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Sunil Singhania Portfolio (2026)

Sunil Singhania’s portfolio follows a bottom up and research led approach. It focuses on fundamentally strong businesses across manufacturing, industrials, consumer, healthcare, and financial services. The portfolio gives priority to balance sheet strength, earnings durability, and scalable business models, which makes the Sunil Singhania portfolio for beginners easier to interpret.

Latest Sunil Singhania Stock Portfolio & Holdings (2026)

Sunil Singhania Portfolio Stock Screener

Sunil Singhania Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

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last updated at 9:45 PM IST 
NameStocks (24)Sub-SectorSub-SectorMarket CapMarket CapClose PriceClose PricePE RatioPE Ratio1D Return1D Return1M Return1M Return6M Return6M Return1Y Return1Y ReturnPB RatioPB RatioReturn on EquityReturn on EquityROCEROCEDividend YieldDiv YieldDebt to EquityDebt to EquityVolatility vs NiftyVolatility vs Nifty
1.Sarda Energy & Minerals LtdSARDAENIron & SteelIron & Steel17,959.1117,959.11508.75508.7525.6625.66-0.18-0.180.390.39-13.02-13.02-6.09-6.092.812.8113.4813.4812.5112.510.290.290.450.453.243.24
2.DCM Shriram LtdDCMSHRIRAMDiversified ChemicalsDiversified Chemicals16,218.6316,218.631,041.001,041.0026.8426.84-0.61-0.61-3.98-3.98-15.72-15.72-1.95-1.952.322.328.938.9311.1911.190.910.910.360.362.632.63
3.Jubilant Pharmova LtdJUBLPHARMAPharmaceuticalsPharmaceuticals13,473.3113,473.31831.35831.3516.0516.05-2.28-2.28-4.21-4.21-23.81-23.81-7.52-7.522.162.1614.4014.4011.7211.720.590.590.440.442.512.51
4.Shriram Pistons & Rings LtdSHRIPISTONAuto PartsAuto Parts12,963.8612,963.863,125.003,125.0025.5925.596.186.186.186.1820.1820.1870.3070.305.195.1922.4322.4325.5625.560.340.340.200.202.872.87
5.IIFL Capital Services LtdIIFLCAPSDiversified FinancialsDiversified Financials8,437.768,437.76269.80269.8011.8511.85-0.42-0.42-13.97-13.97-3.04-3.0427.2227.223.363.3633.1433.1430.1330.131.101.100.370.373.733.73
6.Dynamatic Technologies LtdDYNAMATECHAuto PartsAuto Parts6,449.836,449.839,701.009,701.00149.86149.862.152.15-1.93-1.9335.1235.1253.8353.838.998.996.216.2111.1211.120.020.020.800.802.972.97
7.Technocraft Industries (India) LtdTIILIndustrial MachineryIndustrial Machinery4,985.524,985.522,189.802,189.8019.4619.46-0.41-0.41-5.10-5.10-11.75-11.75-16.73-16.732.752.7514.5314.5319.5419.540.910.910.470.473.153.15
8.Mastek LtdMASTEKIT Services & ConsultingIT Services & Consulting4,497.404,497.401,449.501,449.5011.9611.96-0.10-0.10-14.74-14.74-38.27-38.27-38.06-38.061.831.8316.5316.5317.2217.221.581.580.240.242.562.56
9.Ion Exchange (India) LtdIONEXCHANGEnvironmental ServicesEnvironmental Services4,203.614,203.61338.05338.0520.2320.23-1.14-1.14-10.56-10.56-21.27-21.27-29.16-29.163.483.4818.6418.6420.0120.010.510.510.270.272.432.43
10.Stylam Industries LtdSTYLAMINDConstruction & EngineeringConstruction & Engineering3,754.673,754.672,205.702,205.7030.8030.80-0.44-0.44-1.05-1.0530.1430.1435.4435.445.715.7120.4220.4225.1925.19--0.050.052.532.53
11.J Kumar Infraprojects LtdJKILConstruction & EngineeringConstruction & Engineering3,739.013,739.01488.30488.309.569.56-1.18-1.18-10.57-10.57-23.73-23.73-26.98-26.981.241.2413.8513.8520.3120.310.810.810.230.232.362.36
12.Suven Life Sciences LtdSUVENPharmaceuticalsPharmaceuticals3,510.123,510.12134.03134.03-21.84-21.840.700.70-11.24-11.24-42.30-42.306.376.3731.9131.91-84.59-84.59-143.75-143.75--0.000.003.923.92
13.Anup Engineering LtdANUPTextilesTextiles3,270.343,270.341,588.201,588.2027.6427.64-2.72-2.72-7.64-7.64-36.31-36.31-49.35-49.355.345.34--23.2723.271.041.040.050.053.163.16
14.HG Infra Engineering LtdHGINFRAConstruction & EngineeringConstruction & Engineering3,147.763,147.76489.90489.906.236.231.431.43-17.80-17.80-50.92-50.92-54.46-54.461.071.0718.7018.7015.1015.100.410.411.411.412.592.59
15.Carysil LtdCARYSILHome FurnishingHome Furnishing2,225.492,225.49781.65781.6534.9234.92-0.10-0.10-16.93-16.93-12.83-12.8321.7621.764.194.1914.3314.3317.9117.910.310.310.520.523.503.50
16.Siyaram Silk Mills LtdSIYSILTextilesTextiles2,138.292,138.29475.35475.3510.8510.850.860.86-13.19-13.19-29.36-29.36-29.53-29.531.671.6716.2916.2920.6520.652.552.550.200.202.932.93
17.Hindware Home Innovation LtdHINDWAREAPHome FurnishingHome Furnishing1,661.551,661.55197.14197.14-24.33-24.33-0.76-0.76-12.40-12.40-40.07-40.07-4.34-4.342.112.11-9.81-9.812.372.37--1.131.133.163.16
18.M & B Engineering LtdMBELBuilding Products - Prefab StructuresBuilding Products - Prefab Structures1,530.431,530.43271.05271.0519.8719.871.211.21-23.74-23.74-36.10-36.10-33.67-33.674.994.9928.5528.5532.9432.94--0.620.623.803.80
19.All Time Plastics LtdALLTIMEPlastic ProductsPlastic Products1,430.431,430.43210.78210.7830.2530.25-3.47-3.47-13.01-13.01-25.43-25.43-25.60-25.605.755.75--20.9820.98--0.900.903.383.38
20.Jaro Institute Of Technology Management & Research LtdJAROEducation ServicesEducation Services1,043.511,043.51486.15486.1520.2020.203.323.328.988.98-34.68-34.68-34.68-34.686.086.0835.7535.7537.8537.850.190.190.370.374.214.21

