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TSF INVESTMENTS LIMITED
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,262 Cr
Today
+₹8.4 Cr +0.37%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +43.8% NIFTY 50 -4.4%ahead of NIFTY by 48.2 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
15.9
Wtd ROE
35.0%
Holdings
3
By market cap
Large 45% Mid 0% Small 55%
Bought / added last quarter
TVS HOLDINGSNEW
Sold / trimmed last quarter
No trims last quarter.
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| TVS HOLDINGS TVSHLTD · Financial Services | 3.74% | ₹1,021.9 Cr | +1.60% | NEW | 8.1 | 61% |
| Wheels India Ltd WHEELS · Automobile and Auto Components | 23.96% | ₹941.3 Cr | -1.63% | – | 24.9 | 17% |
| India Motor Parts & Accessories Ltd IMPAL · Automobile and Auto Components | 21.90% | ₹299.2 Cr | +2.72% | – | 14.2 | 4% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 |
|---|---|---|---|
| TVS HOLDINGS | 3.74 | · | · |
| Wheels India Ltd | 23.96 | 23.96 | 23.96 |
| India Motor Parts & Accessories Ltd | 21.90 | 21.90 | · |
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.