Invesco India Tax Plan
Institution · data to Sep 2023
Disclosed value
₹826 Cr
Sep 2023 closes
At current prices
…
Current holdings
4
Tracked since
Sep 2021
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Sep 2023)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| Kajaria Ceramics Ltd | 1.88% | 0.07 | ₹398 Cr |
| Home First Finance Company India Ltd | 3.18% | 0.26 | ₹227 Cr |
| Safari Industries (India) Ltd | 2.41% | 0.10 | ₹112 Cr |
| MTAR Technologies Ltd | 1.14% | 0.32 | ₹89 Cr |
Portfolio Summary
Sep 2023As of Sep 2023, Invesco India Tax Plan — an institution tracked through public shareholding filings — disclosed 4 holdings in Indian listed companies worth ₹826 crore. The same holdings-at-filing-value basis put it at ₹386 crore in Jun 2023 (+113.9%). Solomo carries these filings back to Sep 2021.
Largest disclosed positions in Sep 2023: Kajaria Ceramics Ltd (KAJARIACER — 1.88% of the company, ₹398 crore); Home First Finance Company India Ltd (HOMEFIRST — 3.18% of the company, ₹227 crore); Safari Industries (India) Ltd (SAFARI — 2.41% of the company, ₹112 crore); MTAR Technologies Ltd (MTARTECH — 1.14% of the company, ₹89 crore).
Changes in the Sep 2023 filings: Stake raised in Home First Finance Company India Ltd (+0.26 pp), Safari Industries (India) Ltd (+0.10 pp). Stake reduced in MTAR Technologies Ltd (−0.32 pp). No longer disclosed after the previous quarter: Anand Rathi Wealth 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 2023 | ₹826 Cr | +113.9% |
| Jun 2023 | ₹386 Cr | −27.5% |
| Mar 2023 | ₹533 Cr | +3745.8% |
| Dec 2022 | ₹14 Cr | −97.7% |
| Sep 2022 | ₹590 Cr | −7.2% |
| Jun 2022 | ₹636 Cr | +70.8% |
| Mar 2022 | ₹372 Cr | +586.1% |
| Dec 2021 | ₹54 Cr | −79% |