Markets › Super Investors › NAYANTARA JAIN
NJ
NAYANTARA JAIN
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,609 Cr
Today
−₹32.3 Cr -1.22%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +49.5% NIFTY 50 -4.4%ahead of NIFTY by 53.9 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
100%
Wtd P/E
61.8
Wtd ROE
25.4%
Holdings
3
By market cap
Large 0% Mid 98% Small 2%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| INOX India Ltd INOXINDIA · Capital Goods | 15.72% | ₹2,548.7 Cr | -1.21% | – | 62.9 | 26% |
| GFL Ltd GFLLIMITED · Banking | 8.52% | ₹44 Cr | -2.31% | – | 11.5 | 2% |
| PVR Inox Ltd PVRINOX · Media, Entertainment & Publication | 0.18% | ₹16.3 Cr | +0.03% | – | 27.9 | 5% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| INOX India Ltd | 15.72 | 15.72 | 15.72 | 15.72 |
| GFL Ltd | 8.52 | 8.52 | 8.52 | 8.52 |
| PVR Inox Ltd | 0.18 | 0.18 | 0.18 | 18.00 |
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.