Markets › Super Investors › SHRI PAUL OSWAL
SO
SHRI PAUL OSWAL
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹223 Cr
Today
+₹3.8 Cr +1.75%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +23.1% NIFTY 50 -4.4%ahead of NIFTY by 27.5 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
22.7
Wtd ROE
7.5%
Holdings
4
By market cap
Large 0% Mid 85% Small 15%
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| VARDHMAN TEXTILES VTL · Textiles | 1.03% | ₹190.6 Cr | +1.58% | – | 24.5 | 7% |
| VARDHMAN HOLDINGS VHL · Financial Services | 1.78% | ₹19.8 Cr | +2.51% | – | 5.1 | 6% |
| Vardhman Special Steels Ltd VSSL · Capital Goods | 0.46% | ₹12.6 Cr | +3.08% | – | 22.6 | 12% |
| Vardhman Acrylics Limited VARDHACRLC | 0.00% | ₹0 Cr | +0.90% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| VARDHMAN TEXTILES | 1.03 | 1.03 | 1.03 | 1.03 |
| VARDHMAN HOLDINGS | 1.78 | 1.78 | 1.78 | 1.78 |
| Vardhman Special Steels Ltd | 0.46 | 0.46 | 0.46 | 54.00 |
| Vardhman Acrylics Limited | 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.