Kartik Investments Trust shareholders and shareholding pattern

BSE: 501151FinanceSmall Cap

₹6,986.35₹202.35 (2.98%)

Share price at the BSE close on 23 Oct 2026. Previous close ₹6,784.00.

52-week range of traded prices to 23 Oct 2026

₹1,196.25Low, 29 Dec 2025₹10,741.85High, 18 May 2026

Market cap: ₹170 Cr2,902nd largest listed
P/E: 33.0
P/B: 20.3
Dividend yield: Nonein the last 12 months
ROE: 81.9%
ROCE: 68.6%
Debt to equity: 0.00
Volume, BSE: 30

Who owns Kartik Investments Trust, filing by filing

Per cent of the company's shares. The last ten years of filings, from Dec 2016; the latest is the filing for Sep 2026.

Sep 2026 filing

Promoters74.82%
Individuals and others25.18%

Shareholding pattern, per cent, from Sep 2022

Promoters
Individuals and others

Per cent	Dec 2016Filed 18 Jan	Mar 2017Filed 19 Apr	Jun 2017Filed 12 Jul	Sep 2017Filed 5 Oct	Dec 2017Filed 22 Jan	Mar 2018Filed 9 Apr	Jun 2018Filed 21 Jul	Sep 2018Filed 17 Oct	Dec 2018Filed 28 Feb	Mar 2019Filed 20 Apr	Jun 2019Filed 19 Jul	Sep 2019Filed 16 Oct	Dec 2019Filed 21 Jan	Mar 2020Filed 15 May	Jun 2020Filed 21 Jul	Sep 2020Filed 21 Oct	Dec 2020Filed 21 Jan	Mar 2021Filed 19 Apr	Jun 2021Filed 20 Jul	Sep 2021Filed 21 Oct	Dec 2021Filed 22 Jan	Mar 2022Filed 21 Apr	Jun 2022Filed 21 Jul	Sep 2022Filed 21 Oct	Dec 2022Filed 20 Jan	Mar 2023Filed 21 Apr	Jun 2023Filed 20 Jul	Sep 2023Filed 21 Oct	Dec 2023Filed 19 Jan	Mar 2024Filed 20 Apr	Jun 2024Filed 19 Jul	Sep 2024Filed 21 Oct	Dec 2024Filed 21 Jan	Mar 2025Filed 21 Apr	Jun 2025Filed 21 Jul	Sep 2025Filed 21 Oct	Dec 2025Filed 21 Jan	Mar 2026Filed 21 Apr	Jun 2026Filed 21 Jul	Sep 2026Filed 21 Oct
	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.81%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%
Indian promoters	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.81%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.80%	74.80%	74.80%	74.80%	74.80%	74.80%	74.80%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%	74.82%
Foreign promoters	–	–	–	–	–	–	–	–	0.00%	0.00%	0.00%	0.00%	0.00%	–	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.02%	0.02%	0.02%	0.02%	0.02%	0.02%	0.02%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.19%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%
	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%	25.18%
Resident individuals, up to ₹2 lakh at face value	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	12.95%	12.95%	12.95%	12.92%	12.90%	12.90%	12.94%	12.94%	12.58%	12.59%	12.59%	12.60%	12.64%	12.65%	12.68%	12.69%	12.69%
Companies	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%	12.07%
Non-resident Indians	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	0.04%	0.04%	0.04%	0.04%	0.04%	0.04%	0.04%	0.04%	0.40%	0.40%	0.40%	0.40%	0.36%	0.36%	0.36%	0.36%	0.36%
	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	0.13%	0.13%	0.13%	0.16%	0.18%	0.17%	0.14%	0.14%	0.13%	0.13%	0.13%	0.12%	0.11%	0.11%	0.08%	0.07%	0.07%
Hindu undivided families	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	0.13%	0.13%	0.13%	0.16%	0.18%	0.17%	0.14%	0.14%	0.13%	0.13%	0.13%	0.12%	0.11%	0.11%	0.08%	0.07%	0.07%
Shares in issue	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,010	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000	2,44,000

Filings before Sep 2022 are on an older form, which did not split institutions into foreign and Indian and grouped some holders differently, so those columns show only the lines both forms state alike. A dash is a line the filing did not state.

Number of Kartik Investments Trust shareholders

Shareholders on the company's register in each filing.

