Ace investor Sunil Singhania, who invests in equity markets through his fund Abakkus Asset Manager, made significant changes to his listed portfolio during the September quarter — a period marked by sharp market volatility. The fund added six new stocks, marginally trimmed stakes in three existing holdings, and increased its position in one.
As of the September quarter, Singhania’s fund held 26 listed stocks valued at Rs 2,345 crore, compared to 20 stocks worth Rs 2,690 crore in the previous quarter — a decline of nearly 13 percent. The fall in portfolio value was largely driven by sharp corrections in some of his major holdings amid market volatility. IIFL Securities slipped around 20 percent during the quarter, while Jubilant Pharmova and Mastek each fell about 11 percent. The Anup Engi

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