First Sentier Investors Icvc - Stewart Investors Asia Pacific Leaders Fund
Institution · data to Sep 2025
Disclosed value
₹7,110 Cr
Sep 2025 closes
At current prices
…
Current holdings
3
Tracked since
Jun 2025
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Sep 2025)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| Mahindra & Mahindra Ltd | 1.09% | 0.28 | ₹4,637 Cr |
| Tech Mahindra Ltd | 1.03% | 0.27 | ₹1,414 Cr |
| Marico Ltd | 1.15% | flat | ₹1,059 Cr |
Portfolio Summary
Sep 2025As of Sep 2025, First Sentier Investors Icvc - Stewart Investors Asia Pacific Leaders Fund — an institution tracked through public shareholding filings — disclosed 3 holdings in Indian listed companies worth ₹7,110 crore. The same holdings-at-filing-value basis put it at ₹11,093 crore in Jun 2025 (−35.9%). Solomo carries these filings back to Jun 2025.
Largest disclosed positions in Sep 2025: Mahindra & Mahindra Ltd (M&M — 1.09% of the company, ₹4,637 crore); Tech Mahindra Ltd (TECHM — 1.03% of the company, ₹1,414 crore); Marico Ltd (MARICO — 1.15% of the company, ₹1,059 crore).
Changes in the Sep 2025 filings: Stake reduced in Mahindra & Mahindra Ltd (−0.28 pp), Tech Mahindra Ltd (−0.27 pp). No longer disclosed after the previous quarter: Tata Communications Ltd, Info Edge (India) Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.
| Quarter | Disclosed value | Change |
|---|---|---|
| Sep 2025 | ₹7,110 Cr | −35.9% |
| Jun 2025 | ₹11,093 Cr | - |