Markets › Super Investors › REDROSE VANIJYA LLP
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REDROSE VANIJYA LLP
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹3,397 Cr
Today
+₹90.8 Cr +2.75%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +5.8% NIFTY 50 -4.4%ahead of NIFTY by 10.2 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
29.7
Wtd ROE
7.1%
Holdings
3
By market cap
Large 0% Mid 91% Small 9%
Bought / added last quarter
HEG Ltd+0.16pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| HEG Ltd HEG · Capital Goods | 29.46% | ₹3,086 Cr | +3.15% | ▲ +0.16pp | 30.7 | 7% |
| RSWM Ltd RSWM · Textiles | 31.14% | ₹303.3 Cr | -1.11% | – | 18.7 | 4% |
| BSL Limited BSL · Textiles | 6.39% | ₹8.1 Cr | +0.08% | – | 53.3 | 2% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| HEG Ltd | 29.46 | 29.30 | 28.95 | 28.95 |
| RSWM Ltd | 31.14 | 31.14 | 31.14 | 31.14 |
| BSL Limited | 6.39 | 6.39 | 6.39 | 6.39 |
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.