Last Updated: Monday, December 19, 2016

Rakesh Jhunjhunwala’s Latest Holding and It's Performance



Rakesh Jhunjhunwala an Indian investor and trader was born on July 5, 1960. Jhunjhunwala said to have a unique art of choosing 'Multibagger Stocks'  and is populary known as “The Big Bull of Indian Stock Market”. He is a Chartered Accountant and manages his own portfolio as a partner of his asset management firm, RARE Enterprises. Rakesh Jhunjhunwala was from the middle class family and his father was a tax officer. He began trading in 1985 when BSE Sensex was trading just at 150. He selected the stock market as a full-time profession. For him "making money from the stock market is a breeze". Rakesh Jhunjhunwala was described by India Today magazine as the "pin-up boy of the current bull race" and by The Economic Times as "Pied Piper of the Indian bourses". According to Forbes, Mr. Jhunjhunwala, as of October 2016, is the 53rd richest person in India, with net assets valued at $ 2.2 billion.
Image:Money N Business_rakesh-jhunjhunwala-latest-stock-holding-performance-multibagger-list-2017


Read alsoTop10 Stocks to invest having Strong fundamentals

Latest List of stocks in Rakesh Jhunjhunwala's Holding

Company
% Holding
No of Shares (in Lakhs)
Rs Crore
A2Z Maintenance and Engineering
16.7
123.88
16
Adinath Exim Resources
4.05
1.66
0
Agro Tech Foods
8.2
20
116
Anant Raj
2.12
62.5
35
Aptech
41.57
170.56
124
Aurobindo Pharma
1
30
394
Autoline Industries
10.18
12.51
10
Bilcare
8.51
20.03
10
CRISIL
5.67
40
444
DB Realty
1.03
25
15
Delta Corp
6.84
155
182
Dewan Housing Finance
4
58
237
Escorts
4.08
50
60
Edelweiss Capital
100
55
Federal Bank
1.1
98.5
237
Firstsource Solutions
3.8
250
61
Geojit BNP Paribas Financial
7.88
180
36
Geometric
19.35
122.51
122
Hindustan Oil Exploration Company
1.5
19.61
8
HT Media
15
11
Ion Exchange (India)
6.02
8.75
9
Karur Vysya Bank
3.9
47.5
221
Kesoram Industries
6.83
75
55
Lupin
1.76
78.83
737
Mcnally Bharat Engineering
3.21
9.98
6
MCX
3.94
20
174
NCC
11.54
296.08
89
Orient Cement
9
Pipavav Defence and Offshore
1.43
105
48
Polaris Consulting & Services Ltd
4.99
38.18
64.91
Prakash Industries
8.45
150.02
70
Prime Focus
6.14
113.95
38
Prozone Capital Shopping Centres
2.46
37.5
6
Rallis India
10.34
201.06
472
Radico Khaitan
6.85
11.5
SpiceJet
1.92
100
19
Sterling Holiday Resorts
3.47
31.3
78.25
Titan Company
9.05
804.66
1,799
TV18 Broadcast
1.34
229.4
56
VIP India
6.7
95.8
92
Viceroy Hotels
14.64
62.08
12
Jet Airways
1.05
11.95
50.52
Adlabs Entertainment
3.5
2.86
ICICI Pru Life Insurance
0.8
27






































































Read also: OMG! 90,000% Return on your Equity Investment in 10 years!
As of December, 2016 Rakesh Jhunjhunwala's portfolio consists of 41 different stocks. The total value of his portfolio is around INR 6239 Cr. Tata Motor, Titan, Lupin and CRISIL are the main titles held by him. He holds 804.66 shares Lakh of Titan worth 1.799 Cr and 78.83 lakh shares of Lupin worth 737 Cr. While, he holds 40 Lakh shares of CRISIL worth Rs. 444 Cr.

