12 stocks from Rekha Jhunjhunwala’s portfolio are soaring — one’s up 43%

Rekha Jhunjhunwala’s stock portfolio has delivered robust returns in FY26, with a dozen of her 28 holdings posting strong double-digit gains, significantly outpacing broader market trends.

Microcap Singer India emerged as the top performer, soaring 43 per cent despite a net loss of Rs 2.4 crore in Q1. The company, known for its sewing machines and home appliances, faced a 7 per cent revenue dip year-on-year but continues to show strong investor interest.

Rekha Jhunjhunwala's stellar portfolio: what stocks are buzzing

Following Singer India, Fortis Healthcare gained 33 per cent on the back of a healthy Q1 performance with 17 per cent revenue growth and a 52 per cent year-on-year rise in profit after tax (PAT). Meanwhile, Baazar Style Retail posted a 30 per cent return after returning to profitability with Rs 2 crore profit, recovering from earlier losses.

In the financial sector, stocks like CRISIL (27.27 per cent), Canara Bank (22.73 per cent), Star Health (23.05 per cent), and Karur Vysya Bank (23 per cent) showed resilience amid mixed earnings.

Consumer stocks also contributed to the gains. Titan Company rose 14 per cent on strong demand, Raghav Productivity Enhancers climbed 15.52 per cent, and Valor Estate surged 19.54 per cent. Aptech delivered a steady 9.39 per cent, supported by positive earnings momentum.

A standout was Sundrop Brands, which returned 12.09 per cent, driven by an extraordinary 2,055 per cent year-on-year jump in PAT and a 106 per cent increase in sales.

Jhunjhunwala’s portfolio also includes 11 stocks with modest single-digit returns ranging from 1 to 9 per cent, including VA Tech Wabag, Metro Brands, Jubilant Ingrevia, and Tata Communications.

Her largest equity stakes include Aptech (21 per cent), Metro Brands (14.4 per cent), and NCC (12.5 per cent). By value, Titan Company leads with Rs 16,278.7 crore invested, representing a 5.2 per cent stake.

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

Rekha Jhunjhunwala’s portfolio continues to showcase a balanced mix of microcaps and large-caps, well-positioned for growth amid evolving market conditions in FY26.