Markets › Super Investors › VIVEK MUNDRA
VM
VIVEK MUNDRA
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹213 Cr
Today
+₹2.8 Cr +1.31%
Companies
7
As of
22 Apr 2026
Returns vs NIFTY current basket, 1 year
This portfolio -4.9% NIFTY 50 -4.4%behind NIFTY by 0.5 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
87%
Wtd P/E
20.1
Wtd ROE
19.9%
Holdings
7
By market cap
Large 0% Mid 0% Small 100%
Holdings · 7
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| SMS Pharmaceuticals Ltd SMSPHARMA · Healthcare | 1.71% | ₹60.7 Cr | -1.42% | ▲ +0.60pp | 34.7 | 14% |
| TIL Ltd TIL · Capital Goods | 2.94% | ₹44.1 Cr | +0.00% | NEW | – | -32% |
| Gayatri Projects Ltd GAYAPROJ · Construction | 3.02% | ₹32.2 Cr | +4.98% | – | 0.5 | – |
| Oil Country Tubular Ltd OILCOUNTUB · Oil, Gas & Consumable Fuels | 9.19% | ₹27.7 Cr | +3.76% | ▼ -0.31pp | – | -27% |
| Sical Logistics Limited SICALLOG · Services | 3.04% | ₹20.6 Cr | +5.00% | ▼ -0.27pp | 13.7 | 38% |
| PVP VENTURES PVP · Realty | 2.20% | ₹17.8 Cr | -0.32% | – | – | -5% |
| International Conveyors Ltd INTLCONV · Capital Goods | 1.96% | ₹10.1 Cr | +1.78% | – | 7.5 | 17% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 |
|---|---|---|---|
| SMS Pharmaceuticals Ltd | 1.71 | 1.11 | 1.11 |
| Oil Country Tubular Ltd | 9.19 | 9.50 | · |
| Sical Logistics Limited | 3.04 | · | · |
| PVP VENTURES | 2.20 | · | 2.20 |
| International Conveyors Ltd | 1.96 | 1.96 | · |
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.