‘TITAN’

Rakesh Jhunjhunwala’s one of the favorite multibagger stock ‘Titan’ is losing its luster in recent market turmoil. Titan Q1 net dips 15% at Rs 151cr. The sale of jewellery business drops by 11%. Titan is down 5%.
Rakesh Jhunjhunwala recently said that the e-commerce boom would explode sooner or later, but a recent Amazon benefit is to prove it.


ESCORTS

Mr. Jhunjhunwala, his wife Rekha Jhunjhunwala, and his company RARE Enterprises bought a total of 6.25 lakh Shares of ESCORTS on the open market on August 6, 2015.

‘INTELLECT DESIGN’

Rakesh Jhunjhunwala recently bought a 2.24% stake in ‘Intellect Design’.

‘POLARIS CONSULTING & SERVICES LIMITED’

According to the latest Shareholding pattern, he increased his stake in IT based company ‘Polaris Consulting & Services Limited’, formerly Polaris FT and a parent company of Intellect, to 4.99% against 4.74% during the quarter.

JET AIRWAYS

Rakesh Jhunjhunwala buys 1.05% in Jet Airways too, Rakesh Jhunjhunwala’s RARE Enterprises has acquired 11.95 Lakhs shares or 1.05 percent stake in the private airline. The shares were purchased at an average price of Rs 422.76, valuing the transaction at Rs 50.52 crore. Following the transaction, Jet Airways shares increased by 11.28% on the NSE.

NEXT MEDIAWORKS

Next Mediaworks is the latest stock selection by Jhunjhunwala. He invested 35 Cr in Next Radio which is the subsidiary of Next Mediaworks. He is probably looking for the next 'Multi-bagger stocks' in it.

APTECH

Jhunjhunwala has also picked up 7 lakh shares in the Aptech IT training company. It owns 45.28% of this company.

ADLABS ENTERTAINMENT

In September 2016, 3.5 shares of Adlabs Entertainment were purchased by RARE Enterprise at 81.86 Rs.

ICICI PRUDENTIAL INSURANCE through IPO

Jhunjhunwala filed an application for Rs.750 Cr under ICICI Prudential Insurance IPO and obtained a share of 27 Cr.


DELTA CORP

Rakesh Jhunjhunwala Rare Enterprises bought 12.50 lakh shares of Delta Corp at Rs 106.54 each on Nov. 17, 2016.
Read also; शेयर मार्किट में 500 रु. में करोड़पति बनने  का फार्मूला

Overall Performance of Rakesh Jhunjhunwala’s Holding in 2016-17.


The value of the shares of Rakesh Jhunjhunwala remained stable this year, with the heavyweight of its portfolio weighing on performance.
According to Bloomberg data, the value of its personal assets has experienced a marginal increase of 2% to Rs 6,514 crore. The analysis only applies to companies in which Jhunjhunwala holds an ownership interest of more than 1%.
In addition, as the investor has also holds the stake in various companies through his company RARE Enterprises and furthermore his wife Rekha Jhunjhunwala also has shareholdings.
Interestingly, most long-term bets from Jhunjhunwala such Aurobindo Pharma, Lupin and Titan turned out to be wet squibs in 2016. The two pharmaceutical companies lost nearly 20% during the year, while Titan is too down by 9%. Meanwhile, the Sensex benchmark is up only 1% so far this year.
Industry observers say that Jhunjhunwala is now focusing on buying much of the equity in small businesses like Geometric, Autoline Industries, Mandhana Retail and Delta Corporation. There are about eight companies in which Jhunjhunwala holds more than 10% stake.


Recently, Jhunjhunwala announced that it had acquired a 12.7% stake in The Mandhana Retail Ventures Limited, which is the retailer of Salman Khan's Being Human brand.
"Jhunjhunwala has increased its holdings in some of the lesser known companies this year. He is probably looking for the next 'Multi-bagger stocks' in them. It has made a tremendous wealth by investing in companies like Titan and Lupine when they were Small, "said the broker asking not to be quoted.
 Last year, Jhunjhunwala was seen heavily investing in the three listed airlines - InterGlobe Aviation, Jet Airways and SpiceJet.


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