Unique MF Picks: 28 Stocks Held by Single Schemes Surge Up to 62%

An ETMarkets analysis revealed 28 stocks that were exclusively held by a single mutual fund scheme in May 2026. Some of these 'unique picks' have delivered impressive returns, surging up to 62% in the current calendar year.

This indicates that certain fund managers are taking concentrated, high-conviction bets on specific companies, often outside the mainstream. Such strategies can lead to significant alpha generation if successful, but also carry higher risk due to lack of diversification.

While no specific stocks are named, this analysis points to potential hidden gems in the market that are not widely covered or held. Individual investors could research these 28 stocks for potential investment opportunities, but should be mindful of liquidity and the reasons for single-scheme holding.

Traders should try to identify these 28 stocks and conduct thorough fundamental analysis. Understanding the rationale behind a single fund's conviction can provide valuable insights. Monitor their performance and any changes in mutual fund holdings in subsequent disclosures.

• •ETMarkets analysis identified 28 stocks held exclusively by a single MF scheme in May 2026.
• •Select stocks surged up to 62% in CY26.
• •The study filtered 189 stocks down to 28.
• •Highlights concentrated bets by fund houses.
• •Risk flag: Illiquidity in some of these stocks