Rakesh Jhunjhunwala Portfolio Holdings – May 2017

Rakesh Jhunjhunwala

Rakesh Jhunjhunwala, 56, India’s most successful equity investor who made 2.4 Billion dollars starting from $100. He is a wise man with uncommon Intelligence. He is one of the most popular and respected equity investor of India. He manages his own equity portfolio as a partner in asset management firm Rare Enterprises. The name of his asset management firm is given from first two initials from his name Rakesh Jhunjhunwala and his wife name Rekha Jhunjhunwala. 

Rakesh Jhunjhunwala was from middle class family his father was income tax officer. He started trading in 1985 when BSE Sensex was 150. He selected stock market trading as a full-time profession. For him “making money from the stock market is child’s play”. You can read about Rakesh Jhunjhunwala biography from here.

Fan and follower of Rakesh Jhunjhunwala always seek information about buying and selling activity of him. In order to help them here is a comprehensive list of Stocks held by Rakesh Junjhunwala, Rekha Jhunjhunwala of Rare Enterprise Equity: Last update May 2017.

Rakesh Jhunjhunwala Latest Portfolio Holdings

Company% HoldingNo of Shares (in Lakhs)Rs Crore
A2Z Maintenance and Engineering16.7123.8816
Adinath Exim Resources4.051.660
Agro Tech Foods8.220116
Anant Raj2.1262.535
Aptech41.57170.56124
Aurobindo Pharma130394
Autoline Industries10.1812.5110
Bilcare8.5120.0310
CRISIL5.6740444
DB Realty1.032515
Delta Corp6.84155182
Dewan Housing Finance458237
Escorts4.085060
Edelweiss Capital10055
Federal Bank1.198.5237
Firstsource Solutions3.825061
Geojit BNP Paribas Financial7.8818036
Geometric19.35122.51122
Hindustan Oil Exploration Company1.519.618
HT Media1511
Ion Exchange (India)6.028.759
Karur Vysya Bank3.947.5221
Kesoram Industries6.837555
Lupin1.7678.83737
Mcnally Bharat Engineering3.219.986
MCX3.9420174
NCC11.54296.0889
Orient Cement9
Pipavav Defence and Offshore1.4310548
Polaris Consulting & Services Ltd4.9938.1864.91
Prakash Industries8.45150.0270
Prime Focus6.14113.9538
Prozone Capital Shopping Centres2.4637.56
Rallis India10.34201.06472
Radico Khaitan6.8511.5
SpiceJet1.9210019
Sterling Holiday Resorts3.4731.378.25
Titan Company9.05804.661,799
TV18 Broadcast1.34229.456
VIP India6.795.892
Viceroy Hotels14.6462.0812
Jet Airways1.0511.9550.52
Adlabs Entertainment3.52.86
ICICI Pru Life Insurance0.827
Mandhana Retail Ventures12.74

Also Read – 5 Secrete that make Rakesh Jhunjhunwala Successful Investor

Rakesh Jhunjhunwala’s portfolio is consisting of 41 different stocks. Total value of his portfolio is INR 6239 Cr. Top stocks holding by him is Titan, Lupin and CRISIL. He holds 804.66 Lakh shares of Titan worth 1,799 Cr. He owns 78.83 lakh shares of Lupin worth 737 Cr. At the third position, he is holding 40 Lakh CRISIL shares worth 444 Cr.

  • Rakesh Jhunjhunwala Favorite stock Titan is losing its sheen.Titan Q1 net dips 15% to Rs 151cr. Jewellery sale sink by 11%. Titan is down by 5%.
  • Rakesh Jhunjhunwala said some time back that e-commerce boom would burst sooner or later, But a recent bumper profit of amazon is proving him wrong.
  • Mr Jhunjhunwala, his wife Rekha Jhunjhunwala, and their company Rare Enterprises together have bought a total of 6.25 lakh shares of Escorts from the open market on August 6th,2015.
  • Rakesh Jhunjhunwala recently purchased 2.24% equity share of Intellect Design. As per latest share holding pattern he has also increased stack in Polaris Consulting, a parent company of Intellect, to 4.99 percent from 4.74 percent during the quarter.
  • Rakesh Jhunjhunwala buys 1.05% in Jet Airways – Rakesh Jhunjhunwala’s RARE Enterprises acquired 11.95 Lakhs shares or 1.05 percent stake in the private airline. The shares were bought at an average price of Rs 422.76, valuing the transaction at Rs 50.52 crore. Following the transaction, shares of Jet Airways surged by 11.28 % on the NSE.
  • Next Mediaworks is latest stock pick by Jhunjhunwala. He has invested 35 Cr in Next Radio subsidery of Next Mediaworks.
  • Jhunjhunwala has picked up 7 lakh shares in IT training firm Aptech. He is holding 45.28% stake in this company.
  • In September 2016, 3.5 Lac shares of Adlabs Entertainment was purchased by Rare Enterprise at  81.86 Rs.
  • Jhunjhunwala filed application of Rs.750 Cr under ICICI Prudential Insurance IPO and got share of 27 Cr.
  • Rakesh Jhunjhunwala’s Rare Enterprises purchased 12.50 lakh shares of Delta Corp at Rs 106.54 apiece on 17th Nov,2016
  • On 16th Dec,2016 RJ buys 12.74% in Mandhana Retail Ventures that hold exclusive license to manufacture and sell Salman Khan’s “Being Human” brand cloths.
  • 42.3 Lakh shares of Intellect Design Arena was sold by Jhunjhunwala at average price of Rs.120.
  • Jhunjhunwala sold 50 Lakh shares of Tata Motors DVR in April,206

For complete information follow Rakesh Jhunjhunwala profile on Moneycontrol.com

Article by Raviraj

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35 Comments

  1. Adi says:

    I am holding DHFL for short term view. your opinion please

  2. kashyap says:

    I had call of hpcl @ 1000 and now in remarkable loss.should I exit or it will get bullish?.

  3. vivek vasudevan says:

    Good day ,
    My name is vivek please check my portfolio below

    1) Federal Bank 1000 shares @ 71.50.
    2) PNB 1000 shares @ 162.00
    3) SBI 500 shares @ 272.00
    4) Rinfra 1000 shares @ 3.00.

    I have unrealised loss of 1.6 Lakhs as of today and an realised loss of 1.4 lakhs as i had sold some of the shares in SBI bank and BOB . Please help me or advise me accordingly to have a healthy portfolio…
    awaiting response….

    Regards
    Vivek Vasudevan

    • Dear Vivek,

      Your stocks are mostly from banking sector.Any specific reason? If you are planning for long term you can stay invested in SBI and Federal Bank.Please also add Pharma stock such as Sun Phrama,Lupin in your portfolio.

      • Vivek says:

        Thanks for the advise….Just thought it would be safe to invest in Banking sector….yes I am planning to invest for long term as I have no options coz if I sell the shares I will be at loss….so will hold ….I will add pharma stocks….as advised….thank you

  4. RAJENDRA RATHORE says:

    I have purchased Pricol [email protected]/_ kansai nerolac [email protected],reliance [email protected]/_.what is future.

    • Dear Rajendra,

      Pricol and Kansai Nerolac is good stock and expected to rise further.It is recommended to Hold these two stocks. Reliance I suggest to sell with suitable profit.

  5. ramu says:

    Is it a good idea to buy skm eggs at current levels? it has some issues, but could be an excellent business to hold

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