A Deep Dive Into Rekha Jhunjhunwala's Public Portfolio
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Rakesh Jhunjhunwala has been one of the most successful investors in the Indian market’s history. His success stories with Titan and Vedanta (Sesa Goa) are the stuff of legends. Now after his unfortunate demise last year, his legacy is carried forward by his wife Rekha Rakesh Jhunjhunwala.

As of June 2023, the Jhunjhunwalas hold 29 stocks publicly with a net worth of around ₹39,000 crore. So, in the article, we take a look at the vast empire the Jhunjhunwalas have made.

The Biggest Bets

The Jhunjhunwalas have been a long-time investor in the Tata Group. Rekha Jhunjhunwala still owns a substantial stake in Tata companies like Tata Motors, Titan, Tata Communications and Indian Hotels Company. But, her biggest bet by far is Titan. She currently holds 5.29% or 4,69,45,970 shares of the company and that is worth over ₹14,500 crore. Here’s a look at her holding in other Tata stocks.

StockStakeWorth
Tata Motors1.6%₹3,139.5 crore
Tata Communications1.8%₹783 crore
Indian Hotels Company2.1%₹1,149.5 crore
As of July 6, 2023. Source- Trendlyne

Apart from Tata stocks, she also has huge stakes in Star Health and Allied Insurance Company and Metro Brands. She has a 17.3 stake in Star Health that is worth around ₹6,000 crore, whereas her 14.4% stake in Metro Brands is worth around ₹4,000 crore.

See Also: Which Are The Best Tax Saving Mutual Funds In India?

Betting On The Small Guys

Apart from these massive companies, her portfolio also boasts several smaller stocks that have given great returns over the past year. One such stock is Karur Vysya Bank, of which she owns around 4.5% or 3.79 crore shares. The stock has gone up over 180% in the past year. Her stake in the company is valued at around ₹500 crore.

Another small-cap stock that she is invested in is VA Tech Bag. The stock has almost doubled in price in the past year. Jhunjhunwala’s 8% stake in the company is now worth around ₹243.3 crore.

Aptech is another one of her smaller bets that has really paid off. The stock has gone over 120% in the past year. The Jhunjhunwalas hold around 43% stake in the company which is worth around ₹900 crore.

The Underachievers

The markets are a place of uncertainty and volatility, and there will always be some bets that do not do as well as some of the others. In the past year, here are some stocks from her portfolio that have not given such great returns.

One such stock is Jubilant Ingrevia, the stock has gone down around 17% in the past year. Jhunjhunwala owns a 3.2% stake in the company, which is worth a little over ₹200 crore.

Jubilant Pharmova is another one of her investments that has not impressed in the past year. The stock has gone up a mere 6% in the past year. Jhunjhunwala’s 6.8% stake in the company is worth around ₹425 crore.

Gaming firm Nazara Tech also counts Jhunjhunwala as an investor. In the past year, the stock has gone up around 13%, however, the stock has picked up steam since the start of this year. Just in the past month, the stock has gone up over 14%, making Jhunjhunwala’s 10% stake valued at around ₹474 crore.

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