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Rakesh Jhunjhunwala Latest Portfolio Holdings – Jan 2017

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Rakesh Jhunjhunwala, 53, India’s most distinctive investor with a net worth of more than USD 1 billion.  He is one of the most famous and respected equity investors in India and manages his own portfolio as a partner in his asset management firm, Rare Enterprises.

Son of an income tax officer, he started trading in stocks while in Sydenham college and plunged into investing as a full time profession soon after completing his education.

He started his career with $100 in 1985 when the BSE Sensex was at 150. He made his first big profit of Rs 0.5 million in 1986 when he sold 5,000 shares of Tata Tea at a price of Rs 143 which he had purchased for Rs 43 a share just 3 months ago.   He made his first million in an iron ore mining company Sesa Goa whose shares he bought at Rs 27 and sold at Rs 1,400.

His privately owned stock trading firm Rare Enterprises, derives name from first two initials of his name and wife Rekha’s name.

Below is the list of Stocks held by Rakesh JhunJhunwala, Rekha JhunJhunwala or Rare Enterprises Equity: Updated in Dec 2016

Company %Holding No of Shares (in Lakhs) Rs Crore
Titan Company 9.05 804.66 1,799
Lupin 1.76 78.83 737
CRISIL 5.67 40 444
Rallis India 10.03 195.08 349
Delta Corp 6.84 155 182
Aptech 41.57 170.56 124
Geometric 19.35 122.51 122
NCC 11.54 296.08 89
Praj Industries 8.45 150.02 70
Firstsource Solutions 3.8 250 61
Escorts 4.08 50 60
TV18 Broadcast 1.34 229.4 56
Kesoram Industries 6.83 75 55
Pipavav Defence and Offshore
1.43 105 48
Prime Focus 6.14 113.95 38
Geojit BNP Paribas Financial
7.88 180 36
Anant Raj 2.12 62.5 35
Sterling Holiday Resorts
3.67 25.05 20
SpiceJet 1.92 100 19
A2Z Maintenance and Engineering
16.7 123.88 16
DB Realty 1.03 25 15
Viceroy Hotels 14.64 62.08 12
Autoline Industries 10.18 12.51 10
Bilcare 8.51 20.03 10
Ion Exchange (India) 6.02 8.75 9
Hindustan Oil Exploration Company 1.5 19.61 8
Mcnally Bharat Engineering 3.21 9.98 6
Prozone Capital Shopping Centres 2.46 37.5 6
Adinath Exim Resources 4.05 1.66 0
 Federal Bank 1.55%  270  

Total of above Portfolio is INR 4436 crores

Read my other post –   2014 – Top Large Cap, Mid Cap & Small Cap Stock Recommendations (for Medium to Long term)

Recently , he also bought shares in

Oct 2013 –   DHFL –  Bought 25 lakh shares Rs 135.32 (total Rs 33.83 crore)

Jan 2014  –  Radico Khaitan –  Bought 685,112 shares (0.5  % ) @ Rs 167 ( total Rs 11.5 crores)

March 2014  –  HT Media – 15 lakh shares @ 71.25 – Rs 11 crore Investment

4 – April 2014  –  Prakash Industries –  bought 25,00,000 shares  @ 59  (approx Rs 14.75 crores for 1.85% stake)  – Read News

23-April -2014  –  Prakash Industries –  bought 7.5 lakh shares @ 68  Read News

April 2014 –  Escorts & Rallis –  JhunJhunwala hikes stakes in these companies –  Read news

May 2014 –  In a recent Interview, RJ told that he likes following shares

  • Escorts
  • DHFL
  • Nagarjuna
  • Aurobindo Pharma
  • United Spirits
  • HPCL, BPCL, Coal India ( for short – medium term)
  • Tata Motors
  • 60% of portfolio is Titan,  Lupin  ,  CRISIL

15-May -2014  Orient Cement –  Rakesh Jhunjhunwala invests Rs 9 crores .  Read News

 13-June-2014  –   Edelweiss capital –  Rakesh Jhunjhunwala bought 1 crore shares @ Rs 55   Read News

 June 2014 – 4 Stocks which Rakesh JhunJhunwala likes.  Read the article.

