Top performers in the portfolio include Wockhardt Ltd with a 121.16% 1Y return, Va Tech Wabag Ltd at 76.78%, and Fortis Healthcare Ltd with 72.67%. Other gainers are Jubilant Pharmova Ltd (52.11%) and Raghav Productivity Enhancers Ltd (57.69%). Underperformers include Sun Pharma Advanced Research Co Ltd (-68.2%), Valor Estate Ltd (-53.76%), and Aptech Ltd (-47.89%).
The table below shows the Rekha Rakesh Jhunjhunwala portfolio stocks list based on the highest market capitalisation and 1-year return.
| Stock Name | Market Cap (₹ Cr) | Close Price (₹) | 1Y Return (%) |
| Titan Company Ltd | 285,903.56 | 3,086.55 | -17.71 |
| Tata Motors Ltd | 238,743.53 | 640.8 | -37.29 |
| Indian Hotels Company Ltd | 103,106.31 | 757.2 | 29.47 |
| Canara Bank Ltd | 75,703.66 | 85.02 | -29.44 |
| Fortis Healthcare Ltd | 46,490.32 | 661.5 | 72.67 |
| Federal Bank Ltd | 43,882.48 | 181.51 | 16.95 |
| Tata Communications Ltd | 39,585.08 | 1,390 | -30.3 |
| CRISIL Ltd | 33,478.56 | 4,439.55 | -8.65 |
| Escorts Kubota Ltd | 32,166.26 | 3,033.05 | 5.84 |
| Metro Brands Ltd | 31,627.44 | 1,144.65 | 0.95 |
| Star Health and Allied Insurance Company Ltd | 21,423.85 | 367.2 | -33.83 |
| Wockhardt Ltd | 18,985.63 | 1,284.70 | 121.16 |
| Karur Vysya Bank Ltd | 16,891.55 | 199.59 | 7.97 |
| Jubilant Pharmova Ltd | 14,408.56 | 895.85 | 52.11 |
| NCC Ltd | 11,219.62 | 186.51 | -28.77 |
| Jubilant Ingrevia Ltd | 10,251.48 | 629.7 | 31.97 |
| Edelweiss Financial Services Ltd | 8,700.19 | 90.5 | 15.58 |
| Va Tech Wabag Ltd | 8,359.95 | 1,356.05 | 76.78 |
| Nazara Technologies Ltd | 8,043.61 | 926.4 | 25.96 |
| Valor Estate Ltd | 6,388.89 | 125.78 | -53.76 |
| Rallis India Ltd | 4,236.89 | 216.92 | -16.09 |
| Sun Pharma Advanced Research Co Ltd | 3,951.37 | 124.6 | -68.2 |
| Dishman Carbogen Amcis Ltd | 3,238.35 | 208.92 | -19.69 |
| Agro Tech Foods Ltd | 3,047.23 | 830.5 | 5.71 |
| Raghav Productivity Enhancers Ltd | 2,316.38 | 486.4 | 57.69 |
| Geojit Financial Services Ltd | 2,045.26 | 74.27 | 11.92 |
| Baazar Style Retail Ltd | 1,613.60 | 218.59 | -45.35 |
| Aptech Ltd | 674.02 | 127.48 | -47.89 |
| Prozone Realty Ltd | 484.51 | 30.92 | -12.41 |
| Singer India Ltd | 372.21 | 63.1 | -33.17 |
| Autoline Industries Ltd | 312.89 | 73.09 | -45.09 |
| Bilcare Ltd | 133.31 | 55.05 | -20.01 |
Table of Contents
Introduction To Portfolio Of Rekha Rakesh Jhunjhunwala
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 Watches and Wearables, Jewellery, Eyewear, and Other segments.
The Watches and Wearables segment encompasses popular brands like Titan, Fastrack, and Sonata. The Jewellery segment includes brands such as Tanishq, Mia, and Zoya. The Eyewear segment is represented by the Titan EyePlus brand.
- Market Cap (₹ Cr): 285,903.56
- Close Price (₹): 3,086.55
- 1Y Return (%): -17.71
- 6M Return (%): -17.09
- 1M Return (%): -15.23
- 5Y CAGR (%): 19.64
- 5Y Avg Net Profit Margin (%): 6.75
Tata Motors Ltd
Tata Motors Limited is a leading global automobile manufacturer with a strong presence in India and international markets. It produces a wide range of vehicles, including passenger cars, commercial trucks, buses, and electric vehicles. The company operates under key brands like Tata, Jaguar, and Land Rover.
With a focus on sustainability, Tata Motors is expanding its electric vehicle portfolio through Tata EV and Jaguar Land Rover’s electrification plans. It has also been investing in next-generation mobility solutions, including autonomous and connected vehicles.