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Selection criteria: The table contains publicly disclosed Sunil Singhania investment portfolio as on 4th February 2026. Stocks are sorted by market capitalisation, highest to lowest.

Sunil Singhania’s Bulk and Block Deals in 2026

Bulk and block deals show large share transactions that take place outside the regular order book. These deals often reflect strong buying or selling interest from institutional investors or high-net-worth individuals. The disclosures help explain unusual volume spikes, measure changes in positioning, and show where major participants add or reduce exposure. Tracking these transactions helps investors understand how Sunil Singhania’s portfolio exposure changes over time in 2026.


To view Sunil Singhania's bulk and block deals in 2026 using Tickertape:

  1. Go to the Market Movers section
  2. Select the Bulk and Block Deals tab
  3. Under Party, type Sunil Singhania
  4. Select the relevant Category and Transaction Type
  5. Apply a date range to view deals from 2026

This method allows readers to track disclosed bulk and block transactions and analyse portfolio-level changes using publicly available market data.

Investor Profile: Sunil Singhania

This will display the latest bulk and block deals linked to Sunil Singhania, helping you observe large reported share transactions and their timing across the year. Bulk and block deals, when considered alongside portfolio disclosures, can offer additional perspective on how major equity investors adjust their holdings.

Sunil Singhania is a veteran Indian equity investor with over three decades of market experience. He earlier served as Global Head of Equities at Reliance Mutual Fund and later founded Abakkus Asset Manager LLP in 2018, where he now oversees equity strategies.

  1. Name: Sunil Singhania
  2. Age: 60s
  3. Spouse: Not publicly disclosed
  4. Total net worth (₹): ₹2,122.88 cr.
  5. No. of portfolio companies: 20+
  6. Major holding (%): Carysil Ltd. (over 5%)

A Chartered Accountant by training, Sunil Singhania follows a bottom-up, fundamentals-led approach, with a strong focus on mid-cap, manufacturing, and cash-generative businesses.

Sunil Singhania’s Top Stock Holdings

IIFL Capital Services Ltd

IIFL Capital Services operates across equity broking, investment banking, wealth management, and institutional research. The company serves retail, HNI, and institutional clients, with revenues closely linked to capital market activity, deal flows, and trading volumes.

Sarda Energy & Minerals Ltd

Sarda Energy & Minerals is an integrated metals and mining company with operations spanning steel, ferro alloys, power generation, and iron ore mining. Its business benefits from vertical integration, captive resources, and operating leverage during upcycles in the metal sector.

