MarketsSuper InvestorsSudha Agarwal
SA

Sudha Agarwal

IndividualDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹154 Cr
Today
+₹1.6 Cr +1.06%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-20.0%-4.4%JunSeptDecMarJun
This portfolio -20.0% NIFTY 50 -4.4%behind NIFTY by 15.6 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
Chemicals85.7%
Unclassified11.6%
Textiles2.7%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
16.7
Wtd ROE
12.4%
Holdings
3
By market cap
Large 0% Mid 0% Small 100%
Holdings · 3
CompanyStakeValueTodayQ/QP/EROE
India Pesticides Ltd
IPL · Chemicals
7.07%₹132.4 Cr+1.04%15.613%
Pansari Developers Limited
PANSARI
3.68%₹17.9 Cr+0.85%24.413%
Rupa & Company Ltd
RUPA · Textiles
0.35%₹4.2 Cr+2.61%16.87%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
India Pesticides Ltd7.077.077.077.06
Pansari Developers Limited3.683.683.683.68
Rupa & Company Ltd0.350.350.3535.00

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.