Markets › Super Investors › PI Opportunities Fund-I Scheme II
PI
PI Opportunities Fund-I Scheme II
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,233 Cr
Today
+₹12.4 Cr +1.01%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -38.8% NIFTY 50 -4.4%behind NIFTY by 34.4 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
100%
Wtd P/E
128.7
Wtd ROE
4.1%
Holdings
3
By market cap
Large 0% Mid 81% Small 19%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Brainbees Solutions Ltd FIRSTCRY · Consumer Services | 5.07% | ₹578.6 Cr | +0.89% | – | – | -4% |
| Amagi Media Labs Ltd AMAGI · Information Technology | 4.62% | ₹425.9 Cr | +0.07% | – | 128.7 | 4% |
| SAGAR CEMENTS SAGCEM · Construction Materials | 10.10% | ₹228.2 Cr | +3.15% | – | – | -0% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Brainbees Solutions Ltd | 5.07 | 5.07 | 5.07 | 5.07 |
| Amagi Media Labs Ltd | 4.62 | · | · | · |
| SAGAR CEMENTS | 10.10 | 10.10 | · | · |
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.