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NIFTY 50·24,986.40+1.83%SENSEX·80,999.40+2.13%BANK NIFTY·58,850.65+1.86%RELIANCE·1,324.00+0.81%HDFC BANK·784.10+3.17%ICICI BANK·1,565.00+4.33%BHARTI AIRTEL·2,085.50+1.39%INFOSYS·1,171.60+0.36%L&T·4,110.00+1.48%TCS·2,498.80+0.12%ITC·283.45+1.65%SBI·1,016.00+0.95%AXIS BANK·1,314.70+2.71%NIFTY 50·24,986.40+1.83%SENSEX·80,999.40+2.13%BANK NIFTY·58,850.65+1.86%RELIANCE·1,324.00+0.81%HDFC BANK·784.10+3.17%ICICI BANK·1,565.00+4.33%BHARTI AIRTEL·2,085.50+1.39%INFOSYS·1,171.60+0.36%L&T·4,110.00+1.48%TCS·2,498.80+0.12%ITC·283.45+1.65%SBI·1,016.00+0.95%AXIS BANK·1,314.70+2.71%

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Goldman Sachs India Portfolio: 10 Stocks Rally Up to 130% in CY26

about 2 months ago · Lumic

Goldman Sachs India portfolio stocks performance chart showing rallies in TD Power Systems and GNG Electronics for CY26.
Lumic
about 2 months ago
Goldman Sachs India Portfolio: 10 Stocks Rally Up to 130% in CY26
KEY POINTS
Goldman Sachs' India portfolio fell 27% in CY26, despite 10 stocks gaining 20–130%
TD Power Systems led the gainers with a 129% rally, followed by GNG Electronics at 121%
Inox India, Bluestone Jewellery and Sai Life Sciences gained 98%, 89% and 74% in CY26
LUMIC INSIGHT
While large cap underperformed, Small and Mid cap delivered
Economic Times·about 2 months ago

This Fin Shorts story delves into the performance of Goldman Sachs' India portfolio for CY26. While the broader portfolio faced headwinds, a select group of 10 Indian stocks demonstrated remarkable resilience, with gains ranging from 20% to an impressive 130%. TD Power Systems emerged as a standout performer, rallying by 129%, closely followed by GNG Electronics with a 121% surge. Other notable gainers in the Indian stock market included Inox India (98% rise), Bluestone Jewellery (89%), and Sai Life Sciences (74%). This highlights a key trend observed in the Indian market this year: the significant outperformance of small and mid-cap stocks compared to their large-cap counterparts, a crucial insight for investors tracking the Indian economy and its financial landscape. Lumic brings you these essential market updates to help you navigate the Indian financial news.

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