Markets › Super Investors › Sudhir Vrundavandas Valia
SV
Sudhir Vrundavandas Valia
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,634 Cr
Today
−₹1.4 Cr -0.05%
Companies
3
As of
19 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio +7.4% NIFTY 50 -4.4%ahead of NIFTY by 11.8 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
37.1
Wtd ROE
16.4%
Holdings
3
By market cap
Large 98% Mid 2% Small 0%
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Sun Pharmaceutical SUNPHARMA · Healthcare | 0.60% | ₹2,590.7 Cr | -0.09% | – | 37.6 | 15% |
| Sun Pharma Advanced Research Company Ltd SPARC · Healthcare | 0.57% | ₹42 Cr | +2.36% | – | 4.8 | 116% |
| The Investment Trust Of India Ltd THEINVEST · Financial Services | 0.17% | ₹0.9 Cr | +0.22% | – | 14.8 | 5% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Sun Pharmaceutical | 0.60 | 0.60 | · | · |
| Sun Pharma Advanced Research Company Ltd | 0.57 | 0.57 | 0.57 | 57.00 |
| The Investment Trust Of India Ltd | 0.17 | 0.17 | 0.17 | 17.00 |
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.