Glance at Rakesh Jhunjhunwala Portfolio Analysis: Famously dubbed “Midas of the Indian Stock Market”, Rakesh Jhunjhunwala has gained a strong reputation for his investments in quite a few multibagger stocks.
A Chartered Accountant by profession, he began his investment career with a capital of just Rupees 5000. Today he is one of the biggest investors in the country with a net worth of $5.5 billion dollars. Apart from investing, he also has a keen interest in Bollywood, having produced several films himself.
He began his investment career in Mumbai and now has one of the most valuable portfolios in India. Together with his wife, he incorporated an investment company – Rare Investments in 2003.
Aside from his investments, the investor has also backed a new low-cost airline – Akasa Air that is awaiting launch and operations in India. So what does the star investor’s portfolio look like?
Rakesh Jhunjhunwala Portfolio Analysis & His Latest Holdings
Today we’re going to take a closer look at Rakesh Jhunjhunwala portfolio analysis, keep reading to find out more.
|Stocks Held||Value||No. Of Shares Held|
|Star Health Insurance||6,589.3 Cr||100,753,935|
|Metro Brands||2,056.9 Cr||39,153,600|
|Tata Motors||1,664.0 Cr||39,250,000|
|Fortis Healthcare||768.6 Cr||31,950,000|
|Canara Bank||721.6 Cr||35,597,400|
|The Indian Hotels Company||697.9 Cr||30,016,965|
|Federal Bank||658.0 Cr||75,721,060|
|NCC Ltd.||499.8 Cr||78,333,266|
|Delta Corp Ltd||484 Cr||20,000,000|
|Jubilant Pharmova||452.0 Cr||10,770,000|
|Nazara Technologies||417.2 Cr||3,294,310|
|Rallis India||397.1 Cr||19,068,320|
|Jubilant Ingrevia||345.9 Cr||7,520,000|
|Tata Communications||311.5 Cr||3,075,687|
|Aptech Ltd||277.1 Cr||9,668,840|
|National Aluminium Company Ltd||245.1 Cr||25,000,000|
|Agro Tech Foods||164.4 Cr||2,003,259|
|Karur Vysya Bank Ltd||157.1 Cr||35,983,516|
|Va Tech Wabag Ltd.||125.0 Cr||5,000,000|
|Geojit Financial Services||98.8 Cr||18,037,500|
|Edelweiss Financial Services Ltd.||87.3 Cr||15,125,000|
|TV18 Broadcast Ltd.||84.7 Cr||20,000,000|
|Wockhardt Ltd.||77.7 Cr||3,000,005|
|Indiabulls Housing Finance Ltd.||73.5 Cr||6,000,000|
|Dishman Carbogen Amcis Ltd.62.7 Cr||62.7 Cr||5,000,000|
|Anant Raj Ltd.||56.6 Cr||10,000,000|
|Man Infraconstruction Ltd.||42.6 Cr||4,500,000|
|D B Realty Ltd.||34.4 Cr||5,000,000|
|Orient Cement Ltd.||30.0 Cr||2,500,000|
|Bilcare Ltd.||14.5 Cr||1,997,925|
|Autoline Industries Ltd.||10.7 Cr||1,751,233|
|Prozone Intu Properties Ltd.||7.5 Cr||3,150,000|
Source – Trendlyne
1. Titan Ltd. – 9,822.6 Cr
Titan is a major player in the accessories and jewelry business. A subsidiary of the Tata Group, the company has expanded over the years through different brands such as Tanishq (Jewellery) Fastrack (Watches and accessories), and Skinn (Perfumes and Fragrances).
Titan is presently the largest investment in Rakesh Jhunjhunwala portfolio analysis, with a net worth of close to 10,000 crores. He holds a 5.1% stake in the Tata subsidiary. Rakesh and his wife Rekha Jhunjhunwala had invested in the company in the year 2002-03.
At the time of purchase, the share price of Titan was estimated to be at Rupees 30-35. Currently, the stock is trading at Rupees 2,170, which is over a 7200% jump in value. The Big Bull investor has kept his holding steady at an average of 5% over the last few quarters of 2021.