- Market Cap (₹ Cr): 238,743.53
- Close Price (₹): 640.8
- 1Y Return (%): -37.29
- 6M Return (%): -40.06
- 1M Return (%): -13.11
- 5Y CAGR (%): 38.50
- 5Y Avg Net Profit Margin (%): -1.24
Indian Hotels Company Ltd
Indian Hotels Company Limited (IHCL) is a hospitality company and part of the Tata Group. It owns and operates several well-known hotel brands, including Taj, Vivanta, Ginger, and SeleQtions. With a strong domestic and international presence, IHCL is a leader in India’s luxury and mid-segment hospitality market.
IHCL is focusing on expansion, with plans to open multiple new hotels across key locations. It has been leveraging digital transformation and strategic acquisitions to enhance customer experience and brand positioning.
- Market Cap (₹ Cr): 103,106.31
- Close Price (₹): 757.2
- 1Y Return (%): 29.47
- 6M Return (%): 12.94
- 1M Return (%): -13.62
- 5Y CAGR (%): 45.69
- 5Y Avg Net Profit Margin (%): -0.61
Canara Bank Ltd
Canara Bank is one of India’s largest public sector banks, providing a wide range of financial products and services, including retail and corporate banking, loans, and wealth management. The bank has a strong nationwide presence with thousands of branches and ATMs.
In recent years, Canara Bank has focused on digital transformation, expanding its online banking services and improving customer accessibility. The bank has also been actively working on reducing non-performing assets and enhancing profitability.
- Market Cap (₹ Cr): 75,703.66
- Close Price (₹): 85.02
- 1Y Return (%): -29.44
- 6M Return (%): -21.42
- 1M Return (%): -13.01
- 5Y CAGR (%): 25.04
- 5Y Avg Net Profit Margin (%): 5.49
Fortis Healthcare Ltd
Fortis Healthcare Limited is one of India’s leading healthcare providers, operating a network of hospitals, diagnostic centers, and specialty medical facilities. The company is known for offering high-quality medical services, including cardiology, oncology, orthopedics, and organ transplants.
Fortis has been expanding its presence across India by acquiring new hospitals and upgrading existing infrastructure. The company is also focusing on digital healthcare services and telemedicine to enhance accessibility and affordability for patients.
- Market Cap (₹ Cr): 46,490.32
- Close Price (₹): 661.5
- 1Y Return (%): 72.67
- 6M Return (%): 17.88
- 1M Return (%): 1.44
- 5Y CAGR (%): 33.75
- 5Y Avg Net Profit Margin (%): 4.90
Tata Communications Ltd
Tata Communications Ltd is a global telecommunications company providing network, cloud, and cybersecurity services. It plays a crucial role in digital transformation for businesses, offering services in managed hosting, IoT solutions, and media broadcasting.
The company has a strong global presence, catering to enterprises in over 200 countries. With a focus on 5G, edge computing, and cybersecurity, Tata Communications is strategically expanding its technology-driven services to meet the growing demands of digital businesses.
- Market Cap (₹ Cr): 39,585.08
- Close Price (₹): 1,390.00
- 1Y Return (%): -30.30
- 6M Return (%): -29.70
- 1M Return (%): -17.16
- 5Y CAGR (%): 32.00
- 5Y Avg Net Profit Margin (%): 5.95
Federal Bank Ltd
Federal Bank Ltd is a leading private sector bank in India, offering a range of banking services including retail, corporate, and SME banking. It has a robust presence in South India and is expanding its digital banking services to cater to the evolving needs of customers.
The bank has been focusing on improving its loan book quality and expanding its credit portfolio. With increasing adoption of digital banking and fintech collaborations, Federal Bank continues to enhance its operational efficiency and customer reach.
- Market Cap (₹ Cr): 43,882.48
- Close Price (₹): 181.51
- 1Y Return (%): 16.95
- 6M Return (%): -4.29
- 1M Return (%): -3.20
- 5Y CAGR (%): 16.88
- 5Y Avg Net Profit Margin (%): 12.50
CRISIL Ltd
CRISIL Ltd is a global analytical company providing ratings, research, and risk advisory services. It is a subsidiary of S&P Global and plays a key role in assessing financial institutions, corporates, and debt instruments in India.
CRISIL’s credit ratings and research reports help businesses and investors make informed financial decisions. The company is expanding its presence in analytics, ESG ratings, and risk advisory to align with evolving market trends and regulatory requirements.
- Market Cap (₹ Cr): 33,478.56
- Close Price (₹): 4,439.55
- 1Y Return (%): -8.65
- 6M Return (%): -3.26
- 1M Return (%): -17.64
- 5Y CAGR (%): 23.20
- 5Y Avg Net Profit Margin (%): 19.34
Escorts Kubota Ltd
Escorts Kubota Ltd is a leading manufacturer of agricultural machinery, construction equipment, and railway products in India. The company has a strong presence in the tractor and farm equipment sector, catering to domestic and export markets.
