The portfolio highlights significant investments in various companies with diverse performance metrics. Notable performers include Wockhardt Ltd with a remarkable 277.65% 1Y return, Anant Raj Ltd achieving 188.30%, and Va Tech Wabag Ltd showing 181.04%. Other strong contenders are Jubilant Pharmova Ltd with 122.40%, Indian Hotels Company Ltd with 107.44%, and NCC Ltd with 86.67%.
The table below shows Rakesh Jhunjhunwala and associates’s portfolio list based on the highest market capitalisation and 1-year return.
Stock Name | Close Price ₹ | Market Cap (In Cr) | 1Y Return % |
Titan Company Ltd | 3401.90 | 297767.79 | -4.28 |
Tata Motors Ltd | 744.05 | 273894.1 | 5.50 |
Indian Hotels Company Ltd | 880.05 | 125269.15 | 107.44 |
Canara Bank Ltd | 102.90 | 93337.0 | 20.79 |
Fortis Healthcare Ltd | 677.85 | 51174.84 | 73.03 |
Tata Communications Ltd | 1768.00 | 50388.0 | 3.72 |
Federal Bank Ltd | 200.95 | 49314.47 | 31.17 |
CRISIL Ltd | 5804.65 | 42449.2 | 36.33 |
Escorts Kubota Ltd | 3283.90 | 36116.55 | 10.16 |
Metro Brands Ltd | 1303.50 | 35463.41 | 2.81 |
Star Health and Allied Insurance Company Ltd | 493.15 | 28975.9 | -5.71 |
Anant Raj Ltd | 837.65 | 28638.48 | 188.30 |
Wockhardt Ltd | 1445.85 | 23955.73 | 277.65 |
Concord Biotech Ltd | 2125.20 | 22233.04 | 57.49 |
NCC Ltd | 299.70 | 18816.56 | 86.67 |
Karur Vysya Bank Ltd | 228.48 | 18391.37 | 41.47 |
Jubilant Pharmova Ltd | 1091.85 | 17294.55 | 122.40 |
Jubilant Ingrevia Ltd | 794.55 | 12558.16 | 64.04 |
Edelweiss Financial Services Ltd | 131.04 | 12050.23 | 64.83 |
Va Tech Wabag Ltd | 1672.05 | 10407.26 | 181.04 |
Valor Estate Ltd | 190.25 | 10244.31 | 3.34 |
Nazara Technologies Ltd | 1033.80 | 8839.13 | 22.58 |
Man Infraconstruction Ltd | 237.18 | 8827.56 | 20.76 |
Orient Cement Ltd | 340.65 | 6987.07 | 44.22 |
Sun Pharma Advanced Research Co Ltd | 214.49 | 6960.66 | -13.25 |
Table of Contents
Introduction To Portfolio Of Rakesh Jhunjhunwala and Associates’s
Titan Company Ltd
Titan Company Limited is an India-based consumer lifestyle company that manufactures and sells a variety of products including Watches, Jewellery, Eyewear, and other accessories. The company is divided into segments such as Watches and Wearables, Jewellery, Eyewear, and Others.
The Watches and Wearables segment encompasses popular brands like Titan, Fastrack, Sonata, and more. The Jewellery segment includes brands such as Tanishq, Mia, and Zoya. The Eyewear segment is represented by the Titan EyePlus brand.
- Close Price ( ₹ ): 3401.90
- Market Cap ( Cr ): 297767.79
- 1Y Return %: -4.28
- 6M Return %: -0.99
- 1M Return %: 3.80
- 5Y CAGR %: 23.13
- % Away From 52W High: 14.26
- 5Y Avg Net Profit Margin %: 6.75
Tata Motors Ltd
Tata Motors Limited is a worldwide car manufacturer with a broad product lineup that includes cars, SUVs, trucks, buses, and military vehicles. The company is divided into segments focusing on automotive operations and other activities.
Within the automotive segment, there are four sub-segments: Tata Commercial Vehicles, Tata Passenger Vehicles, Jaguar Land Rover, and Vehicle Financing. The company’s other operations involve IT services, machine tools, and factory automation solutions.
- Close Price ( ₹ ): 744.05
- Market Cap ( Cr ): 273894.1
- 1Y Return %: 5.50
- 6M Return %: -23.94
- 1M Return %: -4.31
- 5Y CAGR %: 33.43
- % Away From 52W High: 58.46
- 5Y Avg Net Profit Margin %: -1.24
Indian Hotels Company Ltd
The Indian Hotels Company Limited, based in India, is a hospitality company that specializes in owning, operating, and managing hotels, palaces, and resorts. Its diverse portfolio includes premium and luxury hotel brands as well as various F&B, wellness, salon, and lifestyle brands.
Taj, the company’s flagship brand, has around 100 hotels, with 81 currently operational and 19 in the development pipeline. The Ginger brand has about 85 hotels in its portfolio, spanning 50 locations, with 26 in the process of being developed.