08-Jul-2014 –  MCX – Rakesh Jhunjhunwala bought 2% stake in MCX @ Rs 664 per share ( Rs 66 cores) . Read Details

15-Jul-2014 –  MCX – Rakesh Jhunjhunwala bought 5 lakh shares of MCX @ Rs 735 per share ( Rs 36 cores) . Read Details

Month Stock Qty Price Total
         
Oct-13 DHFL 25 lakh 135.32 Rs 33.83 crore
Jan-14 Radico Khaitan 685112 167 Rs 11.5 crores
Mar-14 HT Media 15 lakh 71.25 RS 11 crore
Apr-14 Prakash Industries  25 lakh 59 Rs 14.75 crores
Apr-14 Prakash Industries  7.5 lakh 68  
Apr-14 Escorts      
Apr-14 Rallis      
May-14 Orient Cement     Rs 9 crores
Jun-14 Edelweiss capital 1 crore 55  
Jul-14 MCX  2% stake
664 Rs 66 crores
Jul-14 MCX  5 lakh 735 Rs 36 crores

I will add more stocks as & when I get more information.

 14-Nov-14   Jhunjhunwala increased his stake in NCC  recently through the open market and by subscribing to the rights issue.He has acquired four crore shares by subscribing to the rights issue and bought 6.5 lakh shares through the open market on October 31. He held 11.85% stake as on September 30, 2014 and with this purchase, his stake has risen to 12.78%.

 28-Nov-2014  – SpiceJet –  Rakesh Jhunjunwala picks up 1.4% stake in Spicejet @ average price of Rs 17.88  . Read more

28-Dec-2014 –  Following are top 7 Stocks on which Rakesh JhunJhunwala is betting –  Titan Company, United Spirits, Lupin, MCX, Crisil, Rallis India. He also like Housing Finance Companies.

30-Jan-2015  –  Rakesh  Jhunjhunwala buys additional 625,000 shares in Geojit BNP Paribas Financial Services @ Rs 51.95   (Read details)

30-Jan-2015  –  Rakesh  Jhunjhunwala buys 30 lakh shares in Man Infra @ Rs 36   (Read details)

02-Feb -2015  –  Rakesh  Jhunjhunwala buys additional 12.5 lakh shares in Delta Corp @ Rs 91.75   (Read details)

11-Feb-2015 –  Rakesh Jjhunjhunwala invests in Fortis Healthcare  34 lakh shares @Rs 119   (Read news)

 7-April-2015 –  RJ raised its stake in ESCORTS by 2.67%

May 2015 – Rakesh JhunJhunwala is at No. 1 Public shareholder (as per CNBC TV report) – Read News

 Oct 2015 –  Rakesh Jhunjhunwala picked up 1.05 %  stake in Jet Airways for Rs 50.52 crore  @ Rs 422.76 per share. Read Details

April 2016  – Rakesh Jhunjhunwala has invested Rs 25 crores in Next Mediaworks ( the holding company of Next Radio that operates FM channels under the brand name of “Radio One”) 

Aug 2016 – Rakesh Jhunjhunwala bought 7 lakh shares of Aptech  @ Rs 92

Sep 2016 – Rakesh & Rekha Jhunjhunwala bought more shares of Aptech  (2.5 lakh & 5 lakh) @ Rs 143 & Rs 155. Aptech announced an entry into pre-school segment.
Sep 2016 – Rakesh Jhunjhunwala backed company – John Energy is planning for its IPO. RJ holds 19% in this company.

Dec 2016 –  Insync Capital Partners (where Rakesh Jhunjhunwala is director) bought 2.95 lakh shares of Datamatics Global  @Rs 102 per share.  Some of the other investments of Insync Capital include Kirloskar Brothers, Adlabs Entertainment and Tourism Finance CorporationBSE 0.00 %. In October, the company bought 4.25 lakh shares of Tourism Finance Corporation. In September, it bought 3.5 lakh shares of Adlabs Entertainment.

16 Dec 2016:  Rakesh Jhunjhunwala buys 12.74% in Mandhana Retail Ventures  that holds licences to manufacture and sell Salman Khan’s Being Human brand of clothing and fashion accessories.

 

Read my other post –   Top Large Cap, Mid Cap & Small Cap Stock Recommendations (for Medium to Long term)

Also Read –  Top Indian Stocks with high FII Holdings

If you have any queries related to this article or any other personal finance query ( Investment, Taxation etc), please comment below

http://wealth18.com/

About wealth18

The author is a Chartered Accountant and loves to write about Personal Finance, Wealth Management, Taxation etc. Disclaimer - The articles on this website is for informational and knowledge purposes and should not be treated as financial advice, Please consult your financial advisor before taking any investment decision.

232 comments

  1. he is also having radico khaitan in his portfolio. doesnt he?

    • Yes he bought this in Jan 2014, so not yet updated in Shareholding pattern of companies. I will include it in the list. Thanks for sharing.

      • SIR PLEASE POST WITH THE PRICE BECAUSE IT MAY HELP US TO TRACK THE PORTFOLIO EASILY AND PLEASE UPDATE WITH THE LATEST SHAREHOLDING PATTERN.THANKING YOU

        • Prices for some of his old investments are not available.

