According to an ETMarkets analysis, mutual fund portfolios were screened to identify stocks held exclusively by a single mutual fund scheme as of May 2026. The initial screening identified 189 such stocks, which were then narrowed to stocks with equity mutual fund holdings worth more than ₹10 crore as of March 2026, resulting in a final shortlist of 28 stocks. This concentrated approach highlights focused bets by fund houses across various market segments.
Satin Creditcare Network emerged as the standout performer, surging 62% from ₹144 to ₹232 in CY26. The stock is exclusively held by Bandhan Small Cap Fund-Reg (G), with holdings valued at ₹43 crore as of May 2026. Similarly, Rossell Techsys gained 62%, climbing from ₹632 to ₹1,020, exclusively held by Quant Multi Cap Fund (G) with holdings of ₹94 crore. Other notable performers included Amanta Healthcare (up 29% to ₹141) and Ambika Cotton Mills (up 27% to ₹1,568), which has risen 27% from ₹1,236 to ₹1,568 in CY26, exclusively held by Taurus Flexi Cap Fund-Reg (G) with holdings of ₹10 crore.
Despite the overall positive performance, several stocks in the portfolio experienced significant declines. Pakka fell 24% from ₹106 to ₹80, exclusively held by SBI Children's Fund-Investment Plan-Reg (G) with holdings of ₹28 crore. Pennar Industries dropped 26% from ₹204 to ₹152, also exclusively held by Bandhan Small Cap Fund-Reg (G) with substantial holdings of ₹122 crore. Marathon Nextgen Realty declined 29% from ₹556 to ₹393, held by Quant Small Cap Fund (G) with ₹309 crore in holdings. The analysis reveals significant concentration risk in these single-scheme holdings.
The analysis reveals significant concentration risk in these single-scheme holdings, with some stocks showing substantial fund house exposure. EFC (I) experienced the steepest decline of 38%, falling from ₹296 to ₹184, held by Bandhan Small Cap Fund-Reg (G) with ₹66 crore in holdings. Best Agrolife also plunged 38% from ₹25 to ₹16, exclusively held by Quant Small Cap Fund (G) with ₹12 crore in holdings. The study demonstrates how concentrated fund house positions can amplify both gains and losses across different market segments, highlighting the importance of diversified investment approaches.