- Close Price ( ₹ ): 880.05
- Market Cap ( Cr ): 125269.15
- 1Y Return %: 107.44
- 6M Return %: 37.85
- 1M Return %: 15.99
- 5Y CAGR %: 45.13
- % Away From 52W High: 0.70
- 5Y Avg Net Profit Margin %: -0.61
Canara Bank Ltd
Canara Bank Limited (the Bank) is a bank based in India that operates in various segments, including Treasury Operations, Retail Banking Operations, Wholesale Banking Operations, Life Insurance Operations, and Other Banking Operations. The Bank offers a wide range of products and services, such as personal banking and corporate banking.
Personal banking services include depository services, mutual funds, ancillary services, technology products, retail loan products, micro, small, and medium enterprise loan products, and card services, among others.
- Close Price ( ₹ ): 102.90
- Market Cap ( Cr ): 93337.0
- 1Y Return %: 20.79
- 6M Return %: -15.10
- 1M Return %: 6.78
- 5Y CAGR %: 17.47
- % Away From 52W High: 25.27
- 5Y Avg Net Profit Margin %: 5.49
Fortis Healthcare Ltd
Fortis Healthcare Limited, an India-based healthcare provider, offers integrated healthcare services with a focus on specialties such as cardiac sciences, cosmetology, dental sciences, and more.
The company manages a network of multi-specialty hospitals and diagnostics centers, with approximately 27 facilities and over 4000 operational beds. Operating in India, the United Arab Emirates, and Sri Lanka, its subsidiaries include entities like Escorts Heart Institute and Research Centre Limited.
- Close Price ( ₹ ): 677.85
- Market Cap ( Cr ): 51174.84
- 1Y Return %: 73.03
- 6M Return %: 38.97
- 1M Return %: 2.71
- 5Y CAGR %: 38.03
- % Away From 52W High: 9.22
- 5Y Avg Net Profit Margin %: 4.90
Tata Communications Ltd
Tata Communications Limited, an India-based company, serves as a global digital ecosystem facilitator, supporting the digital transformation of enterprises worldwide.
The company operates various segments: Voice Solutions, Data Services, Payment Solutions (specializing in ATM deployment, POS enablement, core banking, financial inclusion, card issuance, and related managed and switching services for the banking sector), Transformation Services (telecommunication network management and support services), and Real Estate.
- Close Price ( ₹ ): 1768.00
- Market Cap ( Cr ): 50388.0
- 1Y Return %: 3.72
- 6M Return %: -5.21
- 1M Return %: 2.42
- 5Y CAGR %: 35.52
- % Away From 52W High: 23.02
- 5Y Avg Net Profit Margin %: 5.95
Federal Bank Ltd
The Bank, known as The Federal Bank Limited, is a financial institution that offers a range of banking and financial services. These services include retail banking, corporate banking, foreign exchange transactions, and treasury operations. The Bank operates through three main segments: Treasury, Corporate/Wholesale Banking, and Retail Banking.
The Treasury segment of the bank engages in trading and investments in various financial instruments such as government securities, corporate debt, equity, mutual funds, derivatives, and foreign exchange activities on behalf of both the bank and its customers.
- Close Price ( ₹ ): 200.95
- Market Cap ( Cr ): 49314.47
- 1Y Return %: 31.17
- 6M Return %: 12.34
- 1M Return %: -2.07
- 5Y CAGR %: 18.09
- % Away From 52W High: 7.99
- 5Y Avg Net Profit Margin %: 12.50
CRISIL Ltd
CRISIL Limited, headquartered in India, is an analytics company that offers a wide range of services including ratings, data, research, and analytics solutions. The company operates through three main segments: Ratings, Research, and Advisory.
In the Ratings segment, CRISIL provides credit ratings for various entities such as corporates, banks, and small and medium enterprises (SMEs), and offers credit analysis, grading services, and global analytical services. The Research segment focuses on global research and risk solutions, industry reports, customized research projects, data services subscriptions, independent equity research (IER), IPO gradings, and training.
- Close Price ( ₹ ): 5804.65
- Market Cap ( Cr ): 42449.2
- 1Y Return %: 36.33
- 6M Return %: 39.64
- 1M Return %: 10.63
- 5Y CAGR %: 26.36
- % Away From 52W High: 1.81
- 5Y Avg Net Profit Margin %: 19.07
Escorts Kubota Ltd
Escorts Kubota Limited, an engineering company based in India, specializes in manufacturing agricultural tractors, engines, construction equipment, tubes, heating elements, hydraulic shock absorbers, couplers, automotive parts, suspension systems, braking components, and various railway equipment.
Additionally, the company also deals in oils, lubricants, implements, trailers, compressor accessories, and spare parts. Escorts Kubota Limited is divided into segments including Agri machinery, Construction equipment, Railway equipment, and Others.