          However, for new purchases, I am including prices as well.

          • Sir what is the importance of stop loss for any particular stocks in your veiw

          • Hi Manish,
            A stop-loss is designed to limit an investor’s loss on a position in a security. it is mainly used by short term traders.
            For e.g. If you have bought a share for Rs 1000, then they may put a stop loss of Rs 900. So if the share price go to 900, they will sell and book the loss, because the chances are stock will go further down ( may by 850 or so)

        • mere pass prakash industries ke 5000 share hi kya kerna chaiye

          • Sorry we donot give stock specific advice.

            Both Rakesh Jhunjhunwala & Reliance MF has approx 3% stake each in the company

      • Did he sold edelweiss..cant see in his holding but bse site is showing that he holds 1 cr shares

    • Dear Friends, Just new in financial maths and got a bit confused with below statement on Mr. Jhunjhunwala’s investment statistics . If he started with 100 $ considering 6000 Rs in year 1985 and achieved major milestone by earning 0.5 million = 5 lakhs in year 1986 by selling 5000 Tata tea shares for Rs 143 = 7,15000 Rs that he bought for 43 a share just 3 months back meaning a investment of 2,15000 Rs. Now if you notice here he managed to get his money grow by 40 times in just 9 months …isn’t it amazing and unbelievable at the same time…please throw a light am i correct in understanding….thanks in advance

    • Hi Guys,
      Can any one guide me to do some analysis in Stock Market as I heard EDUCOMP SOLUTIONS in CNBC Awaaz on 15th and I bought 2000 sh. @ 19 now it goes Lower circuit…
      What to do now should i sell and book Rs 1800 or i shall wait…

      Rgd
      Ajay

      • We donot give stock specific advice. Some facts :

        Mo Mutual funds are holding stakes in EDUCOMP SOLUTIONS. The company has massive losses.
        However, there are some 6 foreign investors holding 22% (as Dec 2014)

    • Hi, thanks for sharing the information. Can you please include the details of when he is selling the shares he purchased..

      • Unless it is block deal, it is difficult to know when he is selling. Normally it is reflected after 1 quarter when the companies report shareholding pattern.

  2. Hi Vivek, Prateek Jain,this side.

    Vivek i love reading your post and i am amazed by the knowledge you possess. I really admire you and see you as a mentor.

    Vivek i need a personal advise from you, I am also a chartered Accountant by profession,but trully speaking i don’t like work of taxation and audit.I want to persue my career in investment banking and equity research and want to make money throgh that profile.

    It would be great if you kindly guide me.

    Thanks & regards
    Prateek Jain
    07856848703

  3. hiee vivek, Neha here

    I really like reading your posts and I really respect your knowledge
    I need a advice from you.I am persuing CA and I am doing my articleship in Tax Firm bt I want to persue my career in markets & Investment Banking .

    I would be greatfully to you if you guide me

    Thanks & Regards,
    Neha

    • Hi Neha,
      You should try getting some exposure to capital makets. Youc an also consider doing soem NSE NCFM certifications.

  4. Guys,

    NCFM certification does not help in any manner to pursue a career in IB / ER or in capital market at large. Focus on your CA which will give you far better learning experience in the field of capital market. Browse through some of the reference books like Security Analsysis etc., Read research reports on different industries, go through annual reports, start tracking market and news items and start investing in stocks as this will make you more focus, but do fundamental research before investing. Investment based on trading tips (which most of the retail investor end up doing) will not help you. Even following RJ wil not help you because his risk apetitie is completely different than the other individuals and everyone has its own style of trading and investment which may not work in case of others.

    CA / CMA / MBA Amit Murarka

  5. Dear Mr Vivek,

    I have been reading your posts here and I really appreciate your efforts.

    However I am surprised to see certain scrips in this list.For example, Praj Industries has already been exited from by RJ.Similar is the case with Prime Focus.Hence I humbly request you to update this list.

    Thanks again and warm regards,

    Kamlesh Bhatt.

    • Dear Mr Kamlesh, Thanks for your comment.

      I checked the shareholding pattern for Mar 2014, and

      1) Prime Focus – more than 6% held by RJ
      2) Praj Ind – They sold it in June 2014

    • Dear Kamlesh,

      How can we know about RJ’s investments at earliest and reliable? Which is the best source tot get recs to trade in f&o segment? I would appreciate your expert guidance.
      Thanks with regards
      Vijay

      • If the trade is big, it normally comes in news. Also, it gets updated in quarterly shareholding pattern.
        But data is not available for all trades done by him.

  6. Srinivas Krishnan

    Hi for how much price did Rakesh Junjunwala had bought Delta Corp any Idea..

