Markets › Super Investors › MILKY INVESTMENT AND TRADING COMPANY
MC
MILKY INVESTMENT AND TRADING COMPANY
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹4,799 Cr
Today
+₹29.9 Cr +0.63%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -8.1% NIFTY 50 -4.4%behind NIFTY by 3.7 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
44.2
Wtd ROE
16.1%
Holdings
4
By market cap
Large 95% Mid 5% Small 0%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Dabur India Ltd DABUR · Fast Moving Consumer Goods | 5.98% | ₹4,555.3 Cr | +0.64% | NEW | 40.7 | 17% |
| Religare Enterprises Ltd RELIGARE · Financial Services | 3.01% | ₹241.3 Cr | +0.36% | – | 109.4 | 3% |
| JHS Svendgaard Laboratories Ltd JHS · Fast Moving Consumer Goods | 2.06% | ₹1.5 Cr | +2.10% | – | – | -1% |
| Noida Toll Bridge Company Ltd NOIDATOLL · Services | 1.19% | ₹1.2 Cr | -0.19% | – | 3.5 | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Dabur India Ltd | 5.98 | · | · | · |
| Religare Enterprises Ltd | 3.01 | 3.01 | 2.88 | 2.88 |
| JHS Svendgaard Laboratories Ltd | 2.06 | 2.10 | 2.10 | 2.10 |
| Noida Toll Bridge Company Ltd | 1.19 | 1.19 | · | 1.19 |
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.