An analysis of mutual fund portfolios in October 2026 has identified a niche group of 36 stocks that are currently held by only one mutual fund scheme each. To qualify for this list, each holding was required to have an equity mutual fund investment value exceeding Rs 10 crore. According to data from ACE MF and ACE Equity, over half of these stocks have delivered positive returns during the 2026 calendar year.
Among these exclusive holdings, nine stocks have notably outperformed, recording gains ranging from 50% to 145%. Two of these companies have seen their share prices more than double since the start of the year. The report highlights that these assets, while being held by only one fund, have demonstrated substantial market growth despite their limited representation in broader mutual fund portfolios.
Ratnaveer Precision Engineering led the group, recording a 144% rally in 2026 with its share price rising from Rs 152 to Rs 371. The Union Active Momentum Fund-Reg(G) served as its sole holder, with an investment of Rs 14 crore. Similarly, Man Industries (India) saw a 118% increase, moving from Rs 387 to Rs 841, also held solely by the Union Active Momentum Fund-Reg(G) with an investment of Rs 11 crore.
Other stocks showing significant movement include Vindhya Telelinks and Satin Creditcare Network, which both surged 85% this year. Vindhya Telelinks, held by Nippon India Small Cap Fund(G) with Rs 264 crore, rose to Rs 2,599. Satin Creditcare Network reached Rs 266, backed by a Rs 48 crore investment from Bandhan Small Cap Fund-Reg(G).
Additional companies identified in the analysis include Anlon Technology Solution and Amanta Healthcare, which gained 84% and 80% respectively. Both were held by Bandhan Small Cap Fund-Reg(G). Apollo Pipes, OCCL, and Baazar Style Retail also registered gains between 57% and 69% for the year.
Key facts
- Ratnaveer Precision Engineering recorded a 144% gain, the highest among the identified stocks.
- Vindhya Telelinks holds the largest investment value among those listed at Rs 264 crore.
- Nine stocks from the initial list of 36 have rallied between 50% and 145% in 2026.
- The screening process identified 170 stocks before narrowing them to 36 with holdings above Rs 10 crore.
- Data for the analysis was sourced from ACE MF and ACE Equity as of October 2026.
Source: Economic Times
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