When will we get our share of the multibagger stocks is the million dollar question.
As always, leading from the front was Titan Industries which contributed a mammoth Rs. 1,978 crores to the portfolio. The other multibagger stocks followed in hot pursuit with Lupin contributing Rs. 803 crores, CRISIL Rs. 508 crores, Rallis Rs. 236 crores and Karur Vysya Rs. 221 crores. The big stocks contribute to 65% of the value of the portfolio. The portfolio had its share of stragglers as well made up of dubious names such as Alphageo and Adinath Exim. However, these are stocks that Jhunjhunwala appears to have picked up on a whim and they are tolerated purely for sentimental reasons and not on merit.
As already stated, credit for spotting Titan when it was languishing at just a few bucks has to go to Utpal Sheth, RJ’s right hand man. Utpal Sheth has to also be given credit for insisting that RJ buy Praj Industries and then selling a big chunk of it at a super bumper profit.
The new stocks in the portfolio are Delta Corp, Sterling Holidays and SpiceJet which have to still prove their mettle.
Jhunjhunwala has already gone on record that in 2013 he is going to prune his portfolio and keep it to about 8 to 10 stocks. So, all stocks in the portfolio have been put to notice that they have to either perform or perish by 2013. The Badshah of Dalal Street is not going to tolerate any under-performance amongst his stocks.
|
Company |
Nos of shares held |
Latest Value of Portfolio |
|
Titan Ind |
88545000 |
19,785,380,250 |
|
A2Z Maintenance |
167730000 |
9,938,002,500 |
|
Lupin |
13639175 |
8,033,474,075 |
|
CRISIL |
5500000 |
5,081,450,000 |
|
Rallis India |
17423000 |
2,369,528,000 |
|
Karur Vysya |
5629224 |
2,213,692,338 |
|
Delta Corp |
15500000 |
908,300,000 |
|
Agro Tech Foods |
2003259 |
897,860,684 |
|
Hind Oil Explor |
7272416 |
843,600,256 |
|
VIP Industries |
10078000 |
762,400,700 |
|
Geojit BNP |
36000000 |
637,200,000 |
|
Praj Industries |
13904000 |
623,594,400 |
|
Geometric |
5310000 |
552,240,000 |
|
Kajaria Ceramic |
2502642 |
430,454,424 |
|
Strides Arcolab |
500000 |
413,000,000 |
|
Bilcare |
2002925 |
338,394,179 |
|
Prime Focus |
6325000 |
308,976,250 |
|
Orchid Chemical |
2500000 |
276,375,000 |
|
Autoline Ind |
1251233 |
230,164,310 |
|
Sterling Holidays |
2505000 |
195,390,000 |
|
IFCI |
7500000 |
189,750,000 |
|
Punj Lloyd |
3790000 |
170,550,000 |
|
NCC |
5000000 |
166,500,000 |
|
Ion Exchange |
875000 |
110,031,250 |
|
Viceroy Hotels |
4750000 |
104,975,000 |
|
Zen Tech |
900000 |
91,800,000 |
|
Reliance Broadcast |
1750000 |
84,962,500 |
|
SpiceJet |
2500000 |
76,000,000 |
|
SREI Infra |
2250000 |
51,862,500 |
|
Mcnally Bh Engg |
480000 |
45,360,000 |
|
Provogue |
1900000 |
26,505,000 |
|
Pantaloon (DVR) |
211000 |
21,933,450 |
|
Alphageo |
125000 |
5,606,250 |
|
Adinath Exim Re |
250000 |
4,000,000 |
|
Total Value Of Rakesh Jhunjhunwala Portfolio |
5595,95,09,516 |
|
What is the source of your information about this exact stock holdings?
The above data seems wrong for “A2Z Maintenance” …. A2Z total market cap is only 553 Crores … Your post says Jhunjhunwala’s holding alone is over 900 Crores!
– Mani
Admin @ http://bse2nse.com/forum.php