Markets › Super Investors › SANJAY KATKAR
SK
SANJAY KATKAR
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹340 Cr
Today
−₹3.9 Cr -1.13%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +18.5% NIFTY 50 -4.4%ahead of NIFTY by 22.9 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
64.9
Wtd ROE
26.4%
Holdings
3
By market cap
Large 0% Mid 91% Small 9%
Bought / added last quarter
AJMERA REALTY & INF I+-0.07pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Manorama Industries Ltd MANORAMA · Fast Moving Consumer Goods | 2.04% | ₹186.2 Cr | -2.09% | – | 40.7 | 39% |
| Axiscades Technologies Ltd AXISCADES · Capital Goods | 1.54% | ₹124.8 Cr | -2.15% | – | 112.4 | 10% |
| AJMERA REALTY & INF I AJMERA · Realty | 1.11% | ₹29.3 Cr | +10.72% | ▲ +-0.07pp | 16.9 | 12% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Manorama Industries Ltd | 2.04 | 2.04 | 2.04 | 2.04 |
| Axiscades Technologies Ltd | 1.54 | 1.54 | 1.54 | 1.54 |
| AJMERA REALTY & INF I | 1.11 | 1.18 | 1.18 | 1.18 |
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.