Markets › Super Investors › MANISH JAIN
MJ
MANISH JAIN
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,169 Cr
Today
+₹23.5 Cr +1.10%
Companies
6
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -8.6% NIFTY 50 -4.4%behind NIFTY by 4.2 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
100%
Wtd P/E
66.4
Wtd ROE
15.2%
Holdings
6
By market cap
Large 54% Mid 0% Small 46%
Bought / added last quarter
Career Point Edutech Ltd+1.60pp
CP Capital Ltd+1.60pp
Enviro Infra Engineers Ltd+0.06pp
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| LINDE INDIA LINDEINDIA · Chemicals | 1.97% | ₹1,166.7 Cr | +0.35% | ▼ -0.01pp | 107.8 | 14% |
| Enviro Infra Engineers Ltd EIEL · Power | 27.88% | ₹924.3 Cr | +1.81% | ▲ +0.06pp | 17.6 | 17% |
| HESTER BIOSCIENCES HESTERBIO · Healthcare | 2.88% | ₹50.7 Cr | +5.82% | – | 30.6 | 17% |
| Gandhi Special Tubes Limited GANDHITUBE · Capital Goods | 1.08% | ₹11.1 Cr | +0.22% | ▼ 0.00pp | 15.1 | 24% |
| Career Point Edutech Ltd CPEDU · Consumer Services | 3.16% | ₹10.3 Cr | -0.83% | ▲ +1.60pp | 14.3 | 30% |
| CP Capital Ltd CPCAP · Banking | 3.16% | ₹5.7 Cr | +5.00% | ▲ +1.60pp | 4.2 | 8% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| LINDE INDIA | 1.97 | 1.98 | 1.99 | 1.99 |
| Enviro Infra Engineers Ltd | 27.88 | 27.82 | 27.80 | 27.80 |
| HESTER BIOSCIENCES | 2.88 | 2.88 | 2.88 | 2.88 |
| Gandhi Special Tubes Limited | 1.08 | · | 1.08 | 1.08 |
| Career Point Edutech Ltd | 3.16 | 1.56 | 1.57 | 3.16 |
| CP Capital Ltd | 3.16 | 1.56 | 1.57 | 1.57 |
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.