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NI
NEOMILE GROWTH FUND - SERIES I
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹317 Cr
Today
+₹9.8 Cr +3.20%
Companies
10
As of
12 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio -1.0% NIFTY 50 -4.4%ahead of NIFTY by 3.4 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
82%
Wtd P/E
24.1
Wtd ROE
9.8%
Holdings
10
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
ArisInfra Solutions Ltd+4.07pp
Patel Engineering Ltd+0.37pp
Anlon Healthcare Ltd+0.14pp
Sold / trimmed last quarter
Holdings · 10
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Stallion India Fluorochemicals Ltd STALLION · Chemicals | 3.76% | ₹84.2 Cr | +5.15% | ▼ -8.89pp | 51.1 | 9% |
| ArisInfra Solutions Ltd ARIS · Construction Materials | 5.72% | ₹58.7 Cr | +4.39% | ▲ +4.07pp | 17.0 | 12% |
| Patel Engineering Ltd PATELENG · Construction | 1.78% | ₹49 Cr | +1.24% | ▲ +0.37pp | 10.2 | 7% |
| Deepak Builders and Engineers India Ltd DBEIL · Construction | 9.07% | ₹34.9 Cr | +4.99% | ▲ +6.85pp | 9.7 | 9% |
| Innovision Ltd INNOVISION · Services | 4.62% | ₹32.2 Cr | +1.30% | NEW | 19.2 | 12% |
| Ratnaveer Precision Engineering Ltd RATNAVEER · Capital Goods | 2.41% | ₹28.6 Cr | +0.96% | – | 18.4 | 12% |
| Shree Ram Twistex Ltd SRTL · Textiles | 10.01% | ₹16.5 Cr | +0.78% | NEW | 11.7 | 7% |
| BMW Ventures Ltd BMWVENTLTD · Metals & Mining | 1.27% | ₹6.5 Cr | +0.75% | – | 13.7 | 8% |
| Anlon Healthcare Ltd AHCL · Healthcare | 4.54% | ₹3.7 Cr | +1.20% | ▲ +0.14pp | 2.8 | 13% |
| Vishwaraj Sugar Industries Ltd VISHWARAJ · Fast Moving Consumer Goods | 2.03% | ₹2.6 Cr | +2.59% | ▼ -1.72pp | – | -10% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Stallion India Fluorochemicals Ltd | 3.76 | · | · | 4.45 | · |
| ArisInfra Solutions Ltd | 5.72 | 1.65 | 1.66 | 1.75 | · |
| Patel Engineering Ltd | 1.78 | 1.41 | · | · | · |
| Deepak Builders and Engineers India Ltd | 9.07 | 2.22 | 2.22 | 3.79 | · |
| Innovision Ltd | 4.62 | · | · | · | · |
| Ratnaveer Precision Engineering Ltd | 2.54 | 2.54 | · | · | · |
| Shree Ram Twistex Ltd | 10.01 | · | · | · | · |
| BMW Ventures Ltd | 1.27 | 1.27 | · | · | · |
| Anlon Healthcare Ltd | 4.54 | 4.40 | 2.52 | · | · |
| Vishwaraj Sugar Industries Ltd | 2.03 | 3.75 | 3.76 | 5.74 | · |
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.