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RJ CORP LIMITED
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹56,451 Cr
Today
+₹1,725.3 Cr +3.15%
Companies
5
As of
12 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio +0.9% NIFTY 50 -4.4%ahead of NIFTY by 5.3 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
57.1
Wtd ROE
17.6%
Holdings
5
By market cap
Large 86% Mid 14% Small 0%
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Varun Beverages Ltd VBL · Fast Moving Consumer Goods | 25.28% | ₹46,257.8 Cr | +3.60% | – | 57.0 | 18% |
| Devyani International Ltd DEVYANI · Consumer Services | 57.98% | ₹7,963.1 Cr | +1.81% | – | – | -3% |
| Global Health Ltd MEDANTA · Healthcare | 6.59% | ₹2,159.9 Cr | -1.23% | – | 59.2 | 15% |
| Capital India Finance Ltd CIFL · Financial Services | 4.87% | ₹46.9 Cr | +6.30% | – | 31.2 | 5% |
| Ester Industries Ltd ESTER · Capital Goods | 2.53% | ₹23.8 Cr | +1.76% | – | – | -4% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Varun Beverages Ltd | 25.28 | 25.28 | 25.28 | 25.28 |
| Devyani International Ltd | 57.98 | 57.98 | 58.02 | 59.16 |
| Global Health Ltd | 6.59 | 6.59 | 6.59 | 6.59 |
| Capital India Finance Ltd | 4.87 | 4.87 | 4.89 | 4.89 |
| Ester Industries Ltd | 2.71 | 2.71 | 2.71 | 2.71 |
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.