    Thanks

  7. In year 2014 i found these stocks are bought and sold By Rakesh Jhunjhunwala from mentioned website. Is this information correct ?

    Edelweiss Financial Services Ltd – Buy
    Prakash Industries Ltd – Buy
    Aptech Ltd – Buy
    Praj Industries Ltd- Sell
    Praj Industries Ltd – Sell
    A2z Maintenance & Engineering Services Ltd-Sell

  8. I have been a big fan of RJ from my childhood, One day, I could able to see him in the Mumbai Airport. I have analyzed the technical analysis of Praj Industries, it is very sound and it can not come down further, the block deal and off load Praj Industries by RJ on June 6 is unbelievable, he might have entered once again through other route in Praj Industries.

  9. Does he hold Aurobindo and karur vysya?

    • He holds

      Aurobindo – 30 lakh shares (1% of total equity)
      Karur Vysya – 42 lakh shares (3.93 % of equity)

  10. Hi Mr Vivek:
    Pranam!
    First off, thank you so much for the wonderful updates you provide on the Warren Buffet of India – if we could just hang onto his coattails (which is why we google – and arrive here) we’d all be happily rich. But i guess it all boils down to timing – and he is the king in that domain.

    Vivek-ji, i am (one of the millions who want to make money from the market – but dont know how) a fence-sitter. Cut-to-chase could you please (PLEASE) guide hopefuls like me by guiding us with :

    a. after the bull run, and AFTER the budget – could you please suggest a few stocks/sectors and
    b. guide us on the entry and exit strategies ( like till when we can enter the stock and how to garner himmat to get out and optimize our returns (coz we get greedy when it gets there)

    i know what i am asking for is actually a paid/premium service in all the commercial websites – but i plead that you can atleast give us a headstart to get into the market.

    shamelessly hoping for some free advice,
    with best regards,
    ajay
    ajay

    • Hi Ajay, Thanks for your message. Every one of us wants to know the RJ’s mantra to make money. However, it is not possible to time the market everytime unless you are lucky.

      If you want to make money, you need to invest for long term.
      For Short term trading, you need to devote more time, understand the technical charts etc… a Normal investor is most likely to loose in short term..

      For starting, you need to define your timeline & make realistic assumption., Dont expect that you pick a stock todsay and it gets double in 6 months….
      If you invest with that intent, you are more likely to loose money in stock market. You might get lucky with 1-2 stocks but not always.

      The best option is to pick quality stocks, invest at different levels and invest for long term.
      If this is your inital phases in stock market, you might consider investing via Mutual funds. Some of the mutual funds have given 75% returns in last 6 months. There you avoid the risk of stock picking & timing…

  11. Dear Mr. Vivek,

    It is really a nice blog. I personally follow Mr. Anirudh Sethi several times…can you plz start giving tips like him for intraday trading.

    • Hi Gaurav, Thanks for finding it useful.
      We normally compile recommendations for long term and not for intraday trading.

  12. Please update the portfolio. 🙂

  13. sorry sir

    no updates at my side. i live in a very remort area.

  14. Abhishek Gaumatg

    Hello Mr Vivek,

    Your details are very helpful for us. can you tell me that RJ still holding radico khaitan with buying price of 167 because now share is on very low price of 97…
    Also please tell me that when can we know that selling by RJ. all details are of buying but what about sell by RJ from those shares which you showing.

    Thanks
    Abhi

    • Hi Abhishek,

      Normally, if they sell in Bulk, we can identify via Bulk deals data at Exchanges.

      I can’t see any Bulk deal for Radica Khaitan (Buy / Sell) after Jan 2014 which potentially mena that he has not yet sold the stock.

  15. Dear Vivek

    Portfolio is not updated since June

    Please look into the same

    Sachin
    9819311172

    • Hi Sachin, We upodate the portfolio every quartr.

      Any purchases after Jun are mentioned below the table, please see.

  16. Dharmesh Agrawal

    Hi vivek sir,
    Sir I need to your help I want to become a good investor.I m pursuing my btech bt I want to work in capital market. I invest money in few stock symphony@67 ,kaveri seeds@76 .I believe in long term investment .I don’t sell any stock which I buy. I buy for forever. I want job in capital market so how can I get while I belong to technical field

  17. Hi Vivek Ji,

    I am looking for career change from Telecom to Finance (Portfolio Management / Stock Research) is there any good internship in Chennai for me, I am also persuing NCFM certifications in 3 modules.

