Alice Blue Home
URL copied to clipboard
Rakesh Jhunjhunwala and Associates's Portfolio English

1 min read

Rakesh Jhunjhunwala and Associates’s Portfolio List

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 NameClose Price ₹Market Cap (In Cr)1Y Return %
Titan Company Ltd3401.90297767.79-4.28
Tata Motors Ltd744.05273894.15.50
Indian Hotels Company Ltd880.05125269.15107.44
Canara Bank Ltd102.9093337.020.79
Fortis Healthcare Ltd677.8551174.8473.03
Tata Communications Ltd1768.0050388.03.72
Federal Bank Ltd200.9549314.4731.17
CRISIL Ltd5804.6542449.236.33
Escorts Kubota Ltd3283.9036116.5510.16
Metro Brands Ltd1303.5035463.412.81
Star Health and Allied Insurance Company Ltd493.1528975.9-5.71
Anant Raj Ltd837.6528638.48188.30
Wockhardt Ltd1445.8523955.73277.65
Concord Biotech Ltd2125.2022233.0457.49
NCC Ltd299.7018816.5686.67
Karur Vysya Bank Ltd228.4818391.3741.47
Jubilant Pharmova Ltd1091.8517294.55122.40
Jubilant Ingrevia Ltd794.5512558.1664.04
Edelweiss Financial Services Ltd131.0412050.2364.83
Va Tech Wabag Ltd1672.0510407.26181.04
Valor Estate Ltd190.2510244.313.34
Nazara Technologies Ltd1033.808839.1322.58
Man Infraconstruction Ltd237.188827.5620.76
Orient Cement Ltd340.656987.0744.22
Sun Pharma Advanced Research Co Ltd214.496960.66-13.25

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.  

Alice Blue Image
  • 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.

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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 NameClose Price ₹6M Return %
Wockhardt Ltd1445.85152.46
Anant Raj Ltd837.6590.46
Edelweiss Financial Services Ltd131.0488.57
Jubilant Pharmova Ltd1091.8548.82
Jubilant Ingrevia Ltd794.5545.54
Orient Cement Ltd340.6545.06
Va Tech Wabag Ltd1672.0540.72
CRISIL Ltd5804.6539.64
Fortis Healthcare Ltd677.8538.97
Indian Hotels Company Ltd880.0537.85
Concord Biotech Ltd2125.2035.21
Nazara Technologies Ltd1033.8020.16
Man Infraconstruction Ltd237.1818.44
Federal Bank Ltd200.9512.34
Karur Vysya Bank Ltd228.487.54
Metro Brands Ltd1303.500.96
Titan Company Ltd3401.90-0.99
Valor Estate Ltd190.25-3.99
Tata Communications Ltd1768.00-5.21
Star Health and Allied Insurance Company Ltd493.15-6.72
NCC Ltd299.70-8.15
Sun Pharma Advanced Research Co Ltd214.49-9.92
Canara Bank Ltd102.90-15.1
Escorts Kubota Ltd3283.90-21.6
Tata Motors Ltd744.05-23.94

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 NameClose Price ₹5Y Avg Net Profit Margin %
Concord Biotech Ltd2125.2029.67
CRISIL Ltd5804.6519.07
Metro Brands Ltd1303.5013.68
Federal Bank Ltd200.9512.5
Man Infraconstruction Ltd237.1811.67
Anant Raj Ltd837.6511.33
Karur Vysya Bank Ltd228.4810.04
Escorts Kubota Ltd3283.909.73
Jubilant Pharmova Ltd1091.856.88
Titan Company Ltd3401.906.75
Tata Communications Ltd1768.005.95
Orient Cement Ltd340.655.83
Canara Bank Ltd102.905.49
Fortis Healthcare Ltd677.854.9
Va Tech Wabag Ltd1672.054.13
NCC Ltd299.703.71
Nazara Technologies Ltd1033.802.73
Indian Hotels Company Ltd880.05-0.61
Tata Motors Ltd744.05-1.24
Edelweiss Financial Services Ltd131.04-1.59
Star Health and Allied Insurance Company Ltd493.15-2.96
Wockhardt Ltd1445.85-5.63
Valor Estate Ltd190.25-25.5

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 NameClose Price ₹1M Return %
Man Infraconstruction Ltd237.1831.55
Anant Raj Ltd837.6527.89
Wockhardt Ltd1445.8524.95
Valor Estate Ltd190.2522.82
Edelweiss Financial Services Ltd131.0421.91
Jubilant Ingrevia Ltd794.5520.76
Indian Hotels Company Ltd880.0515.99
Metro Brands Ltd1303.5015.39
Nazara Technologies Ltd1033.8011.88
Concord Biotech Ltd2125.2011.5
CRISIL Ltd5804.6510.63
Sun Pharma Advanced Research Co Ltd214.499.16
NCC Ltd299.707.44
Canara Bank Ltd102.906.78
Star Health and Allied Insurance Company Ltd493.155.89
Karur Vysya Bank Ltd228.485.78
Titan Company Ltd3401.903.8
Orient Cement Ltd340.652.82
Fortis Healthcare Ltd677.852.71
Tata Communications Ltd1768.002.42
Va Tech Wabag Ltd1672.05-1.94
Federal Bank Ltd200.95-2.07
Jubilant Pharmova Ltd1091.85-3.52
Tata Motors Ltd744.05-4.31
Escorts Kubota Ltd3283.90-4.98