With the growing demand for mechanized farming, Escorts Kubota is expanding its product lineup and adopting advanced technologies to improve efficiency. The company’s collaboration with Kubota Corporation strengthens its global positioning in the agriculture and construction industries.
- Market Cap (₹ Cr): 32,166.26
- Close Price (₹): 3,033.05
- 1Y Return (%): 5.84
- 6M Return (%): -18.99
- 1M Return (%): -11.21
- 5Y CAGR (%): 29.52
- 5Y Avg Net Profit Margin (%): 9.73
Metro Brands Ltd
Metro Brands Ltd is a leading footwear retail company in India, operating under brands like Metro, Mochi, Walkway, and Crocs. It has a strong retail presence with stores across major cities and an increasing focus on online sales.
The company’s diversified product portfolio caters to different customer segments, including premium and budget footwear. With increasing demand for branded footwear, Metro Brands is expanding its retail network and enhancing its e-commerce platform for better customer engagement.
- Market Cap (₹ Cr): 31,627.44
- Close Price (₹): 1,144.65
- 1Y Return (%): 0.95
- 6M Return (%): -10.03
- 1M Return (%): -11.56
- 5Y Avg Net Profit Margin (%): 13.68
Who Is Rekha Rakesh Jhunjhunwala?
Rekha Rakesh Jhunjhunwala is a prominent Indian investor and businesswoman, widely recognized for her significant contributions to the stock market. As the wife of renowned investor Rakesh Jhunjhunwala, she has made a name for herself in the investment community.
She actively engages in equity investments and has an impressive portfolio, demonstrating her expertise in selecting profitable ventures. Rekha is known for her strategic approach and keen market insight, which have helped her establish a strong foothold in a competitive financial landscape.
Features Of Rekha Rakesh Jhunjhunwala Portfolio Stocks
The key features of Rekha Rakesh Jhunjhunwala’s portfolio stocks lie in their focus on a mix of established market leaders and high-growth opportunities. The portfolio reflects strategic diversification and long-term wealth creation potential.
- Diverse Sectoral Representation: The portfolio spans various sectors, including healthcare, finance, real estate and technology. This diversification reduces sector-specific risks while allowing investors to benefit from multiple industries’ growth dynamics.
- Focus on Growth-Oriented Companies: The portfolio includes high-growth stocks like Wockhardt Ltd and Jubilant Pharmova Ltd, showcasing an emphasis on companies with robust expansion potential, delivering significant capital appreciation opportunities over time.
- Blend of Large and Small Caps: It combines large-cap stability with small and mid-cap growth potential. This balance ensures steady returns while leveraging opportunities in emerging companies with high scalability.
- Strategic Undervalued Picks: Jhunjhunwala’s portfolio often includes undervalued stocks with high upside potential. This focus allows for entry at attractive valuations, maximizing returns as the market recognizes their true value.
- Emphasis on Strong Fundamentals: The portfolio prioritizes companies with solid financials and strong management. This focus ensures stability and minimizes risks, even during periods of market volatility or economic uncertainty.
Rekha Rakesh Jhunjhunwala Stocks List Based on 6-Month Return
The table below shows the Rekha Rakesh Jhunjhunwala stocks list based on a 6-month return.
| Stock Name | Close Price ₹ | 6M Return % |
| Wockhardt Ltd | 1,284.70 | 17.97 |
| Fortis Healthcare Ltd | 661.5 | 17.88 |
| Indian Hotels Company Ltd | 757.2 | 12.94 |
| Va Tech Wabag Ltd | 1,356.05 | 5.29 |
| Prozone Realty Ltd | 30.92 | 2.66 |
| Dishman Carbogen Amcis Ltd | 208.92 | 1.9 |
| Agro Tech Foods Ltd | 830.5 | -0.82 |
| Nazara Technologies Ltd | 926.4 | -1.87 |
| CRISIL Ltd | 4,439.55 | -3.26 |
| Federal Bank Ltd | 181.51 | -4.29 |
| Jubilant Pharmova Ltd | 895.85 | -4.46 |
| Karur Vysya Bank Ltd | 199.59 | -9.12 |
| Metro Brands Ltd | 1,144.65 | -10.03 |
| Raghav Productivity Enhancers Ltd | 486.4 | -14.15 |
| Jubilant Ingrevia Ltd | 629.7 | -14.69 |
| Titan Company Ltd | 3,086.55 | -17.09 |
| Escorts Kubota Ltd | 3,033.05 | -18.99 |
| Bilcare Ltd | 55.05 | -19.41 |
| Canara Bank Ltd | 85.02 | -21.42 |
| Edelweiss Financial Services Ltd | 90.5 | -26.54 |
| Tata Communications Ltd | 1,390 | -29.7 |
| Singer India Ltd | 63.1 | -33.41 |
| Valor Estate Ltd | 125.78 | -34.61 |
| Rallis India Ltd | 216.92 | -36.51 |
| Tata Motors Ltd | 640.8 | -40.06 |
| Star Health and Allied Insurance Company Ltd | 367.2 | -42.34 |
| NCC Ltd | 186.51 | -42.78 |
| Sun Pharma Advanced Research Co Ltd | 124.6 | -44.51 |
| Baazar Style Retail Ltd | 218.59 | -45.35 |
| Aptech Ltd | 127.48 | -45.42 |
| Autoline Industries Ltd | 73.09 | -48.71 |
| Geojit Financial Services Ltd | 74.27 | -49.67 |
Best Rekha Rakesh Jhunjhunwala Multibagger Stocks Based on 5-Year Net Profit Margin
The table below shows the best Rekha Rakesh Jhunjhunwala multi-bagger stocks based on a 5-year net profit margin.