- Close Price ( ₹ ): 3283.90
- Market Cap ( Cr ): 36116.55
- 1Y Return %: 10.16
- 6M Return %: -21.60
- 1M Return %: -4.98
- 5Y CAGR %: 39.32
- % Away From 52W High: 34.60
- 5Y Avg Net Profit Margin %: 9.73
Metro Brands Ltd
Metro Brands Ltd is one of India’s leading footwear retailers, established in 1955. The company operates a diverse portfolio of premium and mid-market brands, including Metro, Mochi, and Walkway, catering to various customer segments. With a robust presence across over 700 stores in India, it offers a wide range of shoes, bags, and accessories.
Known for its focus on quality and innovation, Metro Brands has a strong online presence, complementing its extensive offline network to serve urban and semi-urban markets efficiently.
- Close Price ( ₹ ): 1303.50
- Market Cap ( Cr ): 35463.41
- 1Y Return %: 2.81
- 6M Return %: 0.96
- 1M Return %: 15.39
- % Away From 52W High: 9.70
- 5Y Avg Net Profit Margin %: 13.68
Star Health and Allied Insurance Company Ltd
Star Health and Allied Insurance Company Ltd is an India-based provider of health insurance services, offering coverage for health, personal accidents, and overseas travel. The company offers various insurance products including policies for travel protection, student coverage, accident trauma care, group health insurance, cardiac care, and more.
Additionally, it provides specialized insurance plans such as those tailored for rural and farmer communities, hospital cash benefits, comprehensive coverage, and family accident care.
- Close Price ( ₹ ): 493.15
- Market Cap ( Cr ): 28975.9
- 1Y Return %: -5.71
- 6M Return %: -6.72
- 1M Return %: 5.89
- % Away From 52W High: 31.20
- 5Y Avg Net Profit Margin %: -2.96
Anant Raj Ltd
Anant Raj Limited, based in India, is a real estate development company that undertakes projects in various sectors such as information and technology parks, hospitality, residential townships, data centers, affordable housing, office complexes, and shopping malls across Delhi, Haryana, Andhra Pradesh, Rajasthan, and the National Capital Region.
The company is actively involved in real estate operations using both owned and leased properties. It has successfully completed a variety of projects including IT parks, hotels, commercial complexes, malls, data centers, residential and service apartments, and other infrastructure developments.
- Close Price ( ₹ ): 837.65
- Market Cap ( Cr ): 28638.48
- 1Y Return %: 188.30
- 6M Return %: 90.46
- 1M Return %: 27.89
- 5Y CAGR %: 92.79
- % Away From 52W High: 0.76
- 5Y Avg Net Profit Margin %: 11.33
Wockhardt Ltd
Wockhardt Limited is a company operating in the pharmaceutical and biotechnology industry. Its activities involve the production and promotion of a wide range of pharmaceutical and bio-pharmaceutical products, active pharmaceutical ingredients (APIs), and vaccines.
The company manufactures various types of dosage forms, such as sterile injectables and lyophilized products. Wockhardt offers a diverse portfolio of products in the areas of dermatology, cosmeceuticals, oncology, medical nutrition, osteoarthritis, pain management, nephrology, cough therapy, and diabetology.
- Close Price ( ₹ ): 1445.85
- Market Cap ( Cr ): 23955.73
- 1Y Return %: 277.65
- 6M Return %: 152.46
- 1M Return %: 24.95
- 5Y CAGR %: 44.58
- % Away From 52W High: 6.28
- 5Y Avg Net Profit Margin %: -5.63
Concord Biotech Ltd
Concord Biotech Limited, a biopharmaceutical company headquartered in India, focuses on research and development in the pharmaceutical industry. The company is involved in the production, marketing, and distribution of a range of pharmaceutical products.
Using fermentation and semi-synthetic processes, Concord Biotech Limited manufactures active pharmaceutical ingredients (API) as well as finished formulations. Its product portfolio includes a variety of therapeutic segments such as immunosuppressants, anti-bacterial drugs, oncology treatments, and anti-fungal medications, among others.
- Close Price ( ₹ ): 2125.20
- Market Cap ( Cr ): 22233.04
- 1Y Return %: 57.49
- 6M Return %: 35.21
- 1M Return %: 11.50
- % Away From 52W High: 25.35
- 5Y Avg Net Profit Margin %: 29.67
NCC Ltd
NCC Limited, an India-based company, is involved in construction and project activities in the infrastructure sector. The company’s focus is primarily on constructing industrial and commercial buildings, residential projects, roads, bridges, water supply and environmental projects, mining, power transmission lines, irrigation systems, and hydrothermal power projects.
NCC Limited operates in segments such as Construction, Real Estate, and Others with geographic segments including Within India and Outside India. The company’s diverse portfolio includes a range of projects such as housing developments, shopping centers, hospitals, highways, electrification projects, water treatment facilities, irrigation schemes, and sewage treatment plants.
