Rakesh Jhunjhunwala Portfolio: Rs 65,965 Cr Holdings
Rakesh Jhunjhunwala Portfolio: Rs 65,965 Cr Holdings
Rakesh Jhunjhunwala and Associates hold a disclosed equity portfolio worth Rs 65,965.25 crore across 28 stocks, according to Trendlyne’s Superstar Portfolio tracker. That value has grown 16.13% over the latest quarter, and it remains one of the largest individually tracked portfolios in the Indian market.
Rakesh Jhunjhunwala was one of India’s most famous stock market investors, often referred to as the Big Bull or India’s Warren Buffett. He passed away in August 2022, and the “Associates” tag in this Superstar Portfolio entry reflects the continued disclosure of holdings tied to his name and associated entities.
Portfolio Value and Recent Movement
The total disclosed value stands at Rs 65,965.25 crore as of the latest quarterly filing, spread across 28 stocks. That marks a 16.13% increase over the quarter, a substantial gain in absolute terms given the sheer scale of the portfolio.
Very few Superstar Portfolio entries approach this size, which reflects decades of investing built around a small number of very large, high-conviction positions rather than broad diversification.
Sector Allocation: Textiles, Healthcare, and Financials Lead
The top three sectors by weight are:
| Sector | Weight |
|---|---|
| Textiles Apparels & Accessories | 29.99% |
| Healthcare | 25.84% |
| Banking and Finance | 17.58% |
Textiles apparels and accessories is the single largest sector at just under 30%, driven heavily by one massive holding discussed below. Healthcare follows closely at 25.84%, and banking and finance rounds out the top three at 17.58%. Together, these three sectors account for nearly 73% of the entire disclosed portfolio.
This concentration in a handful of sectors, built through a small number of very large positions, is a defining feature of this portfolio compared to more broadly spread Superstar Portfolios tracked elsewhere.
Top Holdings
The three largest disclosed positions are:
- Titan Company – Rs 19,781.62 crore
- Inventurus Knowledge Solutions (IKS Health) – Rs 14,044.78 crore
- Star Health and Allied Insurance – Rs 5,226.61 crore
Titan Company, the jewellery, watches, and eyewear major, has long been one of the most widely known holdings associated with Rakesh Jhunjhunwala, and it alone accounts for close to 30% of the entire portfolio’s value. IKS Health provides technology-enabled healthcare and clinical support services, contributing significantly to the healthcare sector weighting. Star Health and Allied Insurance is one of India’s major standalone health insurance companies.
These three holdings alone total Rs 39,053.01 crore, which is roughly 59% of the entire disclosed portfolio value of Rs 65,965.25 crore. This shows just how concentrated the portfolio is at the top, even though it spans 28 stocks in total.
Recent Buying Activity
The latest filing shows one notable disclosed addition:
- Metro Brands: increased by 4.79%
Metro Brands is a well known footwear retail chain in India. This increase suggests continued conviction in the consumer retail space, an area that also connects thematically with the portfolio’s existing textiles and apparel exposure through Titan Company.
Recent Selling Activity
The disclosed trims in the latest filing are all relatively small:
- Raghav Productivity Enhancers: reduced by 0.44%
- Singer India: reduced by 0.06%
- Valor Estate (formerly DB Realty): reduced by 0.02%
These are minor adjustments rather than significant exits, and they represent a very small fraction of the overall portfolio given its scale.
What the Portfolio Structure Reflects
A 28-stock portfolio worth nearly Rs 66,000 crore, with three holdings making up close to 60% of the total value, reflects a long-term, high-conviction investing approach built over many years. This is very different from portfolios that are actively traded across dozens of smaller positions each quarter.
The heavy weighting toward Titan Company in particular has been a defining and widely discussed feature of this portfolio for a long time, reflecting a long-held position built up well before the current disclosed value.
How This Portfolio Compares to Other Superstar Portfolios
At Rs 65,965.25 crore, this is by a wide margin one of the largest disclosed portfolios tracked under the Superstar Portfolio feature. Most other tracked investors, even active ones running dozens of stocks, sit at a fraction of this scale.
