Markets › Super Investors › VANAJA SUNDAR IYER
VI
VANAJA SUNDAR IYER
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,141 Cr
Today
+₹6.8 Cr +0.60%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +17.0% NIFTY 50 -4.4%ahead of NIFTY by 21.4 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
96%
Wtd P/E
85.2
Wtd ROE
17.8%
Holdings
8
By market cap
Large 79% Mid 9% Small 12%
Bought / added last quarter
LINDE INDIA+0.01pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 8
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| LINDE INDIA LINDEINDIA · Chemicals | 1.02% | ₹605.9 Cr | +0.35% | ▲ +0.01pp | 107.8 | 14% |
| Acutaas Chemicals Ltd ACUTAAS · Healthcare | 1.16% | ₹294.2 Cr | -1.55% | – | 71.1 | 24% |
| SML Mahindra Ltd SMLMAH · Capital Goods | 1.76% | ₹102.5 Cr | +3.39% | – | 36.4 | 35% |
| Aurionpro Solutions Ltd AURIONPRO · Information Technology | 1.41% | ₹66.2 Cr | +9.69% | – | 22.2 | 13% |
| Xpro India Ltd XPROINDIA · Capital Goods | 1.02% | ₹29 Cr | +0.24% | – | 145.2 | 3% |
| Solarworld Energy Solutions Ltd SOLARWORLD · Construction | 1.53% | ₹24.7 Cr | +1.09% | – | 13.4 | 14% |
| Bajaj Healthcare Ltd BAJAJHCARE · Healthcare | 1.58% | ₹16 Cr | -1.51% | – | 63.9 | 3% |
| 21st Century Management Services Limited 21STCENMGM · Financial Services | 7.81% | ₹2.6 Cr | +1.98% | – | – | -57% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| LINDE INDIA | 1.02 | · | 1.01 | · |
| Acutaas Chemicals Ltd | 1.16 | 1.16 | 1.16 | 1.16 |
| SML Mahindra Ltd | 1.76 | 1.76 | 1.38 | · |
| Aurionpro Solutions Ltd | 1.41 | 1.41 | 1.39 | · |
| Xpro India Ltd | 1.02 | 1.02 | 1.02 | · |
| Solarworld Energy Solutions Ltd | 1.53 | 1.53 | 1.53 | · |
| Bajaj Healthcare Ltd | 1.58 | 1.82 | 2.20 | 2.22 |
| 21st Century Management Services Limited | 7.81 | 7.81 | 7.81 | 7.81 |
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.