| Stock Name | Close Price ₹ | 5Y Avg Net Profit Margin % |
| Geojit Financial Services Ltd | 74.27 | 23.84 |
| CRISIL Ltd | 4,439.55 | 19.34 |
| Metro Brands Ltd | 1,144.65 | 13.68 |
| Federal Bank Ltd | 181.51 | 12.5 |
| Aptech Ltd | 127.48 | 11.95 |
| Karur Vysya Bank Ltd | 199.59 | 10.04 |
| Escorts Kubota Ltd | 3,033.05 | 9.73 |
| Jubilant Pharmova Ltd | 895.85 | 6.88 |
| Titan Company Ltd | 3,086.55 | 6.75 |
| Rallis India Ltd | 216.92 | 6.43 |
| Tata Communications Ltd | 1,390 | 5.95 |
| Canara Bank Ltd | 85.02 | 5.49 |
| Fortis Healthcare Ltd | 661.5 | 4.9 |
| Va Tech Wabag Ltd | 1,356.05 | 4.13 |
| NCC Ltd | 186.51 | 3.71 |
| Nazara Technologies Ltd | 926.4 | 2.73 |
| Agro Tech Foods Ltd | 830.5 | 2.69 |
| Singer India Ltd | 63.1 | 1.76 |
| Indian Hotels Company Ltd | 757.2 | -0.61 |
| Tata Motors Ltd | 640.8 | -1.24 |
| Dishman Carbogen Amcis Ltd | 208.92 | -1.41 |
| Edelweiss Financial Services Ltd | 90.5 | -1.59 |
| Bilcare Ltd | 55.05 | -2.54 |
| Star Health and Allied Insurance Company Ltd | 367.2 | -2.96 |
| Wockhardt Ltd | 1,284.70 | -5.63 |
| Autoline Industries Ltd | 73.09 | -5.9 |
| Prozone Realty Ltd | 30.92 | -7.71 |
| Valor Estate Ltd | 125.78 | -25.5 |
Top Stocks Held By Rekha Rakesh Jhunjhunwala Based on 1M Return
The table below shows the top stocks held by Rekha Rakesh Jhunjhunwala based on a 1-month return.
| Stock Name | Close Price ₹ | 1M Return % |
| Fortis Healthcare Ltd | 661.5 | 1.44 |
| Agro Tech Foods Ltd | 830.5 | 0.59 |
| Federal Bank Ltd | 181.51 | -3.2 |
| Nazara Technologies Ltd | 926.4 | -3.92 |
| Jubilant Pharmova Ltd | 895.85 | -4.36 |
| Va Tech Wabag Ltd | 1,356.05 | -4.38 |
| Escorts Kubota Ltd | 3,033.05 | -11.21 |
| Rallis India Ltd | 216.92 | -11.44 |
| Metro Brands Ltd | 1,144.65 | -11.56 |
| Singer India Ltd | 63.1 | -11.97 |
| Canara Bank Ltd | 85.02 | -13.01 |
| Tata Motors Ltd | 640.8 | -13.11 |
| Prozone Realty Ltd | 30.92 | -13.4 |
| Indian Hotels Company Ltd | 757.2 | -13.62 |
| Titan Company Ltd | 3,086.55 | -15.23 |
| Baazar Style Retail Ltd | 218.59 | -16.15 |
| Dishman Carbogen Amcis Ltd | 208.92 | -16.76 |
| Jubilant Ingrevia Ltd | 629.7 | -16.95 |
| Karur Vysya Bank Ltd | 199.59 | -16.99 |
| Tata Communications Ltd | 1,390 | -17.16 |
| CRISIL Ltd | 4,439.55 | -17.64 |
| Star Health and Allied Insurance Company Ltd | 367.2 | -19.16 |
| Sun Pharma Advanced Research Co Ltd | 124.6 | -20.32 |
| Geojit Financial Services Ltd | 74.27 | -20.42 |
| Edelweiss Financial Services Ltd | 90.5 | -21.9 |
| NCC Ltd | 186.51 | -23.54 |
| Valor Estate Ltd | 125.78 | -23.6 |
| Raghav Productivity Enhancers Ltd | 486.4 | -25.1 |
| Wockhardt Ltd | 1,284.70 | -25.17 |
| Bilcare Ltd | 55.05 | -25.21 |
| Autoline Industries Ltd | 73.09 | -28.34 |
| Aptech Ltd | 127.48 | -30.85 |
Sectors Dominating Rekha Rakesh Jhunjhunwala’s Portfolio
The table below shows the sections dominating Rekha Rakesh Jhunjhunwala’s portfolio.
