ETMarkets analysed mutual fund portfolios to identify stocks held exclusively by a single mutual fund scheme. In the initial screening for February 2026, 194 such stocks were identified. The list was then narrowed to those with equity mutual fund holdings valued at more than Rs 10 crore as of February 2026, resulting in a final shortlist of 24 stocks.In terms of performance in FY26 so far, most of these stocks have delivered negative returns. Around six stocks declined in the range of 45–60%. On the other hand, among the few positive performers, four stocks rallied between 20% and 140% during the same period; these too are held exclusively by a single mutual fund scheme. (Data Source: ACE MF, ACE Equity). Niche Portfolio Plays

Unique Picks: 10 stocks held by only one MF scheme in February; 4 jumped up to 140%

ETMarkets analysed mutual fund portfolios to identify stocks held exclusively by a single mutual fund scheme. In the initial screening for February 2026, 194 such stocks were identified. The list was then narrowed to those with equity mutual fund holdings valued at more than Rs 10 crore as of February 2026, resulting in a final shortlist of 24 stocks.

In terms of performance in FY26 so far, most of these stocks have delivered negative returns. Around six stocks declined in the range of 45–60%. On the other hand, among the few positive performers, four stocks rallied between 20% and 140% during the same period; these too are held exclusively by a single mutual fund scheme. (Data Source: ACE MF, ACE Equity).

In FY26 so far, the stock has rallied 69%, rising from Rs 749 to Rs 1,265. It is solely held by WOC Special Opportunities Fund – Regular (G), with a holding worth Rs 10 crore as of February 2026.

In FY26 so far, the stock has gained 27%, moving up from Rs 432 to Rs 550. It is solely held by Quant ELSS Tax Saver Fund (G), with a holding valued at Rs 33 crore as of February 2026.

In FY26 so far, the stock has declined 45%, falling from Rs 525 to Rs 289. It is solely held by Kotak Manufacture in India Fund – Regular (G), with a holding valued at Rs 12 crore as of February 2026.