Markets › Super Investors › Seafarer Overseas Growth & Income Fund
SF
Seafarer Overseas Growth & Income Fund
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,940 Cr
Today
+₹41.9 Cr +2.21%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -10.2% NIFTY 50 -4.4%behind NIFTY by 5.8 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
25.3
Wtd ROE
20.0%
Holdings
4
By market cap
Large 77% Mid 23% Small 0%
Bought / added last quarter
UPL Ltd+0.01pp
Sold / trimmed last quarter
L&T Technology Services Ltd-0.21pp
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| UPL Ltd UPL · Chemicals | 1.12% | ₹582.7 Cr | +1.07% | ▲ +0.01pp | 23.4 | 7% |
| Petronet LNG Ltd PETRONET · Oil, Gas & Consumable Fuels | 1.13% | ₹484.6 Cr | +4.06% | NEW | 11.0 | 19% |
| Computer Age Management Services Ltd CAMS · Financial Services | 2.26% | ₹436.5 Cr | +2.61% | ▲ +0.35pp | 40.8 | 39% |
| L&T Technology Services Ltd LTTS · Information Technology | 1.21% | ₹436.1 Cr | +1.32% | ▼ -0.21pp | 28.1 | 20% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| UPL Ltd | 1.12 | 1.11 | 1.11 | 1.23 |
| Petronet LNG Ltd | 1.13 | · | · | · |
| Computer Age Management Services Ltd | 2.26 | 1.91 | 1.91 | 1.91 |
| L&T Technology Services Ltd | 1.21 | 1.42 | 1.54 | 1.54 |
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.