Goldman Sachs India portfolio slips, but 5 stocks rally 50-100% in 5 months

Goldman Sachs’ Indian equity portfolio, managed through its global funds, has experienced a notable 14% decline in value over the past six months, slipping from Rs 11,940 crore in March to Rs 10,326 crore as of September 10. Despite this overall downturn, several select stocks within the portfolio have defied the trend, delivering spectacular gains for investors.The fund’s holdings encompass shares in 50 listed Indian companies, collectively valued at over Rs 10,000 crore. While the macro equity market environment has posed challenges, nearly half of these stocks—24 in total—have generated double-digit returns in the current fiscal year (FY26) alone. Among these winners, ten stocks have demonstrated exceptional performance, with price rallies ranging between 30% and 100% in just over five months. Leading the pack is Netweb Technologies India, which has emerged as a multibagger stock by surging an impressive 102% during this period.(Data Source: ACE Equity, Trendlyne) Portfolio Watch