Markets › Super Investors › Mncl Capital Compounder Fund 2
M2
Mncl Capital Compounder Fund 2
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹134 Cr
Today
+₹2.7 Cr +2.04%
Companies
6
As of
18 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio -17.3% NIFTY 50 -4.4%behind NIFTY by 12.9 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
90%
Wtd P/E
28.4
Wtd ROE
12.8%
Holdings
6
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
TCPL PACKAGING+0.18pp
RACL Geartech Limited+0.15pp
Windlas Biotech Ltd+0.05pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| TCPL PACKAGING TCPLPACK · Capital Goods | 1.31% | ₹30 Cr | -0.11% | ▲ +0.18pp | 23.4 | 14% |
| RACL Geartech Limited RACLGEAR · Automobile and Auto Components | 1.58% | ₹24.8 Cr | +3.88% | ▲ +0.15pp | 31.9 | 17% |
| Scoda Tubes Ltd SCODATUBES · Capital Goods | 3.04% | ₹23.9 Cr | +6.73% | – | 20.3 | 14% |
| Landmark Cars Ltd LANDMARK · Automobile and Auto Components | 1.23% | ₹21.7 Cr | +0.50% | – | 46.3 | 7% |
| Windlas Biotech Ltd WINDLAS · Healthcare | 1.23% | ₹20.7 Cr | -0.62% | ▲ +0.05pp | 25.4 | 12% |
| Ritco Logistics Ltd RITCO · Services | 1.82% | ₹13.4 Cr | +2.36% | – | 23.1 | 9% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| TCPL PACKAGING | 1.31 | 1.13 | 1.04 | 1.01 |
| RACL Geartech Limited | 1.58 | 1.43 | 1.19 | 1.16 |
| Scoda Tubes Ltd | 3.04 | 3.04 | 2.45 | 2.45 |
| Landmark Cars Ltd | 1.23 | 1.23 | 1.23 | 1.23 |
| Windlas Biotech Ltd | 1.18 | 1.04 | · | · |
| Ritco Logistics Ltd | 1.82 | 1.82 | 1.82 | 1.84 |
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.