solomo.ai
Star Portfolios

Reliance Capital Trustee Co Ltd-A/C Nippon India Multi Cap Fund

Institution · data to Sep 2020

Disclosed value

₹903 Cr

Sep 2020 closes

At current prices

Current holdings

8

Tracked since

Dec 2019

Portfolio value over time

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

Current holdings (Sep 2020)

+0.02pp₹247 Cr
-0.16pp₹161 Cr
0.00pp₹156 Cr
NEW₹138 Cr
NEW₹68 Cr
NEW₹57 Cr
-4.30pp₹42 Cr
+1.37pp₹33 Cr

Portfolio Summary

Sep 2020

As of Sep 2020, Reliance Capital Trustee Co Ltd-A/C Nippon India Multi Cap Fund — an institution tracked through public shareholding filings — disclosed 8 holdings in Indian listed companies worth ₹903 crore. The same holdings-at-filing-value basis put it at ₹607 crore in Jun 2020 (+48.8%). Solomo carries these filings back to Dec 2019.

Largest disclosed positions in Sep 2020: GE Power India Ltd (GVPIL8.56% of the company, ₹247 crore); Ashoka Buildcon Ltd (ASHOKA8.76% of the company, ₹161 crore); Kennametal India Ltd (KENNAMET9.64% of the company, ₹156 crore); Chalet Hotels Ltd (CHALET4.64% of the company, ₹138 crore); Engineers India Ltd (ENGINERSIN1.67% of the company, ₹68 crore). Those 5 account for 85% of the disclosed value.

Changes in the Sep 2020 filings: newly disclosed — Chalet Hotels Ltd, Engineers India Ltd, Shoppers Stop Ltd. Stake raised in CESC Ltd (+1.37 pp), GE Power India Ltd (+0.02 pp). Stake reduced in Ashoka Buildcon Ltd (−0.16 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
Sep 2020₹903 Cr+48.8%
Jun 2020₹607 Cr+18.7%
Mar 2020₹511 Cr+57.4%
Dec 2019₹325 Cr-
All star portfolios Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.