    Regards,
    Moto

    • I think once you complete your NCFM course, then you can try in stock broking companies like SMC, Religare, Motilal oswal,
      Alankit, Karvy etc

  18. Hi vivek,can you furnish me some details about at what prices did rakesh jhunjhunwala bought aptech shares?

    • In July 2005, RJ took 10% stake in Aptech @ Rs 56 per share
      He then picked up an additional 8% stake through a preferential allotment at Rs 61 per share.
      In October 2006, Rakesh and Rekha Jhunjhunwala were together allotted 27 lakh warrants at a conversion price of Rs 113 per share, which they did convert later.

      Between late October and early November 2008, the promoters bought another 10 lakh shares when the shares traded between a low of Rs 51 and a high of Rs 88.

      In May 2012, Jhunjhunwala purchased 10.95 lakh shares (amounting 2.24 per cent stake) of the company for Rs 70.44 apiece, valuing the deal to Rs 7.71 crore.

      At present they are holding around 42% stake in Aptech.

  19. sir

    which stocks scripts u think abut to invest for short term

  20. Rajesh Vaishampayan

    Vivek Sir,

    My intent is to have a long term investment with a time horizon of 3 to 5 years and even more as well to ensure Capital Appreciation. Can you please suggest me few quality stocks which turned out to be Multi Baggers e.g like Titan, Rallis India, Praj etc. Appreciate your valuable advise.

    Thanks & Regards,

    Rajesh Vaishampayan

    • hi Rajesh, First of all 3-5 years is not a long term for Equity Investment for capital appreciation. At least 5-7 years is a good time.

      Also, if you are new to share market, it is better to go via Mutual fund route. There are midcap / diversified funds which have performed consistently giving returns of 20-25% annually. with some giving 100% return in an year.

      http://wealth18.com/best-mutual-funds-to-invest-in-2014-top-performing-mutual-funds-in-india/

      • Rajesh Vaishampayan

        Vivek Sir,

        Thanks for the reply. Believe me I am not a new investor, I have invested in all the Asset Classes including Mutual Funds investment as well but at this juncture, would like to extend my exposure more towards hard core equity investment considering markets would be in bull phase in coming years hence requesting for advise of Multi baggers in coming years. As you have rightly said, Long Term Capital Appreciation in equity would take at least 5-7 years and I am ready to wait for those many years.

        Thanks & Regards,

        Rajesh Vaishampayan

  21. Namaskar Vivekji,

    Can we buy Radico Khaitan at this price as on !5th Sept.
    it has gone down after showing yh 171.50. Rj has bot at 167.
    pl suggest
    Thanks

  22. HI ,
    Vivekji ,
    I want to know about mcx ,is that good to invest in this share for long term horizen .
    Can you advise.
    Regards ,
    Santanu .

  23. vivek sir

    i am a ca final student. will u please give the information about nism certification course. i am interested in security analysis. so should i go for this course?

  24. thank you sir

  25. Hii guys,

    What you say abt buying snowman logistics at current level.

  26. Hi Vivekji,

    I have been investing in stocks and MF’s from quite some time now but Derivatives is an area i still need to explore. The information i get in the learning websites and books give a very basic knowledge which is hardly useful when you sit and trade. Can you suggest me any website which can give me real time trading experience or any means by which i can enhance my knowledge.

    Thank you
    Viraj

    • Hi Viraj, I am not sure if there are any websites which provide mock trading on Derivatives. Normally, there are sites for mock share trading.

  27. Hi Vivek Sir, I had been investing in stocks almost 10 years back through IPOs only e.g. dlf, maruti, divis, pnb, edelwiess etc. but have sold out all the stocks long back afer earning some profits on all of them. dlf is still with me. Now after taking premature retirement from the Bank I want to pursue this a full time business. I can invest for a long term also say 5 to 7 years and more. Please guide me can I become a successful investor. Whether any coaching/guidance/education is required. If so, from where and how it can be acquired. Please guide.
    Thanks & regards

  28. can i buy NCC for 1year period

  29. vivek sir,

    i regularly read your post and its very useful.

    please suggest link for learning about arbitrage opportunity in forex and derivatives.

    thanks in advance.

  30. Is he increasing his stake in tv18 broadcast ?

  31. Hi Vivek Sir,

    Could you please tell me if RJ is completely out of A2Z Maintenance or is he still holding it ?
    Is this stock good for long term investment if I am looking for a period of 3-4 years ?

    Thank you for your guidance.

    Rahul

    • Hi Rahul, RJ still hold 4% in A2Z Maintenance ( 30 lakh shares).
      We are not in position to give any stock specific advice.

  32. Dear all reader
    don’t follow any one use your own skill to sellect equity or invest through mf

  33. Hope he still hold Karur Vysya Bank in his portfolio,, it’s not listed in above list of his holdings. Is some more stocks are kept unlisted..

  34. nice keep it going with updates!