Sectors Dominating Rakesh Jhunjhunwala and Associates’s Portfolio

The table below shows the sectors dominating Rakesh Jhunjhunwala and associates’s portfolio.

NameSub-SectorClose Price Rs
Titan Company LtdPrecious Metals, Jewellery & Watches3401.90
Tata Motors LtdFour Wheelers744.05
Indian Hotels Company LtdHotels, Resorts & Cruise Lines880.05
Canara Bank LtdPublic Banks102.90
Fortis Healthcare LtdHospitals & Diagnostic Centres677.85
Tata Communications LtdTelecom Services1768.00
Federal Bank LtdPrivate Banks200.95
CRISIL LtdStock Exchanges & Ratings5804.65
Escorts Kubota LtdTractors3283.90
Metro Brands LtdFootwear1303.50
Star Health and Allied Insurance Company LtdInsurance493.15
Anant Raj LtdReal Estate837.65
Wockhardt LtdPharmaceuticals1445.85
Concord Biotech LtdPharmaceuticals2125.20
NCC LtdConstruction & Engineering299.70
Karur Vysya Bank LtdPrivate Banks228.48
Jubilant Pharmova LtdPharmaceuticals1091.85
Jubilant Ingrevia LtdSpecialty Chemicals794.55
Edelweiss Financial Services LtdDiversified Financials131.04
Va Tech Wabag LtdWater Management1672.05
Valor Estate LtdReal Estate190.25
Nazara Technologies LtdTheme Parks & Gaming1033.80
Man Infraconstruction LtdConstruction & Engineering237.18
Orient Cement LtdCement340.65
Sun Pharma Advanced Research Co LtdPharmaceuticals214.49

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 NameClose Price ₹Market Cap (In Cr)
NCC Ltd299.7018816.56
Karur Vysya Bank Ltd228.4818391.37
Jubilant Pharmova Ltd1091.8517294.55
Jubilant Ingrevia Ltd794.5512558.16
Edelweiss Financial Services Ltd131.0412050.23
Va Tech Wabag Ltd1672.0510407.26
Valor Estate Ltd190.2510244.31
Nazara Technologies Ltd1033.808839.13
Man Infraconstruction Ltd237.188827.56
Orient Cement Ltd340.656987.07
Sun Pharma Advanced Research Co Ltd214.496960.66

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 NameClose Price ₹Dividend Yield %
Canara Bank Ltd102.903.12
Edelweiss Financial Services Ltd131.041.09
Karur Vysya Bank Ltd228.481.04
Tata Communications Ltd1768.000.93
CRISIL Ltd5804.650.92
NCC Ltd299.700.73
Tata Motors Ltd744.050.72
Man Infraconstruction Ltd237.180.68
Orient Cement Ltd340.650.66
Federal Bank Ltd200.950.6

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 NameClose Price ₹5Y CAGR %
Anant Raj Ltd837.6592.79
Valor Estate Ltd190.2576.05
Man Infraconstruction Ltd237.1873.24
Va Tech Wabag Ltd1672.0558.57
Indian Hotels Company Ltd880.0545.13
Wockhardt Ltd1445.8544.58
NCC Ltd299.7040.73
Escorts Kubota Ltd3283.9039.32
Fortis Healthcare Ltd677.8538.03
Orient Cement Ltd340.6537.33
Tata Communications Ltd1768.0035.52
Tata Motors Ltd744.0533.43
Karur Vysya Bank Ltd228.4830.27
CRISIL Ltd5804.6526.36
Titan Company Ltd3401.9023.13
Federal Bank Ltd200.9518.09
Canara Bank Ltd102.9017.47
Edelweiss Financial Services Ltd131.0416.56
Jubilant Pharmova Ltd1091.8515.54

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.

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. Dividend Income: Some portfolio stocks emphasize regular dividend payouts. This provides investors with a steady income stream, complementing capital appreciation and ensuring liquidity.
  6. 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.

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
Alice Blue Image

Rakesh Jhunjhunwala and Associates’s Multibagger Stocks – FAQs  

1. What is Rakesh Jhunjhunwala and Associates’s Net Worth?

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.

2. What Are The Top Rakesh Jhunjhunwala and Associates’s Portfolio Stocks?

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.

3. What Are the Best Rakesh Jhunjhunwala and Associates’s Stocks?

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.

