4 Largecap Capital Group Fund Stocks to Watch for Future Multibagger Potential: Adani Ports, BSE, Laurus Labs and Lodha Developers
- October 29, 2026
- Posted by: Manan Bisht
- Category: Best Stocks
Adani Ports Rs 1,761.30. BSE Rs 3,485. Laurus Labs Rs 2,181.90. Lodha Developers Rs 1,007.10. Market caps from Rs 1.06 lakh crore to Rs 4.05 lakh crore. Data as of 28 Oct 2026.
Quick Answer
Adani Ports, BSE, Laurus Labs and Lodha Developers are the 4 picks in this Capital Group fund stocks watchlist, with market caps between Rs 1.06 lakh crore and Rs 4.05 lakh crore. Adani Ports stands out for the largest market cap at Rs 4,05,286 crore, while BSE offers the highest return on equity at 37.42%. PE ratios run from 25.70 to 105.56, so compare each one with its industry PE before investing. All figures are as of 28 October 2026.
Capital Group fund stocks to watch for multibagger potential start with a simple filter: size, a clean financial record and earnings that keep growing. Adani Ports, BSE, Laurus Labs and Lodha Developers meet that test, with market caps from Rs 1.06 lakh crore to Rs 4.05 lakh crore and Adani Ports offering the largest market cap at Rs 4,05,286 crore. Each of these companies has Smallcap World Fund or New World Fund of Capital Group listed among its top foreign holders, a return on equity of at least 10 per cent and profit growth in FY26 and in the latest quarter, and net profit rose in FY26 and in the latest quarter.
This list covers companies with Smallcap World Fund or New World Fund of Capital Group listed among its top foreign holders, a return on equity of at least 10 per cent and profit growth in FY26 and in the latest quarter, rising profit in FY26 and the latest quarter, market capitalisation above Rs 1,00,000 crore, and complete, verifiable financials, ranked by market capitalisation. Each company has a market cap above Rs 1 lakh crore. Investors screening Capital Group fund stocks usually begin with size and balance sheet strength, and this list follows the same logic. All figures are as of 28 October 2026 and are drawn from NSE and BSE data and company filings.
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What Are Capital Group Fund Stocks and Why Do They Attract Multibagger Interest?
Capital Group fund stocks are shares of large companies in which Smallcap World Fund or New World Fund, managed by the global investment firm Capital Group, is named among the top foreign holders in the latest shareholding pattern. The four here cover ports and logistics, a stock exchange, pharmaceutical ingredients and real estate.
When a global fund house known for patient, research led investing holds a large stake in an Indian company, it is a strong vote of confidence in the business. For Capital Group fund stocks, both FY26 and the latest quarter showed growth. Investors researching Capital Group fund stocks get a fuller picture by reading growth and valuation together. The table below lines up Capital Group fund stocks on size, growth and valuation, using complete FY26 and latest quarter numbers. Past performance does not guarantee future returns, so use Capital Group fund stocks as a starting point for your own research.
Capital Group Fund Stocks at a Glance: Price, Market Cap, PE and ROE
Prices are closing prices as of 28 October 2026. Lodha Developers has the lowest PE of the group at 25.70, while BSE posts the highest return on equity at 37.42%.
| Stock | CMP (Rs) | Market Cap (Rs Cr) | PE | Industry PE | ROE | Debt to Equity | 52-Week Range (Rs) |
|---|---|---|---|---|---|---|---|
| Adani Ports and Special Economic Zone | 1,761.30 | 4,05,286 | 30.89 | 31.83 | 13.32% | 0.66 | 1,292.00 to 1,891.10 |
| BSE Ltd | 3,485 | 1,49,244 | 52.89 | 42.42 | 37.42% | 0.00 | 2,326.10 to 4,446.80 |
| Laurus Labs | 2,181.90 | 1,15,099 | 105.56 | 36.42 | 16.77% | 0.48 | 864.70 to 2,181.90 |
| Lodha Developers | 1,007.10 | 1,06,112 | 25.70 | 31.94 | 14.72% | 0.42 | 650.80 to 1,344.95 |
Adani Ports: 26.74% Profit CAGR Since FY22
Adani Ports and Special Economic Zone is India’s largest private port operator, with ports on both coasts and a growing logistics business. It reported FY26 revenue of Rs 40,854.36 crore, up 26.16% year on year, and net profit of Rs 12,782.03 crore, up 15.56%. Net profit has compounded at 26.74% a year since FY22, while revenue has grown 20.55% a year. Operating margin was 64.59% in FY26.
In the June 2026 quarter, revenue rose 23.90% to Rs 11,673.71 crore and net profit grew 10.24% to Rs 3,649.50 crore. The share price has gained 115.30% over five years and 17.95% over the past year. Foreign investors raised their holding from 13.61% in September 2025 to 15.95% in September 2026. The stock trades at a PE of 30.89 against an industry PE of 31.83, below the sector average, with a return on equity of 13.32%.