  35. Hi

    How about your analysis in prakash industries..Please do reply..

  36. Hi Vivek,
    Can you tell me when bought into pipavav defence and at what price.

    • In 2011, RJ invested in Pipavav defence @ Rs 78 per share.
      Again in 2013, he was allotted 1 crore shares at the same price.

  37. Dear Viverk Sir,

    I plan to invest in stock market in Jan 15. I am watching stocks and investment is not started. Now I think the future is uncertain, so I think the following strategy for investment, please give me advice about the correctness,

    1. The players will take advantage early before retailers take advantage
    2. The interest is a good swallower so avoidance of huge interest paying companies.
    3. Crude Oil prices will be a moderate player in market so avoidance of high oil cost companies.
    4. Following Rakesh Junwala’s Portfolio of about 24 stocks.
    5. Insider trading not gone out fully, so retailers can not take full advantage
    6. Jewellery will not be having much demand in future so Titan Company Ltd is to be performed well in future also.
    7. Will you suggest some monopoly companies for taking competitive advantage
    8. 30 % + 40 % + 30 % strategy is correct for investing

    I think you will value this and your suggestions are highly appreciable in this case.

    Hope for the best advice

    Thank you

    HARI KUMAR S

    • Dear Sir,

      There is no reply for my question, so please let me give some responses.

      Reg
      Hari

      • Hi Hari, Apologies for the delayed response.
        There are few 100 queries every week and I am trying to respond them as soon as possible.
        Please keep an eye, I will respond them in the coming week. Thanks

    • Hi Hari,

      Interesting to see your analysis approach

      1. Normally big players have more information and able to analyse & act fast. That’s why Mutual fund are good option for retail investors.
      2. Rather than avoiding high interest payment companies, the good metric is Debt / Equity ratio where the companies are highly leveraged.
      Would you prefer 1) Company A where the Debt is 1000 crore (interest payment 100 crore) with Equity of Rs 50 crore OR 2) Company B ( where the Debt is 2000 crore (interest payment 200 crore) with Equity of Rs 1000 crore

      3) Even the high crude oil cost companies can give good returns , as they may pass the high cost to consumers. e.g. Reliance Industries is dependent on crude.

      4. May be good to analyse these stocks. But horizon should be longf
      5. Big players may be in better position to analyse information.
      6. Jewellery demand in India will always be there. But it is impacted by Gold prices, exchange rate, Government policies etc
      7. Will you suggest some monopoly companies for taking competitive advantage
      8. What do you mean by – 30 % + 40 % + 30 % strategy ?

      • Dear Vivek Jain Sir,

        Thank you for your valuable response for my questions. The 30%+40%+30% is the amount to be invested from the total figure.( at three times).

        Regards
        Hari

  38. Which shares did Mr Rakesh jhunjhunwala buy in December 2014?plz tell

  39. Hi vivek,
    Thanks for all the above information. Can you please share RJ portfolio with date timing starting from the beginning,I,e from tata tea purchase.

  40. HI Mr.Vivek….I’m Arnab….I live in KOLKATA

    Can MBA Freshers from finance background start off their careers in Equity Market as a Relationship Manager or Equity Dealer? I have done a Capital Market Dealer’s Module certification from NCFM…whether that will help? or need few more certifications to be eligible? What’s your suggestion to MBA(finance) freshers who are seeking job opportunities in INDIAN EQUITY MARKET?

    • MBA finance freshers should be easily able to go for Relationship managers. as you need understanding of Products as well as Sales capabilities.

  41. Buy axis tomorrow Q3 results tomorrow

  42. Buy axis tomorrow

    • Buy axis today , not tomorrow as axis bank Q3 2015 result is today its last 3 months results wiile fantastic internal report and its last 3 month share /stock graph trend is upwards

  43. vivek sir,

    is there any courses available by icai for security analyisis???
    specially for forex and derivatives?

  44. Hello sir just want to know what to buy to get a good return in 1 or 2 months
    Thanks

    • Hi Rahul, Sorry we donot provide short term tips.
      You should invest in Shares/ equities with ling term view in mind otherwise there are high chances of losses.

  45. I want update portfolio of Rajesh juju walk.as well as I want to learn about …how to choose correct stock.
    How to see chart of the stock and choose and take decision in shocks…
    Pls help me..

  46. Hello Vivek,

    Can you pl share your thoughts on IVRCL & Lanco Infra, how do you see Infra and Construction Co perform from here on.

    Will appriciate your inputs, Thanks in advance.

    Best Regards,

    Zuheb.

