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THE NEW INDIA ASSURANCE COMPANY LIMITED
InsuranceDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹8,999 Cr
Today
+₹80.5 Cr +0.90%
Companies
17
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -16.3% NIFTY 50 -4.4%behind NIFTY by 11.9 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
92%
Wtd P/E
30.8
Wtd ROE
26.3%
Holdings
17
By market cap
Large 81% Mid 15% Small 5%
Bought / added last quarter
The Anup Engineering Ltd+0.23pp
GREAVES COTTON+0.09pp
JSW Dulux Limited+0.07pp
CEAT+0.03pp
ITC Ltd+0.02pp
Bosch Ltd+0.01pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 17
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| ITC Ltd ITC · Fast Moving Consumer Goods | 1.46% | ₹5,256.8 Cr | +0.98% | ▲ +0.02pp | 17.2 | 29% |
| Bosch Ltd BOSCHLTD · Automobile and Auto Components | 1.75% | ₹2,016.9 Cr | +0.03% | ▲ +0.01pp | 41.5 | 19% |
| LMW Ltd LMW · Capital Goods | 3.08% | ₹520.7 Cr | +0.43% | ▲ +0.00pp | 129.3 | 5% |
| JSW Dulux Limited JSWDULUX · Consumer Durables | 1.72% | ₹254.2 Cr | +2.34% | ▲ +0.07pp | 7.5 | 104% |
| CEAT CEATLTD · Automobile and Auto Components | 1.36% | ₹190.4 Cr | +3.63% | ▲ +0.03pp | 20.1 | 15% |
| Kirloskar Brothers Ltd KIRLOSBROS · Capital Goods | 1.07% | ₹148.3 Cr | +1.36% | ▲ +0.01pp | 36.9 | 17% |
| GUJ NAR VAL FER & CHEM L GNFC · Chemicals | 1.33% | ₹99.9 Cr | +1.21% | – | 9.3 | 9% |
| Mishra Dhatu Nigam Ltd MIDHANI · Capital Goods | 1.16% | ₹94.7 Cr | +0.29% | – | 62.2 | 9% |
| GREAVES COTTON GREAVESCOT · Capital Goods | 2.01% | ₹89.5 Cr | +3.46% | ▲ +0.09pp | 126.3 | 2% |
| The Anup Engineering Ltd ANUP · Capital Goods | 2.05% | ₹80.4 Cr | +3.16% | ▲ +0.23pp | 35.6 | 17% |
| Gujarat Alkalies and Chemicals Ltd GUJALKALI · Chemicals | 1.58% | ₹75.8 Cr | +3.20% | – | – | -0% |
| GIC Housing Finance Ltd GICHSGFIN · Financial Services | 8.65% | ₹73.9 Cr | +2.07% | – | 5.5 | 8% |
| Kirloskar Industries Ltd KIRLOSIND · Capital Goods | 1.07% | ₹35.9 Cr | +2.21% | – | 9.5 | 5% |
| BALMER LAWRIE & CO BALMLAWRIE · Diversified | 1.16% | ₹35.1 Cr | +1.30% | – | 11.9 | 13% |
| GOCL Corporation Ltd GOCLCORP · Chemicals | 1.17% | ₹23.6 Cr | +0.60% | – | 1.3 | 65% |
| Dhunseri Tea & Industries Ltd DTIL · Fast Moving Consumer Goods | 1.97% | ₹2.8 Cr | +1.49% | – | – | -0% |
| BIL VYAPAR LIMITED BILVYAPAR | 1.72% | ₹0.3 Cr | +0.00% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 | Dec '24 | Sept '24 |
|---|---|---|---|---|---|---|---|
| ITC Ltd | 1.46 | 1.44 | 1.41 | 1.39 | · | · | · |
| Bosch Ltd | 1.75 | 1.74 | 1.70 | 1.74 | · | · | · |
| LMW Ltd | 3.08 | 3.08 | 3.09 | 3.09 | 3.09 | · | · |
| JSW Dulux Limited | 1.72 | 1.65 | 1.63 | 1.64 | · | · | · |
| CEAT | 1.36 | 1.33 | 1.37 | 1.37 | · | · | · |
| Kirloskar Brothers Ltd | 1.07 | 1.06 | 1.06 | 1.06 | · | · | · |
| GUJ NAR VAL FER & CHEM L | 1.33 | 1.33 | 1.10 | · | · | · | · |
| Mishra Dhatu Nigam Ltd | 1.16 | 1.16 | 1.16 | 1.23 | · | · | · |
| GREAVES COTTON | 2.01 | 1.92 | 1.81 | 1.63 | · | · | · |
| The Anup Engineering Ltd | 2.05 | 1.82 | 1.69 | 1.69 | · | · | · |
| Gujarat Alkalies and Chemicals Ltd | 1.58 | 1.58 | 1.35 | 1.33 | · | · | · |
| GIC Housing Finance Ltd | 8.65 | 8.65 | 8.65 | 8.65 | · | · | · |
| Kirloskar Industries Ltd | 1.07 | 1.07 | 1.08 | 1.08 | · | 1.08 | · |
| BALMER LAWRIE & CO | 1.16 | 1.16 | 1.16 | 1.16 | · | · | 1.16 |
| GOCL Corporation Ltd | 1.17 | 1.17 | 1.17 | 1.17 | · | · | · |
| Dhunseri Tea & Industries Ltd | 1.97 | 1.97 | 1.97 | 1.97 | 1.97 | · | · |
| BIL VYAPAR LIMITED | 1.72 | 1.72 | 1.72 | 1.76 | · | · | · |
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.