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OtherDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹261 Cr
Today
₹0 Cr -0.02%
Companies
9
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+64.7%-4.4%JunSeptDecMarJun
This portfolio +64.7% NIFTY 50 -4.4%ahead of NIFTY by 69.1 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
Chemicals91.9%
Consumer Services7.3%
Textiles0.4%
Unclassified0.2%
Capital Goods0.2%
Information Technology0.1%
Oil, Gas & Consumable Fuels0.0%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
22.5
Wtd ROE
16.6%
Holdings
9
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
Sold / trimmed last quarter
Holdings · 9
CompanyStakeValueTodayQ/QP/EROE
INDO BORAX & CHEMICAL
INDOBORAX · Chemicals
20.00%₹239.4 Cr-0.13%NEW23.814%
Taj Gvk Hotels & Resorts Ltd
TAJGVK · Consumer Services
0.91%₹19 Cr+1.29%▼ -0.02pp4.951%
Raj Rayon Industries Ltd
RAJRILTD · Textiles
0.08%₹0.9 Cr+1.08%▼ 0.00pp33.624%
HERCULES INVESTMENTS
HERCULES
0.16%₹0.6 Cr-0.74%NEW4%
KSB Ltd
KSB · Capital Goods
0.00%₹0.4 Cr+2.46%NEW57.515%
Saksoft Ltd
SAKSOFT · Information Technology
0.01%₹0.2 Cr+4.27%14.319%
Aban Offshore Limited
ABAN · Oil, Gas & Consumable Fuels
0.04%₹0 Cr-4.95%
Generic Engineering Construction and Projects Ltd
GENCON · Realty
0.00%₹0 Cr-2.27%17.05%
Remsons Industries Ltd
REMSONSIND · Automobile and Auto Components
0.00%₹0 Cr+2.16%17.513%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
INDO BORAX & CHEMICAL20.00···
Taj Gvk Hotels & Resorts Ltd0.910.93··
Raj Rayon Industries Ltd0.080.080.11·
HERCULES INVESTMENTS··0.16·
KSB Ltd0.00···
Saksoft Ltd0.010.010.011.00
Aban Offshore Limited0.040.040.044.00
Generic Engineering Construction and Projects Ltd0.000.00··
Remsons Industries Ltd0.000.00··

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.