- Close Price ( ₹ ): 299.70
- Market Cap ( Cr ): 18816.56
- 1Y Return %: 86.67
- 6M Return %: -8.15
- 1M Return %: 7.44
- 5Y CAGR %: 40.73
- % Away From 52W High: 21.62
- 5Y Avg Net Profit Margin %: 3.71
Who Is Rakesh Jhunjhunwala and Associates?
Rakesh Jhunjhunwala was a prominent Indian investor and trader, often referred to as the “Warren Buffett of India” due to his successful investment strategies. He built a vast fortune through strategic investments in various sectors, including finance, healthcare, and technology.
Associates of Rakesh Jhunjhunwala include a network of investors and business partners who collaborated with him in various ventures. His influence extended beyond investments; he was known for mentoring young investors and playing a significant role in the Indian stock market, inspiring many to pursue investment opportunities.
Features Of Rakesh Jhunjhunwala and Associates’s Portfolio Stocks
The key features of Rakesh Jhunjhunwala and Associates’ portfolio stocks highlight their strategic diversity and robust performance across various sectors. These investments emphasize a blend of high-growth opportunities and steady income-generating stocks, showcasing an effective balance in risk and return.
- Sectoral Diversity: The portfolio spans sectors like finance, healthcare, automobiles, and technology, ensuring exposure to various growth avenues. This diversification helps minimize risks and enhances potential returns across different economic cycles.
- High-Growth Picks: Investments include companies like Wockhardt Ltd and Anant Raj Ltd, with exceptional 1-year returns of 277.65% and 188.30%. These reflect a focus on stocks with significant short-term growth potential.
- Stable Blue-Chip Stocks: It features established names like Titan Company Ltd and Tata Motors Ltd, which provide long-term stability and steady returns. These stocks are pillars of the portfolio’s resilience.
- Emerging Market Players: Companies like Concord Biotech Ltd and NCC Ltd represent bets on emerging industries, highlighting confidence in India’s growing sectors like biotechnology and infrastructure.
- Dividend Yield Focus: Some stocks in the portfolio also emphasize dividend yield, providing steady income to investors. This ensures the portfolio balances capital appreciation with regular returns.
Rakesh Jhunjhunwala and Associates’s Stocks List Based on 6 Month Return
The table below shows the Rakesh Jhunjhunwala and associates’s stocks list based on a 6-month return.
Stock Name | Close Price ₹ | 6M Return % |
Wockhardt Ltd | 1445.85 | 152.46 |
Anant Raj Ltd | 837.65 | 90.46 |
Edelweiss Financial Services Ltd | 131.04 | 88.57 |
Jubilant Pharmova Ltd | 1091.85 | 48.82 |
Jubilant Ingrevia Ltd | 794.55 | 45.54 |
Orient Cement Ltd | 340.65 | 45.06 |
Va Tech Wabag Ltd | 1672.05 | 40.72 |
CRISIL Ltd | 5804.65 | 39.64 |
Fortis Healthcare Ltd | 677.85 | 38.97 |
Indian Hotels Company Ltd | 880.05 | 37.85 |
Concord Biotech Ltd | 2125.20 | 35.21 |
Nazara Technologies Ltd | 1033.80 | 20.16 |
Man Infraconstruction Ltd | 237.18 | 18.44 |
Federal Bank Ltd | 200.95 | 12.34 |
Karur Vysya Bank Ltd | 228.48 | 7.54 |
Metro Brands Ltd | 1303.50 | 0.96 |
Titan Company Ltd | 3401.90 | -0.99 |
Valor Estate Ltd | 190.25 | -3.99 |
Tata Communications Ltd | 1768.00 | -5.21 |
Star Health and Allied Insurance Company Ltd | 493.15 | -6.72 |
NCC Ltd | 299.70 | -8.15 |
Sun Pharma Advanced Research Co Ltd | 214.49 | -9.92 |
Canara Bank Ltd | 102.90 | -15.1 |
Escorts Kubota Ltd | 3283.90 | -21.6 |
Tata Motors Ltd | 744.05 | -23.94 |
Best Rakesh Jhunjhunwala and Associates’s Multibagger Stocks Based on 5 Year Net Profit Margin
The table below shows the best Rakesh Jhunjhunwala and associates’ multi-bagger stocks based on a 5-year net profit margin.
