Rekha Jhunjhunwala portfolio: 12 stocks log double-digit gains, 1 microcap shines with 43% return in FY26 so far

Rekha Jhunjhunwala’s 25-stock portfolio has thrown up a dozen counters delivering strong double-digit gains in FY26 so far, comfortably outpacing broader market trends. The top performer is microcap Singer India, a household name, which has surged 43%. It is followed by Fortis Healthcare and Baazar Style Retail, both posting returns of over 30%.

Singer India, best known for its sewing machines, kitchen, and home appliances, emerged as the top gainer despite reporting a net loss of Rs 2.4 crore in Q1, against year-on-year (YoY) and sequential profits. The company also reported a 7% decline in revenue YoY.

Fortis Healthcare, the next top gainer with 33% returns, also posted a healthy Q1 performance with 17% revenue growth and a strong 52% year-on-year rise in profit after tax (PAT). Baazar Style Retail has delivered 30% returns in FY26 so far, swinging back to profits of Rs 2 crore from a loss of Rs 9.4 crore in Q4FY25 and Rs 64 lakh in Q1FY25.Among financials, CRISIL posted 27.27% returns, while Canara Bank and Star Health gained 22.73% and 23.05%, respectively, showcasing resilience despite mixed profitability trends. Karur Vysya Bank also delivered a 23% return on the back of consistent growth.

On the consumer side, Titan Company gained 14% on strong demand momentum, while Raghav Productivity Enhancers rose 15.52% and Valor Estate advanced 19.54%. Aptech also contributed with 9.39% returns, slightly below the double-digit threshold but noteworthy given its earnings momentum.

One of the standout performers was Sundrop Brands, which delivered 12.09% returns, supported by an extraordinary 2,055% YoY jump in PAT and a 106% surge in sales.

In addition, 11 stocks yielded single-digit returns in the 1–9% range. These include Aptech, VA Tech Wabag, Metro Brands, Jubilant Ingrevia, Tata Communications, Wockhardt, Escorts Kubota, NCC, Inventurus Knowledge Solutions, The Federal Bank, and Geojit Financial Services.

On the holdings front, Jhunjhunwala’s largest stake is 21% in Aptech, followed by 14.4% in Metro Brands and 12.5% in NCC. In terms of value, Titan Company leads her portfolio, with investments worth Rs 16,278.7 crore, representing a 5.2% stake.

Other holdings valued above Rs 1,000 crore include Canara Bank, CRISIL, Fortis Healthcare, Indian Hotels Company (IHCL), Jubilant Pharmova, NCC, Tata Motors, and Metro Brands.

(Disclaimer: Recommendations, suggestions, views, and opinions given by the experts are their own. These do not represent the views of The Economic Times)