Star Portfolios

Mirae Asset Infrastructure Fund

Institution · data to Jun 2026

Disclosed value

₹3,065 Cr

Jun 2026 closes

At current prices

Current holdings

3

Tracked since

Dec 2025

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Jun 2026)

NEW₹2,718 Cr
-0.09pp₹192 Cr
+0.22pp₹155 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, Mirae Asset Infrastructure Fund — an institution tracked through public shareholding filings — disclosed 3 holdings in Indian listed companies worth ₹3,065 crore. The same holdings-at-filing-value basis put it at ₹1,394 crore in Mar 2026 (+119.8%). Solomo carries these filings back to Dec 2025.

Largest disclosed positions in Jun 2026: Delhivery Ltd (DELHIVERY7.15% of the company, ₹2,718 crore); Ratnamani Metals & Tubes Ltd (RATNAMANI1.09% of the company, ₹192 crore); Titagarh Rail Systems Ltd (TITAGARH1.31% of the company, ₹155 crore).

Changes in the Jun 2026 filings: newly disclosed — Delhivery Ltd. Stake raised in Titagarh Rail Systems Ltd (+0.22 pp). Stake reduced in Ratnamani Metals & Tubes Ltd (−0.09 pp). No longer disclosed after the previous quarter: Narayana Hrudayalaya Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
Jun 2026₹3,065 Cr+119.8%
Mar 2026₹1,394 Cr−9%
Dec 2025₹1,533 Cr-
All star portfolios 2 further positions appear in earlier filings but not in Jun 2026.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.