Rakesh Jhunjhunwala, born on July 5, 1960, started his career in the stock market in 1985 with an initial investment of just ₹5,000. He is regarded as one of the significant figures in the Indian financial community. His success is based on a long-term investment approach with high-conviction bets on companies across diverse sectors including technology, pharmaceuticals, and banking. Rakesh often contributed to financial education in India by sharing his insights and experiences through various platforms. Rakesh Jhunjhunwala portfolio has earned him the nickname Warren Buffett of India. His wealth and influence undoubtedly make him a superstar investor in India even after his death in August 2022.
Rakesh’s Investment Philosophy
Rakesh’s investment philosophy is based on several key principles including a long-term approach, thorough analysis, and diversification. He often holds onto his investments for several years to realize handsome returns at full potential. Fundamental analysis is a cornerstone of Jhunjhunwala's investment philosophy. He thoroughly analyzes the financial health, earnings potential, management quality, and growth prospects of the companies he usually invests in. Rakesh Jhunjhunwala portfolio includes companies from different sectors and varied market capitalizations. He spreads his investment heavily in stocks he believes in rather than investing in a few.
Investment Strategies
Here are some common investment strategies Rakesh Jhunjhunwala adopted to build his portfolio.
Market Timing
Jhunjhunwala believed in paying attention to market trends and economic indicators. He adjusted his portfolio based on his assessment of market conditions, and the core of his strategy remained focused on the long term.
Adaptability
Rakesh believed in adapting to changing market conditions and industries. He successfully invested in many sectors and remained open to exploring new opportunities as they arose.
Risk Management & Continuous Learning
Jhunjhunwala clutched bold bets and managed his risks through research and analysis. He also believed in staying informed of market trends, economic developments, and geopolitical events to make timely decisions.
Notable Investment Success
Jhunjhunwala achieved notable investment success through strategic decisions and high-conviction bets on various companies in the Indian stock market. Here are some of the companies
| Stock | Ticker | Last Price | Technical Score | Growth Score |
|---|---|---|---|---|
|
CRISIL Limited
|
CRISIL
|
5130.05
|
63
|
60
|
|
The Indian Hotels Company Limited
|
INDHOTEL
|
764.75
|
50
|
73
|
|
Lupin Limited
|
LUPIN
|
2072.9
|
26
|
78
|
|
Titan Company Limited
|
TITAN
|
3321.05
|
43
|
28
|
Titan Company Limited
Jhunjhunwala's investment in Titan Company has been among his most successful. He held significant stakes in the company and Titan's stock has grown substantially.
Lupin Limited
Jhunjhunwala has been a prominent investor in Lupin which is a pharmaceutical company. His early investments in the company have yielded substantial returns that show his ability to identify potential growth opportunities in the healthcare sector.
Crisil Limited
Jhunjhunwala heavily succeeded with his investment in Crisil. It is a global analytical company providing ratings, research, and risk and policy advisory services. His investment in Crisil reflected his confidence in the financial research and analytics sector.
Escorts Limited
Escorts is an Indian engineering company. The company also remained an important part of Rakesh Jhunjhunwala portfolio resulting in huge returns for Rakesh.
Indian Hotels Company Limited (IHCL)
Jhunjhunwala's investment in the hospitality sector including the Taj Group of Hotels largely contributed to his success.
Rakesh Jhunjhunwala Portfolio Detail
Rakesh Jhunjhunwala Portfolio currently includes 25 stock holdings with a net worth of over 41,076 Cr. Here are some top stock holdings.
| Stock | Ticker | Last Price | Technical Score | Growth Score |
|---|---|---|---|---|
|
Aptech Limited
|
APTECHT
|
157.26
|
72
|
33
|
|
Agro Tech Foods Limited
|
ATFL
|
833.65
|
63
|
43
|
|
Geojit Financial Services Limited
|
GEOJITFSL
|
91.87
|
69
|
60
|
|
Metro Brands Limited
|
METROBRAND
|
1203.65
|
43
|
83
|
|
Nazara Technologies Limited
|
NAZARA
|
960.15
|
53
|
68
|
|
NCC Limited
|
NCC
|
228.4
|
53
|
53
|
|
Star Health and Allied Insurance Company Limited
|
STARHEALTH
|
444.35
|
58
|
48
|
Aptech Ltd
Aptech was established in 1986 and is a prominent player in the education and training industry in India. Aptech provides career and vocational training in various domains including information technology, finance, aviation, and hospitality. In addition to individual training programs, Aptech Ltd. offers corporate training services to organizations to enhance their workforce skills. Rakesh Jhunjhunwala holds 25,357,236 stocks of Aptech making it 43.74% of his holdings.
Star Health and Allied Insurance Company Ltd
Star Health and Allied Insurance Company Ltd started its operations in 2006. It offers a range of health insurance products to individuals, families, and senior citizens. Currently, Rakesh Jhunjhunwala’s portfolio consists of 100,753,935 stocks representing 17.25% of his holdings.
NCC Ltd
NCC Limited undertakes a variety of services including house building, transportation, water and environment projects, electrical projects, and irrigation projects. Jhunjhunwala holds 82,180,932 NCC limited stocks which represents 13.09% of his holdings.
Nazara Technologies Ltd
The company offers a diverse range of gaming products and services including mobile games, sports events, and leagues. Rakesh Jhunjhunwala's portfolio consists of 6,588,620 stocks of this company making 9.96% of its total holdings.
Agro Tech Foods Ltd
Agro Tech Foods Ltd started its operations in 1986 and since then it has become a prominent player in the Indian food industry. Jhunjhunwala holds 1,983,259 stocks of this company representing 8.14% of his holdings.
Geojit Financial Services Ltd
Geojit Financial Services Limited offers retail and institutional stockbroking, portfolio management services (PMS), mutual fund distribution, and investment advisory services. Jhunjhunwala holds 19,637,500 shares which account for 8.21% of his portfolio.
Titan Company Ltd
Titan operates in various business segments including watches, jewelry, eyewear, and accessories. Each division has its own set of popular brands. Titan's watch division is a major player in the Indian market. Rakesh Jhunjhunwala's portfolio consists of 47,695,970 stocks of Titan stocks which represents 5.37% of its holding.
Metro Brands Ltd
Metro Brands is a well-known company with a network of exclusive brand outlets (EBOs) across India. These stores serve as points of sale for their various footwear and accessory brands. In addition to physical stores, Metro Brands has an online presence that allows customers to browse and purchase products through e-commerce platforms. Jhunjhunwala’s portfolio includes 26,102,394 of Metro stock representing 9.60% of his holdings.
Other than Rakesh's investment success, he greatly contributed to financial education by mentoring hundreds of Indian investors. For generations to come, Rakesh's investment portfolio will remain an example of success.