| Name | SubSector | Market Cap ( In Cr ) |
| Titan Company Ltd | Precious Metals, Jewellery & Watches | 285,903.56 |
| Tata Motors Ltd | Four Wheelers | 238,743.53 |
| Indian Hotels Company Ltd | Hotels, Resorts & Cruise Lines | 103,106.31 |
| Canara Bank Ltd | Public Banks | 75,703.66 |
| Fortis Healthcare Ltd | Hospitals & Diagnostic Centres | 46,490.32 |
| Federal Bank Ltd | Private Banks | 43,882.48 |
| Tata Communications Ltd | Telecom Services | 39,585.08 |
| CRISIL Ltd | Stock Exchanges & Ratings | 33,478.56 |
| Escorts Kubota Ltd | Tractors | 32,166.26 |
| Metro Brands Ltd | Footwear | 31,627.44 |
| Star Health and Allied Insurance Company Ltd | Insurance | 21,423.85 |
| Wockhardt Ltd | Pharmaceuticals | 18,985.63 |
| Karur Vysya Bank Ltd | Private Banks | 16,891.55 |
| Jubilant Pharmova Ltd | Pharmaceuticals | 14,408.56 |
| NCC Ltd | Construction & Engineering | 11,219.62 |
| Jubilant Ingrevia Ltd | Specialty Chemicals | 10,251.48 |
| Edelweiss Financial Services Ltd | Diversified Financials | 8,700.19 |
| Va Tech Wabag Ltd | Water Management | 8,359.95 |
| Nazara Technologies Ltd | Theme Parks & Gaming | 8,043.61 |
Midcap and Smallcap Focus in Rekha Rakesh Jhunjhunwala’s Portfolio
The table below shows the midcap and smallcap focus in Rekha Rakesh Jhunjhunwala’s portfolio based on the highest market capitalisation and 1-year return.
| Stock Name | Market Cap (In Cr) | Close Price ₹ | 1Y Return % |
| Karur Vysya Bank Ltd | 16,891.55 | 199.59 | 7.97 |
| Jubilant Pharmova Ltd | 14,408.56 | 895.85 | 52.11 |
| NCC Ltd | 11,219.62 | 186.51 | -28.77 |
| Jubilant Ingrevia Ltd | 10,251.48 | 629.7 | 31.97 |
| Edelweiss Financial Services Ltd | 8,700.19 | 90.5 | 15.58 |
| Va Tech Wabag Ltd | 8,359.95 | 1,356.05 | 76.78 |
| Nazara Technologies Ltd | 8,043.61 | 926.4 | 25.96 |
| Valor Estate Ltd | 6,388.89 | 125.78 | -53.76 |
| Rallis India Ltd | 4,236.89 | 216.92 | -16.09 |
| Sun Pharma Advanced Research Co Ltd | 3,951.37 | 124.6 | -68.2 |
| Dishman Carbogen Amcis Ltd | 3,238.35 | 208.92 | -19.69 |
| Agro Tech Foods Ltd | 3,047.23 | 830.5 | 5.71 |
| Raghav Productivity Enhancers Ltd | 2,316.38 | 486.4 | 57.69 |
| Geojit Financial Services Ltd | 2,045.26 | 74.27 | 11.92 |
| Baazar Style Retail Ltd | 1,613.60 | 218.59 | -45.35 |
| Aptech Ltd | 674.02 | 127.48 | -47.89 |
| Prozone Realty Ltd | 484.51 | 30.92 | -12.41 |
| Singer India Ltd | 372.21 | 63.1 | -33.17 |
| Autoline Industries Ltd | 312.89 | 73.09 | -45.09 |
| Bilcare Ltd | 133.31 | 55.05 | -20.01 |
High Dividend Yield Rekha Rakesh Jhunjhunwala Stocks List
The table below shows the high dividend yield of Rekha Rakesh Jhunjhunwala’s stock list.
