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RELIANCE CAPITAL TRUSTEE CO. LTD. A/C NIPPON INDIA PHARMA FUND

Institution · data to Sep 2020

Disclosed value

₹836 Cr

Sep 2020 closes

At current prices

Current holdings

3

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)

+0.34pp₹639 Cr
+0.30pp₹135 Cr
NEW₹63 Cr

Portfolio Summary

Sep 2020

As of Sep 2020, RELIANCE CAPITAL TRUSTEE CO. LTD. A/C NIPPON INDIA PHARMA FUND — an institution tracked through public shareholding filings — disclosed 3 holdings in Indian listed companies worth ₹836 crore. The same holdings-at-filing-value basis put it at ₹1,346 crore in Jun 2020 (37.9%). Solomo carries these filings back to Dec 2019.

Largest disclosed positions in Sep 2020: Lupin Ltd (LUPIN1.37% of the company, ₹639 crore); Narayana Hrudayalaya Ltd (NH1.90% of the company, ₹135 crore); Shilpa Medicare Ltd (SHILPAMED2.76% of the company, ₹63 crore).

Changes in the Sep 2020 filings: newly disclosed — Shilpa Medicare Ltd. Stake raised in Lupin Ltd (+0.34 pp), Narayana Hrudayalaya Ltd (+0.30 pp). No longer disclosed after the previous quarter: Syngene International Ltd, Fortis Healthcare Ltd, Healthcare Global Enterprises 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
Sep 2020₹836 Cr−37.9%
Jun 2020₹1,346 Cr+41.1%
Mar 2020₹954 Cr+303.7%
Dec 2019₹236 Cr-
All star portfolios 6 further positions appear in earlier filings but not in Sep 2020.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.