MarketsSuper InvestorsSEEMA GOEL
SG

SEEMA GOEL

IndividualDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹473 Cr
Today
+₹8.2 Cr +1.76%
Companies
13
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-5.2%-4.4%JunSeptDecMarJun
This portfolio -5.2% NIFTY 50 -4.4%behind NIFTY by 0.8 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
Fast Moving Consumer Goods70.4%
Textiles14.7%
Capital Goods6.6%
Financial Services4.6%
Oil, Gas & Consumable Fuels2.5%
Consumer Services1.1%
Portfolio X-ray
Top-5 weight
73%
Wtd P/E
19.7
Wtd ROE
9.5%
Holdings
13
By market cap
Large 0% Mid 49% Small 51%
Sold / trimmed last quarter
No trims last quarter.
Holdings · 13
CompanyStakeValueTodayQ/QP/EROE
KRBL Ltd
KRBL · Fast Moving Consumer Goods
1.62%₹139 Cr+2.11%▲ +0.13pp13.212%
Triveni Engineering & Industries Ltd
TRIVENI · Fast Moving Consumer Goods
1.06%₹92.1 Cr+3.21%▲ +0.01pp32.58%
Sportking India Ltd
SPORTKING · Textiles
1.83%₹42.6 Cr+0.48%▲ +0.13pp19.311%
Dalmia Bharat Sugar and Industries Ltd
DALMIASUG · Fast Moving Consumer Goods
1.50%₹41.4 Cr+4.00%▲ +0.01pp11.87%
TCPL PACKAGING
TCPLPACK · Capital Goods
1.36%₹31.2 Cr-0.11%23.414%
Dhampur Bio Organics Ltd
DBOL · Fast Moving Consumer Goods
3.70%₹28.2 Cr+0.26%30.22%
VARDHMAN HOLDINGS
VHL · Financial Services
1.97%₹21.9 Cr+2.51%5.16%
Uttam Sugar Mills Ltd
UTTAMSUGAR · Fast Moving Consumer Goods
2.19%₹19.9 Cr+3.16%▲ +0.04pp9.012%
Nahar Spinning Mills Ltd
NAHARSPING · Textiles
1.90%₹17.3 Cr-3.26%41.71%
Avadh Sugar & Energy Ltd
AVADHSUGAR · Fast Moving Consumer Goods
1.35%₹12.4 Cr+0.93%16.05%
Ganesh Benzoplast Ltd
GANESHBE · Oil, Gas & Consumable Fuels
1.56%₹11.9 Cr-2.63%NEW10.313%
Sarla Performance Fibers Ltd
SARLAPOLY · Textiles
1.20%₹9.8 Cr+0.14%-3%
Kamat Hotels (I) Limited
KAMATHOTEL · Consumer Services
1.07%₹5.4 Cr+4.33%NEW13.013%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
KRBL Ltd1.621.491.491.49
Triveni Engineering & Industries Ltd1.061.051.051.05
Sportking India Ltd1.831.701.701.70
Dalmia Bharat Sugar and Industries Ltd1.501.491.491.49
TCPL PACKAGING1.361.361.361.36
Dhampur Bio Organics Ltd3.703.703.703.70
VARDHMAN HOLDINGS1.971.971.971.97
Uttam Sugar Mills Ltd2.192.152.142.12
Nahar Spinning Mills Ltd1.901.901.901.90
Avadh Sugar & Energy Ltd1.351.351.351.35
Ganesh Benzoplast Ltd1.56···
Sarla Performance Fibers Ltd1.201.201.201.20
Kamat Hotels (I) Limited1.07···

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.