Markets › Super Investors › Sachin Agarwal
SA
Sachin Agarwal
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹5,421 Cr
Today
+₹18.7 Cr +0.35%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +20.8% NIFTY 50 -4.4%ahead of NIFTY by 25.2 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
272.5
Wtd ROE
7.2%
Holdings
4
By market cap
Large 98% Mid 0% Small 2%
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| PTC Industries Ltd PTCIL · Capital Goods | 19.05% | ₹5,327.2 Cr | +0.29% | – | 275.4 | 7% |
| Kamdhenu Ltd KAMDHENU · Capital Goods | 6.92% | ₹59.8 Cr | +4.61% | – | 11.0 | 22% |
| Sampann Utpadan India Ltd SAMPANN · Capital Goods | 17.36% | ₹23.9 Cr | +1.69% | – | 20.3 | 21% |
| Kamdhenu Ventures Ltd KAMOPAINTS · Consumer Durables | 5.93% | ₹10.3 Cr | +3.11% | – | 871.9 | 0% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| PTC Industries Ltd | 19.05 | 19.05 | 19.06 | 19.06 |
| Kamdhenu Ltd | 6.92 | 6.92 | 6.92 | 6.93 |
| Sampann Utpadan India Ltd | 17.36 | 17.36 | 17.36 | 12.50 |
| Kamdhenu Ventures Ltd | 5.93 | 6.20 | 6.20 | 6.20 |
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.