Stock Name | Close Price ₹ | 5Y Avg Net Profit Margin % |
Concord Biotech Ltd | 2125.20 | 29.67 |
CRISIL Ltd | 5804.65 | 19.07 |
Metro Brands Ltd | 1303.50 | 13.68 |
Federal Bank Ltd | 200.95 | 12.5 |
Man Infraconstruction Ltd | 237.18 | 11.67 |
Anant Raj Ltd | 837.65 | 11.33 |
Karur Vysya Bank Ltd | 228.48 | 10.04 |
Escorts Kubota Ltd | 3283.90 | 9.73 |
Jubilant Pharmova Ltd | 1091.85 | 6.88 |
Titan Company Ltd | 3401.90 | 6.75 |
Tata Communications Ltd | 1768.00 | 5.95 |
Orient Cement Ltd | 340.65 | 5.83 |
Canara Bank Ltd | 102.90 | 5.49 |
Fortis Healthcare Ltd | 677.85 | 4.9 |
Va Tech Wabag Ltd | 1672.05 | 4.13 |
NCC Ltd | 299.70 | 3.71 |
Nazara Technologies Ltd | 1033.80 | 2.73 |
Indian Hotels Company Ltd | 880.05 | -0.61 |
Tata Motors Ltd | 744.05 | -1.24 |
Edelweiss Financial Services Ltd | 131.04 | -1.59 |
Star Health and Allied Insurance Company Ltd | 493.15 | -2.96 |
Wockhardt Ltd | 1445.85 | -5.63 |
Valor Estate Ltd | 190.25 | -25.5 |
Top Stocks Held By Rakesh Jhunjhunwala and Associates’s Based on 1M Return
The table below shows the top stocks held by Rakesh Jhunjhunwala and associates’s based on 1 month return.
Stock Name | Close Price ₹ | 1M Return % |
Man Infraconstruction Ltd | 237.18 | 31.55 |
Anant Raj Ltd | 837.65 | 27.89 |
Wockhardt Ltd | 1445.85 | 24.95 |
Valor Estate Ltd | 190.25 | 22.82 |
Edelweiss Financial Services Ltd | 131.04 | 21.91 |
Jubilant Ingrevia Ltd | 794.55 | 20.76 |
Indian Hotels Company Ltd | 880.05 | 15.99 |
Metro Brands Ltd | 1303.50 | 15.39 |
Nazara Technologies Ltd | 1033.80 | 11.88 |
Concord Biotech Ltd | 2125.20 | 11.5 |
CRISIL Ltd | 5804.65 | 10.63 |
Sun Pharma Advanced Research Co Ltd | 214.49 | 9.16 |
NCC Ltd | 299.70 | 7.44 |
Canara Bank Ltd | 102.90 | 6.78 |
Star Health and Allied Insurance Company Ltd | 493.15 | 5.89 |
Karur Vysya Bank Ltd | 228.48 | 5.78 |
Titan Company Ltd | 3401.90 | 3.8 |
Orient Cement Ltd | 340.65 | 2.82 |
Fortis Healthcare Ltd | 677.85 | 2.71 |
Tata Communications Ltd | 1768.00 | 2.42 |
Va Tech Wabag Ltd | 1672.05 | -1.94 |
Federal Bank Ltd | 200.95 | -2.07 |
Jubilant Pharmova Ltd | 1091.85 | -3.52 |
Tata Motors Ltd | 744.05 | -4.31 |
Escorts Kubota Ltd | 3283.90 | -4.98 |
Sectors Dominating Rakesh Jhunjhunwala and Associates’s Portfolio
The table below shows the sectors dominating Rakesh Jhunjhunwala and associates’s portfolio.
Name | Sub-Sector | Close Price Rs |
Titan Company Ltd | Precious Metals, Jewellery & Watches | 3401.90 |
Tata Motors Ltd | Four Wheelers | 744.05 |
Indian Hotels Company Ltd | Hotels, Resorts & Cruise Lines | 880.05 |
Canara Bank Ltd | Public Banks | 102.90 |
Fortis Healthcare Ltd | Hospitals & Diagnostic Centres | 677.85 |
Tata Communications Ltd | Telecom Services | 1768.00 |
Federal Bank Ltd | Private Banks | 200.95 |
CRISIL Ltd | Stock Exchanges & Ratings | 5804.65 |
Escorts Kubota Ltd | Tractors | 3283.90 |
Metro Brands Ltd | Footwear | 1303.50 |
Star Health and Allied Insurance Company Ltd | Insurance | 493.15 |
Anant Raj Ltd | Real Estate | 837.65 |
Wockhardt Ltd | Pharmaceuticals | 1445.85 |
Concord Biotech Ltd | Pharmaceuticals | 2125.20 |
NCC Ltd | Construction & Engineering | 299.70 |
Karur Vysya Bank Ltd | Private Banks | 228.48 |
Jubilant Pharmova Ltd | Pharmaceuticals | 1091.85 |
Jubilant Ingrevia Ltd | Specialty Chemicals | 794.55 |
Edelweiss Financial Services Ltd | Diversified Financials | 131.04 |
Va Tech Wabag Ltd | Water Management | 1672.05 |
Valor Estate Ltd | Real Estate | 190.25 |
Nazara Technologies Ltd | Theme Parks & Gaming | 1033.80 |
Man Infraconstruction Ltd | Construction & Engineering | 237.18 |
Orient Cement Ltd | Cement | 340.65 |
Sun Pharma Advanced Research Co Ltd | Pharmaceuticals | 214.49 |
Midcap and Smallcap Focus in Rakesh Jhunjhunwala and Associates’s Portfolio
The table below shows the midcap and smallcap focus in Rakesh Jhunjhunwala and associates’s portfolio stocks.