  47. Dear Mr Vivek
    Informations provided are very useful and very relevent to the Capital market and trend.
    Thanks for sharing useful information and advices
    Regards
    TC Baphna

  48. Will shri RAKESH JHUNJUNWALA pick shares in Core Education & Technologies Ltd., Sterling Biotech Ltd., Sree Renuka Sugars Ltd., and Zee Media Corporation Ltd., and save the investors public currently available in them, as he did in Spicejet recently

  49. sir, it will be very helpful if you can include the entry price of the shares or the time when the shares are being bought by him.

  50. Dear Mr. Vivek

    Can u tell me about GMR Infra.

    With Regards

  51. sir

    why not updated portfolio including DHFL

  52. If anybody wants to invest money on pharmaceutical company, then invest on Brooks Laboratories Ltd. Investor will have to invest money in this company for long term purpose. At least for 02 years. According to my calculations after 2 years the rate of share will be minimum 128/- to 139/- or more than that.

  53. Sir,

    I would like to invest Rs 3.0 Lac in share market for around 1 year or more. Which stock should I buy?

    • Time frame of 1 year for share market is risky. You may get profit but at the same time risk of loss I high.
      It is better to invest for long term, preferably via Equity funds.

      Sorry, but we donot provide stock specific advice.

  54. Kindly post holding & average purchase price in polaris

    • Jhunjhunwala raised his stake in the Polaris from 1.58 percent at the end of September 2014 quarter to 3.83 percent in December quarter.
      The price is not known.

  55. Hello Rakesh Jhunjhunwala ji
    Kindly have your kripa drishti on GTL Infra.if u buy I will become rich.

  56. sir,
    please advising top shares name which give profit

  57. If I add the % Holding of Jhunjhunwala as mentioned here it comes out to be 221.7 %. According to me it should be 100 %. Please clarify.

    Regards
    Anees

  58. Hello Vivek Sir, the volume in Fortis Healthcare is 31 Lacs but you posted that he had bought 34 Lacs shares. I am little bit confused, it will be very helpful if you clearify this confusion. Thank you.

  59. Can u tell rj have stake in nitesh

  60. Aryan Bhola Krishnoo

    I just wanted to know and calculate something about this genius.
    He started with Rs. 5000/- around 30 years back and today he is around 13000 Crores.
    1. What is his CAGR?
    2. He trades and park money in the investment stocks, but some of his stocks hardly move, even then he remain invested. Can we have details of his number of shares holding as well cost of buy over the years.
    3. His trading and investment strategies are always mystery even when his portfolio is cynosure, what can be his strategies?
    4. There has been other stocks whose performance has been better than his own, and he must have also probably looked at those stocks e.g. Sun Pharma. Why he did not invest or trade in those stock those have been high yielding than his own invested.
    5. Warren Buffett has his Zero cost of fund raising. Rakesh Jhunjhunwala does not raise money for investment. initially he borrowed money and now he says that he made most of his money by trading and profits are parked in investment stocks. Any detailed education on his strategies and movements over the years.

    I really need education to tread the path that he follows.

    • Aryan Bhola Krishnoo

      One more note. Warren Buffet has his CAGR ranging from 20% – 30%, but our own Rakesh Ji carries much more… if we draw graph of wealth creation, Rakesh Jhunjhunwala is far ahead the Warren, and that too even in an economic environment that stands dwarf in comparison to Warren’s USA and Global investment Holdings.

    • Hi |Aryan,

      I believe for answer your queries, we need to wait for biography from Mr jhunjhunwala 🙂

  61. Vivek Sir

    Is Mr. R J still holding prakash industries.

    Thnxs

  62. Narendra Nigwekar

    Hi. Can u please advice which share to buy for long term

  63. Vivek Ji

    Is Mr. RJ still holding prakash industries in his portfolio

  64. WHAT YOUR TAKE ON PPAP AUTOMATIVE @ VIVEK

    • Apologies, we are not in position to give stock specific advice. Also it seems that not many analyst track this stock as i could not find any recommendation.

  65. hi can i get regular mail updates on the stock market

  66. Savio A ferreira

    Is there any Stock advice firm of RAKESHJI

  67. I want to invest Rs 5000 /month in through SIP ,expecting good returns in next 10-12 years ,pls suggest good fund names where i can invest.

  68. Namaskar Sir,
    Some good names like Crisil is surprisingly not moving ahead… Can you please shed some light on this stock!

    • Hi Manu,

      We donot provide any stock specific advice.

      But looking at the past data, it seems that CRISIL has given 22% return over last 6 months & 80% return over lat 1 year.

      Rakesh Jhunjhunwala holds 40 lakh shares (5.64%) in CRISIL.

  69. He has also stake in Intellect Design Arena, check the shareholding report for March, 2015

    • Intellect Design Arena is the resulting Company after Polaris Consulting Services demerged it’s products division. It was listed on December 18, 2014 on both NSE & BSE.

