Markets › Super Investors › MANISH GUPTA
MG
MANISH GUPTA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,055 Cr
Today
+₹22 Cr +1.08%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -15.7% NIFTY 50 -4.4%behind NIFTY by 11.3 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
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
22.9
Wtd ROE
20.1%
Holdings
4
By market cap
Large 0% Mid 56% Small 44%
Bought / added last quarter
Sold / trimmed last quarter
G R Infraprojects Ltd-2.17pp
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Indegene Ltd INDGN · Healthcare | 8.91% | ₹1,102.9 Cr | +0.64% | – | 30.9 | 14% |
| Insolation Energy Ltd INA · Power | 33.06% | ₹865 Cr | +1.55% | – | 13.0 | 29% |
| G R Infraprojects Ltd GRINFRA · Construction | 0.57% | ₹48.6 Cr | +3.19% | ▼ -2.17pp | 9.5 | 10% |
| Jagsonpal Pharmaceuticals Ltd JAGSNPHARM · Healthcare | 2.72% | ₹38.8 Cr | +0.81% | ▲ +0.14pp | 33.1 | 17% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Indegene Ltd | 8.91 | 8.94 | 8.94 | 8.94 |
| Insolation Energy Ltd | 33.06 | · | · | · |
| G R Infraprojects Ltd | 0.57 | 2.74 | 2.74 | 2.74 |
| Jagsonpal Pharmaceuticals Ltd | 2.72 | 2.58 | 2.57 | 2.57 |
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.