Markets › Super Investors › Sundaram Trading And Investment Pvt Ltd
SL
Sundaram Trading And Investment Pvt Ltd
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹12,356 Cr
Today
+₹429.1 Cr +3.60%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +40.9% NIFTY 50 -4.4%ahead of NIFTY by 45.3 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
81.1
Wtd ROE
11.5%
Holdings
4
By market cap
Large 90% Mid 0% Small 10%
Bought / added last quarter
BF Investment Ltd+6.64pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Bharat Forge Ltd BHARATFORG · Automobile and Auto Components | 11.56% | ₹11,163.9 Cr | +3.88% | – | 88.7 | 12% |
| Kalyani Steels Ltd KSL · Capital Goods | 17.79% | ₹630.1 Cr | +0.46% | – | 13.7 | 13% |
| BF Investment Ltd BFINVEST · Banking | 32.64% | ₹547 Cr | +1.76% | ▲ +6.64pp | 5.9 | 4% |
| BF Utilities Ltd BFUTILITIE · Services | 0.64% | ₹14.7 Cr | -1.30% | – | 7.9 | 160% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Bharat Forge Ltd | 11.56 | 11.56 | 11.56 | 11.56 |
| Kalyani Steels Ltd | 17.79 | 17.79 | 17.79 | · |
| BF Investment Ltd | 32.64 | 26.00 | 26.00 | 26.00 |
| BF Utilities Ltd | 0.64 | 0.64 | 0.64 | 64.00 |
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.