Stock Name | Close Price ₹ | Market Cap (In Cr) |
NCC Ltd | 299.70 | 18816.56 |
Karur Vysya Bank Ltd | 228.48 | 18391.37 |
Jubilant Pharmova Ltd | 1091.85 | 17294.55 |
Jubilant Ingrevia Ltd | 794.55 | 12558.16 |
Edelweiss Financial Services Ltd | 131.04 | 12050.23 |
Va Tech Wabag Ltd | 1672.05 | 10407.26 |
Valor Estate Ltd | 190.25 | 10244.31 |
Nazara Technologies Ltd | 1033.80 | 8839.13 |
Man Infraconstruction Ltd | 237.18 | 8827.56 |
Orient Cement Ltd | 340.65 | 6987.07 |
Sun Pharma Advanced Research Co Ltd | 214.49 | 6960.66 |
High Dividend Yield Rakesh Jhunjhunwala and Associates’s Stocks List
The table below shows the high dividend yield of Rakesh Jhunjhunwala and associates’s stocks list.
Stock Name | Close Price ₹ | Dividend Yield % |
Canara Bank Ltd | 102.90 | 3.12 |
Edelweiss Financial Services Ltd | 131.04 | 1.09 |
Karur Vysya Bank Ltd | 228.48 | 1.04 |
Tata Communications Ltd | 1768.00 | 0.93 |
CRISIL Ltd | 5804.65 | 0.92 |
NCC Ltd | 299.70 | 0.73 |
Tata Motors Ltd | 744.05 | 0.72 |
Man Infraconstruction Ltd | 237.18 | 0.68 |
Orient Cement Ltd | 340.65 | 0.66 |
Federal Bank Ltd | 200.95 | 0.6 |
Rakesh Jhunjhunwala and Associates’s Net Worth
At the time of his passing in August 2022, Rakesh Jhunjhunwala, often referred to as the “Big Bull of India,” had an estimated net worth of $5.8 billion, making him the 438th richest person globally.
Following his demise, his wife, Rekha Jhunjhunwala, inherited his wealth and investments. As of October 2024, she was ranked 28th on Forbes’ list of India’s 100 richest tycoons, with a net worth of $9.3 billion.
Historical Performance of Rakesh Jhunjhunwala and Associates’s Portfolio Stocks
The table below shows the historical performance of Rakesh Jhunjhunwala and associates’s portfolio stocks.
Stock Name | Close Price ₹ | 5Y CAGR % |
Anant Raj Ltd | 837.65 | 92.79 |
Valor Estate Ltd | 190.25 | 76.05 |
Man Infraconstruction Ltd | 237.18 | 73.24 |
Va Tech Wabag Ltd | 1672.05 | 58.57 |
Indian Hotels Company Ltd | 880.05 | 45.13 |
Wockhardt Ltd | 1445.85 | 44.58 |
NCC Ltd | 299.70 | 40.73 |
Escorts Kubota Ltd | 3283.90 | 39.32 |
Fortis Healthcare Ltd | 677.85 | 38.03 |
Orient Cement Ltd | 340.65 | 37.33 |
Tata Communications Ltd | 1768.00 | 35.52 |
Tata Motors Ltd | 744.05 | 33.43 |
Karur Vysya Bank Ltd | 228.48 | 30.27 |
CRISIL Ltd | 5804.65 | 26.36 |
Titan Company Ltd | 3401.90 | 23.13 |
Federal Bank Ltd | 200.95 | 18.09 |
Canara Bank Ltd | 102.90 | 17.47 |
Edelweiss Financial Services Ltd | 131.04 | 16.56 |
Jubilant Pharmova Ltd | 1091.85 | 15.54 |
Ideal Investor Profile for Rakesh Jhunjhunwala and Associates’s Portfolio
Rakesh Jhunjhunwala and Associates’ portfolio is ideal for investors seeking a balanced mix of high-growth opportunities and stable, long-term returns. It suits individuals who can tolerate moderate risks and have a keen interest in capitalizing on emerging market trends and sectoral diversity.
This portfolio aligns with investors aiming to build wealth over time through strategic diversification across industries like healthcare, technology, finance, and infrastructure. It’s particularly appealing to those who value a blend of blue-chip stability and high-performing mid-cap stocks to optimize their investment potential.
Factors To Consider When Investing In Rakesh Jhunjhunwala and Associates’s Portfolio Stocks
The factor to consider when investing in Rakesh Jhunjhunwala and Associates’ portfolio stocks is understanding the balance between growth potential and risk. This portfolio emphasizes diversification, combining high-growth stocks with stable, blue-chip investments to mitigate volatility.
