Markets › Super Investors › SEEMA JAJODIA
SJ
SEEMA JAJODIA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹365 Cr
Today
+₹2.1 Cr +0.59%
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
24.2
Wtd ROE
19.1%
Holdings
3
By market cap
Large 98% Mid 2% Small 0%
Bought / added last quarter
No additions last quarter.
Sold / trimmed last quarter
JSW Energy Ltd-0.02pp
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| JSW Steel Ltd JSWSTEEL · Metals & Mining | 0.06% | ₹186.9 Cr | -0.08% | – | 12.4 | 28% |
| JSW Energy Ltd JSWENERGY · Power | 0.17% | ₹170.3 Cr | +1.23% | ▼ -0.02pp | 36.0 | 10% |
| Jai Balaji Industries Ltd JAIBALAJI · Metals & Mining | 0.12% | ₹7.5 Cr | +3.11% | – | 48.0 | 6% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| JSW Steel Ltd | 0.06 | 0.06 | 0.06 | 6.00 |
| JSW Energy Ltd | 0.17 | 0.19 | 0.19 | 19.00 |
| Jai Balaji Industries Ltd | 0.12 | 0.12 | 0.12 | 12.00 |
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.