Concentrated positions where a single mutual fund held more than Rs 10 crore in a stock showed notable success across multiple asset managers in October 2026. Nine of these isolated bets gained between 50% and 145%, led by multibagger rallies in engineering and manufacturing names. Bandhan Small Cap Fund-Reg(G) notably captured strong upside across three separate exclusive holdings, while Nippon India Small Cap Fund(G) saw an 85% surge in Vindhya Telelinks with a major Rs 264 crore allocation.
Key points
High-conviction small and mid-cap stocks owned by only one mutual fund scheme can generat…: High-conviction small and mid-cap stocks owned by only one mutual fund scheme can generate massive outperformance despite lacking broader institutional backing.
More than half of the 36 identified single-scheme holdings delivered positive year-to-dat…: More than half of the 36 identified single-scheme holdings delivered positive year-to-date returns for their respective funds in calendar year 2026.
Franklin India and HDFC schemes also secured gains exceeding 50% from solitary investment…: Franklin India and HDFC schemes also secured gains exceeding 50% from solitary investments in companies like Apollo Pipes, OCCL, and Baazar Style Retail.
Sources checked by our analysis pipeline: 1
ETMarkets analysed mutual fund portfolios to identify stocks held by only one mutual fund scheme. The initial screening for October 2026 identified 170 such stocks. The list was further narrowed to stocks where equity mutual fund holdings exceeded Rs 10 crore as of October 2026, resulting in a final shortlist of 36 stocks. More than half of these stocks have delivered positive returns in CY26 so far. Around nine stocks have surged between 50% and 145% during the period, with two more than doubling in value. Notably, each of these stocks was held by just one mutual fund scheme. (Data Source: ACE MF, ACE Equity).
ETMarkets.com
2/10
Ratnaveer Precision Engineering
The stock has rallied 144% in CY26 so far, climbing to Rs 371 from Rs 152. As of October 2026, Union Active Momentum Fund-Reg(G) was its sole mutual fund holder, with an investment worth Rs 14 crore.
ANI
3/10
Man Industries (India)
The stock has gained 118% in CY26 so far, with its share price advancing to Rs 841 from Rs 387. Union Active Momentum Fund-Reg(G) was the only mutual…
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