Everyone has heard about the Big Bull of India, Rakesh Jhunjhunwala, an Indian business magnate, stock trader, and investor. In this article, we will have a look at the portfolio of his wife Rekha Jhunjhunwala, who also has sizable investments under her name in the Indian Stock Market.
As per the latest corporate shareholdings filed, Rekha Jhunjhunwala publicly holds 19 stocks with a net worth of over Rs.6,101.60 Crores. We will also take a closer look at Rekha Jhunjhunwala’s Portfolio 2021 and further analyse her investments. Keep Reading to find out!
Top 5 Stocks in Rekha Jhunjhunwala’s Portfolio 2021
Now let us take a look at the top 5 holdings in her portfolio:
Around 40% of Rekha Jhunjhunwala’s portfolio is dominated by the stocks of Titan Company Ltd. In the September quarter of 2020, Rekha Jhunjhunwala held 96,90,575 or 1.09% of Titan Company. After a year, in the September quarter of 2021, she off-loaded around 1 lakh shares. She now holds a 1.07% stake in the company. Titan is the market leader by Market Capitalization.
2. NCC Ltd.
NCC Ltd makes up 12.84% of her portfolio. In the third quarter of 2020, Rekha Jhunjhunwala had 6,24,58,266 or 10.24% of NCCs stocks. Within a year she has increased her stake in this particular stock which is a positive sign. As of Sept 2021, Rekha Jhunjhunwala holds around 7,83,33,266 shares. The company has consistently shown good performance in the last few years.
3. Crisil Ltd.
The next Large-cap stock in her portfolio is Crisil Ltd. The shareholding has not changed Year-on-Year which is also another positive sign. She holds a 2.57% stake in the company with 18,68,250 shares. Around 9.95% of the total value of her portfolio is dominated by this stock. The company is India’s leading rating agency.
Rekha Jhunjhunwala, in the December quarter of 2020 added another Large Cap stock to her portfolio- Tata Communications Ltd. She initially held a 1.12% stake in the company. After off-loading around 1,25,000 shares, she now holds 1.08% shares. This makes up 6.2% of the total value of her portfolio. Tata Communications carries around 30% of the world’s internet routes.
Jubilant Pharma is another company that makes up most of Rekha Jhunjhunwala’s portfolio. In the September Quarter of 2021, Rekha Jhunjhunwala newly added 50,20,000 stocks of this company to her portfolio. This comprises 5.02% of the total value of her portfolio. Jubilant Pharmova serves customers worldwide.
Analysis of Rekha Jhunjhunwala’s Portfolio 2021
Firstly let’s take a look at what sectors makeup Rekha Jhunjhunwala’s portfolio! As per our Sectoral analysis, Rekha Jhunjhunwalas has invested around 40.11% of her capital in the textile, apparel & accessories sector. Around 13.3% of her investments are in the Banking and Finance sector. We also found that Software & Services has covered around 12.74% of her portfolio.
With 9 out of 19 stocks in her portfolio being large-cap stock, it shows that a significant portion of her investments is made in established companies with potential that have a lower risk. These include the likes of Titan Company Ltd, Crisil Ltd, Tata Communications Ltd, Jubilant Pharmova Ltd., Indian Hotels Company Ltd, Delta Corp, Federal Bank, Tv18 Broadcast and Jubilant Ingrevia ltd.
Mid-cap stocks are known to have a scope of growth and diversity. 7 out of 19 stocks in Rekha Jhunjhunwala’s portfolio have a market capitalization of Rs. 5,000 – 20,000 Crore i.e, Mid-cap stocks. NCC Ltd., VA Tech Wabag Ltd, Aptech Ltd, Rallis India Ltd, Agro Tech Foods Ltd, Dishman Carbogen Amcis Ltd and DB Realty are the MId-cap stocks she chose to invest in.
Prozone Intu Properties Ltd, Autoline Industries Ltd, Bilcare Ltd are the only 3 small-cap stocks in her portfolio. These Small-cap stocks are generally fairly priced and have huge room for growth.
Rekha Jhunjhunwala’s Portfolio 2021
|Company||Investment (In Cr)|
|Titan Company Ltd||₹2,452.00|
|Tata Communications Ltd||₹378.1|
|Jubliant Pharmova Ltd.||₹306.4|
|Indian Hotels Company Ltd||₹266.6|
|Va Tech Wabag Ltd||₹172.4|
|Jubliant Ingrevia ltd||₹163.1|
|Rallis India Ltd||₹137.8|
|Agro Tech Foods Ltd||₹83.6|
|Dishman Carbogen Amcis Ltd||₹54.8|
|Prozone Intu Properties Ltd||₹9.6|
|Autoline Industries Ltd||₹4.7|
Taking a look at the portfolio’s of investors like Rekha Jhunjhunwala who have huge research teams and brains behind their investments gives us better insights. To start with as an investor in the stock markets, following a super-stars portfolio can help you earn good returns too. These investors do extensive research and make decisions based on the myriad of information they have.
You too can replicate a super-stars portfolio! You just need to follow 3 simple steps:
- Log on to your account on the Trade Brains portal page.
- On the top right side of your screen, select Product.
- Click on Superstar portfolios.
That’s all for this post. Let us know what you think about her portfolio in the comments below. Happy Investing!