- Sectoral Growth Trends: Analyze industries like healthcare, finance, and infrastructure that dominate the portfolio. Understanding the growth potential of these sectors helps in assessing future returns and market dynamics effectively.
- Company Fundamentals: Study the financial health, management efficiency, and competitive position of the companies. Strong fundamentals are key indicators of a stock’s ability to deliver consistent returns over time.
- Risk Tolerance: Assess your risk appetite before investing. The portfolio includes high-growth stocks with potential volatility, requiring investors to be prepared for short-term fluctuations in exchange for long-term rewards.
- Investment Horizon: This portfolio favors long-term wealth creation. Investors should have a clear timeline to benefit from compounding returns and the strategic growth of selected stocks.
- Dividend Opportunities: Identify dividend-paying stocks in the portfolio for steady income. These can complement capital appreciation and provide financial stability in volatile market conditions.
How To Invest In Rakesh Jhunjhunwala and Associates’s Portfolio?
To invest in Rakesh Jhunjhunwala and Associates’ portfolio, start by understanding the key stocks in the portfolio and analyzing their performance. Research thoroughly to align the portfolio’s strategy with your financial goals and risk appetite.
- Open a Trading Account: Choose a reliable stock broker like Alice Blue to open a trading and Demat account. Alice Blue offers a user-friendly platform with competitive brokerage rates for seamless trading and portfolio management.
- Analyze Portfolio Stocks: Evaluate the performance and fundamentals of the listed companies. Focus on growth trends, market conditions, and financial health to ensure they align with your investment strategy.
- Diversify Investments: Allocate funds across various sectors and stock categories in the portfolio. Diversification reduces risks and ensures steady returns by capitalizing on high-growth stocks and stable blue-chip investments.
- Set Investment Goals: Define your financial objectives, such as long-term wealth creation or regular income. A clear goal helps in selecting the right stocks from the portfolio to meet your expectations.
- Monitor and Adjust: Regularly review your investments to track performance and make adjustments as market conditions change. Staying updated ensures that your portfolio remains aligned with evolving financial goals.
Advantages Of Investing In Rakesh Jhunjhunwala and Associates’s Portfolio Stocks?
The primary advantage of investing in Rakesh Jhunjhunwala and Associates’ portfolio stocks lies in their strategic diversification. The portfolio offers a mix of high-growth and stable stocks, ensuring balanced risk and reward for investors.
- Sectoral Diversification: The portfolio spans various industries like finance, healthcare, and infrastructure. This broad exposure minimizes risks associated with sector-specific downturns while capitalizing on growth opportunities in emerging and established markets.
- Proven Track Record: Stocks in the portfolio often belong to companies with strong fundamentals and historical performance. This instills confidence among investors and enhances the potential for steady, long-term returns.
- High-Growth Potential: The inclusion of mid-cap and emerging-market stocks provides opportunities for significant capital appreciation. These stocks align well with investors seeking substantial returns over time.
- Blue-Chip Stability: Established companies in the portfolio, like Titan and Tata Motors, offer stability. These stocks are less volatile, ensuring consistent performance even during turbulent market conditions.
- Dividend Income: Some portfolio stocks emphasize regular dividend payouts. This provides investors with a steady income stream, complementing capital appreciation and ensuring liquidity.
- Expert Strategy: Investing in this portfolio aligns with the strategies of a renowned investor, leveraging years of market expertise and insights to make informed and strategic investment decisions.
Risks Of Investing In Rakesh Jhunjhunwala and Associates’s Portfolio Stocks?
The main risk of investing in Rakesh Jhunjhunwala and Associates’ portfolio stocks lies in market volatility. While the portfolio offers growth opportunities, it also includes stocks that may experience significant price fluctuations and sector-specific risks.
- Market Volatility: The portfolio comprises high-growth stocks, which can be highly sensitive to market fluctuations. Investors must be prepared for sharp price movements, which can affect short-term returns and portfolio stability.
- Sector-Specific Risks: Heavy exposure to certain sectors like healthcare or infrastructure may increase risks if those industries face economic downturns or regulatory challenges. Diversification within the portfolio is key to mitigating such risks.
- High Valuation Concerns: Some stocks may be priced at high valuations due to market speculation. This can lead to overpayment and reduced long-term returns if the growth expectations are not met.
- Economic Factors: External economic conditions, such as inflation or interest rate changes, can adversely impact the performance of certain portfolio stocks, particularly in sectors dependent on macroeconomic stability.
- Limited Liquidity: Investing in mid-cap and emerging stocks might pose liquidity challenges during market downturns. Difficulty in selling these stocks at favorable prices could result in unexpected losses.
- Dependence on Expertise: The portfolio is heavily reliant on strategic stock picking. Investors must stay informed and monitor market trends, as blindly following past strategies may not yield consistent future results.
