Markets › Super Investors › NAVIN AGARWAL
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NAVIN AGARWAL
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,885 Cr
Today
+₹156.4 Cr +5.73%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +8.7% NIFTY 50 -4.4%ahead of NIFTY by 13.1 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
32.8
Wtd ROE
15.6%
Holdings
3
By market cap
Large 100% Mid 0% Small 0%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Motilal Oswal Financial Services Ltd MOTILALOFS · Financial Services | 5.07% | ₹2,869.1 Cr | +5.74% | – | 30.2 | 16% |
| Sterlite Technologies Ltd STLTECH · Telecommunication | 0.05% | ₹15 Cr | +4.59% | – | 530.7 | 3% |
| STL Networks Ltd STLNETWORK · Telecommunication | 0.06% | ₹0.8 Cr | +2.32% | – | – | -12% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Motilal Oswal Financial Services Ltd | 5.07 | 5.08 | 5.09 | 5.09 | 5.10 |
| Sterlite Technologies Ltd | 0.05 | 0.05 | 0.05 | 6.00 | · |
| STL Networks Ltd | 0.06 | 0.06 | 0.06 | 6.00 | · |
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.