Last Updated on Sep 28, 2023 by Anjali Chourasiya
Table of Contents
Rekha Jhunjhunwala portfolio
| Stock name | Holding value (Rs. in cr.) | Quantity held | June 2023 holdings in % | March 2023 holdings in % | December 2022 holdings in % |
| Escorts Ltd | 559.80 | 17,90,388 | 1.60% | 1.40% | 1.40% |
| Titan Company Ltd | 15,585.30 | 4,75,95,970 | 5.40% | 5.30% | 5.20% |
| Tata Communications Ltd | 982.00 | 52,34,687 | 1.80% | 1.80% | 1.80% |
| Canara Bank Ltd | 1,439.80 | 3,75,97,600 | 2.10% | 2.10% | 2.10% |
| Crisil Ltd | 1,541.80 | 40,00,000 | 5.50% | 5.50% | 5.50% |
| D B Realty Ltd | 80.40 | 50,00,000 | 1.40% | 1.40% | 1.50% |
| Fortis Healthcare Ltd | 1,114.90 | 3,36,52,108 | 4.50% | 4.50% | 4.50% |
| Indian Hotels Company Ltd | 1,219.40 | 3,00,16,965 | 2.10% | 2.10% | 2.10% |
| NCC Ltd | 1,235.20 | 8,21,80,932 | 13.10% | 13.10% | 13.10% |
| Sun Pharma Advanced Research Co Ltd | 141.80 | 62,92,134 | 1.90% | 1.90% | – |
| Tata Motors Ltd | 3,242.20 | 5,22,56,000 | 1.60% | 1.60% | 1.60% |
| Va Tech Wabag Ltd | 232.20 | 50,00,000 | 8.00% | 8.00% | 8.00% |
| Singer India Ltd | 40.80 | 42,50,000 | 7.00% | 7.00% | 7.90% |
| Nazara Technologies Ltd | 575.50 | 65,88,620 | 10.00% | 10.00% | 10.00% |
| Star Health and Allied Insurance Company Ltd | 1,051.30 | 1,78,70,977 | 3.10% | 3.10% | 3.10% |
| Aptech Ltd | 277.9 | 96,68,840 | 23.30% | 23.40% | 23.40% |
| Federal Bank Ltd | 703.7 | 4,82,13,440 | 2.30% | 2.30% | 2.30% |
| Jubilant Ingrevia Ltd | 234 | 49,65,000 | 3.10% | 3.20% | 3.20% |
| Wockhardt Ltd | 66.7 | 29,35,005 | 2.00% | 2.10% | 2.10% |
| Agro Tech Foods Ltd | 144.2 | 17,33,259 | 7.10% | 7.20% | 7.20% |
| Jubilant Pharmova Ltd | 456.9 | 1,06,45,000 | 6.70% | 6.80% | 6.80% |
| Raghav Productivity Enhancers Ltd | 29.2 | 5,87,126 | 5.10% | 5.20% | – |
| Geojit Financial Services Ltd | 100.9 | 1,96,37,500 | 8.20% | 8.40% | 8.40% |
| Rallis India Ltd | 328.5 | 1,50,71,091 | 7.80% | 8.20% | 8.20% |
| Autoline Industries Ltd | 9.2 | 9,80,000 | 2.50% | 4.00% | 4.30% |
| Metro Brands Ltd | 2,847.80 | 2,61,02,394 | 9.60% | 14.40% | 14.40% |
As per publicly available information, Rekha Jhunjhunwala held 26 stocks as of 24th September 2023.
Note: The portfolio details may have missing data as not all companies may have reported their shareholding data.
Rekha Jhunjhunwala portfolio analysis
In Q2 FY 2023, Rekha Jhunjhunwala increased her stake in 3 stocks: Escorts Ltd, Titan Company Ltd, and Tata Communications Ltd. Her increased stake in Titan Company has led her to earn Rs. ~2,400 cr. in two months.
| Stock name | Holding value (Rs. in cr.) | June 2023 holding change in % | June 2023 holdings in % | March 2023 holdings in % |
| Escorts Ltd | 559.80 | 0.20% | 1.60% | 1.40% |
| Titan Company Ltd | 15,585.30 | 0.10% | 5.40% | 5.30% |
| Tata Communications Ltd | 982.00 | 0.10% | 1.80% | 1.80% |
In the quarter under review, the investor has reduced her stake in numerous stocks, all of which are listed below.
| Stock name | Holding value (Rs. in cr.) | June 2023 holding change in % | June 2023 holdings in % | March 2023 holdings in % |
| Metro Brands Ltd | 2,847.80 | -4.80% | 9.60% | 14.40% |
| Autoline Industries Ltd | 9.20 | -1.40% | 2.50% | 4.00% |
| Rallis India Ltd | 328.50 | -0.40% | 7.80% | 8.20% |
| Geojit Financial Services Ltd | 100.90 | -0.20% | 8.20% | 8.40% |
| Raghav Productivity Enhancers Ltd | 29.20 | -0.10% | 5.10% | 5.20% |
| Agro Tech Foods Ltd | 144.20 | -0.10% | 7.10% | 7.20% |
| Jubilant Pharmova Ltd | 456.90 | -0.10% | 6.70% | 6.80% |
The investor has laid off a high percentage, 4.80%, from Metro Brands Ltd in the June 2023 quarter. Raghav Productivity Enhancers, Agro Tech Foods Ltd, and Jubilant Pharmova Ltd have been down by 0.10% in Rekha Jhunjhunwala’s portfolio in June 2023.
