Markets › Super Investors › SIDDHARTH JAIN
SJ
SIDDHARTH JAIN
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹6,157 Cr
Today
−₹75.7 Cr -1.21%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +50.3% NIFTY 50 -4.4%ahead of NIFTY by 54.7 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
62.0
Wtd ROE
25.5%
Holdings
3
By market cap
Large 0% Mid 99% Small 1%
Bought / added last quarter
INOX India Ltd+3.15pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| INOX India Ltd INOXINDIA · Capital Goods | 37.28% | ₹6,043.8 Cr | -1.21% | ▲ +3.15pp | 62.9 | 26% |
| GFL Ltd GFLLIMITED · Banking | 13.50% | ₹69.8 Cr | -2.31% | – | 11.5 | 2% |
| PVR Inox Ltd PVRINOX · Media, Entertainment & Publication | 0.47% | ₹43.9 Cr | +0.03% | – | 27.9 | 5% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| INOX India Ltd | 37.28 | 34.13 | 34.13 | 34.13 |
| GFL Ltd | 13.50 | 13.50 | 13.50 | 13.50 |
| PVR Inox Ltd | 0.47 | 0.47 | 0.47 | 47.00 |
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.