Markets › Super Investors › Nalanda India Fund Limited
NL
Nalanda India Fund Limited
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹7,181 Cr
Today
+₹81.4 Cr +1.15%
Companies
9
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -12.0% NIFTY 50 -4.4%behind NIFTY by 7.6 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
49.5
Wtd ROE
27.8%
Holdings
9
By market cap
Large 80% Mid 16% Small 4%
Bought / added last quarter
No additions last quarter.
Sold / trimmed last quarter
Vaibhav Global Ltd-0.96pp
RATNAMANI MET & TUB-0.57pp
Page Industries Ltd-0.55pp
Triveni Turbine Ltd-0.52pp
Supreme Industries Ltd-0.42pp
Holdings · 9
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Page Industries Ltd PAGEIND · Textiles | 4.81% | ₹2,102.3 Cr | +1.48% | ▼ -0.55pp | 57.2 | 53% |
| Berger Paints India Ltd BERGEPAINT · Consumer Durables | 2.59% | ₹1,566.5 Cr | +0.83% | ▼ -0.34pp | 53.7 | 17% |
| Supreme Industries Ltd SUPREMEIND · Capital Goods | 2.97% | ₹1,339.1 Cr | +1.87% | ▼ -0.42pp | 47.3 | 16% |
| Triveni Turbine Ltd TRITURBINE · Capital Goods | 3.50% | ₹737.1 Cr | -1.20% | ▼ -0.52pp | 60.3 | 26% |
| RATNAMANI MET & TUB RATNAMANI · Capital Goods | 3.85% | ₹698.1 Cr | +0.31% | ▼ -0.57pp | 34.0 | 14% |
| Vaibhav Global Ltd VAIBHAVGBL · Consumer Durables | 6.61% | ₹267.4 Cr | +5.10% | ▼ -0.96pp | 15.2 | 18% |
| Voltamp Transformers Ltd VOLTAMP · Capital Goods | 1.70% | ₹170.3 Cr | +1.79% | ▼ -0.25pp | 32.8 | 18% |
| V-Guard Industries Ltd VGUARD · Consumer Durables | 1.25% | ₹165.8 Cr | +1.44% | ▼ -0.17pp | 43.0 | 14% |
| Ahluwalia Contracts (India) Ltd AHLUCONT · Construction | 2.48% | ₹134.4 Cr | +1.30% | ▼ -0.36pp | 20.4 | 14% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Page Industries Ltd | 4.81 | 5.36 | 5.58 | 5.58 | · |
| Berger Paints India Ltd | 2.59 | 2.93 | 2.93 | 2.93 | · |
| Supreme Industries Ltd | 2.97 | 3.39 | 3.48 | 3.48 | · |
| Triveni Turbine Ltd | 3.50 | 4.02 | 4.02 | 4.02 | · |
| RATNAMANI MET & TUB | 3.85 | 4.42 | 4.42 | 4.42 | · |
| Vaibhav Global Ltd | 6.61 | 7.57 | 7.58 | 7.59 | · |
| Voltamp Transformers Ltd | 1.70 | 1.95 | 1.95 | 1.95 | · |
| V-Guard Industries Ltd | 1.25 | 1.42 | 1.43 | 1.43 | · |
| Ahluwalia Contracts (India) Ltd | 2.48 | 2.84 | 2.84 | 2.84 | 2.84 |
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.