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NEW MARK CAPITAL AIF LLP
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹231 Cr
Today
+₹1.3 Cr +0.59%
Companies
6
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +1.5% NIFTY 50 -4.4%ahead of NIFTY by 5.9 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
90%
Wtd P/E
19.3
Wtd ROE
14.0%
Holdings
6
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Flair Writing Industries Ltd FLAIR · Fast Moving Consumer Goods | 2.15% | ₹59.7 Cr | -2.33% | – | 19.7 | 13% |
| Rashi Peripherals Ltd RPTECH · Information Technology | 1.50% | ₹55.4 Cr | +0.51% | – | 13.1 | 15% |
| Pokarna Ltd POKARNA · Consumer Durables | 1.34% | ₹36.1 Cr | +2.91% | – | 33.5 | 10% |
| TeamLease Services Ltd TEAMLEASE · Services | 1.43% | ₹33.7 Cr | -0.03% | NEW | 16.7 | 15% |
| Ivalue Infosolutions Ltd IVALUE · Information Technology | 1.72% | ₹23.2 Cr | +5.47% | NEW | 13.7 | 17% |
| Pix Transmissions Ltd PIXTRANS · Capital Goods | 1.01% | ₹22.4 Cr | +1.26% | NEW | 20.7 | 17% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Flair Writing Industries Ltd | 2.15 | 2.15 | 2.15 | 2.15 |
| Rashi Peripherals Ltd | 1.50 | 1.50 | 1.50 | · |
| Pokarna Ltd | 1.34 | 1.34 | 1.34 | 1.34 |
| TeamLease Services Ltd | 1.43 | · | · | · |
| Ivalue Infosolutions Ltd | 1.72 | · | · | · |
| Pix Transmissions Ltd | 1.01 | · | · | · |
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.