NALANDA INDIA EQUITY FUND LIMITED
Institution · data to Jun 2026
Disclosed value
₹24,102 Cr
Jun 2026 closes
At current prices
…
Current holdings
21
Tracked since
Sep 2016
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Jun 2026)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| AIA Engineering Ltd | 9.29% | flat | ₹4,123 Cr |
| Havells India Ltd | 4.11% | 0.01 | ₹3,050 Cr |
| Thermax Ltd | 5.13% | flat | ₹2,819 Cr |
| MRF Ltd | 4.13% | flat | ₹2,357 Cr |
| Info Edge (India) Ltd | 2.83% | flat | ₹1,895 Cr |
| Sundaram Finance Ltd | 3.62% | flat | ₹1,841 Cr |
| Amara Raja Energy & Mobility Ltd | 8.76% | flat | ₹1,374 Cr |
| Indiamart Intermesh Ltd | 7.54% | 1.90 | ₹853 Cr |
| Triveni Turbine Ltd | 3.87% | 0.07 | ₹811 Cr |
| Cera Sanitaryware Ltd | 9.57% | flat | ₹794 Cr |
| Voltamp Transformers Ltd | 6.08% | flat | ₹597 Cr |
| Ratnamani Metals & Tubes Ltd | 2.97% | flat | ₹523 Cr |
| Elgi Equipments Ltd | 2.66% | flat | ₹488 Cr |
| V-Guard Industries Ltd | 3.60% | flat | ₹477 Cr |
| Jyothy Labs Ltd | 5.96% | 0.08 | ₹421 Cr |
| NRB Bearings Ltd | 9.49% | flat | ₹389 Cr |
| D B Corp Ltd | 9.27% | flat | ₹321 Cr |
| Ahluwalia Contracts (India) Ltd | 5.49% | flat | ₹305 Cr |
| Advanced Enzyme Technologies Ltd | 8.45% | 0.01 | ₹301 Cr |
| TTK Prestige Ltd | 3.36% | flat | ₹287 Cr |
| Matrimony.com Ltd | 8.90% | flat | ₹78 Cr |
Portfolio Summary
Jun 2026As of Jun 2026, NALANDA INDIA EQUITY FUND LIMITED — an institution tracked through public shareholding filings — disclosed 21 holdings in Indian listed companies worth ₹24,102 crore. The same holdings-at-filing-value basis put it at ₹20,852 crore in Mar 2026 (+15.6%). Solomo carries these filings back to Sep 2016.
Largest disclosed positions in Jun 2026: AIA Engineering Ltd (AIAENG — 9.29% of the company, ₹4,123 crore); Havells India Ltd (HAVELLS — 4.11% of the company, ₹3,050 crore); Thermax Ltd (THERMAX — 5.13% of the company, ₹2,819 crore); MRF Ltd (MRF — 4.13% of the company, ₹2,357 crore); Info Edge (India) Ltd (NAUKRI — 2.83% of the company, ₹1,895 crore). Those 5 account for 59% of the disclosed value.
Changes in the Jun 2026 filings: Stake raised in Indiamart Intermesh Ltd (+1.90 pp), Jyothy Labs Ltd (+0.08 pp). Stake reduced in Triveni Turbine Ltd (−0.07 pp), Havells India Ltd (−0.01 pp), Advanced Enzyme Technologies Ltd (−0.01 pp).
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2026 | ₹24,102 Cr | +15.6% |
| Mar 2026 | ₹20,852 Cr | −11% |
| Dec 2025 | ₹23,419 Cr | +3.6% |
| Sep 2025 | ₹22,608 Cr | −7.2% |
| Jun 2025 | ₹24,349 Cr | +36.4% |
| Mar 2025 | ₹17,854 Cr | −18.2% |
| Dec 2024 | ₹21,834 Cr | −12.7% |
| Sep 2024 | ₹25,003 Cr | −1.5% |