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Analysis of Rakesh Jhunjhunwala's Portfolio

Analysis of Rakesh Jhunjhunwala Portfolio

Rakesh Jhunjhunwala started his trading career almost three decades ago with five thousand rupees. This was a time when the Sensex’s score was only 150 points. According to the data available on NSE, Rakesh Jhunjhunwala’s portfolio includes shares of 33 companies, whose current value is Rs 25,842 crore.

According to Trendline, his portfolio includes Titan, Tata Motors, Star Health and Allied Insurance Company, Metro Brands, Nazara Technology, Federal Bank, DB Realty, Tata Communications along with many more.

Check out Rakesh Jhunjhunwala’s portfolio

Below is the list of Rakesh Jhunjhunwala’s holdings as of the quarter ending.

Stock name Holdings (%) Holding value (Rs cr.)
Aptech Ltd 23.38 % 274.3
Star Health and Allied Insurance Company Ltd 17.51 % 6,607.44
Metro Brands Ltd 14.43 % 2,068.09
NCC Ltd 12.84 % 501.72
Nazara Technologies Ltd 10.10 % 409.4
Rallis India Ltd 9.81 % 391.47
Bilcare Ltd 8.48 % 13.92
Agro Tech Foods Ltd 8.22 % 163.27
Va Tech Wabag Ltd 8.04 % 125.23
Geojit Financial Services Ltd 7.55 % 96.68
Delta Corp Ltd 7.48 % 455.8
Jubilant Pharmova Ltd 6.76 % 442.75
Crisil Ltd 5.48 % 1,496.88
Titan Company Ltd 5.05 % 9,718.08
Jubilant Ingrevia Ltd 4.72 % 344.15
Autoline Industries Ltd 4.62 % 10.43
Karur Vysya Bank Ltd 4.50 % 154.91
Fortis Healthcare Ltd 4.23 % 767.92
Federal Bank Ltd 3.65 % 651.96
Anant Raj Ltd 3.39 % 58.65
Dishman Carbogen Amcis Ltd 3.18 % 60.88
Indian Hotels Company Ltd 2.12 % 680.78
Wockhardt Ltd 2.08 % 84.98
D B Realty Ltd 2.06 % 34.8
Prozone Intu Properties Ltd 2.06 % 7.42
Canara Bank 1.96 % 701.45
Edelweiss Financial Services Ltd 1.60 % 85.23
National Aluminium Company Ltd 1.36 % 244.25
Indiabulls Housing Finance Ltd 1.28 % 73.26
Orient Cement Ltd 1.22 % 29.53
Man Infraconstruction Ltd 1.21 % 41.67
Tata Motors Ltd 1.18 % 1,629.46
TV18 Broadcast Ltd 1.17 % 84.3
Indiabulls Real Estate Ltd 1.10 % 38.58
Tata Communications Ltd 1.08 % 302.82

Source: Tickertape

Investing in India’s Macro sector

Take note of the fact that he is investing in India’s financial, healthcare, construction, and real estate investment.

Now let’s understand why this wise decision was. As The population of India is increasing. People would seek better housing and healthcare as the level of life rose. This indicates that borrowing will rise at both the individual and business levels. All of this indicates that there will always be a demand for such stocks.

As of March 31, 2021, Rakesh Jhunjhunwala holds 37 stocks in the market. He is extremely bullish on the banking sector. He was once a bear in the Harshad Mehta days and made a lot of money by shorting stocks post the securities scam in 1992.

Portfolio

The portfolio of Rakesh Jhunjhunwala demonstrates that fluctuations are a natural element of business and cannot be separated from the corporate environment. If we examine his portfolio, we can observe that his holdings have changed since the previous quarter, with eight firms showing a decline in the proportion of their holdings and five companies showing an increase.

Focus on price rather than opinion

Trading is focused on price and trend rather than opinion. As a result, if you buy stocks for Rs. 100 and the price drops to Rs. 90, you may cut your losses and square off your position.

Management Matters

The Tata group is renowned for having very excellent corporate ethics. According to Rakesh Jhunjhunwala, one should concentrate on buying the company rather than the stock. As a result, don’t focus too much on the stock’s purchase price. In the overall scheme of things, it won’t really matter that much. Instead, concentrate on the company you are purchasing. Paying a little bit more for a company with solid fundamentals is not harmful.

Investing in small-cap firms

Investor Rakesh Jhunjhunwala has no qualms about funding small-cap firms. This is a result of his extraordinarily aggressive investing style. Rakesh Jhunjhunwala’s portfolio contains 17.75% of stocks having a market valuation of less than Rs 10,000 crore.

Think Long Term

Jhunjhunwala had invested in Titan in the year 2002-03 at Rs 3 per share. At this time the company’s stock has increased to Rs 2,422. Jhunjhunwala’s Titan portfolio has grown to Rs 11,000 crore from this stock itself. More than one-third of the shares in Big bull’s portfolio is owned by Titan.

Jhunjhunwala realized the inherent risks one has to face while investing and put procedure before success. He didn’t follow another person. He disapproved of following established trade practices. We must continuously learn from our past investment mistakes as well as take the expertise of seasoned investors.

 

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