Top performers in the portfolio include Wockhardt Ltd with a 277.65% 1Y return, Va Tech Wabag Ltd at 181.04% and Jubilant Pharmova Ltd with 122.40%. Other strong gainers are Indian Hotels Company Ltd (107.44%) and Raghav Productivity Enhancers Ltd (102.51%). On the downside, underperformers include Bilcare Ltd (-30.00%), Aptech Ltd (-29.46%) and Prozone Realty Ltd (-23.85%), reflecting sector-specific challenges.
The table below shows the Rekha Rakesh Jhunjhunwala portfolio stocks 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 |
Wockhardt Ltd | 1445.85 | 23955.73 | 277.65 |
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 |
Sun Pharma Advanced Research Co Ltd | 214.49 | 6960.66 | -13.25 |
Rallis India Ltd | 300.45 | 5842.82 | 24.31 |
Dishman Carbogen Amcis Ltd | 276.48 | 4334.74 | 78.95 |
Geojit Financial Services Ltd | 119.21 | 3326.26 | 76.89 |
Raghav Productivity Enhancers Ltd | 730.55 | 3269.14 | 102.51 |
Baazar Style Retail Ltd | 327.85 | 2446.33 | -18.04 |
Agro Tech Foods Ltd | 889.90 | 2168.62 | 4.58 |
Aptech Ltd | 184.65 | 1070.97 | -29.46 |
Singer India Ltd | 80.05 | 493.55 | -23.65 |
Autoline Industries Ltd | 114.12 | 444.65 | -11.81 |
Prozone Realty Ltd | 24.90 | 379.98 | -23.85 |
Bilcare Ltd | 56.08 | 132.04 | -30.00 |
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.
- 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.
The automotive segment has 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 specialises in owning, operating and managing hotels, palaces and resorts. Its diverse portfolio includes premium and luxury hotel brands and various F&B, wellness, salon and lifestyle brands. Some of its well-known brands are Taj, SeleQtions, Vivanta, Ginger, ama Stays & Trails and more.
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. In addition, the company offers culinary services and food delivery through its Qmin app in about 24 cities, complemented by offline options like Qmin Shops, Qmin QSR and Qmin food trucks.
- 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. Corporate banking services encompass accounts and deposits, supply chain finance management, syndication services and technology upgrade fund schemes, 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 specialities such as cardiac sciences, cosmetology, dental sciences and more.
The company manages a network of multi-speciality hospitals and diagnostics centres, 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, Transformation Services (telecommunication network management and support services) and Real Estate (generating lease rentals from leased premises).
- 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. The Corporate/Wholesale Banking segment focuses on lending funds, accepting deposits and providing other banking services to corporates, trusts, partnership firms and statutory bodies.
- 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 Limited, formerly known as Metro Shoes, is a leading Indian footwear retailer established in 1955 and headquartered in Mumbai. The company operates over 850 stores across 195 cities in India, offering a diverse range of footwear and accessories under brands like Metro, Mochi, Walkway and Da Vinci.
In addition to its own brands, Metro Brands collaborates with international labels such as Crocs and FitFlop, providing a wide selection to its customers.