Mastek Ltd

Mastek provides enterprise digital and cloud transformation services, with a strong presence in government and regulated sectors. The company focuses on application development, data engineering, and cloud platforms, with significant exposure to the UK and US markets.

Jubilant Pharmova Ltd

Jubilant Pharmova operates across pharmaceuticals, CDMO services, radiopharma, and allergy therapies. Its diversified business model reduces dependence on a single segment, while regulated-market exposure links performance to compliance, product approvals, and capacity utilisation.

Dynamatic Technologies Ltd

Dynamatic Technologies manufactures precision components for aerospace, automotive, and hydraulic applications. The company supplies global OEMs and benefits from long-term contracts, high entry barriers, and rising localisation in defence and aerospace manufacturing.

Sunil Singhania Portfolio Composition

Sunil Singhania stock portfolio breakdown for 2026 includes the following companies:

Stock Name Holding Value (In cr.) Shares Held Dec 2025 Change (%) Dec 2025 Holding (%) Sep 2025 Holding (%)
IIFL Finance Ltd 259.5 7,750,000 0 2.50% 2.50%
Dynamatic Technologies Ltd 202.1 199,728 0 2.90% 2.90%
Sarda Energy & Minerals Ltd 191.9 3,745,741 0 1.10% 1.10%
Jubilant Pharmova Ltd 165 1,835,028 0 1.20% 1.20%
Carysil Ltd 149.2 1,519,981 0 5.30% 5.30%
Mastek Ltd 149.1 859,220 -0.1 2.80% 2.90%
Shriram Pistons & Rings Ltd 139.2 455,450 0 1.00% 1.00%
Technocraft Industries (India) Ltd 128.8 535,315 0 2.40% 2.40%
Anup Engineering Ltd 127.8 711,363 0 3.60% 3.60%
Ion Exchange (India) Ltd 104.8 2,712,799 0 1.90% 1.90%
J Kumar Infraprojects Ltd 103.8 1,873,547 0 2.50% 2.50%
All Time Plastics Ltd 101.4 4,032,258 0 6.20% 6.20%
Himatsingka Seide Ltd 93.5 8,526,605 0 6.80% 6.80%
Hindware Home Innovation Ltd 92.1 3,813,327 0 4.60% 4.60%
Stylam Industries Ltd 78.5 353,506 0 2.10% 2.10%
HG Infra Engineering Ltd (Part IX) 56.7 885,591 0 1.40% 1.40%
Rupa & Company Ltd 46.5 3,168,709 0 4.00% 4.00%
Suven Life Sciences Ltd 45.3 2,985,000 0 1.30% 1.30%
Siyaram Silk Mills Ltd 41.4 722,654 0 1.60% 1.60%
M & B Engineering Ltd 40.6 1,157,626 0 2.00% 2.00%
Jaro Institute Of Technology Management & Research Ltd 22.6 505,610 0 2.30% 2.30%
Mangal Electrical Industries Ltd 20.3 798,213 0 2.90% 2.90%
Indogulf Cropsciences Ltd 16.9 2,540,538 0 4.00% 4.00%
DCM Shriram Ltd 9.7 2,490,000 0 2.90% 2.90%

How to invest in Sunil Singhania portfolio stocks?

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  1. Create an account on the Tickertape or log in if you already have one.
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Sunil Singhania Net-Worth Trend

Sunil Singhania has a net worth of ₹2,122.88 cr. This value reflects wealth built over decades in Indian equity markets. Long term equity investments through Abakkus Asset Manager LLP and publicly disclosed stock holdings across multiple sectors drive this net worth. Portfolio values can change each quarter due to market movements and stake changes. The broader trend continues to show sustained wealth creation based on a diversified and fundamentals led approach rather than short term trading gains.

Sunil Singhania's Investment Strategy

Bottom-Up Stock Selection

Sunil Singhania builds his stock market strategy at the company level and focuses on business fundamentals instead of macro or thematic trends. He selects stocks based on balance sheets, cash flows, and long term business viability.

Mid-Cap and Emerging Businesses Focus

He spends a core part of his effort on identifying mid cap and emerging companies with scalable models. He looks for growth visibility at a stage when wider market recognition is still developing.

Manufacturing and Real-Economy Bias

The portfolio shows a tilt toward manufacturing, industrials, engineering, and infrastructure linked businesses. This reflects confidence in India’s physical economy and the capital expenditure cycle.

Valuation Discipline

He bases entry and position sizing on valuation comfort. He measures even strong businesses against earnings sustainability and return potential relative to price.

Portfolio Diversification with Conviction

He spreads exposure across sectors but avoids over diversification. He expects each holding to contribute meaningfully and adjusts allocations as fundamentals change.

