Markets › Super Investors › NIRAJ BAJAJ
NB
NIRAJ BAJAJ
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹924 Cr
Today
+₹21.5 Cr +2.38%
Companies
10
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -13.2% NIFTY 50 -4.4%behind NIFTY by 8.8 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
23.0
Wtd ROE
28.7%
Holdings
10
By market cap
Large 61% Mid 0% Small 39%
Bought / added last quarter
Sold / trimmed last quarter
Bajaj Finserv Ltd-0.97pp
Holdings · 10
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Bajaj Finserv Ltd BAJAJFINSV · Financial Services | 0.18% | ₹516.9 Cr | +3.62% | ▼ -0.97pp | 14.2 | 26% |
| MUKAND MUKANDLTD · Metals & Mining | 8.27% | ₹162 Cr | +1.04% | – | 3.2 | 49% |
| HIND RECTIFIER HIRECT · Capital Goods | 1.75% | ₹68.1 Cr | +0.45% | – | 101.1 | 21% |
| Bajaj Auto Ltd BAJAJ-AUTO · Automobile and Auto Components | 0.02% | ₹41.9 Cr | -1.19% | – | 26.3 | 29% |
| Bajaj Electricals Ltd BAJAJELEC · Consumer Durables | 0.98% | ₹36.2 Cr | +3.06% | – | – | -5% |
| Sadhana Nitro Chem Ltd SADHNANIQ · Chemicals | 4.98% | ₹35.4 Cr | +4.80% | NEW | – | -24% |
| Indef Manufacturing Ltd BAJAJINDEF · Capital Goods | 3.42% | ₹26.1 Cr | -2.77% | – | 32.7 | 9% |
| Bajel Projects Ltd BAJEL · Capital Goods | 0.98% | ₹22.6 Cr | +0.50% | – | 113.8 | 3% |
| HERCULES INVESTMENTS HERCULES | 3.42% | ₹13.3 Cr | -0.74% | – | – | 4% |
| BAJAJ HOLDINGS & INVS BAJAJHLDNG · Financial Services | 0.00% | ₹1.5 Cr | +1.23% | – | 11.7 | 14% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Bajaj Finserv Ltd | 0.18 | 0.18 | 0.18 | 18.00 |
| MUKAND | 8.27 | 8.27 | 8.27 | 8.27 |
| HIND RECTIFIER | 1.75 | 1.75 | · | 1.05 |
| Bajaj Auto Ltd | 0.02 | 0.02 | 0.02 | 2.00 |
| Bajaj Electricals Ltd | 0.98 | 0.98 | 0.98 | 98.00 |
| Sadhana Nitro Chem Ltd | 4.98 | · | · | · |
| Indef Manufacturing Ltd | 3.42 | 3.42 | 3.42 | 3.42 |
| Bajel Projects Ltd | 0.98 | 0.98 | 0.98 | 98.00 |
| HERCULES INVESTMENTS | · | · | 3.42 | 3.42 |
| BAJAJ HOLDINGS & INVS | 0.00 | 0.00 | 0.00 | 0.00 |
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.