| Stock Name | Close Price ₹ | Dividend Yield % |
| Aptech Ltd | 127.48 | 3.87 |
| Canara Bank Ltd | 85.02 | 3.86 |
| Geojit Financial Services Ltd | 74.27 | 1.75 |
| Edelweiss Financial Services Ltd | 90.5 | 1.55 |
| NCC Ltd | 186.51 | 1.23 |
| Tata Communications Ltd | 1,390 | 1.2 |
| Rallis India Ltd | 216.92 | 1.15 |
| Karur Vysya Bank Ltd | 199.59 | 1.14 |
| Raghav Productivity Enhancers Ltd | 486.4 | 0.89 |
| Tata Motors Ltd | 640.8 | 0.84 |
| Jubilant Ingrevia Ltd | 629.7 | 0.78 |
| Federal Bank Ltd | 181.51 | 0.67 |
| Escorts Kubota Ltd | 3,033.05 | 0.62 |
| CRISIL Ltd | 4,439.55 | 0.57 |
| Jubilant Pharmova Ltd | 895.85 | 0.55 |
| Metro Brands Ltd | 1,144.65 | 0.43 |
| Titan Company Ltd | 3,086.55 | 0.34 |
| Indian Hotels Company Ltd | 757.2 | 0.24 |
| Agro Tech Foods Ltd | 830.5 | 0.24 |
| Fortis Healthcare Ltd | 661.5 | 0.16 |
Rekha Rakesh Jhunjhunwala Net Worth
Rekha Rakesh Jhunjhunwala’s net worth is estimated at approximately ₹73,040 crore in Indian Rupees as of December 2024, making her one of India’s wealthiest individuals. Her wealth is largely derived from her late husband, Rakesh Jhunjhunwala’s legacy portfolio, which includes investments across diverse sectors such as healthcare, finance and consumer goods. These investments have been carefully curated to deliver substantial returns over time.
In addition to managing the inherited portfolio, Rekha Jhunjhunwala continues to actively oversee investments, further contributing to her growing net worth. Her strategic focus on long-term wealth creation and diversification underscores her prominence in India’s financial markets.
Historical Performance of Rekha Rakesh Jhunjhunwala Portfolio Stocks
The table below shows the historical performance of Rekha Rakesh Jhunjhunwala’s portfolio stocks.
| Stock Name | Close Price ₹ | 5Y CAGR % |
| Raghav Productivity Enhancers Ltd | 486.4 | 74.57 |
| Valor Estate Ltd | 125.78 | 72.44 |
| Va Tech Wabag Ltd | 1,356.05 | 49.25 |
| Indian Hotels Company Ltd | 757.2 | 45.69 |
| NCC Ltd | 186.51 | 39.35 |
| Karur Vysya Bank Ltd | 199.59 | 39.3 |
| Tata Motors Ltd | 640.8 | 38.5 |
| Wockhardt Ltd | 1,284.70 | 34.14 |
| Fortis Healthcare Ltd | 661.5 | 33.75 |
| Autoline Industries Ltd | 73.09 | 33.1 |
| Tata Communications Ltd | 1,390 | 32 |
| Escorts Kubota Ltd | 3,033.05 | 29.52 |
| Geojit Financial Services Ltd | 74.27 | 28.99 |
| Canara Bank Ltd | 85.02 | 25.04 |
| Dishman Carbogen Amcis Ltd | 208.92 | 23.52 |
| CRISIL Ltd | 4,439.55 | 23.2 |
| Bilcare Ltd | 55.05 | 20.41 |
| Singer India Ltd | 63.1 | 19.77 |
| Titan Company Ltd | 3,086.55 | 19.64 |
| Federal Bank Ltd | 181.51 | 16.88 |
| Edelweiss Financial Services Ltd | 90.5 | 14.78 |
| Prozone Realty Ltd | 30.92 | 13.32 |
| Jubilant Pharmova Ltd | 895.85 | 12.49 |
| Aptech Ltd | 127.48 | 8.97 |
| Agro Tech Foods Ltd | 830.5 | 5.1 |
| Rallis India Ltd | 216.92 | -1.22 |
| Sun Pharma Advanced Research Co Ltd | 124.6 | -4.34 |
Ideal Investor Profile for Rekha Rakesh Jhunjhunwala’s Portfolio
The ideal investor for Rekha Rakesh Jhunjhunwala’s portfolio is someone with a long-term investment horizon and moderate to high-risk tolerance. Her portfolio includes a mix of large-cap stability and small to mid-cap growth stocks, offering significant opportunities for wealth creation. Investors willing to navigate market fluctuations and focus on robust company fundamentals will benefit the most.
Additionally, this portfolio suits those seeking diversification across various sectors such as healthcare, finance and consumer goods. It is ideal for individuals who can conduct detailed research, align investments with their financial goals and remain patient for consistent returns.
Factors To Consider When Investing In Rekha Rakesh Jhunjhunwala Portfolio Stocks
The factor to consider when investing in Rekha Rakesh Jhunjhunwala’s portfolio stocks is understanding the fundamentals of each company. Analyzing their alignment with your financial goals and risk tolerance is essential for successful investments.
