Markets › Super Investors › Manish Agarwal
MA
Manish Agarwal
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,060 Cr
Today
+₹54.1 Cr +5.38%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -29.3% NIFTY 50 -4.4%behind NIFTY by 24.9 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
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
17.3
Wtd ROE
36.9%
Holdings
4
By market cap
Large 0% Mid 0% Small 100%
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Crizac Ltd CRIZAC · Consumer Services | 27.37% | ₹1,039.9 Cr | +5.43% | – | 17.3 | 37% |
| Rupa & Company Ltd RUPA · Textiles | 1.61% | ₹19.7 Cr | +2.61% | – | 16.8 | 7% |
| AVG Logistics Ltd AVG · Services | 0.00% | ₹0 Cr | -4.44% | – | 12.4 | 9% |
| TCIFINANCE TCIFINANCE · Banking | 0.00% | ₹0 Cr | +4.97% | – | – | -3% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Crizac Ltd | 27.37 | 27.37 | 27.37 | 27.37 |
| Rupa & Company Ltd | 1.61 | 1.61 | 1.61 | 1.61 |
| AVG Logistics Ltd | 0.00 | 0.00 | 0.00 | 0.00 |
| TCIFINANCE | 0.00 | 0.00 | 0.00 | 0.00 |
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.