First Sentier Investors Icvc - Stewart Investors Indian Subcontinent Sustainability Fund

As of Mar 2025, First Sentier Investors Icvc - Stewart Investors Indian Subcontinent Sustainability Fund — an institution tracked through public shareholding filings — disclosed 6 holdings in Indian listed companies worth ₹1,317 crore. The same holdings-at-filing-value basis put it at ₹1,501 crore in Dec 2024 (−12.2%). Solomo carries these filings back to Jun 2021.

Largest disclosed positions in Mar 2025: AAVAS Financiers Ltd (AAVAS — 2.13% of the company, ₹347 crore); Triveni Turbine Ltd (TRITURBINE — 1.79% of the company, ₹294 crore); Blue Dart Express Ltd (BLUEDART — 2.03% of the company, ₹286 crore); Elgi Equipments Ltd (ELGIEQUIP — 1.31% of the company, ₹186 crore); GMM Pfaudler Ltd (GMMPFAUDLR — 3.41% of the company, ₹159 crore). Those 5 account for 97% of the disclosed value.

Changes in the Mar 2025 filings: Stake raised in GMM Pfaudler Ltd (+0.25 pp). Stake reduced in AAVAS Financiers Ltd (−0.23 pp). No longer disclosed after the previous quarter: Indiamart Intermesh Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.