology | 4.24% | ₹199.8 Cr | +9.69% | ▲ +0.50pp | 22.2 | 13% |
| SBFC Finance Ltd SBFC · Financial Services | 1.82% | ₹186.7 Cr | +2.46% | – | 22.8 | 13% |
| Yasho Industries Ltd YASHO · Chemicals | 4.37% | ₹146.7 Cr | -2.93% | – | 133.0 | 6% |
| KSH International Ltd KSHINTL · Capital Goods | 2.45% | ₹143.2 Cr | +5.32% | ▲ +0.08pp | 53.1 | 14% |
| Hariom Pipe Industries Ltd HARIOMPIPE · Capital Goods | 9.42% | ₹125.1 Cr | +5.11% | ▲ +0.25pp | 17.6 | 12% |
| RACL Geartech Limited RACLGEAR · Automobile and Auto Components | 5.87% | ₹91.8 Cr | +3.88% | – | 31.9 | 17% |
| Neogen Chemicals Ltd NEOGEN · Chemicals | 1.31% | ₹71.3 Cr | +1.51% | – | 189.7 | 4% |
| Scoda Tubes Ltd SCODATUBES · Capital Goods | 7.70% | ₹60.6 Cr | +6.73% | ▲ +0.12pp | 20.3 | 14% |
| HLE GLASCOAT HLEGLAS · Capital Goods | 1.85% | ₹49.7 Cr | +1.53% | – | 47.5 | 11% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| NEULANDLAB | 5.65 | 5.69 | 5.76 | 5.76 |
| Aptus Value Housing Finance India Ltd | 4.14 | 4.02 | 4.02 | 4.11 |
| Affle 3I Ltd | 2.16 | 2.18 | 2.22 | 2.33 |
| Safari Industries (India) Limited | 4.76 | 4.82 | 4.85 | 4.86 |
| Xpro India Ltd | 11.33 | 11.33 | 11.33 | 11.03 |
| Hatsun Agro Product Ltd | 1.59 | 1.56 | 1.68 | 1.69 |
| Le Travenues Technology Ltd | 3.86 | 3.87 | 4.63 | 5.21 |
| Saregama India Ltd | 2.89 | 2.89 | 2.89 | 2.94 |
| Vaibhav Global Ltd | 5.41 | 5.45 | 5.69 | 5.70 |
| Aurionpro Solutions Ltd | 4.24 | 3.74 | 3.74 | · |
| SBFC Finance Ltd | 1.82 | 1.83 | 2.02 | 2.03 |
| Yasho Industries Ltd | 4.37 | 4.37 | 4.37 | 4.37 |
| KSH International Ltd | 2.45 | 2.37 | · | · |
| Hariom Pipe Industries Ltd | 9.42 | 9.17 | 9.17 | 9.17 |
| RACL Geartech Limited | 5.87 | 5.87 | 5.87 | 5.87 |
| Neogen Chemicals Ltd | 1.31 | 1.31 | 1.34 | 1.73 |
| Scoda Tubes Ltd | 7.70 | 7.58 | 7.58 | 7.58 |
| HLE GLASCOAT | 1.85 | 1.85 | 3.51 | 3.74 |
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.