Markets › Super Investors › SANJAY GUPTA
SG
SANJAY GUPTA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹115 Cr
Today
−₹0.6 Cr -0.50%
Companies
6
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -27.2% NIFTY 50 -4.4%behind NIFTY by 22.8 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
23.3
Wtd ROE
7.1%
Holdings
6
By market cap
Large 1% Mid 0% Small 99%
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Plaza Wires Ltd PLAZACABLE · Capital Goods | 36.28% | ₹75.8 Cr | +1.60% | – | 28.6 | 6% |
| AVG Logistics Ltd AVG · Services | 14.72% | ₹37.8 Cr | -4.44% | – | 12.4 | 9% |
| APL Apollo Tubes Ltd APLAPOLLO · Metals & Mining | 0.00% | ₹0.8 Cr | +0.89% | – | 42.3 | 25% |
| SANCO SANCO | 13.63% | ₹0.6 Cr | -4.96% | – | – | -3% |
| Jagran Prakashan Ltd JAGRAN · Media, Entertainment & Publication | 0.02% | ₹0.3 Cr | +2.10% | – | 7.5 | 9% |
| CANDC CANDC | 2.07% | ₹0.1 Cr | +0.00% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Plaza Wires Ltd | 36.28 | 36.28 | 36.28 | 36.28 | · |
| AVG Logistics Ltd | 14.72 | 14.72 | 16.05 | 16.05 | · |
| APL Apollo Tubes Ltd | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| SANCO | 13.63 | 13.63 | 13.63 | 13.63 | · |
| Jagran Prakashan Ltd | 0.02 | 0.02 | 0.02 | 2.00 | · |
| CANDC | 2.07 | 2.07 | 2.07 | 2.07 | 2.07 |
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.