Long-Term Holding with Active Monitoring

He invests with a long horizon and tracks businesses closely. He reallocates capital when execution weakens or when risk reward equations shift.

Learnings from the Sunil Singhania Portfolio in 2026"

Mid-cap focus can drive differentiated outcomes

Sunil Singhania consistently tilts the portfolio toward mid cap and select small cap companies. He believes well run mid sized firms can compound earnings better than large companies that already trade at fuller valuations.

Sector diversity reduces dependency on single themes

The portfolio covers engineering, chemicals, textiles, pharmaceuticals, infrastructure, and financial services. This spread lowers dependence on any one sector cycle and helps manage volatility at the portfolio level.

Stock selection over macro timing

He makes limited changes even across market phases. He concentrates on company fundamentals and execution rather than reacting to macro signals or sentiment.

Willingness to trim without fully exiting

Changes in names such as Mastek show gradual reductions instead of sharp exits. He keeps monitoring positions and refines exposure rather than making all or nothing decisions.

Preference for operating leverage and scalability

Many portfolio companies run businesses where additional revenue can lift margins meaningfully. He treats operating leverage as an important long term return driver.

Long holding periods with selective churn

Several core holdings remain for years. Limited churn shows patience and confidence in execution, while fundamentals guide exit decisions instead of short term price swings.

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Factors Affecting Stock Selection in the Sunil Singhania Portfolio

Quality of the Core Business

He evaluates companies on the strength and durability of core operations. He prefers businesses with established offerings, defendable positions, and limited dependence on temporary demand drivers.

Balance Sheet and Capital Discipline

He uses financial resilience as an important filter. Businesses with prudent leverage, efficient allocation, and the capacity to fund growth internally tend to match long term objectives.

Earnings Durability Across Cycles

He selects stocks for their ability to sustain earnings through economic phases. Consistency in margins, return ratios, and cash flows carries more importance than short bursts of expansion.

Management Quality and Execution Track Record

He places weight on management credibility, governance, and historical execution, especially in mid cap and industrial companies where leadership actions shape outcomes.

Scalability and Long-Term Growth Visibility

The portfolio favours companies with visible growth paths through expansion, penetration, or operating leverage without heavy capital intensity.

Selective, Conviction-Led Diversification

He diversifies sector exposure with intent. Each holding must contribute meaningfully, and he avoids splitting capital into too many small allocations.

Conclusion

Sunil Singhania’s portfolio offers a clear view into a fundamentals-first investing approach shaped by decades of market experience. The emphasis on manufacturing-led businesses, selective diversification, and valuation discipline highlights a preference for companies where execution and cash flows matter more than short-term narratives. This framework often brings attention to the top growth stocks in Sunil Singhania portfolio during different market phases. While reported portfolio values may move with cycles, the underlying focus on business quality and long-term relevance remains consistent.

For deeper, data-backed stock analysis, platforms like Tickertape allow you to break down companies using detailed financial, ownership, and valuation filters, making it easier to assess stocks beyond surface-level metrics.

Frequently Asked Questions About the Sunil Singhania Portfolio

  1. Who is the owner of Abakkus Growth Fund?

    Abakkus Growth Fund operates under Abakkus Asset Manager LLP, founded by Sunil Singhania. He serves as founder and investment head and directs the firm’s equity strategies, shaping the broader Sunil Singhania equity portfolio.

  2. What are the best stocks from Sunil Singhania’s portfolio?

    Here are the Sunil Singhania’s top-performing stocks, based on his latest disclosed shareholdings:
    1. Himatsingka Seide Ltd.
    2. Carysil Ltd.
    3. Hindware Home Innovation Ltd.
    4. Rupa & Company Ltd.

    Disclaimer: The listed companies are based on publicly disclosed shareholding filings and reflect only exchange-reported investments. This information is purely informational and does not constitute investment advice or recommendations.

  3. What is the value of Sunil Singhania's portfolio?

    Publicly available disclosures estimate Sunil Singhania’s net worth at about ₹2,122.88 cr. The figure represents the aggregated value of reported market positions and provides a snapshot of the scale of the Sunil Singhania investment insights followed by investors.

  4. Which sectors does Sunil Singhania favour?

    His allocations show a tilt toward manufacturing, engineering, infrastructure, and industrials, along with selective positions in consumer, healthcare, financial services, chemicals, and technology. This mix reflects the diversification principles embedded in the Sunil Singhania investment style.

  5. What is Sunil Singhania’s investment approach?

    He applies a bottom-up, fundamentals-driven framework that prioritises business quality, balance sheet strength, and long-term execution. The method highlights valuation discipline and patience, characteristics widely associated with the Sunil Singhania investment approach.