NALANDA INDIA FUND LIMITED

Institution · data to Jun 2026

2 entities combined

NALANDA INDIA FUND LIMITEDNalanda India Fund Llttd.

Disclosed value

₹7,225 Cr

Jun 2026 closes

At current prices

…

Current holdings

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)

Page Industries Ltd4.81%

0.00pp₹2,300 Cr

Berger Paints India Ltd2.59%

0.00pp₹1,567 Cr

Supreme Industries Ltd2.97%

0.00pp₹1,218 Cr

Triveni Turbine Ltd3.50%

0.00pp₹732 Cr

Ratnamani Metals & Tubes Ltd3.85%

0.00pp₹677 Cr

Vaibhav Global Ltd6.60%

-0.01pp₹260 Cr

Voltamp Transformers Ltd1.70%

0.00pp₹167 Cr

V-Guard Industries Ltd1.25%

0.00pp₹165 Cr

Ahluwalia Contracts (India) Ltd2.48%

0.00pp₹138 Cr

Company	Holding	QoQ	Value
Page Industries Ltd	4.81%	flat	₹2,300 Cr
Berger Paints India Ltd	2.59%	flat	₹1,567 Cr
Supreme Industries Ltd	2.97%	flat	₹1,218 Cr
Triveni Turbine Ltd	3.50%	flat	₹732 Cr
Ratnamani Metals & Tubes Ltd	3.85%	flat	₹677 Cr
Vaibhav Global Ltd	6.60%	0.01	₹260 Cr
Voltamp Transformers Ltd	1.70%	flat	₹167 Cr
V-Guard Industries Ltd	1.25%	flat	₹165 Cr
Ahluwalia Contracts (India) Ltd	2.48%	flat	₹138 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, NALANDA INDIA FUND LIMITED — an institution tracked through public shareholding filings — disclosed 9 holdings in Indian listed companies worth ₹7,225 crore, combined across 2 filed names. The same holdings-at-filing-value basis put it at ₹6,245 crore in Mar 2026 (+15.7%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Jun 2026: Page Industries Ltd (PAGEIND — 4.81% of the company, ₹2,300 crore); Berger Paints India Ltd (BERGEPAINT — 2.59% of the company, ₹1,567 crore); Supreme Industries Ltd (SUPREMEIND — 2.97% of the company, ₹1,218 crore); Triveni Turbine Ltd (TRITURBINE — 3.50% of the company, ₹732 crore); Ratnamani Metals & Tubes Ltd (RATNAMANI — 3.85% of the company, ₹677 crore). Those 5 account for 90% of the disclosed value.

Changes in the Jun 2026 filings: Stake reduced in Vaibhav Global Ltd (−0.01 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
Quarter	Disclosed value	Change
Jun 2026	₹7,225 Cr	+15.7%
Mar 2026	₹6,245 Cr	−19%
Dec 2025	₹7,712 Cr	−10.8%
Sep 2025	₹8,648 Cr	−9.7%
Jun 2025	₹9,581 Cr	+18.5%
Mar 2025	₹8,087 Cr	−17.8%
Dec 2024	₹9,834 Cr	−21.1%
Sep 2024	₹12,460 Cr	+1.5%

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.