- Evaluate Financial Strength: Analyze each company’s financial metrics, including revenue growth, profit margins and debt levels. Strong fundamentals ensure stability and long-term growth potential, reducing risks associated with volatile market conditions.
- Assess Growth Potential: Focus on stocks with high growth potential in sectors like healthcare, finance and technology. Identifying companies poised for expansion helps maximize returns, aligning with the portfolio’s emphasis on value creation.
- Understand Sectoral Risks: The portfolio spans multiple industries, each with unique risks. Evaluate the performance and trends of these sectors to understand their potential impact on individual stocks and the overall portfolio.
- Monitor Market Valuations: Many portfolio stocks are undervalued. Investing at the right valuation point is critical to maximize gains. Avoid overpaying for stocks by comparing current prices with their intrinsic value.
- Diversification Alignment: Rekha Rakesh Jhunjhunwala’s portfolio emphasizes diversification. Ensure the stocks you pick complement your existing investments, balancing growth opportunities with risk mitigation for a stable and profitable portfolio.
How To Invest In Rekha Rakesh Jhunjhunwala’s Portfolio?
To invest in Rekha Rakesh Jhunjhunwala’s portfolio, start by identifying the stocks she holds and analyzing their fundamentals. Align investments with your financial goals and risk appetite for effective long-term wealth creation.
- Research Stock Holdings: Identify the stocks in her portfolio using publicly available data. Study their market performance, financial metrics and growth potential to understand which investments align best with your financial objectives.
- Analyze Sector Trends: Her portfolio spans diverse sectors like healthcare, finance and consumer goods. Evaluate the trends and risks associated with these industries to ensure your investment decisions are well-informed and future-oriented.
- Open a Trading Account: Use a reliable platform like Alice Blue to open a Demat and trading account. Alice Blue offers competitive brokerage rates and a user-friendly interface, enabling efficient and secure stock trading.
- Focus on Diversification: Incorporate her stock picks to diversify your existing portfolio. This reduces risks associated with sector-specific downturns while offering exposure to high-growth industries and stable large-cap companies.
- Monitor and Reassess: Regularly track the performance of portfolio stocks and market dynamics. Reassess your holdings periodically to ensure they continue to align with your investment goals and adjust as necessary.
Advantages Of Investing In Rekha Rakesh Jhunjhunwala Portfolio Stocks
The primary advantage of investing in Rekha Rakesh Jhunjhunwala’s portfolio stocks lies in leveraging the insights of a seasoned investor. Her portfolio combines diversification, stability and growth, offering substantial opportunities for long-term wealth creation.
- Diverse Sector Exposure: The portfolio spans multiple sectors, including healthcare, finance and technology. This diversification minimizes sector-specific risks and provides balanced exposure to growth opportunities across various industries.
- Focus on Growth Stocks: Jhunjhunwala’s picks include high-growth small-cap and mid-cap stocks. These investments offer the potential for significant capital appreciation as companies expand and gain market share over time.
- A blend of Stability and Innovation: The portfolio features a mix of large-cap companies for stability and emerging businesses for innovation and growth. This balance caters to both risk-averse and growth-seeking investors.
- Expert-Driven Selection: Her stock choices reflect a deep understanding of market trends and fundamentals. Investors benefit from the expertise and strategic thinking behind her portfolio composition, reducing the need for individual analysis.
- Undervalued Investment Opportunities: Many stocks in the portfolio are undervalued, providing an opportunity to invest at attractive prices. This ensures the potential for higher returns as market valuations align with intrinsic stock value.
Risks Of Investing In Rekha Rakesh Jhunjhunwala Portfolio Stocks
The main risk of investing in Rekha Rakesh Jhunjhunwala’s portfolio stocks lies in the exposure to small and mid-cap companies, which can be volatile. Market fluctuations and sector-specific challenges could impact returns significantly.
- High Volatility: Small-cap and mid-cap stocks in the portfolio often experience sharp price swings. These fluctuations can lead to substantial short-term losses, making them unsuitable for investors with low-risk tolerance.
- Sector-Specific Risks: Certain sectors may dominate the portfolio, exposing it to downturns in those industries. Changes in government policies or economic conditions can significantly impact performance in such concentrated sectors.
- Market Dependency: The performance of the portfolio is highly reliant on overall market conditions. Economic downturns, geopolitical events, or sudden market disruptions can negatively affect the returns of even strong stocks.
- Liquidity Concerns: Some small-cap stocks in the portfolio may have lower trading volumes. This limited liquidity can make it challenging to exit positions during market downturns, potentially causing financial losses.
- Uncertain Growth Projections: Growth stocks rely on future performance expectations. If companies fail to meet their projections due to operational challenges or competitive pressures, their underperformance can significantly affect portfolio returns.