BSE: 78.30% Profit CAGR Since FY22
BSE Ltd operates one of India’s two major stock exchanges and earns from trading, listing, data and clearing services. It reported FY26 revenue of Rs 5,148.10 crore, up 59.07% year on year, and net profit of Rs 2,475.30 crore, up 87.94%. Net profit has compounded at 78.30% a year since FY22, while revenue has grown 56.26% a year. Operating margin was 68.39% in FY26. The debt-to-equity ratio is 0.00, which keeps interest costs low.
The stock trades at a PE of 52.89 against an industry PE of 42.42, with a return on equity of 37.42%. In the June 2026 quarter, revenue rose 63.41% to Rs 1,706.72 crore and net profit grew 62.15% to Rs 872.66 crore. The share price has gained 2101.66% over five years and 37.49% over the past year. Domestic institutions raised their holding from 13.51% in June 2025 to 24.15% in June 2026.
Laurus Labs: Revenue Up 22.01% in FY26
Laurus Labs makes active pharmaceutical ingredients and formulations and offers contract development and manufacturing services. It reported FY26 revenue of Rs 6,867.85 crore, up 22.01% year on year, and net profit of Rs 889.85 crore, up 151.08%. Revenue has compounded at 8.53% a year since FY22. Operating margin was 26.90% in FY26. The debt-to-equity ratio is 0.48.
In the June 2026 quarter, revenue rose 28.83% to Rs 2,035.49 crore and net profit grew 124.73% to Rs 361.99 crore. The share price has gained 221.40% over five years and 137.53% over the past year. Domestic institutions raised their holding from 11.94% in June 2025 to 13.74% in June 2026. The stock trades at a PE of 105.56 against an industry PE of 36.42, with a return on equity of 16.77%.
Lodha Developers: 29.80% Profit CAGR Since FY22
Lodha Developers (formerly Macrotech Developers) is a leading residential developer in the Mumbai Metropolitan Region, with projects in Pune and Bengaluru. It reported FY26 revenue of Rs 17,119.50 crore, up 20.82% year on year, and net profit of Rs 3,430.70 crore, up 24.00%. Net profit has compounded at 29.80% a year since FY22, while revenue has grown 15.79% a year. Operating margin was 32.23% in FY26. The debt-to-equity ratio is 0.42.
The stock trades at a PE of 25.70 against an industry PE of 31.94, below the sector average, with a return on equity of 14.72%. In the June 2026 quarter, revenue rose 40.61% to Rs 5,096.70 crore and net profit grew 103.39% to Rs 1,373.10 crore. The share price has gained 78.95% over five years. Domestic institutions raised their holding from 2.20% in June 2025 to 3.57% in June 2026.
Capital Group Fund Stocks: Financial Comparison on Growth and Margins
The table compares scale and growth across these Capital Group fund stocks. Latest quarter means the most recent reported quarter for each company, and only metrics that are positive for every company are shown.
| Stock | Revenue (Rs Cr) | Net Profit (Rs Cr) | Revenue Growth (YoY) | 4-Year Revenue CAGR | 4-Year Net Profit CAGR | Operating Margin (Latest Quarter) |
|---|---|---|---|---|---|---|
| Adani Ports | 40,854.36 | 12,782.03 | 26.16% | 20.55% | 26.74% | 65.67% |
| BSE | 5,148.10 | 2,475.30 | 59.07% | 56.26% | 78.30% | 77.03% |
| Laurus Labs | 6,867.85 | 889.85 | 22.01% | 8.53% | 1.68% | 31.95% |
| Lodha Developers | 17,119.50 | 3,430.70 | 20.82% | 15.79% | 29.80% | 40.51% |
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Institutional Holding in Adani Ports, BSE, Laurus Labs and Lodha Developers
Institutional holding shows who is backing these Capital Group fund stocks alongside the promoter. The table uses the latest reported quarter for each. BSE has the deepest institutional backing, with FII and DII together holding 45.47% as of June 2026. Domestic institutions increased their holding over the past year in BSE (from 13.51% to 24.15%), Laurus Labs (from 11.94% to 13.74%) and Lodha Developers (from 2.20% to 3.57%).
| Stock | Promoter | FII | DII | Public | Quarter |
|---|---|---|---|---|---|
| Adani Ports | 66.03% | 15.95% | 13.25% | 4.77% | September 2026 |
| BSE | Nil | 21.32% | 24.15% | 54.53% | June 2026 |
| Laurus Labs | 27.47% | 28.00% | 13.74% | 30.78% | June 2026 |
| Lodha Developers | 70.31% | 23.65% | 3.57% | 2.47% | June 2026 |
Risks to Weigh in Capital Group Fund Stocks
Being careful with Capital Group fund stocks means looking at what can slow the story as well as what can speed it up. Four points matter most:
- Past growth may not repeat.