Shareholders, filing by filing

Shareholders	Dec 2016Filed 18 Jan	Mar 2017Filed 19 Apr	Jun 2017Filed 12 Jul	Sep 2017Filed 5 Oct	Dec 2017Filed 22 Jan	Mar 2018Filed 9 Apr	Jun 2018Filed 21 Jul	Sep 2018Filed 17 Oct	Dec 2018Filed 28 Feb	Mar 2019Filed 20 Apr	Jun 2019Filed 19 Jul	Sep 2019Filed 16 Oct	Dec 2019Filed 21 Jan	Mar 2020Filed 15 May	Jun 2020Filed 21 Jul	Sep 2020Filed 21 Oct	Dec 2020Filed 21 Jan	Mar 2021Filed 19 Apr	Jun 2021Filed 20 Jul	Sep 2021Filed 21 Oct	Dec 2021Filed 22 Jan	Mar 2022Filed 21 Apr	Jun 2022Filed 21 Jul	Sep 2022Filed 21 Oct	Dec 2022Filed 20 Jan	Mar 2023Filed 21 Apr	Jun 2023Filed 20 Jul	Sep 2023Filed 21 Oct	Dec 2023Filed 19 Jan	Mar 2024Filed 20 Apr	Jun 2024Filed 19 Jul	Sep 2024Filed 21 Oct	Dec 2024Filed 21 Jan	Mar 2025Filed 21 Apr	Jun 2025Filed 21 Jul	Sep 2025Filed 21 Oct	Dec 2025Filed 21 Jan	Mar 2026Filed 21 Apr	Jun 2026Filed 21 Jul	Sep 2026Filed 21 Oct
All shareholders	105	105	105	105	105	105	114	114	115	113	114	113	112	112	112	115	121	121	126	127	125	125	127	129	130	135	139	140	137	138	139	143	145	148	149	147	148	155	231	255
	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	20	20	20	20	20	20	20	18	18	18	18	18	18	18	18	19	19	19	19
Indian promoters	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	19	18	18	18	18	18	18	18	18	19	19	19	19
Foreign promoters	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	1	1	1	1	1	1	1	–	–	–	–	–	–	–	–	–	–	–	0
	86	86	86	86	86	86	95	95	96	94	95	94	93	93	93	96	102	102	107	108	106	105	107	109	110	115	119	120	119	120	121	125	127	130	131	129	129	136	212	236
	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	109	110	115	119	120	119	120	121	125	127	130	131	129	129	136	212	236
Resident individuals, up to ₹2 lakh at face value	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	99	100	105	108	107	106	108	109	112	114	117	118	117	116	123	199	223
Companies	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	7	7	7	7	7	7	7	7	7	7	7	7	7	7	7	7	7
Non-resident Indians	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	1	1	1	1	1	1	1	1	2	2	2	2	1	1	1	1	1
	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	2	2	2	3	5	5	4	4	4	4	4	4	4	5	5	5	5
Hindu undivided families	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	2	2	2	3	5	5	4	4	4	4	4	4	4	5	5	5	5

Kartik Investments Trust promoters

Promoters are the founders, families and companies that control the company, as its filings name them. Every member of the promoter group holding shares in the filing for Sep 2026; the largest is AMBADI INVESTMENTS LIMITED, 30.64%. The filing names 181 more members with no shares.

Holder
AMBADI INVESTMENTS LIMITEDIndian companies, trusts and others	30.64%	74,758
CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED (Formerly TI Financial Holdings Ltd)Indian companies, trusts and others	13.85%	33,790
CARBORUNDUM UNIVERSAL LIMITEDIndian companies, trusts and others	9.93%	24,240
E.I.D.PARRY (INDIA) LTD.Indian companies, trusts and others	9.67%	23,600
MURUGAPPA EDUCATIONAL AND MEDICAL FOUNDATIONIndian companies, trusts and others	5.01%	12,220
M.M.MUTHIAH RESEARCH FOUNDATIONIndian companies, trusts and others	2.03%	4,960
AR LAKSHMI ACHI TRUSTIndian companies, trusts and others	1.64%	4,000
A M M VELLAYAN SONS P LTDIndian companies, trusts and others	1.52%	3,700
CHOLA BUSINESS SERVICES LIMITEDIndian companies, trusts and others	0.23%	550
Murugappa & Sons (M.V.Subbiah M.A. Alagappan & M M Murugappan hold shares on behalf of the Firm)Indian companies, trusts and others	0.08%	200
M.A.ALAGAPPANIndividuals and Hindu undivided families	0.04%	100
M V SUBBIAHIndividuals and Hindu undivided families	0.04%	100
M M MURUGAPPANIndividuals and Hindu undivided families	0.04%	100
A VENKATACHALAMIndividuals and Hindu undivided families	0.02%	50
M A ALAGAPPAN HOLDINGS PRIVATE LIMITEDIndian companies, trusts and others	0.02%	50
MA Murugappan Holdings LLP (M A Murugappan Holdings Private Ltd was converted its status to LLP)Indian companies, trusts and others	0.02%	50
V NARAYANANIndividuals and Hindu undivided families	0.01%	25
V ARUNACHALAMIndividuals and Hindu undivided families	0.01%	25
PARRY ENTERPRISES INDIA LTDIndian companies, trusts and others	0.01%	32

