Portfolio Screening ETMarkets analysed mutual fund portfolios to identify stocks held exclusively by a single mutual fund scheme. In the initial screening for May 2026, 189 such stocks were identified. The list was then narrowed to stocks with equity mutual fund holdings worth more than Rs 10 crore as of March 2026, resulting in a final shortlist of 28 stocks. Performance TrendsIn terms of CY26 performance so far, the picture has been mixed. Half of these stocks delivered negative returns, while the rest posted gains. Around six stocks declined between 25% and 40%. Among the gainers, five stocks rallied between 25% and 61% during the same period, being held exclusively by a single mutual fund scheme. (Data source: ACE MF, ACE Equity).Satin Creditcare NetworkSo far in CY26, the stock has surged 62%, rising from Rs 144 to Rs 232. It is exclusively held by Bandhan Small Cap Fund-Reg (G), with holdings valued at Rs 43 crore as of May 2026.Rossell TechsysSo far in CY26, the stock has gained 62%, climbing from Rs 632 to Rs 1,020. It is exclusively held by Quant Multi Cap Fund (G), with holdings valued at Rs 94 crore as of May 2026.Amanta HealthcareSo far in CY26, the stock has advanced 29%, moving up from Rs 109 to Rs 141. It is exclusively held by Bandhan Small Cap Fund-Reg (G), with holdings valued at Rs 26 crore as of May 2026.Ambika Cotton MillsSo far in CY26, the stock has risen 27%, increasing from Rs 1,236 to Rs 1,568. It is exclusively held by Taurus Flexi Cap Fund-Reg (G), with holdings valued at Rs 10 crore as of May 2026.OCCLSo far in CY26, the stock has gained 27%, moving from Rs 101 to Rs 129. It is exclusively held by HDFC Large and Mid Cap Fund-Reg (G), with holdings valued at Rs 15 crore as of May 2026.PakkaSo far in CY26, the stock has declined 24%, falling from Rs 106 to Rs 80. It is exclusively held by SBI Children's Fund-Investment Plan-Reg (G), with holdings valued at Rs 28 crore as of May 2026.Pennar IndustriesSo far in CY26, the stock has dropped 26%, slipping from Rs 204 to Rs 152. It is exclusively held by Bandhan Small Cap Fund-Reg (G), with holdings valued at Rs 122 crore as of May 2026.Marathon Nextgen RealtySo far in CY26, the stock has fallen 29%, declining from Rs 556 to Rs 393. It is exclusively held by Quant Small Cap Fund (G), with holdings valued at Rs 309 crore as of May 2026.Indian Hume Pipe CompanySo far in CY26, the stock has lost 30%, dropping from Rs 408 to Rs 286. It is exclusively held by HSBC Business Cycles Fund-Reg (G), with holdings valued at Rs 10 crore as of May 2026.Solarworld Energy SolutionsSo far in CY26, the stock has declined 31%, falling from Rs 274 to Rs 189. It is exclusively held by Motilal Oswal Large Cap Fund-Reg (G), with holdings valued at Rs 33 crore as of May 2026.EFC (I)So far in CY26, the stock has tumbled 38%, dropping from Rs 296 to Rs 184. It is exclusively held by Bandhan Small Cap Fund-Reg (G), with holdings valued at Rs 66 crore as of May 2026.Best AgrolifeSo far in CY26, the stock has plunged 38%, falling from Rs 25 to Rs 16. It is exclusively held by Quant Small Cap Fund (G), with holdings valued at Rs 12 crore as of May 2026.