Sunil Singhania’s Q1 FY27 Portfolio: ₹2,457 Cr in 31 Stocks
By Business Desk
Explore Sunil Singhania’s Q1 FY27 equity portfolio, valued at ₹2,457.1 crore across 31 stocks. Discover his investment strategy and top holdings.
Veteran Indian stock market investor Sunil Singhania’s publicly disclosed equity portfolio stood at approximately INR 2,457.1 crore as of the June 2026 quarter (Q1 FY27).
This substantial portfolio is diversified across 31 stocks, with his firm, Abakkus Asset Manager LLP, overseeing a broader INR 14,000 crore across various investment products.
Key Portfolio Metrics
- Total Portfolio Value: INR 2,457.1 crore
- Number of Stocks: 31
- Abakkus Asset Manager AUM: INR 14,000 crore
Singhania, a commerce graduate, Chartered Accountant, and Chartered Financial Analyst, guides his investment strategy through the MEETS framework. This approach meticulously evaluates Management, Earnings, Events or Trends, Timing, and Structure of potential investments.
Top Holdings Revealed
His portfolio’s primary allocations highlight a focus on specific sectors and companies, reflecting his analytical investment philosophy.
- Dynamatic Technologies: INR 209.2 crore
- Jubilant Pharmova: INR 177.8 crore
- Carysil: INR 171.2 crore
The Q1 FY27 period also saw strategic adjustments within Singhania’s portfolio, including new entries and significant stake modifications.
Strategic Portfolio Adjustments
- New Investments: Afcom Holdings, TTK Healthcare
- Exited/Reduced Below 1% Disclosure: Himatsingka Seide, Sarda Energy & Minerals, SPR Auto Technologies
- Increased Stake In: Arvind Fashions, Cyient DLM
- Trimmed Positions In: Hindware Home Innovation, IIFL Capital, Rupa & Company, Avalon Technologies, Suven Life Sciences
Singhania’s investment strategy consistently shows a preference for quality small and mid-cap businesses. His portfolio remains broadly diversified across key sectors including engineering, pharmaceuticals, specialty chemicals, consumer goods, financials, and IT/electronics manufacturing.