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VL
VARA FUTURE LLP
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹223 Cr
Today
+₹3 Cr +1.36%
Companies
10
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -28.4% NIFTY 50 -4.4%behind NIFTY by 24.0 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
80%
Wtd P/E
44.3
Wtd ROE
6.8%
Holdings
10
By market cap
Large 0% Mid 0% Small 100%
Sold / trimmed last quarter
No trims last quarter.
Holdings · 10
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Protean eGov Technologies Ltd PROTEAN · Information Technology | 2.24% | ₹56.7 Cr | +0.86% | ▲ +0.75pp | 25.1 | 10% |
| Shipping Corporation of India Land and Assets Ltd SCILAL · Financial Services | 1.98% | ₹42.4 Cr | +2.43% | NEW | 74.4 | 1% |
| Kolte-Patil Developers Ltd KOLTEPATIL · Realty | 1.19% | ₹38 Cr | +2.78% | NEW | – | -4% |
| BEML Land Assets Ltd BLAL · Financial Services | 3.01% | ₹23.1 Cr | +0.76% | ▲ +0.54pp | – | – |
| Sula Vineyards Ltd SULA · Fast Moving Consumer Goods | 1.45% | ₹19.1 Cr | -0.73% | ▲ +0.40pp | 51.4 | 4% |
| ROTO PUMPS ROTO · Capital Goods | 1.39% | ₹17.2 Cr | +1.24% | NEW | 49.7 | 11% |
| KOPRAN KOPRAN · Healthcare | 1.18% | ₹10.4 Cr | +0.69% | NEW | 34.3 | 5% |
| Matrimony.com Ltd MATRIMONY · Consumer Services | 1.14% | ₹9.3 Cr | +1.10% | ▲ +0.06pp | 23.9 | 15% |
| SINCLAIRS HOTELS SINCLAIR · Consumer Services | 1.02% | ₹4 Cr | +0.22% | NEW | 42.9 | 8% |
| Ponni Sugars (Erode) Ltd PONNIERODE · Fast Moving Consumer Goods | 1.17% | ₹3.2 Cr | +1.52% | NEW | 5.7 | 9% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Jun '25 |
|---|---|---|---|
| Protean eGov Technologies Ltd | 2.24 | 1.49 | · |
| Shipping Corporation of India Land and Assets Ltd | 1.98 | · | · |
| Kolte-Patil Developers Ltd | 1.19 | · | · |
| BEML Land Assets Ltd | 3.01 | 2.47 | 1.07 |
| Sula Vineyards Ltd | 1.45 | 1.05 | · |
| ROTO PUMPS | 1.39 | · | · |
| KOPRAN | 1.18 | · | · |
| Matrimony.com Ltd | 1.14 | · | · |
| SINCLAIRS HOTELS | 1.02 | · | · |
| Ponni Sugars (Erode) Ltd | 1.17 | · | · |
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.