Markets › Super Investors › SAMEER GUPTA
SG
SAMEER GUPTA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹574 Cr
Today
+₹9.9 Cr +1.75%
Companies
3
As of
08 Apr 2026
Returns vs NIFTY current basket, 1 year
This portfolio +7.5% NIFTY 50 -4.4%ahead of NIFTY by 11.9 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
419.3
Wtd ROE
1.9%
Holdings
3
By market cap
Large 0% Mid 0% Small 100%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Apollo Pipes Ltd APOLLOPIPE · Capital Goods | 22.30% | ₹497.5 Cr | +2.32% | – | 478.8 | 1% |
| SG Finserve Ltd SGFIN · Banking | 1.90% | ₹75 Cr | -1.89% | – | 31.0 | 10% |
| Jagran Prakashan Ltd JAGRAN · Media, Entertainment & Publication | 0.07% | ₹1 Cr | +2.10% | – | 7.5 | 9% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Apollo Pipes Ltd | 22.30 | 22.30 | 22.30 | 22.30 |
| SG Finserve Ltd | 1.92 | 2.24 | 2.24 | · |
| Jagran Prakashan Ltd | 0.07 | 0.07 | 0.07 | 7.00 |
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.