- Share prices can move sharply in either direction.
- Valuation: Laurus Labs trades at a PE of 105.56 against an industry PE of 36.42, so earnings need to keep growing to support the price.
- Concentration: Holding all 4 names puts the allocation in one sector, so size each position to match your risk appetite.
How to Choose Between Capital Group Fund Stocks
Picking from Capital Group fund stocks comes down to four checks, applied in order.
- Check balance sheet strength first, and prefer a debt-to-equity ratio below 1 for non-financial companies.
- Compare each PE with the industry PE (31.83 to 42.42) and ask whether the growth rate justifies any gap.
- Track net profit growth, the operating margin and the return on equity in every quarterly result.
- Stagger entries across quarters and review institutional holding every reporting season.
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Conclusion
Among Capital Group fund stocks, Adani Ports stands out for the largest market cap at Rs 4,05,286 crore, BSE for the highest return on equity at 37.42%, Laurus Labs for the strongest latest-quarter profit growth at 124.73% and Lodha Developers for the lowest PE of the group at 25.70. Which one suits a portfolio depends on how much valuation risk it can carry, so staggering entries and reviewing each quarterly result is a sound habit. Investors comparing Capital Group fund stocks should rank them on growth, financial strength and the price paid, and anyone who wants personalised guidance can consult a SEBI-registered advisor before acting.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
Frequently Asked Questions on Capital Group Fund Stocks to Watch
Which are the best Capital Group fund stocks to watch for multibagger potential?
Ans. Adani Ports, BSE, Laurus Labs and Lodha Developers are the 4 names this list highlights, with market caps of Rs 4,05,286 crore, Rs 1,49,244 crore, Rs 1,15,099 crore and Rs 1,06,112 crore respectively. Adani Ports is notable for the largest market cap at Rs 4,05,286 crore. BSE stands out for the highest return on equity at 37.42%. Laurus Labs offers the strongest latest-quarter profit growth at 124.73%. Lodha Developers brings the lowest PE of the group at 25.70. These are watchlist names for Capital Group fund stocks, not recommendations, so match each one to your own risk profile and time horizon.
Is BSE a good stock for long-term investors?
Ans. BSE has a return on equity of 37.42%, a PE of 52.89 against an industry PE of 42.42 and a market cap of Rs 1,49,244 crore. Net profit has compounded at 78.30% a year since FY22, and FY26 revenue rose 59.07% while June 2026 quarter net profit grew 62.15%. Long-term returns in Capital Group fund stocks depend on earnings growth and the price paid at entry, so staggering purchases and consulting a SEBI-registered advisor is sensible.
Can Lodha Developers become a multibagger from here?
Ans. Lodha Developers has already gained 78.95% in five years, so another multi-fold move would need sustained earnings growth. A multibagger outcome in Capital Group fund stocks requires earnings to keep growing faster than the market for several years. Net profit has compounded at 29.80% a year since FY22, and FY26 revenue rose 20.82%. At a PE of 25.70 against an industry PE of 31.94, valuation should be checked against that growth before investing.
What is the market cap of Adani Ports, BSE, Laurus Labs and Lodha Developers?
Ans. As of 28 October 2026, Adani Ports has a market cap of Rs 4,05,286 crore, BSE has a market cap of Rs 1,49,244 crore, Laurus Labs has a market cap of Rs 1,15,099 crore and Lodha Developers has a market cap of Rs 1,06,112 crore. All of them qualify as largecaps. Market cap changes daily with the share price, so check the latest figure on the Univest Screener or on NSE before taking a decision on Capital Group fund stocks.
What are the risks of investing in Capital Group fund stocks?
Ans. The main risks are market swings, slower growth than expected and valuations that already reflect good news. Companies with strong balance sheets and steady earnings handle these better. Laurus Labs trades at a PE of 105.56 against an industry PE of 36.42, so earnings growth needs to hold up.
Why is Laurus Labs trading at a PE of 105.56?
Ans. Laurus Labs’ PE of 105.56 compares with an industry PE of 36.42. The market is paying a premium for a return on equity of 16.77%, latest-quarter profit growth of 124.73% and FY26 revenue growth of 22.01%, which also means the stock is more sensitive if growth slows. Investors in Capital Group fund stocks who are comfortable with higher valuation risk may prefer to stagger purchases instead of investing in one go.
How much do institutions hold in Adani Ports, BSE, Laurus Labs and Lodha Developers?
Ans. As of the latest reported quarter, FII and DII together hold 29.20% of Adani Ports (15.95% and 13.25%), 45.47% of BSE (21.32% and 24.15%), 41.74% of Laurus Labs (28.00% and 13.74%) and 27.22% of Lodha Developers (23.65% and 3.57%). Rising institutional holding is a useful signal in Capital Group fund stocks, though it should be read with earnings trends rather than on its own.
