Markets › Super Investors › VIKAS VIJAYKUMAR KHEMANI
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VIKAS VIJAYKUMAR KHEMANI
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹893 Cr
Today
+₹7.5 Cr +0.85%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +18.2% NIFTY 50 -4.4%ahead of NIFTY by 22.6 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
228.9
Wtd ROE
7.4%
Holdings
5
By market cap
Large 82% Mid 0% Small 18%
Bought / added last quarter
Sold / trimmed last quarter
PTC Industries Ltd-0.21pp
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| PTC Industries Ltd PTCIL · Capital Goods | 2.61% | ₹730.3 Cr | +0.29% | ▼ -0.21pp | 275.4 | 7% |
| MAN INDUSTRIES (I) MANINDS · Capital Goods | 2.39% | ₹102.7 Cr | +4.96% | – | 25.2 | 9% |
| Capacite Infraprojects Ltd CAPACITE · Construction | 1.74% | ₹32.9 Cr | +1.39% | – | 9.8 | 11% |
| Supreme Infrastructure India Ltd SUPREMEINF · Construction | 1.78% | ₹14 Cr | -0.12% | – | 0.1 | – |
| SALZER ELECTRONICS SALZERELEC · Capital Goods | 1.13% | ₹12.8 Cr | +0.76% | NEW | 21.0 | 9% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| PTC Industries Ltd | 2.61 | 2.82 | 2.83 | 2.99 |
| MAN INDUSTRIES (I) | 2.39 | 2.39 | 2.18 | · |
| Capacite Infraprojects Ltd | 1.74 | 1.74 | 1.74 | 1.74 |
| Supreme Infrastructure India Ltd | 1.78 | 1.78 | 1.78 | · |
| SALZER ELECTRONICS | 1.13 | · | · | · |
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.