MarketsSuper InvestorsRekha & Rakesh Jhunjhunwala
RJ

Rekha & Rakesh Jhunjhunwala

The portfolio of late Rakesh Jhunjhunwala, the Big Bull, and Rekha Jhunjhunwala.

Portfolio value
₹39,969 Cr
Today
₹530.3 Cr -1.31%
Stocks
27
As of
31 Mar 2026
Returns vs NIFTY current basket
1M3M1Y
This portfolio-1.5%+2.5%+9.8%
NIFTY 50-4.0%-4.4%-5.6%
Today’s holdings valued back over each window vs the NIFTY 50. Not a record of actual trades.
Disclosed net worth by quarter
Dec '24Mar '25Jun '25Sept '25Dec '25Mar '267536k Cr
Sector allocation
Consumer Durables42.7%
Financial Services18.9%
Healthcare10.0%
Banking9.1%
Automobile and Auto Components6.0%
Capital Goods4.9%
Consumer Services3.1%
Portfolio X-ray
Top-5 weight
68%
Wtd P/E
53.1
Wtd ROE
29.2%
Holdings
27
By market cap
Large 79% Mid 4% Small 2%
Bought / added this quarter
No additions this quarter.
Sold / trimmed this quarter
NCC Ltd-8.78pp
Holdings · 27
#CompanySectorStakeValueTodayQ/QP/EROE5Q trend
1Titan Company LtdTITAN · Consumer DurablesConsumer Durables4.24%₹15,761.5 Cr-1.72%72.437%
2Star Health and Allied Insurance Company LtdSTARHEALTH · Financial ServicesFinancial Services15.57%₹4,810.5 Cr-0.19%
3Fortis Healthcare LtdFORTIS · HealthcareHealthcare4.02%₹2,991 Cr+1.74%72.311%
4TATA MOTORS PASS VEHTMPV · Automobile and Auto ComponentsAutomobile and Auto Components1.33%₹1,922.2 Cr-1.76%1.872%
5Canara BankCANBK · BankingBanking1.54%₹1,841.3 Cr-3.10%0.03pp6.017%
6The Federal Bank LimitedFEDERALBNK · BankingBanking2.42%₹1,795.7 Cr+0.02%16.512%
7Tata Motors LtdTMCV · Capital GoodsCapital Goods1.32%₹1,760.1 Cr-2.19%8.724%
8CRISIL LtdCRISIL · Financial ServicesFinancial Services5.19%₹1,443.2 Cr-2.06%33.428%
9Metro Brands LtdMETROBRAND · Consumer DurablesConsumer Durables4.79%₹1,292.1 Cr-3.26%75.919%
10Karur Vysya Bank LtdKARURVYSYA · Financial ServicesFinancial Services4.16%₹1,141.7 Cr+1.70%10.721%
11The Indian Hotels Company LimitedINDHOTEL · Consumer ServicesConsumer Services1.00%₹931.6 Cr-0.85%41.119%
12TATA COMMUNICATIONSTATACOMM · TelecommunicationTelecommunication1.58%₹858.6 Cr-3.29%53.331%
13VA Tech Wabag LtdWABAG · PowerPower8.02%₹772.5 Cr-3.46%25.616%
14Wockhardt LtdWOCKPHARMA · HealthcareHealthcare1.75%₹538.2 Cr-1.24%153.74%
15Escorts Kubota LtdESCORTS · Automobile and Auto ComponentsAutomobile and Auto Components1.53%₹478.4 Cr+0.67%13.221%
16Jubilant Pharmova LtdJUBLPHARMA · HealthcareHealthcare3.15%₹474.9 Cr-2.84%0.13pp37.66%
17Raghav Productivity Enhancers LtdRPEL · Capital GoodsCapital Goods4.36%₹218.2 Cr-1.82%0.44pp90.325%
18NCC LtdNCC · ConstructionConstruction1.85%₹166 Cr-2.20%8.78pp12.110%
19Valor Estate LtdDBREALTY · Consumer ServicesConsumer Services2.77%₹165.6 Cr-3.58%217.61%
20Geojit Financial Services LtdGEOJITFSL · Financial ServicesFinancial Services7.20%₹146.5 Cr-5.13%23.47%
21Jubilant Ingrevia LtdJUBLINGREA · ChemicalsChemicals1.39%₹136.9 Cr-1.32%34.69%
22Baazar Style Retail LtdSTYLEBAAZA · Consumer ServicesConsumer Services3.33%₹82.8 Cr-2.95%25.511%
23Sundrop Brands LtdSUNDROP · Fast Moving Consumer GoodsFast Moving Consumer Goods2.69%₹67.5 Cr+3.47%124.71%
24Inventurus Knowledge Solutions LtdIKS · Information TechnologyInformation Technology0.23%₹64.6 Cr-0.30%39.631%
25Aptech LtdAPTECHT · Consumer ServicesConsumer Services9.99%₹59.1 Cr-2.83%24.89%
26Singer India LtdSINGERIND · Consumer DurablesConsumer Durables6.83%₹29.5 Cr-0.93%6.78%
27Advent Hotels International LtdADVENTHTL · Consumer ServicesConsumer Services2.78%₹19.2 Cr-3.85%10.37%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25Mar '25Dec '24
Titan Company Ltd4.244.244.254.08··
Star Health and Allied Insurance Company Ltd15.5715.573.043.04··
Fortis Healthcare Ltd4.024.024.074.07··
TATA MOTORS PASS VEH1.331.331.351.301.30·
Canara Bank1.54·1.571.46··
The Federal Bank Limited2.422.422.421.48··
Tata Motors Ltd1.321.32····
CRISIL Ltd5.195.195.195.19··
Metro Brands Ltd·4.794.794.79··
Karur Vysya Bank Ltd4.164.164.164.16··
The Indian Hotels Company Limited1.001.001.001.001.02·
TATA COMMUNICATIONS1.581.581.581.58··
VA Tech Wabag Ltd8.028.038.038.04··
Wockhardt Ltd1.751.751.751.75··
Escorts Kubota Ltd1.531.531.531.53··
Jubilant Pharmova Ltd3.153.283.283.15··
Raghav Productivity Enhancers Ltd4.364.804.804.80··
NCC Ltd10.631.851.851.85··

Holdings are the latest disclosed stake per company (above 1%), from public shareholding filings; value = disclosed shares × latest market price, so it moves daily with the market while share counts update each quarter. “Q/Q” and the grid compare against prior quarters (pp = percentage points). Name variants of the same investor are merged. For information only - not investment advice.