Unique Picks: 10 stocks held by only one MF scheme in July; 5 surge 50-100% in just 4 months

ETMarkets conducted an analysis of mutual fund portfolios to identify stocks uniquely held by individual mutual fund schemes. The initial screening for July 2025 revealed 199 such stocks. This list was then narrowed down to include only those with an equity mutual fund holding valued at over Rs 15 crore as of July 2025, leaving 17 stocks.

From this refined group, we further analyzed share price performance since the start of the current fiscal year. As a result, we identified 10 standout stocks that have delivered gains between 15% and 105% in just over four months of FY26. (Data Source: ACE MF, ACE Equity).

The stock has surged 108% in FY26 so far, reaching Rs 588. It is solely held by Quant Multi Cap Fund (G), with a market value of Rs 52 crore as of July 2025.

The stock has climbed 68% to Rs 133 in FY26 to date. It is exclusively held by HDFC Large and Mid Cap Fund - Reg (G), which holds it at a market value of Rs 20 crore as of July 2025.

So far in FY26, the stock has advanced 53% to Rs 394. It is uniquely held by Quant Small Cap Fund (G), with a market value of Rs 24 crore as of July 2025.

The stock has rallied 50% to Rs 1,168 during FY26. It is solely held by Bank of India Small Cap Fund - Reg (G), with a holding valued at Rs 19 crore as of July 2025.

The stock has gained 49%, rising to Rs 161 in FY26 so far. It is held only by Quant Business Cycle Fund - Reg (G), with a market value of Rs 45 crore as of July 2025.

In FY26 to date, the stock has risen 45% to Rs 626. It is exclusively held by Quant ELSS Tax Saver Fund (G), with a market value of Rs 35 crore as of July 2025.

The stock has appreciated 38% in FY26, reaching Rs 1,223. It is held solely by ICICI Prudential Technology Fund (G), with a market value of Rs 16 crore as of July 2025.

So far in FY26, the stock has increased 34%, hitting Rs 331. It is uniquely held by Bandhan Small Cap Fund - Reg (G), with a market value of Rs 55 crore as of July 2025.

The stock has moved up 30% to Rs 162 in FY26 so far. It is solely held by ICICI Prudential Multi-Asset Fund (G), with a holding worth Rs 24 crore as of July 2025.

In FY26 to date, the stock has gained 14%, trading at Rs 611. It is held exclusively by Old Bridge Focused Fund - Reg (G), with a market value of Rs 39 crore as of July 2025.