The dynamic approach to investing is clearly evident from the portfolio changes the investor did in the June 2023 quarter.
What is the net worth of Rekha Jhunjhunwala?
The investor, Rekha Jhunjhunwala, inherited the wealth of his late husband, Rakesh Jhunjhunwala. He left her a substantial financial inheritance and a stock portfolio worth ~$4 bn. In 2022, she made a grand entry into the prestigious Forbes India Rich List, securing the 30th position among India’s wealthiest individuals.
Now, the current net worth of Rekha Jhunjhunwal, with 26 stocks, is Rs. 33,016.90 cr.
Bulk and block deals of Rekha Jhunjhunwala in 2023
In the June quarter of 2023, there are no bulk and block deals. For other time periods, you can use Tickertape’s Stock Deals tool to analyse her Bulk and Block Deals for a different time period. You can also use the tool to analyse the insider trades of big investors. This helps you gauge their outlook on the company.
Who is Rekha Jhunjhunwala?
Rekha Jhunjhunwala, an esteemed Indian stock market investor, is the wife of the late Rakesh Jhunjhunwala, famously known as the Big Bull of India. Throughout his journey, Rekha Jhunjhunwala has been Rakesh Jhunjhunwala’s rock. After his demise in August 2022, she took forward the legacy he created.
Recently, she stole the limelight after increasing her stake in one of the late Rakesh Jhunjhunwala’s oldest assets. She bought 6,50,000 extra shares of Titan Company in the June quarter, which has led her to earn Rs. 2,400 cr. in two months, counting to Rs. 40 cr. a day.
Key details of Rekha Jhunjhunwala
| Name | Rekha Jhunjhunwala |
| Age | 60 |
| Spouse | Late Rakesh Jhunjhunwala |
| Children | 3 (1 daughter and 2 sons) |
| Education | Bachelor of Commerce, University of Mumbai |
| Total net worth (Rs. in cr.) | Over 33,016.90 |
| No. of portfolio companies | 26 |
| Major shareholding | Aptech Ltd |
Rekha Jhunjhunwala’s journey to a star portfolio
The now billionaire Rekha Jhunjhunwala was born on 12th September 1963. She completed her graduation from Mumbai University. She tied the knot with Rakesh Jhunjhunwala in 1987.
She has been working in the stock market for a long time. As of 2022, she is associated with four companies: Jalaram Baba Children’s Nest Education Private Limited, Ohm Educom Foundation Private Limited, Minosha Digital Solutions Private Limited, and Rare Family Foundation. The Rare Family Foundation, or Rare Enterprises, is a stock brokerage firm founded by Rakesh Jhunjhunwala in 1992. The name is created using his initials and his wife, Rekha’s initials (Ra from Rakesh and Re from Rekha).
Top 3 investment lessons from Rekha Jhunjhunwala
- Proper stock diversification: The portfolio of Rekha Jhunjhunwala consists of stocks from various categories, including banking, real estate, FMCG, hospitality, and more. A balanced, diversified portfolio helps spread the risk across the holdings and provides resilience against market volatility, ensuring more consistent and reliable returns over extended periods. It also allows for a balanced growth even during the market fluctuations.
- Active portfolio management and capturing trends: Her active participation in managing the portfolio is clearly evident by her increased stake in the Titan Company. That move has led her to earn over Rs. 2,400 cr. in two months. This proactive approach helps adjust the investments based on market conditions, economic trends, and company-specific factors and capitalise on them. However, this is a dynamic approach which involves constant monitoring and adjustments.
- Focus on quality stocks: The esteemed investor has included numerous well-known companies like Tata Motors, Indian Hotel Company, and Titan Company. Focusing on quality stocks offers stability and reliability as these are typically associated with financially sound and well-established companies. This approach also carries a lower risk profile compared to speculative investments, providing a more secure foundation for a portfolio. Moreover, quality companies often have a track record of sustained growth and profitability, making them well-positioned for long-term appreciation and potential dividends.
Frequently Asked Questions (FAQs)
- Who is Rekha Jhunjhunwala?
Rekha Jhunjhunwala is an esteemed Indian stock market investor. She is also the wife of the late Rakesh Jhunjhunwala, famously known as the Big Bull of India.
- What is Rekha Jhunjhunwala’s age?
Ace investor Rekha Jhunjhunwala is 60 yrs old.
- What is Rekha Jhunjhunwala’s net worth?
As of the quarter ended June 2023, Rekha Jhunjhunwala held 26 stocks. These summed up to a net worth of over Rs. 33,016.90 cr.
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