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The Miri Strategic Emerging Markets Fund Lp
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹214 Cr
Today
+₹5.8 Cr +2.80%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -18.4% NIFTY 50 -4.4%behind NIFTY by 14.0 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
14.7
Wtd ROE
13.0%
Holdings
4
By market cap
Large 0% Mid 52% Small 48%
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Edelweiss Financial Services Ltd EDELWEISS · Financial Services | 1.03% | ₹111.4 Cr | +4.18% | ▼ -0.33pp | 15.9 | 15% |
| Antony Waste Handling Cell Ltd AWHCL · Power | 4.41% | ₹56.7 Cr | +1.83% | ▲ +3.27pp | 14.0 | 13% |
| Updater Services Ltd UDS · Services | 2.63% | ₹32 Cr | -0.41% | ▲ +1.06pp | 14.7 | 8% |
| S Chand and Company Ltd SCHAND · Media, Entertainment & Publication | 2.71% | ₹14.4 Cr | +3.49% | ▼ -0.05pp | 7.3 | 7% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Edelweiss Financial Services Ltd | 1.03 | · | · | 1.36 |
| Antony Waste Handling Cell Ltd | 4.41 | 1.14 | 1.62 | 1.43 |
| Updater Services Ltd | 2.63 | 1.57 | 1.63 | 1.05 |
| S Chand and Company Ltd | 2.71 | 2.76 | 2.89 | · |
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.