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NIPPON LIFE INDIA TRUSTEE LTD-A/C NIPPON INDIA SMA
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹4,479 Cr
Today
+₹139.9 Cr +3.22%
Companies
17
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -8.1% NIFTY 50 -4.4%behind NIFTY by 3.7 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
52%
Wtd P/E
39.4
Wtd ROE
19.4%
Holdings
17
By market cap
Large 0% Mid 83% Small 17%
Sold / trimmed last quarter
Godrej Agrovet Ltd-0.04pp
Holdings · 17
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| TBO TEK Ltd TBOTEK · Consumer Services | 3.72% | ₹586.3 Cr | +7.33% | NEW | 64.5 | 18% |
| eClerx Services Ltd ECLERX · Services | 3.77% | ₹498.4 Cr | +0.72% | ▲ +0.01pp | 18.7 | 29% |
| RateGain Travel Technologies Ltd RATEGAIN · Information Technology | 4.50% | ₹438.2 Cr | +5.30% | – | 50.1 | 11% |
| Procter & Gamble Health Ltd PGHL · Healthcare | 4.17% | ₹431.3 Cr | -0.96% | – | 31.6 | 62% |
| Gokaldas Exports Ltd GOKEX · Textiles | 7.42% | ₹392.2 Cr | +7.01% | – | 52.8 | 5% |
| Fine Organic Industries Ltd FINEORG · Chemicals | 2.56% | ₹386.6 Cr | +4.22% | – | 36.2 | 17% |
| JTEKT INDIA JTEKTINDIA · Automobile and Auto Components | 7.62% | ₹278.6 Cr | +5.17% | – | 47.6 | 7% |
| Godrej Agrovet Ltd GODREJAGRO · Fast Moving Consumer Goods | 2.09% | ₹229.5 Cr | +1.04% | ▼ -0.04pp | 24.7 | 20% |
| Orient Electric Ltd ORIENTELEC · Consumer Durables | 5.49% | ₹212.6 Cr | +3.14% | NEW | 40.4 | 13% |
| TTK PRESTIGE TTKPRESTIG · Consumer Durables | 2.89% | ₹211.6 Cr | -0.49% | ▲ +0.37pp | 46.7 | 8% |
| Castrol India Limited CASTROLIND · Oil, Gas & Consumable Fuels | 1.10% | ₹201.8 Cr | +1.57% | NEW | 19.1 | – |
| Leela Palaces Hotels & Resorts Ltd THELEELA · Consumer Services | 1.15% | ₹175.3 Cr | +6.61% | ▲ +0.01pp | 38.0 | 6% |
| ZENSAR TECHNOLOGIES ZENSARTECH · Information Technology | 1.61% | ₹165.4 Cr | -0.42% | ▲ +0.01pp | 13.2 | 18% |
| Venus Pipes & Tubes Ltd VENUSPIPES · Capital Goods | 2.90% | ₹85.8 Cr | +1.05% | – | 29.0 | 17% |
| Rishabh Instruments Ltd RISHABH · Capital Goods | 3.49% | ₹74.8 Cr | -0.21% | – | 26.0 | 12% |
| Pokarna Ltd POKARNA · Consumer Durables | 2.23% | ₹60.1 Cr | +2.91% | – | 33.5 | 10% |
| Sanathan Textiles Ltd SANATHAN · Textiles | 1.47% | ₹50.5 Cr | -0.29% | – | 44.3 | 4% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| TBO TEK Ltd | 3.72 | · | · | · |
| eClerx Services Ltd | 3.77 | 3.71 | · | · |
| RateGain Travel Technologies Ltd | 4.50 | · | 4.50 | · |
| Procter & Gamble Health Ltd | 4.17 | 4.17 | 4.17 | 4.17 |
| Gokaldas Exports Ltd | 7.42 | · | 7.42 | 7.38 |
| Fine Organic Industries Ltd | 2.56 | 2.56 | 2.56 | 2.56 |
| JTEKT INDIA | 7.62 | 7.62 | 7.62 | · |
| Godrej Agrovet Ltd | 2.09 | 2.13 | 2.13 | 1.20 |
| Orient Electric Ltd | 5.49 | · | · | · |
| TTK PRESTIGE | 2.89 | 2.52 | · | · |
| Castrol India Limited | 1.10 | · | · | · |
| Leela Palaces Hotels & Resorts Ltd | 1.15 | 1.14 | 1.13 | 1.35 |
| ZENSAR TECHNOLOGIES | 1.61 | · | 1.60 | · |
| Venus Pipes & Tubes Ltd | 2.90 | 2.90 | · | · |
| Rishabh Instruments Ltd | 3.49 | 3.50 | 3.51 | 3.69 |
| Pokarna Ltd | 2.23 | 2.23 | 2.23 | 2.38 |
| Sanathan Textiles Ltd | 1.47 | 1.47 | 1.47 | 1.47 |
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.