October 1, 2025
Rakesh Jhunjhunwala's portfolio is on everybody's mind and rightly so because no other portfolio that we know of has the number of multi-baggers that Rakesh Jhunjhunwala's portfolio has
Rakesh Jhunjhunwala‘s portfolio is on everybody’s mind and rightly so because no other portfolio that we know of has the number of multi-baggers that Rakesh Jhunjhunwala‘s portfolio has

Rakesh Jhunjhunwala‘s official portfolio has now been bared by moneycontrol.com in a yeoman service to Rakesh Jhunjhunwala‘s millions of devoted followers across the Globe. Sometime ago we made the astonishing discovery that if one had simply bought shares that Rakesh Jhunjhunwala had bought, the investor would have made a sizeable profit (see Rakesh Jhunjhunwala’s Latest Portfolio, Holdings & Best Buys). Also, even if Rakesh Jhunjhunwala’s stock picks don’t turn out to be multibaggers, the investor can rest assured that because these shares are in good companies with sound fundamentals and quality management, the investment is quite secure (see Rakesh Jhunjhunwala’s investment techniques).

Of course, one must bear in mind that Rakesh Jhunjhunwala has had his own share (pun intended) of shares that have not taken off. So, the investor must be cautious not to blindly buy the shares that Rakesh Jhunjhunwala has invested in.

Shares held by Rakesh Jhunjhunwala as of March 2011

Company

%Holding

No of Shares (in Lakhs)

Rs Crore

Viceroy Hotels 10.02 42.50 15
Geojit BNP Paribas Financial Services 7.95 180.00 41
Credit Rating Information Services of India 7.75 5.50 315
Bilcare 7.37 17.35 80
Praj Industries 6.71 124.04 85
Ion Exchange (India) 6.53 8.75 12
Titan Industries 6.43 28.55 996
Geometric 6.36 39.65 26
Adinath Exim Resources Ltd 6.09 2.50 0
Zen Technologies 5.06 4.50 5
Agro Tech Foods 4.73 11.54 36
Prime Focus 4.55 63.25 28
VIP Industries 4.47 12.63 69
Autoline Industries 4.26 5.20 7
Delta Corp 3.72 75.00 53
Rallis India 3.35 6.51 81
Hindustan Oil Exploration Company 2.90 37.85 64
Rallis India 2.66 5.18 64
Orchid Chemicals and Pharmaceuticals 2.48 17.50 49
Alphageo (India) 2.43 1.25 1
Titan Industries 2.21 9.82 342
Reliance Broadcast Network 2.20 17.50 14
VIP Industries 1.96 5.55 30
Nagarjuna Construction Co. 1.95 50.00 50
A2Z Maintenance and Engineering Services 1.89 14.00 38
Lupin 1.86 83.13 328
Prime Focus 1.80 25.00 11
Kajaria Ceramics 1.70 12.53 9
Provogue (India) 1.66 19.00 8
Mcnally Bharat Engineering 1.54 4.80 12

Hindustan Oil Exploration Company 1.45 18.87 32
Pantaloon Retail (India) – B-DVR 1.32 2.11 5
Stride Arcolab 1.30 7.50 28
Lupin 1.19 53.26 210
Viceroy Hotels 1.18 5.00 2
Bilcare 1.14 2.68 12
Punj Lloyd 1.14 37.90 24
SREI Infrastructure Finance 1.08 12.50 5
Orchid Chemicals and Pharmaceuticals 1.06 7.50 21
IFCI 1.02 75.00 41

 

The total value of Rakesh Jhunjhunwala‘s portfolio is about Rs. 3249 crores. What is most interesting is that though there are about 34 stocks in the portfolio, ONLY THREE STOCKS make up the bulk of Rakesh Jhunjhunwala’s portfolio. These are:

Rakesh Jhunjhunwala’s major holding (Rs. in Crores) (Rs. in Crores)
CRISIL 315
TITAN 996
TITAN 342 1338
LUPIN 328
LUPIN 210 538
2191

The said three stocks, valued at approximately Rs. 2191 crores make up for 67.43% of Rakesh Jhunjhunwala‘s portfolio. Now that is real proof that Rakesh Jhunjhunwala is really a "concentrated portfolio" investor like Warren Buffett.

21 thoughts on “Rakesh Jhunjhunwala Portfolio As Of March 2011

  1. hi want to know why you never advice in your any convesation to buy or sell stock as always you just howarding around inspecific conclusion.

  2. SIR, PLEASE SEND ME RAKESH JHUNJJHUNWALA’S RECENT PORTFOLIO LIST WITH BUYING PRICE & DATE ON WHICH HE BOUGHT THEM

  3. Sir,please send me Rakesh Junjhunwala’s recent portfolio with buying price & date on which He bought them.

  4. SIR,
    PLEASE SEND ME RAKESH JHUNJHUNWALA’S RECENT PORTFOLIO LIST WITH BUYING PRICE & DATE. I HAVE TO INVEST RS 3 LAKHS. I REALLY FEEL OBLIGED IF I GET IT.
    THANKS

  5. sir

    I HAVE BOUGHT 1500 SHARES OF DCB AT AN AVERAGE RATE OF RS 51. AT THIS TIME ITS RATE HAS COME TO RS 44. WILL I AGAIN BUY 3000 SHARES. KINDLY GUIDE ME. I WILL KEEP IT FOR THREE YEARS.

    THANKS

  6. sir really im telling u r my role model …. how great you are ? may god bless you always sir ;;;;; thanks for be with us and guide us … the main thing is if you guide us we also a part of you …… pulikku porandhadhu poona aguma “thala”….. bye sir

  7. Sir,

    hats off to you, would you pls advise some good stock for medium to long time horizon. i suffered a huge loss in the stock market, I think your recommendation would help me to minimise my loss

    Looking forward to hereing from you soon.

    Regard

    –Shahab fm…Belgaum

    1. @milap dugar: Mid-cap stocks like Delta & A2Z typically do well in a raging bull market. At the moment, Titan looks a good buy because it has been subdued for long and will recoil. Another good buy is Hawkins which has been subdued owing to Pollution & Labour problems

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