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NIPPON LIFE INDIA TRUSTEE LTD
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹20,527 Cr
Today
+₹403 Cr +2.00%
Companies
13
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +12.1% NIFTY 50 -4.4%ahead of NIFTY by 16.5 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
89%
Wtd P/E
48.0
Wtd ROE
15.2%
Holdings
13
By market cap
Large 92% Mid 5% Small 3%
Bought / added last quarter
Kansai Nerolac Paints Ltd+0.68pp
Bharat Heavy Electricals Ltd+0.27pp
Divis Laboratories Ltd+0.04pp
Holdings · 13
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Larsen & Toubro Ltd LT · Capital Goods | 1.67% | ₹9,494.5 Cr | +2.98% | NEW | 30.3 | 18% |
| Bharat Heavy Electricals Ltd BHEL · Capital Goods | 2.75% | ₹3,662.7 Cr | +1.08% | ▲ +0.27pp | 83.3 | 6% |
| Divis Laboratories Ltd DIVISLAB · Healthcare | 1.34% | ₹2,354.3 Cr | -0.44% | ▲ +0.04pp | 68.3 | 16% |
| Apollo Hospitals Enterprise Ltd APOLLOHOSP · Healthcare | 1.28% | ₹1,558.5 Cr | -0.35% | ▼ -0.04pp | 60.8 | 23% |
| HDFC Life Insurance Company Ltd HDFCLIFE · Financial Services | 1.01% | ₹1,268.3 Cr | +4.65% | NEW | – | 10% |
| Navin Fluorine International Ltd NAVINFLUOR · Chemicals | 1.28% | ₹476.6 Cr | -0.22% | ▲ +0.04pp | 56.3 | 20% |
| Kansai Nerolac Paints Ltd KANSAINER · Consumer Durables | 1.98% | ₹346.6 Cr | -0.02% | ▲ +0.68pp | 30.4 | 9% |
| Aarti Industries Ltd AARTIIND · Chemicals | 1.57% | ₹283.2 Cr | +13.06% | ▲ +0.01pp | 43.1 | 7% |
| Automotive Axles Ltd AUTOAXLES · Automobile and Auto Components | 8.81% | ₹234.2 Cr | +4.13% | – | 16.2 | 16% |
| City Union Bank Ltd CUB · Financial Services | 1.57% | ₹233.2 Cr | -1.17% | NEW | 11.2 | 13% |
| Cyient DLM Ltd CYIENTDLM · Capital Goods | 5.74% | ₹213.6 Cr | +4.19% | ▼ -1.53pp | 50.8 | 7% |
| Chambal Fertilisers & Chemicals Ltd CHAMBLFERT · Chemicals | 1.07% | ₹203.8 Cr | +0.83% | ▲ +0.00pp | 9.7 | 20% |
| Honda India Power Products Limited HONDAPOWER · Capital Goods | 8.86% | ₹197.4 Cr | +0.12% | ▲ +0.04pp | 34.7 | 8% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Larsen & Toubro Ltd | 1.67 | · | · | · | · |
| Bharat Heavy Electricals Ltd | 2.75 | 2.48 | 2.51 | 2.51 | · |
| Divis Laboratories Ltd | 1.34 | 1.30 | 1.39 | 1.16 | · |
| Apollo Hospitals Enterprise Ltd | 1.28 | 1.32 | 1.31 | 1.20 | · |
| HDFC Life Insurance Company Ltd | 1.01 | · | · | · | · |
| Navin Fluorine International Ltd | 1.28 | 1.24 | 1.26 | · | · |
| Kansai Nerolac Paints Ltd | 1.98 | 1.30 | 1.41 | 1.14 | · |
| Aarti Industries Ltd | 1.57 | 1.56 | · | 1.42 | · |
| Automotive Axles Ltd | 8.81 | 8.81 | 2.72 | · | · |
| City Union Bank Ltd | 1.57 | · | · | · | · |
| Cyient DLM Ltd | 5.74 | 7.27 | · | · | · |
| Chambal Fertilisers & Chemicals Ltd | 1.07 | 1.07 | · | · | · |
| Honda India Power Products Limited | 8.86 | 8.82 | 8.82 | 8.82 | · |
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.