- 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
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 | 1445.85 | 152.46 |
Raghav Productivity Enhancers Ltd | 730.55 | 96.23 |
Edelweiss Financial Services Ltd | 131.04 | 88.57 |
Dishman Carbogen Amcis Ltd | 276.48 | 55.46 |
Jubilant Pharmova Ltd | 1091.85 | 48.82 |
Jubilant Ingrevia Ltd | 794.55 | 45.54 |
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 |
Geojit Financial Services Ltd | 119.21 | 22.52 |
Nazara Technologies Ltd | 1033.80 | 20.16 |
Agro Tech Foods Ltd | 889.90 | 19.56 |
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 |
Autoline Industries Ltd | 114.12 | -3.18 |
Valor Estate Ltd | 190.25 | -3.99 |
Bilcare Ltd | 56.08 | -4.27 |
Tata Communications Ltd | 1768.00 | -5.21 |
Singer India Ltd | 80.05 | -6.53 |
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 |
Rallis India Ltd | 300.45 | -11.49 |
Canara Bank Ltd | 102.90 | -15.1 |
Baazar Style Retail Ltd | 327.85 | -18.04 |
Aptech Ltd | 184.65 | -19.52 |
Escorts Kubota Ltd | 3283.90 | -21.6 |
Tata Motors Ltd | 744.05 | -23.94 |
Prozone Realty Ltd | 24.90 | -24.86 |
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 | 119.21 | 23.84 |
CRISIL Ltd | 5804.65 | 19.07 |
Metro Brands Ltd | 1303.50 | 13.68 |
Federal Bank Ltd | 200.95 | 12.5 |
Aptech Ltd | 184.65 | 11.95 |
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 |
Rallis India Ltd | 300.45 | 6.43 |
Tata Communications Ltd | 1768.00 | 5.95 |
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 |
Agro Tech Foods Ltd | 889.90 | 2.69 |
Singer India Ltd | 80.05 | 1.76 |
Indian Hotels Company Ltd | 880.05 | -0.61 |
Tata Motors Ltd | 744.05 | -1.24 |
Dishman Carbogen Amcis Ltd | 276.48 | -1.41 |
Edelweiss Financial Services Ltd | 131.04 | -1.59 |
Bilcare Ltd | 56.08 | -2.54 |
Star Health and Allied Insurance Company Ltd | 493.15 | -2.96 |
Wockhardt Ltd | 1445.85 | -5.63 |
Autoline Industries Ltd | 114.12 | -5.9 |
Prozone Realty Ltd | 24.90 | -7.71 |
Valor Estate Ltd | 190.25 | -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 % |
Dishman Carbogen Amcis Ltd | 276.48 | 27.24 |
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 |
Aptech Ltd | 184.65 | 12.73 |
Nazara Technologies Ltd | 1033.80 | 11.88 |
CRISIL Ltd | 5804.65 | 10.63 |
Autoline Industries Ltd | 114.12 | 9.21 |
Sun Pharma Advanced Research Co Ltd | 214.49 | 9.16 |
Prozone Realty Ltd | 24.90 | 8.07 |
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 |
Geojit Financial Services Ltd | 119.21 | 5.37 |
Baazar Style Retail Ltd | 327.85 | 4.11 |
Titan Company Ltd | 3401.90 | 3.8 |
Bilcare Ltd | 56.08 | 3.47 |
Fortis Healthcare Ltd | 677.85 | 2.71 |
Tata Communications Ltd | 1768.00 | 2.42 |
Agro Tech Foods Ltd | 889.90 | 0.25 |
Va Tech Wabag Ltd | 1672.05 | -1.94 |
Federal Bank Ltd | 200.95 | -2.07 |
Rallis India Ltd | 300.45 | -2.23 |
Jubilant Pharmova Ltd | 1091.85 | -3.52 |
Tata Motors Ltd | 744.05 | -4.31 |
Escorts Kubota Ltd | 3283.90 | -4.98 |
Singer India Ltd | 80.05 | -6.24 |
Raghav Productivity Enhancers Ltd | 730.55 | -10.09 |
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 | 297767.79 |
Tata Motors Ltd | Four Wheelers | 273894.10 |
Indian Hotels Company Ltd | Hotels, Resorts & Cruise Lines | 125269.15 |
Canara Bank Ltd | Public Banks | 93337.00 |
Fortis Healthcare Ltd | Hospitals & Diagnostic Centres | 51174.84 |
Tata Communications Ltd | Telecom Services | 50388.00 |
