Vinodchandra Mansukhlal Parekh’s Portfolio Holdings
Who Is Vinodchandra Mansukhlal Parekh and Associates?
Vinodchandra Mansukhlal Parekh and Associates is an entity tracked in Trendlyne’s Superstar Portfolio database, which follows large shareholders who cross India’s 1% public disclosure threshold in listed companies. The disclosed portfolio is worth Rs 229.37 crore across 13 stocks, and it rose 22.65% this past quarter.
The “and Associates” naming suggests this filing may represent a group of related individuals or family members holding shares together, rather than a single person, which is a common structure seen in Indian shareholding disclosures.
Portfolio Snapshot
- Total disclosed portfolio value: Rs 229.37 crore
- Change this quarter: up 22.65%
- Number of disclosed stocks: 13
A 22.65% gain across 13 stocks in one quarter is a solid, broad based result, suggesting more than one holding likely contributed to the increase.
Sector Allocation
| Sector | Weight |
|---|---|
| Textiles Apparels & Accessories | 37.27% |
| Commercial Services & Supplies | 26.4% |
| Consumer Durables | 13.75% |
These three sectors together make up over 77% of the disclosed portfolio, with textiles as the single largest weight. The remaining allocation is spread across the other 10 stocks and sectors not individually broken out here.
Top Holdings
| Stock | Value (Rs crore) |
|---|---|
| Garware Technical Fibres | 71.51 |
| AGI Greenpac | 58.47 |
| Somany Ceramics | 31.55 |
Garware Technical Fibres makes technical textiles, including fishing nets, aquaculture cages, and industrial fabrics, which lines up with the textiles apparels and accessories sector weight. AGI Greenpac is a glass packaging manufacturer, fitting broadly into the commercial services and supplies category. Somany Ceramics is a well known Indian tiles and ceramics brand, aligning with the consumer durables sector allocation.
Together, these three holdings total Rs 161.53 crore, or about 70% of the entire portfolio. The remaining 10 stocks share the other 30%, indicating a core group of larger positions with a longer tail of smaller ones.
Recent Portfolio Moves
No recent buys or sells were disclosed for this filing period.
That absence of activity is itself informative. It suggests the holdings in this portfolio were largely left unchanged during the quarter, even as the overall portfolio value rose by 22.65%. That kind of gain without any disclosed trading points to the increase coming from share price appreciation across existing holdings rather than new capital being deployed or existing positions being trimmed.
A Pattern Worth Noting
This portfolio’s holdings closely resemble those disclosed under the name Sanjeev Vinodchandra Parekh, another entry tracked separately in the Superstar Portfolio database. The overlapping surname and similar stock selections suggest these may be related family filings, a common pattern in India where different family members or associated entities separately cross the 1% disclosure threshold in the same set of companies.
This is worth knowing if you come across both names while researching Indian shareholding data, since it explains why the holdings look so similar without requiring any assumption beyond what’s publicly disclosed.
What This Portfolio’s Structure Suggests
A 13-stock portfolio concentrated in textiles, commercial services, and consumer durables, with no trading activity disclosed this quarter, points to a buy-and-hold approach rather than an actively managed one. The gains here appear to have come purely from the market performance of existing holdings.
Textiles and technical fabrics, the largest sector here through Garware Technical Fibres, is a business tied to export demand, raw material costs, and end markets like aquaculture and industrial use. Commercial services and supplies, represented by AGI Greenpac’s glass packaging business, connects to demand from sectors like food, beverage, and pharmaceutical packaging. Consumer durables, through Somany Ceramics, ties to housing and construction related spending.
Because no new positions were disclosed and none were reduced, this looks like a portfolio built over time and left to compound, rather than one being actively traded quarter to quarter.
How Superstar Portfolio Data Is Compiled
This kind of tracking relies entirely on disclosures mandated by SEBI. Once an individual or entity’s stake in a listed company crosses 1% of outstanding shares, that holding must be reported to the stock exchanges and becomes public record.
A few limitations to keep in mind:
- Partial visibility only. Stakes below the 1% threshold and other assets like mutual funds or unlisted investments aren’t part of this data.
- Quarterly reporting lag. These numbers reflect a snapshot from the past filing cycle, not real time positioning.
- No entry price shown. Portfolio values reflect current market prices, not what was originally paid, so actual profit or loss isn’t visible here.
For an entity like this one, where multiple related filings may exist under different but connected names, it’s also worth remembering that the true combined family holding across all related entities could be larger than any single disclosed portfolio suggests.
Should You Follow These Holdings?
A buy-and-hold portfolio with no recent trading activity doesn’t offer fresh signals to act on right now, but the underlying holdings, in established, well known businesses like Garware Technical Fibres, AGI Greenpac, and Somany Ceramics, may still be worth researching on their own merits.
As always, look at each company’s fundamentals, sector outlook, and current valuation independently rather than assuming a stock is a good buy simply because it appears in a large disclosed portfolio.
Remember too that this is a family or associate level filing rather than a single individual’s account. The reasoning behind position sizes here may reflect decisions made jointly across several people over a long period, which is another reason to treat this as background context rather than a template to replicate directly.
Key Takeaways
- Vinodchandra Mansukhlal Parekh and Associates hold a disclosed portfolio worth Rs 229.37 crore across 13 stocks, up 22.65% this quarter.
- Textiles Apparels & Accessories, Commercial Services & Supplies, and Consumer Durables make up over 77% of the portfolio.
- Garware Technical Fibres, AGI Greenpac, and Somany Ceramics are the top three holdings, together worth Rs 161.53 crore.
- No buys or sells were disclosed this quarter, suggesting a buy-and-hold approach.
- The holdings closely resemble those of Sanjeev Vinodchandra Parekh, likely a related family filing.
- This data reflects only SEBI-disclosed stakes above 1% and lags real-time trading activity.
Frequently Asked Questions
What is the total disclosed portfolio value for Vinodchandra Mansukhlal Parekh and Associates?
The disclosed public shareholding portfolio is worth Rs 229.37 crore across 13 listed stocks, based on the latest quarterly filing.
Why does the name include “and Associates”?
This naming convention typically indicates the disclosed stake represents a group of related individuals or family members holding shares together, rather than a single person, which is common in Indian shareholding filings.
Is Vinodchandra Mansukhlal Parekh related to Sanjeev Vinodchandra Parekh?
The two portfolios hold nearly identical stock positions, which strongly suggests a related family filing, though the exact relationship isn’t stated in the disclosure data itself.
Why were no trades disclosed this quarter despite a 22.65% gain?
No buys or sells crossed a reportable threshold during this filing period, which suggests the portfolio’s value increase came from share price movement in existing holdings rather than new trading activity.
What does Garware Technical Fibres make?
Garware Technical Fibres produces technical textiles, including fishing nets, aquaculture cages, and industrial fabrics used across several export oriented industries.
