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VIJAYA S
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹213 Cr
Today
+₹3 Cr +1.41%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +8.0% NIFTY 50 -4.4%ahead of NIFTY by 12.4 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
82%
Wtd P/E
37.2
Wtd ROE
11.5%
Holdings
8
By market cap
Large 0% Mid 0% Small 100%
Sold / trimmed last quarter
No trims last quarter.
Holdings · 8
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| UNIVERSAL CABLES UNIVCABLES · Capital Goods | 1.20% | ₹49.9 Cr | +2.24% | – | 25.6 | 9% |
| Rane Holdings Ltd RANEHOLDIN · Financial Services | 2.12% | ₹44.5 Cr | +1.22% | – | 15.3 | 12% |
| MAYUR UNIQUOTERS MAYURUNIQ · Consumer Durables | 1.09% | ₹37.6 Cr | +0.49% | NEW | 18.1 | 18% |
| IFGL Refractories Ltd IFGLEXPOR · Capital Goods | 1.78% | ₹24.8 Cr | +3.18% | – | 40.2 | 3% |
| Signpost India Ltd SIGNPOST · Media, Entertainment & Publication | 1.38% | ₹19.1 Cr | -0.58% | NEW | 19.7 | 28% |
| Snowman Logistics Ltd SNOWMAN · Services | 2.49% | ₹16 Cr | +3.24% | ▲ +0.94pp | 195.0 | 1% |
| Orient Bell Ltd ORIENTBELL · Consumer Durables | 2.51% | ₹11.7 Cr | -0.08% | – | 37.5 | 4% |
| Sarla Performance Fibers Ltd SARLAPOLY · Textiles | 1.20% | ₹9.8 Cr | +0.14% | – | – | -3% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| UNIVERSAL CABLES | 1.20 | 1.20 | 1.20 | 1.20 |
| Rane Holdings Ltd | 2.12 | 2.12 | 2.12 | 2.12 |
| MAYUR UNIQUOTERS | 1.09 | · | · | · |
| IFGL Refractories Ltd | 1.78 | 1.78 | 1.94 | 2.03 |
| Signpost India Ltd | 1.38 | · | · | · |
| Snowman Logistics Ltd | 2.49 | 1.55 | 1.55 | 1.55 |
| Orient Bell Ltd | 2.51 | 2.51 | 2.59 | 2.59 |
| Sarla Performance Fibers Ltd | 1.20 | 1.20 | 1.20 | 1.20 |
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.