Markets › Super Investors › SANJIVNAYAN BAJAJ TRUST
ST
SANJIVNAYAN BAJAJ TRUST
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹4,223 Cr
Today
+₹51.3 Cr +1.23%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -27.9% NIFTY 50 -4.4%behind NIFTY by 23.5 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
11.7
Wtd ROE
14.4%
Holdings
3
By market cap
Large 100% Mid 0% Small 0%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| BAJAJ HOLDINGS & INVS BAJAJHLDNG · Financial Services | 3.69% | ₹4,222.6 Cr | +1.23% | – | 11.7 | 14% |
| Indef Manufacturing Ltd BAJAJINDEF · Capital Goods | 0.01% | ₹0.1 Cr | -2.77% | – | 32.7 | 9% |
| HERCULES INVESTMENTS HERCULES | 0.01% | ₹0 Cr | -0.74% | – | – | 4% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| BAJAJ HOLDINGS & INVS | 3.69 | 3.69 | 3.69 | 3.69 |
| Indef Manufacturing Ltd | 0.01 | 0.01 | 0.01 | 1.00 |
| HERCULES INVESTMENTS | · | · | 0.01 | 1.00 |
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.