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.