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.
Read also; Top10 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
|
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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.
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.
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.
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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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