      Rakesh JhunJhunwala hold 3.76% stake & Reliance MF holds 7% stake (Dec 2014)

  70. hitesh prajapati

    Are you exit in primefocus stock?

    • I think RJ has exited this stock as I cant see his name in more than 1% shareholding list. 1 year back , he was holding 6% shares.

      Now, Standard Chartered Private Equity (Mauritus) III Ltd holds approx 20% shareholding & Reliance Mediaworkds Ltd (PAC) holds 24% shareholding.

  71. I like this portfolio, I guess some of them are trading ideas than investment bets

  72. hitesh prajapati

    What is target of primefocus stock in long terms?

  73. does he hold Ashiyana housing?

    • As per the shareholding report, he is not appearing as investor holding more than 1%.

      If he is holding less than 1%, then we will not be able to know from shareholding report.

      • Hi
        Today I saw your page I like it.
        Kindly write me how to got full share holding from any company . OR want to know about shares holder below 1% holding..
        Thanks

        • Hi Anand,

          There is no requirement for the companies to publish shareholding less than 1%, so it is not possible to get that information.

  74. nice artical

  75. sir,

    did rakesh sir purchased any shares from future group?

    regards
    vishal

  76. I would like to invest 50000 and create porftfolio. Now, I am confused with so many brokerage firms. Which one to go for and how should I decide which is the one appropriate for me. I am planning for long term investment …may be for 5-7 years with self brokering. And in a year maximum 6 transacation I will perform.

    Since my investment money is less so I don’t want to pay more for transaction.

    Also share some thoughts about the Demat Accounts, which one to go for ?

    • Hi Rajesh,

      Are you keen only to invest is Shares or open to invest in Mutual funds (Equities) ?

      Also, most brokerage have similar commissions. In which bank do you have account ?

    • Dear Rajesh,

      For your volume and frequency of transactions, the actual brokerage may not matter much. You could go with any ‘established’ broker. For a beginner, I would recommend you to go for one of the major banks who offer a 3-in-1 account. This would suit due to the simplicity, where you could monitor/ experiment easily. You may settle for either ICICI, KOTAK or HDFC .

      Your investment horizon – Long-term fits very well, however, I should caution you to remind yourself often that the money invested is risk capital – of the highest order.

      Hope this helps.

      Best, Gee

  77. sir pls suggest for investment in which share with very small capital.

  78. Hi,vivek do u know average buying price of Rallis and Escorts? Quantity and timing also. Plzzz

  79. I have ONGC shares around 1400 @ 368, Suggest what to do.

  80. Vivek sir ,
    Gud morning
    I ‘m new boy to yor blog , i want to know about the future prospect of realty stock in 2 or 3 years , please give the name of good quality stock ,,,i bought 200 oberai realty @238 is it gud or not thakning u

    • Hi Ranbir, We donot provide any stock specific advice. For long term retail investor, mutual funds are better option to diversify risks.

  81. Hi Vivek,

    I puchased 100 shares @21.81 of Future consumer Enterpirces shares is it right purchasing or not can i sold out now it is trading @24.50 please adise.

  82. And also of RICHA INDUSTRIES LIMITED 200 shares @30.92 now trading 41.25 can i sold or hold it .pls advise.

  83. Rakesh jhunjhunwala’s portfolio is up more than 125 crores just today!!

  84. i want to know buying price of viceroy hotel of jhunjhunwala and also want to know that he sold viceroyhotel or he has still in his portfolio

    • Jhunjhunwala holds 62 lakhs shares of Viceroy hotel.

      In April 2012, he bought 14.5 lakhs shares at approx. Rs 15 per share.

  85. Hi, you haven’t included Federal bank.

  86. Hi Vivek,

    Can A2z be considered a multi-bagger stock in next 2 years?

  87. Sir,iam purchase of tourism finance corporation of India Ltd.@47 please suggest me and your view for this stock king term

  88. Tourism finance corporation of India Ltd skrip for long term target please suggest me this skrip is jackpot yes/no fundamentally strong eps is 7 ,debt free company current price 45/-

  89. Hi viveksir, is Mr. Rj still holding next media in his portfolio & what is news next media

    • As per the current shareholding details, RJ name is not appearning in the list of investors that holds more than 1% of Next Mediaworks.

  90. Hi Sir,

    which segment have more returns form large, medium or small ?

  91. Kanwal Kumar Kachroo

    I would like to closely follow advice of Mr Rj on various stocks / markets. Any specific site or platform which can be accessed anytime to pick up advice points. Thanks and Regards

    • He is not giving regular advice on stocks. However, whenever we come to know about his big investments, we post on this website.

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