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Star Portfolios

Nippon Life India Trustee Ltd-A/C Nippon India Focused Equity Fund

Institution · data to Jun 2025

Disclosed value

₹1,213 Cr

Jun 2025 closes

At current prices

Current holdings

4

Tracked since

Dec 2020

Portfolio value over time

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

Current holdings (Jun 2025)

-0.07pp₹517 Cr
0.00pp₹285 Cr
+0.07pp₹229 Cr
-0.03pp₹183 Cr

Portfolio Summary

Jun 2025

As of Jun 2025, Nippon Life India Trustee Ltd-A/C Nippon India Focused Equity Fund — an institution tracked through public shareholding filings — disclosed 4 holdings in Indian listed companies worth ₹1,213 crore. The same holdings-at-filing-value basis put it at ₹1,009 crore in Mar 2025 (+20.2%). Solomo carries these filings back to Dec 2020.

Largest disclosed positions in Jun 2025: Honeywell Automation India Ltd (HONAUT1.43% of the company, ₹517 crore); Restaurant Brands Asia Ltd (RBA5.98% of the company, ₹285 crore); Thomas Cook (India) Ltd (THOMASCOOK2.97% of the company, ₹229 crore); Varroc Engineering Ltd (VARROC2.10% of the company, ₹183 crore).

Changes in the Jun 2025 filings: Stake raised in Thomas Cook (India) Ltd (+0.07 pp). Stake reduced in Honeywell Automation India Ltd (−0.07 pp), Varroc Engineering Ltd (−0.03 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
Jun 2025₹1,213 Cr+20.2%
Mar 2025₹1,009 Cr−40.8%
Dec 2024₹1,707 Cr−36.3%
Sep 2024₹2,678 Cr+8.7%
Jun 2024₹2,464 Cr−25.2%
Mar 2024₹3,297 Cr+10.5%
Dec 2023₹2,985 Cr+78.4%
Sep 2023₹1,674 Cr+21%
All star portfolios 11 further positions appear in earlier filings but not in Jun 2025.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.