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SF
SPECIAL NATIONAL INVESTMENT FUND
GovtDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹7,689 Cr
Today
+₹54 Cr +0.71%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -10.4% NIFTY 50 -4.4%behind NIFTY by 6.0 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
99.2
Wtd ROE
16.6%
Holdings
3
By market cap
Large 95% Mid 5% Small 0%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Fertilizers and Chemicals Travancore Ltd FACT · Chemicals | 8.56% | ₹5,019.6 Cr | +0.41% | – | – | -3% |
| ITI ITI · Telecommunication | 7.88% | ₹2,289.4 Cr | +0.84% | – | 99.2 | 17% |
| HMT HMT | 5.61% | ₹379.8 Cr | +3.94% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Fertilizers and Chemicals Travancore Ltd | 8.56 | 8.56 | 8.56 | 8.56 |
| ITI | 7.88 | 7.88 | 7.88 | 7.88 |
| HMT | 5.61 | 5.61 | 5.61 | 5.61 |
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.