Rakesh Jhunjhunwala Portfolio Holdings – September 2017

Rakesh Jhunjhunwala

Rakesh Jhunjhunwala, 57, India’s most successful equity investor who made 2.6 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 September 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 around INR 16239 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
  • Ace Investor Rakesh Jhunjhunwala has picked up 1.03% Shares of Jaiprakash Associates and 1.26% shares of Jubilant Life in June,2017.
  • Jhunjhunwala buys 10 Lakh shares of Prakash Industries via Block Deals on 24th Aug,2017.
  • Rekha Jhunjhunwala buys 45 Lakh shares of Forties Healthcare on 22nd Aug,2017.

For complete information follow Rakesh Jhunjhunwala profile on Moneycontrol.com

Article by Raviraj

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37 Comments

  1. mssrinivasan says:

    I have Sun Pharma Advance Research shares, bought @ Rs.375/- but the share is not going up as per expectations,on and off the share goes up and down, there is no stability. Should I keep it or sell it?

  2. Pls inform me immediately when rakesh jhunjhunwala buying tht stocks

  3. MV says:

    What is the source of info for his investment in “ADINATH EXIM RESOURCES LTD.”? BSE website not showing anything.

  4. mallikarjun mugali says:

    i have 400 nos of L & T at Rs 1435, can i shift to Cumminis india ltd or rallis india or H T Media,

  5. Jimmy Baria says:

    I am holding Wockhardt and Suzlon shares what
    should I do . Please advise.

    • Dear Jimmy,

      It is recommended to hold Wockhardt for few more month. In case of increase in share price you can exit.However, I don’t advice to hold Suzlon you should sell Suzlon shares.

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