Markets › Super Investors › MARATHON EDGE INDIA FUND I
MI
MARATHON EDGE INDIA FUND I
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹811 Cr
Today
+₹9.4 Cr +1.18%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -52.1% NIFTY 50 -4.4%behind NIFTY by 47.7 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
33.4
Wtd ROE
17.9%
Holdings
5
By market cap
Large 38% Mid 45% Small 18%
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Newgen Software Technologies Ltd NEWGEN · Information Technology | 5.41% | ₹362.5 Cr | +1.35% | – | 22.3 | 18% |
| KPIT Technologies Ltd KPITTECH · Information Technology | 1.48% | ₹306.3 Cr | +1.07% | – | 32.6 | 20% |
| NIIT Learning Systems Ltd NIITMTS · Consumer Services | 2.99% | ₹88 Cr | +0.40% | – | 11.9 | 18% |
| NIIT Ltd NIITLTD · Consumer Services | 3.02% | ₹36.8 Cr | +2.29% | – | 205.3 | 1% |
| Matrimony.com Ltd MATRIMONY · Consumer Services | 2.17% | ₹17.7 Cr | +1.10% | – | 23.9 | 15% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Newgen Software Technologies Ltd | 5.41 | 5.41 | 5.44 | 5.44 |
| KPIT Technologies Ltd | 1.48 | 1.48 | 1.48 | 1.48 |
| NIIT Learning Systems Ltd | 2.99 | 3.00 | · | 3.02 |
| NIIT Ltd | 3.02 | 3.02 | 3.02 | 3.03 |
| Matrimony.com Ltd | 2.17 | 2.37 | 2.37 | 2.37 |
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.