Rekha Rakesh Jhunjhunwala Portfolio Stocks GDP Contribution
Rekha Rakesh Jhunjhunwala’s portfolio stocks contribute to India’s GDP by representing diverse sectors such as healthcare, finance and consumer goods. These companies drive economic activity, create employment and support innovation, enhancing industrial growth and financial inclusion. Their performance highlights the vital role of equity investments in strengthening India’s economic framework and boosting the nation’s overall GDP growth.
Who Should Invest in Rekha Rakesh Jhunjhunwala Portfolio Stocks?
The ideal investors for Rekha Rakesh Jhunjhunwala portfolio stocks are those seeking diversified opportunities across growth-oriented sectors. It is suited for individuals with a long-term perspective and a moderate to high-risk appetite.
- Long-Term Investors: Investors aiming for sustained wealth creation benefit from this portfolio, as it focuses on a mix of large-cap stability and small-cap growth. Patience is key to realizing the full potential of these stocks.
- Risk-Tolerant Individuals: The portfolio includes volatile small-cap and mid-cap stocks. It suits those who can handle market fluctuations while seeking high-growth opportunities and are comfortable with moderate to high levels of investment risk.
- Sector Diversification Seekers: This portfolio spans various industries, offering exposure to multiple growth sectors. It appeals to investors looking to reduce over-reliance on a single sector while capturing opportunities across a broad economic spectrum.
- Fundamental Analysts: Investors who focus on strong financials and robust management will appreciate Jhunjhunwala’s stock picks. Her portfolio emphasizes well-researched companies with solid fundamentals, providing stability and growth potential.
- Market Enthusiasts: Active investors interested in exploring emerging trends and learning from seasoned strategies will find value in this portfolio. It offers a mix of established leaders and innovative companies poised for expansion.
Rekha Rakesh Jhunjhunwala Multibagger Stocks – FAQs
As of December 2024, Rekha Jhunjhunwala’s net worth is estimated at $8.8 billion, ranking her #28 among India’s richest individuals. She inherited a substantial stock portfolio from her late husband, Rakesh Jhunjhunwala, often referred to as India’s Warren Buffett. Her investments span various sectors, contributing significantly to her wealth.
The Top Rekha Rakesh Jhunjhunwala Portfolio Stocks? #1: Titan Company Ltd
The Top Rekha Rakesh Jhunjhunwala Portfolio Stocks? #2: Tata Motors Ltd
The Top Rekha Rakesh Jhunjhunwala Portfolio Stocks? #3: Indian Hotels Company Ltd
The Top Rekha Rakesh Jhunjhunwala Portfolio Stocks? #4: Canara Bank Ltd
The Top Rekha Rakesh Jhunjhunwala Portfolio Stocks? #5: Fortis Healthcare Ltd
The top 5 stocks are based on market capitalization.
The best Rekha Rakesh Jhunjhunwala stocks based on six-month returns are Wockhardt Ltd, Fortis Healthcare Ltd, Indian Hotels Company Ltd, Va Tech Wabag Ltd, and Prozone Realty Ltd.
The top 5 multi-bagger stocks picked by Rekha Rakesh Jhunjhunwala based on 5-year average net profit margin’ are Geojit Financial Services Ltd, CRISIL Ltd, Metro Brands Ltd, Federal Bank Ltd and Aptech Ltd.
The top gainers in Rekha Rakesh Jhunjhunwala’s portfolio this year include Wockhardt Ltd, Va Tech Wabag Ltd, Jubilant Pharmova Ltd, Indian Hotels Company Ltd and Raghav Productivity Enhancers Ltd, showcasing strong growth across diverse sectors. On the downside, underperformers in the portfolio include Baazar Style Retail Ltd, Singer India Ltd, Prozone Realty Ltd, Aptech Ltd and Bilcare Ltd, reflecting challenges in specific industries or market segments.
Investing in Rekha Rakesh Jhunjhunwala’s portfolio stocks can be relatively safe for long-term investors who research thoroughly. The portfolio balances large-cap stability with small-cap growth, but risks like market volatility and sectoral challenges persist. Aligning investments with financial goals and diversifying holdings is crucial to manage risks and optimize returns effectively.
To invest in Rekha Rakesh Jhunjhunwala’s portfolio stocks, analyze her holdings and evaluate their growth potential. Open trading and Demat account with platforms like Alice Blue for secure and efficient trading. Diversify your investments, align them with your financial goals and regularly monitor market trends to optimize returns while managing risks effectively.
Investing in Rekha Rakesh Jhunjhunwala’s portfolio stocks can be beneficial for long-term investors. Her portfolio offers a mix of stable large-cap and high-growth small-cap stocks. However, thorough research, diversification and a focus on aligning investments with personal financial goals are essential to maximize returns and effectively manage associated risks.
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.
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.
