Vanguard’s India Portfolio Shines: 10 Stocks rally up to 90% in FY26. Do you own any?
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Portfolio Gains
Vanguard Fund’s portfolio is making a powerful statement in the Indian equity market — the numbers speak for themselves. Ranked among the top five active foreign institutional investors (FIIs) in the country, Vanguard has built a sizable portfolio of Indian equities through its global funds. As of November 7, 2025, its holdings in 41 BSE-listed companies are valued at a staggering Rs 65,897 crore, marking a sharp 53% surge from Rs 43,047 crore in the March quarter.
An ETMarkets analysis shows that 11 of its key holdings have delivered returns between 20% and 90% in FY26 so far, while 17 stocks have posted double-digit gains. The fund also added five new stocks to its portfolio during the September quarter. (Data Source: ACE Equity, Trendlyne)
An ETMarkets analysis shows that 11 of its key holdings have delivered returns between 20% and 90% in FY26 so far, while 17 stocks have posted double-digit gains. The fund also added five new stocks to its portfolio during the September quarter. (Data Source: ACE Equity, Trendlyne)
2/13
TD Power Systems
The stock has surged 90% in FY26 so far, climbing from Rs 411 to Rs 781. As of the September 2025 quarter, Vanguard Funds holds a 1.03% stake, currently valued at Rs 126 crore. This stock was added in the September quarter.
3/13
RBL Bank
The stock has risen 89% in FY26 to date, advancing from Rs 174 to Rs 328. As of the September 2025 quarter, Vanguard Funds owns a 1.05% stake, with a current market value of Rs 212 crore.
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4/13
CarTrade Tech
The stock has gained 76% in FY26 so far, moving up from Rs 1,643 to Rs 2,899. As of the September 2025 quarter, Vanguard Funds holds a 2.7% stake, currently worth Rs 368 crore.
5/13
Sammaan Capital
The stock has jumped 73% in FY26 to date, increasing from Rs 107 to Rs 185. As of the September 2025 quarter, Vanguard Funds holds a 2.6% stake, currently valued at Rs 392 crore.
6/13
Delhivery
Delhivery Q2 ResultsThe stock has appreciated 69% in FY26 so far, moving up from Rs 255 to Rs 430. As of the September 2025 quarter, Vanguard Funds holds a 1.05% stake, currently valued at Rs 337 crore.
7/13
Care Ratings
The stock has rallied 47% in FY26 to date, climbing from Rs 1,101 to Rs 1,613. As of the September 2025 quarter, Vanguard Funds owns a 2.27% stake, valued at Rs 110 crore.
8/13
Max Financial Services
The stock has gained 41% in FY26 so far, increasing from Rs 1,148 to Rs 1,619. As of the September 2025 quarter, Vanguard Funds holds a 2.1% stake, valued at Rs 1,177 crore.
9/13
Mahindra & Mahindra
The stock has appreciated 38% in FY26 to date, climbing from Rs 2,666 to Rs 3,692. As of the September 2025 quarter, Vanguard Funds holds a 1.10% stake, valued at Rs 4,982 crore.
10/13
PVR Inox
The stock has increased 26% in FY26 so far, rising from Rs 914 to Rs 1,154. As of the September 2025 quarter, Vanguard Funds owns a 1.04% stake, currently valued at Rs 118 crore.
11/13
The Federal Bank
The stock has gained 23% in FY26 so far, moving up from Rs 193 to Rs 237. As of the September 2025 quarter, Vanguard Funds holds a 1.07% stake, valued at Rs 621 crore.
12/13
Redington
The stock has risen 20% in FY26 to date, climbing from Rs 243 to Rs 292. As of the September 2025 quarter, Vanguard Funds owns a 1.08% stake, currently worth Rs 246 crore.
13/13
New Picks in September Quarter
During the September 2025 quarter, Vanguard Funds made fresh investments in Apollo Hospitals, Reliance Power, TD Power Systems, Aptus Value Housing, and PB Fintech.