Markets › Super Investors › SANGEETHA S
SS
SANGEETHA S
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹325 Cr
Today
+₹6.7 Cr +2.10%
Companies
20
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +16.3% NIFTY 50 -4.4%ahead of NIFTY by 20.7 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
75%
Wtd P/E
1238.8
Wtd ROE
8.8%
Holdings
20
By market cap
Large 0% Mid 0% Small 100%
Bought / added last quarter
Holdings · 20
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Lotus Eye Hospital And Institute Ltd LOTUSEYE · Healthcare | 34.98% | ₹101.8 Cr | +3.61% | ▲ +7.53pp | 3638.9 | 0% |
| Pondy Oxides & Chemicals Ltd POCL · Metals & Mining | 1.51% | ₹59.1 Cr | +1.74% | – | 29.8 | 19% |
| Mufin Green Finance Ltd MUFIN · Financial Services | 1.51% | ₹36.9 Cr | +0.78% | – | 91.2 | 6% |
| INDO AMINES INDOAMIN · Chemicals | 3.44% | ₹32.8 Cr | +0.31% | – | 12.0 | 22% |
| NAHAR POLY FILMS NAHARPOLY · Capital Goods | 2.40% | ₹14.7 Cr | +1.04% | – | 7.8 | 9% |
| ANJANI PORTLAND CEM APCL · Construction Materials | 4.21% | ₹14 Cr | +4.58% | – | – | -9% |
| BCL Enterprises Ltd BCLIND · Fast Moving Consumer Goods | 1.13% | ₹12.8 Cr | +1.43% | – | 8.9 | 15% |
| Rama Phosphates Limited RAMAPHO · Chemicals | 1.98% | ₹8.8 Cr | +3.86% | – | 8.5 | 13% |
| PAKKA PAKKA · Forest Materials | 2.00% | ₹7.3 Cr | +1.36% | – | 49.8 | 2% |
| Nahar Capital and Financial Services Ltd NAHARCAP · Financial Services | 1.45% | ₹6.2 Cr | +0.93% | – | 6.8 | 4% |
| BSL Limited BSL · Textiles | 3.99% | ₹5.1 Cr | +0.08% | – | 53.3 | 2% |
| WEIZMANN WEIZMANIND · Textiles | 3.64% | ₹4.7 Cr | +1.50% | – | 21.6 | 9% |
| AMD Industries Ltd AMDIND · Capital Goods | 4.49% | ₹4 Cr | +0.39% | – | – | -3% |
| Poddar Pigments Limited PODDARMENT · Chemicals | 1.35% | ₹3.7 Cr | -0.72% | – | 18.4 | 4% |
| MURUDESHWAR CERAMICS MURUDCERA · Consumer Durables | 1.90% | ₹3.6 Cr | +0.89% | – | 17.7 | 3% |
| Shreyans Industries Limited SHREYANIND · Forest Materials | 1.43% | ₹2.9 Cr | +5.25% | – | 31.2 | 2% |
| MADHAV MARBLE & GRANITE MADHAV · Consumer Durables | 7.93% | ₹2.6 Cr | -2.73% | ▼ 0.00pp | 86.7 | 0% |
| TOKYO PLAST INTERNATIONAL TOKYOPLAST · Consumer Durables | 2.39% | ₹1.9 Cr | +2.51% | ▼ -0.02pp | – | 2% |
| Texmo Pipes and Products Ltd TEXMOPIPES · Capital Goods | 1.38% | ₹1.9 Cr | +4.10% | – | 9.6 | 6% |
| Aro Granite Industries Limited AROGRANITE · Consumer Durables | 1.31% | ₹0.5 Cr | +3.44% | – | – | -7% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Lotus Eye Hospital And Institute Ltd | 34.98 | 27.45 | 28.11 | 20.49 |
| Pondy Oxides & Chemicals Ltd | 1.51 | 1.51 | 1.51 | 1.53 |
| Mufin Green Finance Ltd | 1.51 | 1.73 | 1.73 | 1.73 |
| INDO AMINES | 3.44 | 3.44 | 3.44 | 3.44 |
| NAHAR POLY FILMS | 2.40 | 2.40 | 2.40 | 2.40 |
| ANJANI PORTLAND CEM | 4.21 | 4.21 | · | 4.21 |
| BCL Enterprises Ltd | 1.13 | 1.13 | 1.13 | 1.13 |
| Rama Phosphates Limited | 1.98 | 1.98 | 1.98 | 1.98 |
| PAKKA | 2.00 | 2.00 | 2.00 | 2.00 |
| Nahar Capital and Financial Services Ltd | 1.45 | 1.45 | 1.45 | 1.45 |
| BSL Limited | 3.99 | 3.99 | 3.99 | 3.99 |
| WEIZMANN | 3.64 | 3.64 | 3.64 | 3.64 |
| AMD Industries Ltd | 4.49 | 4.49 | 4.49 | 4.49 |
| Poddar Pigments Limited | 1.35 | 1.35 | 1.35 | 1.35 |
| MURUDESHWAR CERAMICS | 1.90 | 1.90 | 1.90 | 1.90 |
| Shreyans Industries Limited | 1.43 | 1.43 | 1.43 | 1.43 |
| MADHAV MARBLE & GRANITE | 7.93 | 7.93 | 7.93 | 7.93 |
| TOKYO PLAST INTERNATIONAL | 2.39 | 2.41 | 2.42 | 2.44 |
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.