Markets › Super Investors › SHEKHAR BAJAJ
SB
SHEKHAR BAJAJ
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹433 Cr
Today
+₹11.3 Cr +2.67%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -25.5% NIFTY 50 -4.4%behind NIFTY by 21.1 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
95%
Wtd P/E
25.1
Wtd ROE
22.7%
Holdings
8
By market cap
Large 68% Mid 0% Small 32%
Holdings · 8
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Bajaj Finserv Ltd BAJAJFINSV · Financial Services | 0.10% | ₹285.3 Cr | +3.62% | – | 14.2 | 26% |
| Bajaj Electricals Ltd BAJAJELEC · Consumer Durables | 1.57% | ₹58.2 Cr | +3.06% | – | – | -5% |
| Bajel Projects Ltd BAJEL · Capital Goods | 1.57% | ₹36.2 Cr | +0.50% | – | 113.8 | 3% |
| Indef Manufacturing Ltd BAJAJINDEF · Capital Goods | 2.83% | ₹21.7 Cr | -2.77% | – | 32.7 | 9% |
| HERCULES INVESTMENTS HERCULES | 2.83% | ₹11 Cr | -0.74% | – | – | 4% |
| MUKAND MUKANDLTD · Metals & Mining | 0.49% | ₹9.7 Cr | +1.04% | – | 3.2 | 49% |
| Bajaj Auto Ltd BAJAJ-AUTO · Automobile and Auto Components | 0.00% | ₹6 Cr | -1.19% | – | 26.3 | 29% |
| BAJAJ HOLDINGS & INVS BAJAJHLDNG · Financial Services | 0.00% | ₹4.6 Cr | +1.23% | – | 11.7 | 14% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Bajaj Finserv Ltd | 0.10 | 0.10 | 0.10 | 10.00 |
| Bajaj Electricals Ltd | 1.57 | 1.57 | 1.57 | 1.57 |
| Bajel Projects Ltd | 1.57 | 1.57 | 1.57 | 1.57 |
| Indef Manufacturing Ltd | 2.83 | 2.83 | 2.83 | 2.83 |
| HERCULES INVESTMENTS | · | · | 2.83 | 2.83 |
| MUKAND | 0.49 | 0.49 | 0.49 | 0.49 |
| Bajaj Auto Ltd | 0.00 | 0.00 | 0.00 | 0.00 |
| BAJAJ HOLDINGS & INVS | 0.00 | 0.00 | 0.00 | 0.00 |
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.