The investment portfolio of Rakesh Jhunjhunwala
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updated on 29 July 2017
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When anxiety gripped Dalal Street through the June quarter in the runup to GST rollout and as the benchmark indices climbed new heights, Big Bull Rakesh Jhunjhunwala was all calm and relaxed, watching things pan out.
June quarter shareholding data available so far suggests the ace investor (& family) hardly made any change to his holdings in the 16 stocks he holds. That, even when half of them showed signs of weakness and performed badly through the quarter. There are about 30 listed companies where Jhunjhunwala owns more than one per cent stake.
Data available for the 16 Jhunjhunwala portfolio stocks showed the ace investor did some tinkering on the Aurobindo Pharma counter, but left the other 15 untouched despite up to 28 per cent fall in eight of them during the quarter
Among the Jhunjhunwala portfolio stocks, Mandhana Retail (down 28 per cent), Aptech (down 15 per cent), Delta Corp (down 14 per cent), MCX (10 per cent) and VIP Industries (7 per cent) performed poorly during the quarter.
It seems he meant what he said. Small corrections do not bother the Big Bull. (See table)
Geojit Financial Servies (up 201 per cent), ION Exchange (95 per cent), Anant Raj (74 per cent), Man Infra (70 per cent) and VIP Industries (52 per cent) have delivered over 50 per cent returned so far this calendar.
Source - Economic Times