Sunil Singhania provides two new shares in Q1 which have risen as much as 93% in 2026. Do you personal any?
Shareholding information from the BSE confirmed that Abakkus Rising Markets Fund picked up a 1.97% stake, or 5.66 lakh shares, in Afcom Holdings. The inventory has delivered a pointy 93% acquire over the previous six months and has risen practically 500% within the final yr.
Afcom is a world cargo airline primarily based in Chennai, India, that transports items on an airport-to-airport foundation, specializing in provide chain options throughout ASEAN and neighbouring international locations.
Additionally Learn | NFO Alert: Sunil Singhania-led Abakkus Mutual Fund launches giant & midcap fundSinghania, by way of his agency Abakkus Diversified Alpha Fund, additionally bought 2.93 lakh shares, or a 2.07% stake, in TTK Healthcare. The inventory has gained 17% within the final month however stays down 15% over the previous yr. The corporate makes and sells prescribed drugs, medical units, client items, protecting units and meals.
Sunil Singhania is amongst India’s most intently watched veteran traders, together with his portfolio exercise frequently drawing the eye of retail and institutional traders. His funding selections are broadly tracked as indicators of rising alternatives and altering market sentiment.
Sunil Singhania Q1 exercise
Shareholding information for the quarter underneath overview additionally confirmed that the fund elevated its stake in Arvind Fashions by a further 0.9% to 1.9%, taking its whole shareholding to 24.82 lakh shares within the firm. The inventory is down 7% in 2026. The corporate designs, sources, markets and retails branded attire, footwear and equipment. It manages a big portfolio of owned and licensed iconic international and home manufacturers, promoting merchandise by way of unique model shops, large-format malls and on-line channels.
The fund additionally raised its stake in Cyient DLM, selecting up a further 0.3% and taking its holding from 1.9% to 2.2% throughout the quarter underneath overview.
Cyient DLM reported a revenue after tax (PAT) of Rs 16.3 crore for the primary quarter of FY27, greater than doubling from Rs 7.4 crore within the year-ago interval and registering 118.2% year-on-year development. The corporate’s income elevated 34.3% year-on-year to Rs 373.8 crore, in contrast with Rs 278.4 crore within the corresponding quarter final yr.
Sunil Singhania Q1 portfolio tweak
The fund supervisor decreased holdings in 5 firms, particularly Suven Life, Avalon Applied sciences, Rupa & Firm, IIFL Capital and Hindware.
The supervisor has probably exited shares the place holdings fell beneath the 1% disclosure threshold. HimatSingka Seide shares have witnessed a pointy downturn, falling 46% within the final one yr, probably prompting an exit by the market professional. Sunil Singhania’s holding in Sarda Power Minerals dipped beneath 1% from 1%, whereas SPR Auto Tech shares rallied practically 80% within the final yr, serving to the fund supervisor e-book earnings. He held over a 1% stake within the firm.
Earlier this yr, Sunil Singhania-led Abakkus Mutual Fund introduced that it had crossed a big milestone of over Rs 5,000 crore in belongings underneath administration (AUM), whereas its whole distinctive investor depend surpassed the 1 lakh mark. The milestone mirrored rising confidence from traders and distribution companions.
Additionally Learn | Sunil Singhania-backed Abakkus Flexi Cap Fund will increase stake in HDFC Financial institution, RIL and 29 others in CouldAbakkus Mutual Fund launched its first scheme in December 2025. The fund’s maiden fairness providing within the flexicap fund class garnered a robust response, elevating Rs 2,468 crore throughout its New Fund Supply (NFO).
Based by Sunil Singhania, Abakkus Mutual Fund brings collectively deep market expertise and a disciplined, research-driven funding strategy. Portfolio building and inventory choice are guided by the Abakkus Funding Philosophy and its distinctive MEETS framework, which collectively type the inspiration of the fund home’s funding course of. That is additional strengthened by the depth, expertise and analysis capabilities of the funding workforce.
(Disclaimer: Suggestions, recommendations, views and opinions given by the consultants are their very own. These don’t characterize the views of Financial Occasions)