The gap comes down to a mix of factors: the length of time the underlying positions have been held, the scale of capital originally deployed, and the compounding effect of holding a stock like Titan Company through years of business growth. This portfolio is a good illustration of how a small number of well chosen, long-held positions can eventually dwarf portfolios built through frequent trading across many smaller names.
For readers comparing this entry against smaller or more diversified portfolios elsewhere in Superstar Portfolio data, it helps to remember that portfolio value alone does not tell you about risk-adjusted returns, diversification, or how long it took to reach that size. A large number here reflects decades of one particular investing journey, not a template that can be replicated quickly.
Understanding Superstar Portfolio Data for Legacy Holdings
Trendlyne’s Superstar Portfolio tracker is based on India’s shareholding disclosure rules, which require public disclosure once an individual or entity’s stake in a company crosses 1%. For a name like Rakesh Jhunjhunwala and Associates, this entry continues to reflect the family’s substantial disclosed equity holdings.
Some important points to keep in mind:
- Quarterly disclosure lag: The figures reflect the latest quarterly shareholding pattern filing, not real-time market values.
- Threshold based visibility: Only stakes crossing 1% ownership appear; the true full portfolio may include additional smaller holdings.
- No entry price shown: This data does not reveal when positions were built or at what cost, which matters enormously for a portfolio built over decades.
- A research tool, not a signal: Given the scale and long history behind this portfolio, it is best used to understand disclosed exposure rather than as a basis for copying trades.
Why This Portfolio Gets So Much Attention
Given Rakesh Jhunjhunwala’s public standing as one of India’s most well known stock market investors, this Superstar Portfolio entry draws significant interest from retail investors and market watchers. The scale of the Titan Company holding, in particular, is often cited as an example of long-term conviction investing paying off over many years.
Studying this portfolio is useful for understanding sector concentration, position sizing over decades, and the size that a genuinely long-term equity portfolio can reach. It should not be treated as a guide for what to buy today, since entry timing and cost basis for these decades-old positions are entirely different from a fresh purchase now.
Frequently Asked Questions
How many stocks are in the Rakesh Jhunjhunwala and Associates portfolio?
28 stocks, with a combined disclosed value of Rs 65,965.25 crore as per the latest Superstar Portfolio filing.
What is the largest holding in this portfolio?
Titan Company is the largest holding at Rs 19,781.62 crore, followed by IKS Health at Rs 14,044.78 crore and Star Health and Allied Insurance at Rs 5,226.61 crore.
Why does the portfolio still carry Rakesh Jhunjhunwala’s name after his passing?
Rakesh Jhunjhunwala passed away in August 2022. The Superstar Portfolio entry reflects continued disclosed holdings tied to his name and associated entities, which are managed as part of the family’s equity portfolio.
Which sector has the highest weight in this portfolio?
Textiles apparels and accessories leads at 29.99%, driven largely by the Titan Company holding, followed by healthcare at 25.84% and banking and finance at 17.58%.
Has any new stock been added recently?
Yes, Metro Brands saw an increase of 4.79% in the latest disclosed filing, the only notable new buy shown for this portfolio.
Key Takeaways
- The Rakesh Jhunjhunwala and Associates portfolio is worth Rs 65,965.25 crore across 28 stocks, up 16.13% over the latest quarter.
- Textiles apparels and accessories (29.99%), healthcare (25.84%), and banking and finance (17.58%) make up nearly 73% of the portfolio.
- Titan Company, IKS Health, and Star Health and Allied Insurance are the top three holdings, together worth over Rs 39,000 crore.
- Metro Brands was the only notable recent buy, increased by 4.79%.
- Small trims were made in Raghav Productivity Enhancers, Singer India, and Valor Estate.
- Rakesh Jhunjhunwala, known as India’s Big Bull, passed away in August 2022; this entry reflects continued family holdings.
- Superstar Portfolio data is a research tool showing disclosed stakes on a quarterly lag, not a live or complete financial picture.