Rakesh Jhunjhunwala and Associates’s Portfolio Stocks GDP Contribution
Rakesh Jhunjhunwala and Associates’ portfolio stocks contribute significantly to India’s GDP by spanning diverse sectors such as healthcare, finance, and infrastructure. These companies drive economic growth through job creation, innovation, and substantial market capitalization, reflecting their impact on key industries. Investments in these stocks indirectly support India’s development and align with the nation’s evolving economic trajectory.
Who Should Invest in Rakesh Jhunjhunwala and Associates’s Portfolio Stocks?
Investing in Rakesh Jhunjhunwala and Associates’s portfolio stocks is suitable for individuals seeking a blend of high-growth potential and stable returns. These stocks cater to diverse investor profiles, balancing risk and reward through strategic diversification.
- Long-Term Investors: Ideal for those aiming to build wealth over time. The portfolio’s focus on steady blue-chip stocks and high-growth mid-cap investments aligns with long-term financial goals and compounding benefits.
- Risk-Tolerant Investors: Those comfortable with market fluctuations can benefit from the portfolio’s high-growth stocks. It requires a willingness to endure short-term volatility for potential long-term gains.
- Sector Enthusiasts: Investors interested in key industries like healthcare, finance, and infrastructure will find this portfolio appealing. It provides exposure to rapidly growing sectors that contribute significantly to India’s economic growth.
- Income Seekers: Dividend-focused investors can benefit from stocks in the portfolio offering regular payouts. This ensures a steady income stream alongside potential capital appreciation over time.
- Experienced Market Participants: Those familiar with equity markets can leverage this portfolio’s strategic picks, understanding the rationale behind investments to enhance their own wealth-building strategies.
Rakesh Jhunjhunwala and Associates’s Multibagger Stocks – FAQs
At the time of his passing in August 2022, Rakesh Jhunjhunwala, famously known as the “Big Bull of India,” had an estimated net worth of $5.8 billion, ranking as the 438th richest person worldwide. Following his passing, Rekha Jhunjhunwala, his wife, assumed ownership of his assets and investments. As of October 2024, she ranked 28th among India’s top 100 tycoons on Forbes’ list, with a net worth of $9.3 billion.
The Top Rakesh Jhunjhunwala and Associates’s Portfolio Stocks #1: Titan Company Ltd
The Top Rakesh Jhunjhunwala and Associates’s Portfolio Stocks #2: Tata Motors Ltd
The Top Rakesh Jhunjhunwala and Associates’s Portfolio Stocks #3: Indian Hotels Company Ltd
The Top Rakesh Jhunjhunwala and Associates’s Portfolio Stocks #4: Canara Bank Ltd
The Top Rakesh Jhunjhunwala and Associates’s Portfolio Stocks #5: Fortis Healthcare Ltd
The top 5 stocks are based on market capitalization.
The best Rakesh Jhunjhunwala and associates’s stocks based on six-month returns are Wockhardt Ltd, Anant Raj Ltd, Edelweiss Financial Services Ltd, Jubilant Pharmova Ltd, and Jubilant Ingrevia Ltd.
The top 5 multibagger stocks picked by Rakesh Jhunjhunwala and associates based on 5-year average net profit margin’ are Concord Biotech Ltd, CRISIL Ltd, Metro Brands Ltd, Federal Bank Ltd, and Man Infraconstruction Ltd.
This year’s top performers in Rakesh Jhunjhunwala and Associates’ portfolio include Wockhardt Ltd, Anant Raj Ltd, Va Tech Wabag Ltd, Jubilant Pharmova Ltd, and Indian Hotels Company Ltd.
Meanwhile, the biggest underperformers are Titan Company Ltd, Star Health and Allied Insurance Company Ltd, and Sun Pharma Advanced Research Co Ltd.
Investing in Rakesh Jhunjhunwala and Associates’ portfolio stocks can be safe for informed investors who understand market dynamics and risks. The portfolio’s mix of high-growth and stable stocks provides balance, but market fluctuations require caution. Using reliable stock brokers like Alice Blue can enhance investment management, offering tools and insights to navigate risks and opportunities effectively.
To invest in Rakesh Jhunjhunwala and Associates’ portfolio stocks, open a trading and Demat account with a reliable broker like Alice Blue, which offers seamless trading tools. Research portfolio stocks thoroughly, focusing on their growth potential and fundamentals. Diversify investments across sectors and monitor performance regularly to align with your financial goals while managing market risks effectively.
Investing in Rakesh Jhunjhunwala and Associates’ portfolio stocks can be beneficial for those seeking a mix of high-growth and stable investments. The portfolio’s sectoral diversity and strong fundamentals offer potential for long-term wealth creation. However, investors must consider market risks, evaluate individual stock performance, and align investments with their financial goals for the best outcomes.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.