Markets › Super Investors › Rahul Jain
RJ
Rahul Jain
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹490 Cr
Today
+₹15.8 Cr +3.34%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +15.6% NIFTY 50 -4.4%ahead of NIFTY by 20.0 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
25.3
Wtd ROE
21.5%
Holdings
3
By market cap
Large 0% Mid 91% Small 9%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Fiem Industries Ltd FIEMIND · Automobile and Auto Components | 7.07% | ₹444.3 Cr | +3.38% | – | 24.6 | 23% |
| Pokarna Ltd POKARNA · Consumer Durables | 1.61% | ₹43.4 Cr | +2.91% | – | 33.5 | 10% |
| Gulshan Polyols Ltd GULPOLY · Fast Moving Consumer Goods | 0.15% | ₹2 Cr | +3.07% | – | 12.4 | 16% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Fiem Industries Ltd | 7.07 | 7.07 | 7.07 | 8.55 |
| Pokarna Ltd | 1.61 | 1.61 | 1.61 | 1.61 |
| Gulshan Polyols Ltd | 0.15 | 0.15 | 0.06 | 6.00 |
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.