October 3, 2025
Rakesh Jhunjhunwala
Rakesh Jhunjhunwala Model Portfolio 2012 has returned steady gains of 18.67% over the period of 8 months, translating to about 28% on an annualized basis
Rakesh Jhunjhunwala Model Portfolio 2012 has returned steady gains of 18.67% over the period of 8 months, translating to about 28% on an annualized basis

The noteworthy aspect is that all the stocks are top-notch and well known blue chip companies. If we can keep a 25% CAGR, our investment multiplies 86 times in 20 years and we get our multibaggers without any risk (dividends extra).

We wanted to add a few more stocks to the portfolio but the market has run up too much in a short time. We are waiting for a reasonable correction to go shopping again. However, we do want to add Hawkins Cookers to the model portfolio. The stock reported dismal results for the Quarter ended June 2012. However, it must be remembered that the steep fall in sales and profitability is owing to the labour problems at its’ Jaunpur Factory and an order of the Punjab Pollution Control Board stopping operations of its Hoshiarpur Factory. Ultimately, these are temporary factors and will be resolved sooner or later. If you have the patience to sit tight, you ought to be well rewarded for it.

Stock Price on 10.12.2011 (Rs) Price on 10.08.2012 (Rs) Investment (Rs) Nos of shares bought Market Value % gain
Bajaj Auto 1673 1676 1,00,000 60 1,00,560 0.56
Titan Industries 185 218 1,00,000 540 1,17,720 17.72
Coal India 316.65 349 1,00,000 316 1,10,284 10.28
Power Grid 98.60 120 1,00,000 1,014 1,21,680 21.68
HDFC Bank 536.90 602 1,00,000 186 1,11,972 11.97
Page Industries 2657.20 3071 1,00,000 38 1,16,698 16.69
VST Industries 1154.35 1768 1,00,000 87 1,53,816 53.81
      7,00,000   8,32,730 132.71
Simple Average Return (Absolute) 18.96
Stock Added: Hawkins Cookers at Rs. 1520 on 09.08.2012  

 

For more on the model portfolio click here and here

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