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VN
V NARAYANAN
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹522 Cr
Today
+₹14.5 Cr +2.85%
Companies
6
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -6.2% NIFTY 50 -4.4%behind NIFTY by 1.8 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
94%
Wtd P/E
41.8
Wtd ROE
20.7%
Holdings
6
By market cap
Large 94% Mid 6% Small 0%
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Tube Investments of India Ltd TIINDIA · Automobile and Auto Components | 0.35% | ₹217.7 Cr | +2.68% | – | 55.8 | 17% |
| Cholamandalam Financial Holdings Ltd CHOLAHLDNG · Financial Services | 0.37% | ₹108.1 Cr | +2.85% | – | 5.4 | 39% |
| Cholamandalam Investment and Finance Company Ltd CHOLAFIN · Financial Services | 0.05% | ₹76.7 Cr | +5.45% | – | 26.9 | 19% |
| CARBORUNDUM UNIVERSAL CARBORUNIV · Capital Goods | 0.22% | ₹44.7 Cr | +1.22% | – | 121.0 | 5% |
| Coromandel International Ltd COROMANDEL · Chemicals | 0.07% | ₹42 Cr | +3.63% | – | 30.9 | 16% |
| EID Parry India Ltd EIDPARRY · Fast Moving Consumer Goods | 0.26% | ₹32.9 Cr | -0.53% | – | 9.3 | 17% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Tube Investments of India Ltd | 0.35 | 0.35 | 0.15 | 15.00 |
| Cholamandalam Financial Holdings Ltd | 0.37 | 0.37 | 0.15 | 15.00 |
| Cholamandalam Investment and Finance Company Ltd | 0.05 | 0.05 | 0.03 | 3.00 |
| CARBORUNDUM UNIVERSAL | 0.22 | 0.22 | 0.11 | · |
| Coromandel International Ltd | 0.07 | 0.07 | 0.05 | 5.00 |
| EID Parry India Ltd | 0.26 | 0.26 | 0.13 | 13.00 |
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.