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Unique Picks: 10 stocks held by a single MF scheme in July; rally up to 125% in 6 months
Economic Times 2 hrs ago·18 Aug 2026, 8:06 am
A recent analysis by ETMarkets identified 37 stocks held exclusively by a single mutual fund scheme, each with significant holdings of over Rs 10 crore. The report highlights a mixed performance for these unique picks, with some delivering strong gains of up to 126% over a six-month period. Conversely, four of these stocks saw declines of 25-33% during the same timeframe.
This data offers a unique window into the concentrated investment strategies of certain fund managers. For investors, it serves as a reminder that a stock's performance can be heavily influenced by a single large holder. While the rally in some names is noteworthy, the simultaneous decline in others underscores the importance of thorough research and not relying solely on a fund's concentrated bets.
Excerpt from Economic Times
ETMarkets analysed mutual fund portfolios to identify stocks held exclusively by a single mutual fund scheme. In the initial screening for July 2026, 185 such stocks were identified. The list was then narrowed to stocks with equity mutual fund holdings worth more than Rs 10 crore as of July 2026, resulting in a final…Read the original at Economic Times
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