Sunil Singhania Stock Portfolio 2025

Sunil Singhania is one of India’s most famous investors. He is known for being calm, patient, and very smart with money. He runs Abakkus Asset Management LLP, a company that helps people grow their wealth by investing in the stock market. Before this, he played a big role in building Reliance Mutual Fund into a top investment company in India.

In this blog, we look at Sunil Singhania’s portfolio in 2025, the stocks he owns, the sectors he invests in, and the way he thinks about money and investments.

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Sunil Singhania Portfolio Stocks 2025

As of June 2025, Sunil Singhania holds 17 stocks. Here are some of his main investments:

As of 25 Sep 2025*

About Sunil Singhania

Sunil Singhania has worked in the stock market for many years. He is also a CFA charterholder, which means he has top-level knowledge in finance. In fact, he was the first Indian to join the CFA Global Board of Governors, which is a big achievement.

In 2018, he started Abakkus Asset Management. Today, Abakkus manages more than ₹21,000 crore of investor money. This shows how much trust people have in his style of investing.

What is Abakkus Fund?

Abakkus Fund is the company Sunil Singhania runs. It focuses on long-term investing. This means they buy good companies and hold them for many years. The fund looks for businesses with strong balance sheets, good management, and the ability to grow steadily.

They do deep research before investing. They do not chase quick profits. Instead, they believe in patience and careful study. This has made Abakkus one of the most respected funds in India.

Top Stocks in the Portfolio

Here are some of the big names in his portfolio:

• Sarda Energy & Minerals Ltd – Works in steel and mining, important for construction and industry.
• IIFL Capital Services Ltd – A financial services company that helps people invest and manage wealth.
• Jubilant Pharmova Ltd – A healthcare company making medicines and working in life sciences.
• The Anup Engineering Ltd – Makes special machines and equipment for industries like chemicals and refineries.
• Technocraft Industries Ltd – Provides products and services to construction and engineering sectors.
• Carysil Ltd – Makes high-end kitchen sinks and appliances.
• Hindware Home Innovation Ltd – Famous for sanitaryware and home products.
• Himatsingka Seide Ltd – A textile company that makes fabrics and home furnishings.

Sector-Wise Portfolio Analysis

Sunil Singhania does not put all his money in one place. He spreads his portfolio across sectors.

• Metals & Mining – Like Sarda Energy, which grows with infrastructure demand.
• Financial Services – IIFL Capital benefits from India’s growing wealth management space.
• Pharma – Jubilant Pharmova adds healthcare exposure.
• Engineering & Manufacturing – The Anup Engineering and Technocraft show his trust in India’s industrial growth.
• Consumer Goods – Carysil and Hindware reflect rising middle-class spending.
• Textiles – Himatsingka Seide and Rupa tap into export and fashion markets.

Portfolio Changes in 2025

Sunil Singhania often reviews his portfolio and makes changes. In 2025, he increased his stake in:

• Himatsingka Seide Ltd.
• Rupa & Company Ltd.
• DCM Shriram Industries Ltd.
• Stylam Industries Ltd.

At the same time, he reduced some holdings, like Siyaram Silk Mills and Shriram Pistons. He also exited companies such as ADF Foods and Ethos Ltd. These moves show his flexibility and willingness to adapt.

Sunil Singhania’s Investment Strategy

Sunil Singhania’s way of investing is clear and simple.

• Value Investing – He buys good companies at fair prices and waits for them to grow.
• Long-Term View – He holds stocks for years, allowing compounding to work.
• Diversification – He spreads money across sectors.
• Adaptability – He changes positions based on market trends.
• Patience – He does not panic during volatility.

Conclusion

The Sunil Singhania investment portfolio is a mix of strong companies across sectors like energy, finance, pharma, consumer goods, and textiles. His focus on value investing, patience, and careful research has brought him consistent success.

For young investors, the lesson is clear: invest in good companies, stay patient, and think long term. Sunil Singhania’s journey proves that discipline and smart choices can create wealth over time.