Markets › Super Investors › REKHA JHUNJHUNWALA
RJ
REKHA JHUNJHUNWALA
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹40,440 Cr
Today
+₹638.1 Cr +1.60%
Companies
25
As of
18 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio +11.4% NIFTY 50 -4.4%ahead of NIFTY by 15.8 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
69%
Wtd P/E
54.8
Wtd ROE
29.1%
Holdings
25
By market cap
Large 92% Mid 7% Small 1%
Bought / added last quarter
NCC Ltd+8.78pp
Holdings · 25
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Titan Company Ltd TITAN · Consumer Durables | 4.24% | ₹16,124.8 Cr | +2.38% | – | 75.0 | 37% |
| Star Health and Allied Insurance Company Ltd STARHEALTH · Financial Services | 15.57% | ₹4,844 Cr | +1.74% | – | – | – |
| Fortis Healthcare Ltd FORTIS · Healthcare | 4.02% | ₹2,974.8 Cr | -1.03% | – | 69.5 | 11% |
| Tata Motors Ltd TMCV · Capital Goods | 1.32% | ₹1,982.1 Cr | +4.18% | – | 49.4 | 24% |
| Tata Motors Passenger Vehicles Ltd TMPV · Automobile and Auto Components | 1.33% | ₹1,934.4 Cr | +1.64% | – | 1.8 | 72% |
| The Federal Bank Limited FEDERALBNK · Banking | 2.42% | ₹1,871.8 Cr | +0.44% | – | 17.4 | 12% |
| Canara Bank CANBK · Banking | 1.54% | ₹1,849.7 Cr | +0.40% | ▼ -0.03pp | 6.3 | 17% |
| CRISIL Ltd CRISIL · Financial Services | 5.19% | ₹1,512.8 Cr | +2.27% | – | 34.7 | 30% |
| Karur Vysya Bank Ltd KARURVYSYA · Financial Services | 4.16% | ₹1,162.6 Cr | +0.12% | – | 11.1 | 21% |
| NCC Ltd NCC · Construction | 10.63% | ₹1,018.6 Cr | +0.63% | ▲ +8.78pp | 13.2 | 10% |
| The Indian Hotels Company Limited INDHOTEL · Consumer Services | 1.00% | ₹985.6 Cr | +1.53% | – | 43.7 | 19% |
| TATA COMMUNICATIONS TATACOMM · Telecommunication | 1.58% | ₹870.4 Cr | -1.66% | – | 55.3 | 31% |
| VA Tech Wabag Ltd WABAG · Power | 8.02% | ₹814.6 Cr | +3.25% | – | 27.4 | 16% |
| Wockhardt Ltd WOCKPHARMA · Healthcare | 1.75% | ₹541.2 Cr | -1.57% | – | 155.8 | 4% |
| Jubilant Pharmova Ltd JUBLPHARMA · Healthcare | 3.15% | ₹497.7 Cr | +1.49% | ▼ -0.13pp | 39.7 | 6% |
| Escorts Kubota Ltd ESCORTS · Automobile and Auto Components | 1.53% | ₹478.5 Cr | +1.44% | – | 13.1 | 21% |
| Raghav Productivity Enhancers Ltd RPEL · Capital Goods | 4.36% | ₹240.2 Cr | +0.91% | ▼ -0.44pp | 100.5 | 25% |
| Valor Estate Ltd DBREALTY · Consumer Services | 2.77% | ₹171.3 Cr | +1.83% | – | 229.3 | 1% |
| Geojit Financial Services Ltd GEOJITFSL · Financial Services | 7.20% | ₹153.7 Cr | +1.96% | – | 25.5 | 7% |
| Jubilant Ingrevia Ltd JUBLINGREA · Chemicals | 1.39% | ₹141.4 Cr | +2.37% | – | 36.6 | 9% |
| Baazar Style Retail Ltd STYLEBAAZA · Consumer Services | 3.33% | ₹84.3 Cr | -0.28% | – | 54.1 | 11% |
| Aptech Ltd APTECHT · Consumer Services | 9.99% | ₹67.9 Cr | +2.20% | – | 28.9 | 9% |
| Sundrop Brands Ltd SUNDROP · Fast Moving Consumer Goods | 2.69% | ₹66.6 Cr | -4.14% | – | 123.3 | 1% |
| Singer India Ltd SINGERIND · Consumer Durables | 6.83% | ₹30.4 Cr | +3.83% | – | 34.9 | 8% |
| Advent Hotels International Ltd ADVENTHTL · Consumer Services | 2.78% | ₹21 Cr | +7.78% | – | 11.6 | 7% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Titan Company Ltd | 4.24 | 4.24 | 4.25 | 4.08 | · |
| Star Health and Allied Insurance Company Ltd | 15.57 | 15.57 | 3.04 | 3.04 | · |
| Fortis Healthcare Ltd | 4.02 | 4.02 | 4.07 | 4.07 | · |
| Tata Motors Ltd | 1.32 | 1.32 | · | · | · |
| Tata Motors Passenger Vehicles Ltd | 1.33 | 1.33 | 1.35 | 1.30 | 1.30 |
| The Federal Bank Limited | 2.42 | 2.42 | 2.42 | 1.48 | · |
| Canara Bank | 1.54 | · | 1.57 | 1.46 | · |
| CRISIL Ltd | 5.19 | 5.19 | 5.19 | 5.19 | · |
| Karur Vysya Bank Ltd | 4.16 | 4.16 | 4.16 | 4.16 | · |
| NCC Ltd | 1.85 | 1.85 | 1.85 | 1.85 | · |
| The Indian Hotels Company Limited | 1.00 | 1.00 | 1.00 | 1.00 | 1.02 |
| TATA COMMUNICATIONS | 1.58 | 1.58 | 1.58 | 1.58 | · |
| VA Tech Wabag Ltd | 8.02 | 8.03 | 8.03 | 8.04 | · |
| Wockhardt Ltd | 1.75 | 1.75 | 1.75 | 1.75 | · |
| Jubilant Pharmova Ltd | 3.15 | 3.28 | 3.28 | 3.15 | · |
| Escorts Kubota Ltd | 1.53 | 1.53 | 1.53 | 1.53 | · |
| Raghav Productivity Enhancers Ltd | 4.36 | 4.80 | 4.80 | 4.80 | · |
| Valor Estate Ltd | 2.77 | 2.78 | 2.78 | 2.78 | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.