No promoter shares are reported as pledged.

Largest public holders of Kartik Investments Trust, filing by filing

Per cent, on the same shares as the split above.

Holder	Dec 2016Filed 18 Jan	Mar 2017Filed 19 Apr	Jun 2017Filed 12 Jul	Sep 2017Filed 5 Oct	Dec 2017Filed 22 Jan	Mar 2018Filed 9 Apr	Jun 2018Filed 21 Jul	Sep 2018Filed 17 Oct	Dec 2018Filed 28 Feb	Mar 2019Filed 20 Apr	Jun 2019Filed 19 Jul	Sep 2019Filed 16 Oct	Dec 2019Filed 21 Jan	Mar 2020Filed 15 May	Jun 2020Filed 21 Jul	Sep 2020Filed 21 Oct	Dec 2020Filed 21 Jan	Mar 2021Filed 19 Apr	Jun 2021Filed 20 Jul	Sep 2021Filed 21 Oct	Dec 2021Filed 22 Jan	Mar 2022Filed 21 Apr	Jun 2022Filed 21 Jul	Sep 2022Filed 21 Oct	Dec 2022Filed 20 Jan	Mar 2023Filed 21 Apr	Jun 2023Filed 20 Jul	Sep 2023Filed 21 Oct	Dec 2023Filed 19 Jan	Mar 2024Filed 20 Apr	Jun 2024Filed 19 Jul	Sep 2024Filed 21 Oct	Dec 2024Filed 21 Jan	Mar 2025Filed 21 Apr	Jun 2025Filed 21 Jul	Sep 2025Filed 21 Oct	Dec 2025Filed 21 Jan	Mar 2026Filed 21 Apr	Jun 2026Filed 21 Jul	Sep 2026Filed 21 Oct
IGFT PRIVATE LIMITEDCompanies	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%	4.14%
ANVIL FINTRADE PVT LTDCompanies	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%
GAGANDEEP CREDIT CAPITAL PVT LTDCompanies	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%
PRESCIENT WEALTH MANAGEMENT PRIVATE LIMITEDCompanies	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%
HITEN A SHETH & DEEPA H SHETHResident individuals, up to ₹2 lakh at face value	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–
ANUJ A SHETH & PARUL A SHETHResident individuals, up to ₹2 lakh at face value	–	–	–	–	–	–	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–
SONAL DHARMESH SHAH & JENIL DHARMESH SHAHResident individuals, up to ₹2 lakh at face value	–	–	–	–	–	–	–	–	–	–	–	1.23%	1.23%	1.23%	1.23%	1.23%	1.23%	1.23%	1.23%	1.23%	1.23%	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–
PRESCIENT SECURITIES PRIVATE LIMITEDOther non-institutions	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–
SONAL DHARMESH SHAHResident individuals, up to ₹2 lakh at face value	–	–	–	–	–	–	–	–	–	1.23%	1.23%	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–
MR. DHARMESH R SHAHResident individuals, up to ₹2 lakh at face value	1.23%	1.23%	1.23%	1.23%	1.23%	1.23%	1.23%	1.23%	1.23%	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–
Anuj A Sheth Jt.1. Parul A ShethResident individuals, up to ₹2 lakh at face value	2.54%	2.54%	2.54%	2.54%	2.54%	2.54%	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–	–

A filing names every holder above one per cent, in the company's own words: an insurer's holding can carry one of its funds' names. A dash is a filing that did not name the holder, which includes holding under one per cent.