MarketsSuper InvestorsManohar Devabhaktuni
MD

Manohar Devabhaktuni

FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹599 Cr
Today
+₹11.2 Cr +1.90%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+16.8%-4.4%JunSeptDecMarJun
This portfolio +16.8% NIFTY 50 -4.4%ahead of NIFTY by 21.2 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
Automobile and Auto Components54.1%
Chemicals24.9%
Fast Moving Consumer Goods18.5%
Forest Materials2.5%
Portfolio X-ray
Top-5 weight
93%
Wtd P/E
26.8
Wtd ROE
20.6%
Holdings
8
By market cap
Large 49% Mid 36% Small 15%
Holdings · 8
CompanyStakeValueTodayQ/QP/EROE
Force Motors Ltd
FORCEMOT · Automobile and Auto Components
1.20%₹293 Cr+3.62%20.234%
Balaji Amines Ltd
BALAMINES · Chemicals
1.85%₹126 Cr-1.17%40.49%
Triveni Engineering & Industries Ltd
TRIVENI · Fast Moving Consumer Goods
1.06%₹92.3 Cr+3.21%32.58%
EXCEL INDUSTRIES
EXCELINDUS · Chemicals
2.02%₹23.3 Cr+0.92%15.45%
THE HI-TECH GEARS
HITECHGEAR · Automobile and Auto Components
2.06%₹22.6 Cr+0.60%52.44%
Chaman Lal Setia Exports Ltd
CLSEL · Fast Moving Consumer Goods
1.29%₹18.6 Cr-3.48%12.615%
Tamil Nadu Newsprint & Papers Ltd
TNPL · Forest Materials
1.49%₹14.9 Cr+0.58%4.011%
PPAP Automotive Ltd
PPAP · Automobile and Auto Components
2.52%₹8.6 Cr-2.33%2%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Force Motors Ltd1.201.201.201.20
Balaji Amines Ltd1.851.851.851.85
Triveni Engineering & Industries Ltd1.061.061.061.06
EXCEL INDUSTRIES2.022.022.022.02
THE HI-TECH GEARS2.062.062.142.14
Chaman Lal Setia Exports Ltd1.291.291.291.29
Tamil Nadu Newsprint & Papers Ltd1.491.491.491.49
PPAP Automotive Ltd2.522.522.522.52

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.