Federal Bank Ltd | Private Banks | 49314.47 |
CRISIL Ltd | Stock Exchanges & Ratings | 42449.20 |
Escorts Kubota Ltd | Tractors | 36116.55 |
Metro Brands Ltd | Footwear | 35463.41 |
Star Health and Allied Insurance Company Ltd | Insurance | 28975.90 |
Wockhardt Ltd | Pharmaceuticals | 23955.73 |
NCC Ltd | Construction & Engineering | 18816.56 |
Karur Vysya Bank Ltd | Private Banks | 18391.37 |
Jubilant Pharmova Ltd | Pharmaceuticals | 17294.55 |
Jubilant Ingrevia Ltd | Specialty Chemicals | 12558.16 |
Edelweiss Financial Services Ltd | Diversified Financials | 12050.23 |
Va Tech Wabag Ltd | Water Management | 10407.26 |
Valor Estate Ltd | Real Estate | 10244.31 |
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 | Close Price ₹ | Market Cap (In Cr) | 1Y Return % |
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 |
Sun Pharma Advanced Research Co Ltd | 214.49 | 6960.66 | -13.25 |
Rallis India Ltd | 300.45 | 5842.82 | 24.31 |
Dishman Carbogen Amcis Ltd | 276.48 | 4334.74 | 78.95 |
Geojit Financial Services Ltd | 119.21 | 3326.26 | 76.89 |
Raghav Productivity Enhancers Ltd | 730.55 | 3269.14 | 102.51 |
Baazar Style Retail Ltd | 327.85 | 2446.33 | -18.04 |
Agro Tech Foods Ltd | 889.90 | 2168.62 | 4.58 |
Aptech Ltd | 184.65 | 1070.97 | -29.46 |
Singer India Ltd | 80.05 | 493.55 | -23.65 |
Autoline Industries Ltd | 114.12 | 444.65 | -11.81 |
Prozone Realty Ltd | 24.90 | 379.98 | -23.85 |
Bilcare Ltd | 56.08 | 132.04 | -30.00 |
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 % |
Canara Bank Ltd | 102.90 | 3.12 |
Aptech Ltd | 184.65 | 2.38 |
Edelweiss Financial Services Ltd | 131.04 | 1.09 |
Geojit Financial Services Ltd | 119.21 | 1.09 |
Karur Vysya Bank Ltd | 228.48 | 1.04 |
Tata Communications Ltd | 1768.00 | 0.93 |
CRISIL Ltd | 5804.65 | 0.92 |
Rallis India Ltd | 300.45 | 0.84 |
NCC Ltd | 299.70 | 0.73 |
Tata Motors Ltd | 744.05 | 0.72 |
Raghav Productivity Enhancers Ltd | 730.55 | 0.63 |
Jubilant Ingrevia Ltd | 794.55 | 0.6 |
Federal Bank Ltd | 200.95 | 0.6 |
Escorts Kubota Ltd | 3283.90 | 0.54 |
Jubilant Pharmova Ltd | 1091.85 | 0.46 |
Metro Brands Ltd | 1303.50 | 0.39 |
Agro Tech Foods Ltd | 889.90 | 0.33 |
Titan Company Ltd | 3401.90 | 0.32 |
Indian Hotels Company Ltd | 880.05 | 0.2 |
Fortis Healthcare Ltd | 677.85 | 0.15 |
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 | 730.55 | 94.53 |
Valor Estate Ltd | 190.25 | 76.05 |
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 |
Geojit Financial Services Ltd | 119.21 | 36.74 |
Tata Communications Ltd | 1768.00 | 35.52 |
Autoline Industries Ltd | 114.12 | 33.91 |
Tata Motors Ltd | 744.05 | 33.43 |
Karur Vysya Bank Ltd | 228.48 | 30.27 |
CRISIL Ltd | 5804.65 | 26.36 |
Bilcare Ltd | 56.08 | 25.1 |
Singer India Ltd | 80.05 | 24.74 |
Titan Company Ltd | 3401.90 | 23.13 |
Dishman Carbogen Amcis Ltd | 276.48 | 21.04 |
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 |
Rallis India Ltd | 300.45 | 12.11 |
Aptech Ltd | 184.65 | 9.52 |
Agro Tech Foods Ltd | 889.90 | 7.04 |
Prozone Realty Ltd | 24.90 | 6.41 |
Sun Pharma Advanced Research Co Ltd | 214.49 | 5.68 |
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, Raghav Productivity Enhancers Ltd, Edelweiss Financial Services Ltd, Dishman Carbogen Amcis Ltd and Jubilant Pharmova 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.
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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.