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THINK INDIA OPPORTUNITIES MASTER FUND LP
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,497 Cr
Today
+₹14.8 Cr +1.00%
Companies
9
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +12.0% NIFTY 50 -4.4%ahead of NIFTY by 16.4 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
93%
Wtd P/E
214.4
Wtd ROE
10.0%
Holdings
9
By market cap
Large 34% Mid 58% Small 7%
Bought / added last quarter
No additions last quarter.
Holdings · 9
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Radico Khaitan Ltd RADICO · Fast Moving Consumer Goods | 1.07% | ₹516.1 Cr | +1.42% | – | 79.6 | 20% |
| Tilaknagar Industries Ltd TI · Fast Moving Consumer Goods | 4.41% | ₹475.2 Cr | +0.20% | – | 516.1 | 1% |
| Nazara Technologies Ltd NAZARA · Media, Entertainment & Publication | 1.74% | ₹187.5 Cr | +1.78% | ▼ -0.78pp | 131.5 | 3% |
| KJMC Financial Services Ltd JMFINANCIL · Financial Services | 1.21% | ₹142.7 Cr | +2.45% | – | 9.8 | 12% |
| Indiabulls Ltd IBULLSLTD · Services | 1.20% | ₹66.1 Cr | +0.34% | – | 15.9 | 11% |
| Sangam (India) Limited SANGAMIND · Textiles | 2.11% | ₹56.3 Cr | -1.96% | – | 32.3 | 8% |
| Cantabil Retail India Ltd CANTABIL · Textiles | 1.60% | ₹29.4 Cr | +1.09% | ▼ -0.03pp | 19.2 | 22% |
| Repro India Ltd REPRO · Media, Entertainment & Publication | 4.60% | ₹24 Cr | +2.12% | – | – | -9% |
| DHANI DHANI | 1.44% | - | – | – | 97.8 | 1% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Radico Khaitan Ltd | 1.07 | 1.07 | 1.07 | 1.07 |
| Tilaknagar Industries Ltd | 4.41 | 4.41 | 5.24 | 5.63 |
| Nazara Technologies Ltd | 1.74 | 2.52 | 2.52 | 2.52 |
| KJMC Financial Services Ltd | 1.21 | 1.21 | 1.21 | · |
| Indiabulls Ltd | 1.20 | 1.20 | · | · |
| Sangam (India) Limited | 2.11 | 2.11 | 2.39 | 2.39 |
| Cantabil Retail India Ltd | 1.60 | 1.63 | 3.48 | 4.14 |
| Repro India Ltd | 4.60 | 4.60 | 4.60 | 4.60 |
| DHANI | · | · | 1.44 | 1.55 |
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.