Markets › Super Investors › Tanya Arvind Dubash
TD
Tanya Arvind Dubash
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,120 Cr
Today
+₹67.8 Cr +3.30%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -18.8% NIFTY 50 -4.4%behind NIFTY by 14.4 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
15.0
Wtd ROE
22.6%
Holdings
5
By market cap
Large 99% Mid 1% Small 0%
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Godrej Industries Ltd GODREJIND · Diversified | 5.80% | ₹2,094.9 Cr | +3.34% | – | 15.0 | 23% |
| Godrej Agrovet Ltd GODREJAGRO · Fast Moving Consumer Goods | 0.14% | ₹14.9 Cr | +1.04% | – | 24.7 | 20% |
| Astec Lifesciences Ltd ASTEC · Chemicals | 0.61% | ₹10.3 Cr | -0.86% | – | – | -26% |
| Godrej Consumer Products Ltd GODREJCP · Fast Moving Consumer Goods | 0.00% | ₹0 Cr | +0.34% | – | 57.0 | 15% |
| Godrej Properties Ltd GODREJPROP · Realty | 0.00% | ₹0 Cr | +4.42% | – | 28.9 | 10% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Godrej Industries Ltd | 5.80 | 5.80 | 5.80 | 5.80 |
| Godrej Agrovet Ltd | 0.14 | 0.14 | 0.14 | 14.00 |
| Astec Lifesciences Ltd | 0.61 | 0.61 | 0.61 | 69.00 |
| Godrej Consumer Products Ltd | 0.00 | 0.00 | 0.00 | 0.00 |
| Godrej Properties Ltd | 0.00 | 0.00 | 0.00 | 0.00 |
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.