Markets › Super Investors › Nalanda India Equity Fund Limited
NL
Nalanda India Equity Fund Limited
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹23,571 Cr
Today
+₹448.6 Cr +1.94%
Companies
21
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -7.2% NIFTY 50 -4.4%behind NIFTY by 2.8 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
59%
Wtd P/E
38.2
Wtd ROE
15.1%
Holdings
21
By market cap
Large 70% Mid 25% Small 5%
Sold / trimmed last quarter
No trims last quarter.
Holdings · 21
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| AIA Engineering Ltd AIAENG · Capital Goods | 9.29% | ₹3,875.4 Cr | +3.13% | – | 32.9 | 17% |
| Havells India Ltd HAVELLS · Consumer Durables | 4.12% | ₹3,023.8 Cr | +1.47% | – | 43.5 | 19% |
| Thermax Ltd THERMAX · Capital Goods | 5.13% | ₹2,900.6 Cr | +0.31% | – | 78.4 | 14% |
| MRF Ltd MRF · Automobile and Auto Components | 4.13% | ₹2,249.6 Cr | +2.41% | – | 22.5 | 12% |
| Info Edge (India) Ltd NAUKRI · Consumer Services | 2.83% | ₹1,799.7 Cr | +1.05% | – | 36.1 | 5% |
| Sundaram Finance Ltd SUNDARMFIN · Financial Services | 3.62% | ₹1,797.2 Cr | +7.40% | – | 24.1 | 16% |
| Amara Raja Energy & Mobility Ltd ARE&M · Automobile and Auto Components | 8.76% | ₹1,342.5 Cr | +1.63% | – | 17.1 | 12% |
| Triveni Turbine Ltd TRITURBINE · Capital Goods | 3.94% | ₹831.5 Cr | -1.20% | – | 60.3 | 26% |
| Cera Sanitaryware Ltd CERA · Consumer Durables | 9.57% | ₹772.6 Cr | +1.87% | – | 39.4 | 14% |
| IndiaMART InterMESH Ltd INDIAMART · Consumer Services | 5.64% | ₹694.7 Cr | +1.60% | NEW | 25.9 | 21% |
| Voltamp Transformers Ltd VOLTAMP · Capital Goods | 6.08% | ₹608.8 Cr | +1.79% | – | 32.8 | 18% |
| RATNAMANI MET & TUB RATNAMANI · Capital Goods | 2.97% | ₹539.2 Cr | +0.31% | – | 34.0 | 14% |
| ELGI EQUIPMENTS ELGIEQUIP · Capital Goods | 2.66% | ₹513.9 Cr | +0.82% | – | 44.9 | 21% |
| V-Guard Industries Ltd VGUARD · Consumer Durables | 3.60% | ₹477.5 Cr | +1.44% | – | 43.0 | 14% |
| Jyothy Labs Ltd JYOTHYLAB · Fast Moving Consumer Goods | 5.88% | ₹443.5 Cr | +2.25% | ▲ +0.16pp | 22.6 | 18% |
| NRB Bearings Ltd NRBBEARING · Automobile and Auto Components | 9.49% | ₹395.6 Cr | +0.99% | – | 28.6 | 15% |
| Advanced Enzyme Technologies Ltd ADVENZYMES · Healthcare | 8.46% | ₹347.7 Cr | -0.43% | – | 23.7 | 11% |
| D. B. Corp Ltd DBCORP · Media, Entertainment & Publication | 9.27% | ₹342 Cr | +2.19% | – | 11.1 | 14% |
| Ahluwalia Contracts (India) Ltd AHLUCONT · Construction | 5.49% | ₹297.3 Cr | +1.30% | – | 20.4 | 14% |
| TTK PRESTIGE TTKPRESTIG · Consumer Durables | 3.36% | ₹246 Cr | -0.49% | – | 46.7 | 8% |
| Matrimony.com Ltd MATRIMONY · Consumer Services | 8.90% | ₹72.6 Cr | +1.10% | – | 23.9 | 15% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| AIA Engineering Ltd | 9.29 | 9.29 | 9.29 | · | · |
| Havells India Ltd | 4.12 | 4.12 | 4.12 | 4.12 | · |
| Thermax Ltd | 5.13 | 5.13 | 5.13 | 5.13 | · |
| MRF Ltd | 4.13 | 4.13 | 4.13 | 4.13 | · |
| Info Edge (India) Ltd | 2.83 | 2.83 | 2.83 | 2.83 | · |
| Sundaram Finance Ltd | 3.62 | 3.62 | 3.62 | 3.62 | · |
| Amara Raja Energy & Mobility Ltd | 8.76 | 8.76 | 8.76 | 8.76 | · |
| Triveni Turbine Ltd | 3.94 | 3.94 | 3.94 | 3.94 | · |
| Cera Sanitaryware Ltd | 9.57 | 9.57 | 9.57 | 9.57 | · |
| IndiaMART InterMESH Ltd | 5.64 | · | · | · | · |
| Voltamp Transformers Ltd | 6.08 | 6.08 | 6.08 | 6.08 | · |
| RATNAMANI MET & TUB | 2.97 | 2.97 | 2.97 | 2.97 | · |
| ELGI EQUIPMENTS | 2.66 | 2.66 | 2.66 | 2.66 | · |
| V-Guard Industries Ltd | 3.60 | 3.61 | 3.61 | 3.61 | · |
| Jyothy Labs Ltd | 5.88 | 5.72 | 5.72 | 5.72 | · |
| NRB Bearings Ltd | 9.49 | 9.49 | 9.49 | 9.49 | · |
| Advanced Enzyme Technologies Ltd | 8.46 | 8.46 | 8.46 | 8.46 | 8.46 |
| D. B. Corp Ltd | 9.27 | 9.27 | 9.27 | · | · |
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.