4. What are the Top 5 Multibagger Stocks Picked By Rakesh Jhunjhunwala and Associates’s?

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.

5. What are Rakesh Jhunjhunwala and Associates’s Top Gainers and Losers This Year?

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.

6. Is It Safe To Invest In Rakesh Jhunjhunwala and Associates’s Portfolio Stocks?

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.

7. How To Invest In Rakesh Jhunjhunwala and Associates’s Portfolio Stocks?

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.

8. Is It Good To Invest In Rakesh Jhunjhunwala and Associates’s Portfolio Stocks?

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.

We hope you’re clear on the topic, but there’s more to explore in stocks, commodities, mutual funds, and related areas. Here are important topics to learn about.

Shares below 100Plastic stocks in indiaHotels Stocks With Dividend YieldSmall Cap Construction StocksSakthi Group Stocks
Shares below 10Power sector stocksDebt Free Advertising StocksSmall Cap CompaniesExcel Group Stocks
Shares below 20Tyre stocks in indiaDebt Free Auto Parts StocksMid Cap StocksWadia Group Stocks
Iron & Steel Stocks Below 100Nifty PharmaDebt Free Conglomerates StocksList Of Mid Cap Stocks In NseRane Group Stocks
Iron & Steel Stocks Below 200Nifty EnergyDebt Free Electrical Equipments StocksBest Mid Cap Stocks Under 100 RsSomany Group Stocks
Alcohol Stocks Below 500Nifty InfraDebt Free Industrial Machinery StocksMidcap Stocks under 50Lalbhai Group Stocks
Batteries Stocks Below 500Nifty Private BankDebt Free Investment Banking StocksMidcap Stocks under 500Harsha Hitesh Javeri Portfolio
Blue Chip Stocks Under 500Nifty Consumer DurablesDebt Free Plastic StocksMid cap stocks in BSEDipak Kanayalal Shah Portfolio
Cement stocks under 500Low PE stocks in Nifty 100Debt Free Software Services StocksMid Cap Real Estate StocksDheeraj Kumar Lohia Portfolio
Penny stocks MeaningBSE Bharat 22 IndexBest Debt Free Asset Management StocksMid Cap IT Services StocksHitesh Ramji Javeri Portfolio
Penny Stocks ListBse Sensex Next 50Long Term StocksMid Cap Iron & Steel StocksHitesh Satishchandra Doshi Portfolio
Agriculture Penny Stocks In IndiaBSE 100Best Short Term StocksMid Cap Private Banks StocksLincoln P Coelho Portfolio
Best NBFC Penny Stocks In IndiaSensex CompaniesBest Focused FundsLarge Cap StocksMadhukar Sheth Portfolio
Highest dividend Paying Penny StocksPharma Stocks With High Dividend YieldBest Fund Of FundsLarge Cap Stocks List In NseMahendra Girdharilal Portfolio
Penny Pharma stocksSpecialized Finance Stocks With High Dividend YieldAggressive Hybrid FundLarge cap stocks under 100Minal Bharat Patel Portfolio
Cable stocksSpecialty Chemicals Stocks With High Dividend YieldBest Dynamic Bond FundLarge cap stocks under 200Manish Jain Portfolio
Air Conditioner Stocks In IndiaSugar Stocks With High Dividend YieldBest Mutual Fund For Short Term Lump SumLarge cap stocks under 500Mita Dipak Shah Portfolio
Diamond Company Stocks In IndiaPublic Banks Stocks With High Dividend YieldTop Mutual Funds for SIP 10 yearsLarge cap stocks in BSERaj Kumar Lohia Portfolio
Diversified StocksTextiles Stocks With High Dividend YieldBest Medium to Long Duration Mutual FundLarge Cap Pharma StocksRaju Bhandari Portfolio
5G Stocks IndiaCables Stocks With Dividend YieldSmall Cap Stocks Under 50 RsLarge Cap IT Services StocksRupesh Jha Portfolio
stationery stocksBattery Stocks With Dividend YieldSmall Cap Stocks 100Nemish S Shah PortfolioSangeetha S Portfolio
Top Stocks to Benefit From BJP win.FMCG Stocks With High Dividend YieldSmall Cap Stocks Under 500 RsRadhakishan Damani PortfolioAzim Premji Portfolio

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.

All Topics
Related Posts
Discover top fintech stocks in India and explore market trends, historical performance, features & key factors to consider before investing in Fintech stocks.
Finance

Fintech Stocks India – Fintech Stocks

Fintech stocks in India represent companies involved in financial technology, providing innovative digital solutions for banking, payments, lending and financial services. These firms leverage technology

Best ETF In India English
Finance

Best ETF In India

The below table shows a list Of the Best ETFs in India Based on AUM, NAV and minimum SIP. Name AUM (Cr) NAV (Rs) Minimum