Rakesh Jhunjhunwala
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Rakesh Jhunjhunwala    
09 Aug 2018
Titan versus Lupin: How have Rakesh Jhunjhunwala's stocks performed in the June quarter results?

Rakesh Jhunjhunwala's portfolio is closely tracked by many investors, so Trendlyne took a look at how his picks have performed in the most recent June results (for those announced so far). Some performers have been in the news a lot - Titan, in which Jhunjhunwala has the lion's share of his money (Rs. 5,700+ crore of his Rs. 12,100 crore+ portfolio), delivered a strong quarter with 37.6% YoY net profit growth, and 11.7% YoY revenue growth. Another strong performer in the June quarter was VIP Industries, 

Pharma company Lupin however, disappointed, with declining revenues and profits. Jhunjhunwala has had persistent faith in Lupin, increasing his shareholding from 1.92% to 1.95% between March and June despite weak financials in previous quarters.  MCX, Geojit Financial Services and Karur Vysya Bank also had red in their financials. 

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Rakesh Jhunjhunwala    
03 Aug 2018
Business Standard
VIP Industries hit a new high of Rs 538, rallying 200% in past one year from Rs 179 on August 2, 2017 as compared to 15% rise in the S&P BSE Sensex.
Rakesh Jhunjhunwala    
01 Aug 2018
Business Standard
Both small and mid-cap indices have fallen even as the market has hit new highs, but the big bull keeps buying
Rakesh Jhunjhunwala    
26 Jul 2018
Rakesh Jhunjhunwala raises portfolio stake in Karur Vysya Bank

Rakesh Jhunjhunwala has raised his total stake in Karur Vysya Bank to 4.22%, an increase of 0.86% from the previous quarter. Jhunjhunwala's portfolio hasn't seen big increases so far as per the latest filings, so his bet on the bank is big news for investors following him closely. His increase brings his total investment in Karur Vysya to Rs. 300.67 crore.  

Rakesh Jhunjhunwala    
25 Jul 2018
Business Line
Rakesh Jhunjhunwala has increased his stake in Tamil Nadu-based Karur Vysya Bank to 4.22 per cent in the April-June quarter from 3.66 per cent at the
Rakesh Jhunjhunwala    
24 Jul 2018
Sensex hit a record high, but Jhunjhunwala doesn't yet have much to be happy about

Superstar investor Rakesh Jhunjhunwala now has a hefty-sized portfolio in the stock market.  But across his largest holdings, Jhunjhunwala hasn't yet seen too much to cheer about. While markets are rising, midcaps have yet to recover, and superstar investors like Jhunjhunwala pride themselves on discovering midcap stocks that could be the next big thing. This risk-taking tendency has hurt them in the presently turbulent midcap market.

 Jhunjhunwala's net public shareholding worth (based on exchanges data) in June last year was Rs. 13,580 crore. This June, the holdings hover around Rs. 13,180 crore, with stocks that have the largest share of his porfolio having declined in the last 3-6 months.

Take EscortsLupin Limited and Crisil, where Jhunjhunwala's holdings stand at Rs 861.63 crore, 718.4 crore, and Rs. 715.2 crore respectively. In the past quarter, all three stocks have declined, as have his other large holdings, including NCC, Rallis India and Federal Bank.

Even Titan, the reliable standby of Jhunjhunwala's portfolio which delivered a 50%+ gain over the year, has declined by over 10.9% in the past three months after the management gave a conservative estimate on its earnings forecast. 

Some stocks, including VIP Industries, are beginning to see a recovery as the markets see an upswing. But this has been a red quarter for Jhunjhunwala's investments, and he is still waiting for his upswing. 

1 Comment
prikrish They have already earned a big fortune in shares like escorts and titan and further growth will be less.
25 Jul 2018  Like
Rakesh Jhunjhunwala    
24 Jul 2018
Economic Times
"There are very big tailwinds for banks. Biggest disruption is coming in communication."
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Rakesh Jhunjhunwala    
23 Jul 2018
Economic Times
Like pretty girls, stock markets may excite you but you pay a very heavy price!
Rakesh Jhunjhunwala    
18 Jul 2018
Business Line
Rakesh Jhunjhunwala has raised his stake in Jaiprakash Associates to 1.98 per cent in the June quarter from 1.19 per cent, according to the shareholdi
Rakesh Jhunjhunwala    
29 Jun 2018
Business Standard
The stock was up 5% to Rs 881, bouncing back 7% from intra-day low of Rs 825 on the BSE.