2. Star Health and Allied Insurance Company Ltd. – 6,589.3 Cr
They are a health insurance company and are one of the largest in India presently. The ace investor and his wife had initially held out a 17.5% stake in the health insurer in the quarter ending Dec 2021 and had held onto his stake without any change as of March 2022.
Since the company’s IPO, his entire stake is currently valued at over 6500 crores. This is a 6 fold increase from the investor’s initial investment of 1287 crores between 2019 and 2021. The company went public in December 2021 at an issue price of Rs 906.
3. Metro Brands – 2,056.9 Cr
Metro is a footwear company that sells shoes, bags, belts, and accessories.
The Jhunjhunwala-backed company operates over 630 stores across 140 cities in India. With a 14% stake in the company, the bullish investor recently invested in the footwear company. As of December 2021, he has held a 14.4% equity stake in the company and that number has remained unchanged.
4. Tata Motors – 1,664.0 Cr
The Indian Car and Truck Manufacturer is slowly growing to be an established name in the automobile sector. They already have an 85% market share in the EV segment in India. With consistent growth and a recent rebranding, the company is likely to take on other major car manufacturers.
Rakesh Jhunjhunwala invested in Tata Motors in the quarter ending September 2020. He holds an equity stake of 1.2% in the company (March 2022). The investor increased his stake from 1.1% in September 2021.
5. Crisil – 1,473.9 Cr
CRISIL is a subsidiary of S&P Global, an analytics company. Incorporated in 1987, it was the first credit rating agency in India. The ace investor and his wife hold a combined 5.5% stake in the company which is worth over 1,400 crores presently. Over the recent quarters, his holdings have stayed unchanged. The share price has rallied to over 3600 rupees over the past year.
6. Fortis Healthcare – 768.6 Cr
The Ace Investor has slowly increased its holdings in the healthcare company over time. He currently holds a 4.23% stake in the hospice company (March 2022) as compared to 2.65% during the period ending March 2020. However, Rakesh Jhunjhunwala offloaded 400,000 shares in 2021 (June). Since then, he has held onto his stake in the company as per the latest data.
7. Canara Bank – 721.6 Cr
The ace investor holds a minor stake in the state-operated bank. He recently bought a 1.6% equity stake at the quarter-end of September 2021. Since then, he has increased his holdings by 0.4%. As of March 2022, he holds over 35,597,400 shares in the bank. Canara bank is the third largest nationalized bank in India.
8. The Indian Hotels Company – 697.9 Cr
IHCL is a subsidiary of the Tata Group, Under the Indian Hotels brand, they own and operate over 200 hotels domestically and internationally. The ace investor holds a 2.1% stake or 30,016,965 shares in the hotel company as of March 2022. He has doubled his stake from 1.1% in the quarter ending September 2020 to 2.1%.
9. Federal Bank – 658.0 Cr
Federal bank is the 2nd bank stock in Rakesh Jhunjhunwala’s portfolio. He and his wife hold a 3.7% stake worth 658 Crores in the privatized bank. Previously his stake in the company was 2.8% according to the quarter ending June 2021. He has gradually increased his holdings over the last year.
10. NCC Ltd. – 499.8 Cr
Nagarjuna Construction Company is an urban construction and development company. The NCC Group has two subsidiary companies – NCC Infra and NCC Urban. Each one focuses on the development of long-term infrastructure projects, both government and private.
Rakesh Jhunjhunwala has a 12.8% stake in the company, amounting to almost 500 crores and 78,333,266 shares. He previously owned a 12.1% stake in the company as of September 2020 and 11.5% in June 2020, indicating that the investor is looking toward the long-term capital gains from his investment. And with this stock, our post on Rakesh Jhunjhunwala Portfolio Analysis comes to an end.
That’s it for this piece on Rakesh Jhunjhunwala Portfolio Analysis. If you have any thoughts about this blog then do leave a comment below and as always, Happy Investing!
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