저자: PankajMule · 외국인
요약 보기
라케시 준준왈라의 2023-2024 포트폴리오를 Money Control 기준으로 분석. 순자산 약 4만8700억 루피, 26개 종목 보유, 타이탄 등 주요 보유 종목과 제약·금융·소비 섹터 분산을 소개. 영상은 장기 투자 시 각자 리서치를 하라는 메시지로 마무리.
다듬은 글
Today we will look at Rakesh Jhunjhunwala's portfolio and analyze which sector he has invested in since which second. So we directly go to the website Money Control and here we will directly see Rakesh Jhunjhunwala's portfolio. Here we will see that his net worth is 48000 crores. After that he has invested in 26 companies and here different sectors are given like pharma, bank, hotel, trading, so he has investments in more than 12 portfolios in pharmaceutical companies and miscellaneous means he has invested in different sectors, so it is at 8.
So here we will see that his investment in banks and private sector is more than 8. And here we will see that the total diversified portfolio in trading, we now directly see his holdings. Here we will see what we see in Rakesh Jhunjhunwala's holdings. So here we are looking at the holdings, so here we see, here the quantity is written here, here is the holding and Here, the value of their investment is shown here, it is in crores.
If we look here, Paptech Limited comes at number one, so here their folding is at 43.7 in this company and its value is 554 crores. After that, Kon Code Biotech is an API manufacturing company, in this too they have a stake of 24 crores. After that comes Star Health, it is the latest company which came a year or two ago, in this also Rakesh Jhunjhunwala has an investment of 17.2 crores.
Then there is NCC, in NCC there is 12 crores, then there is Metro Bates, in this there is 9.60 crores, in gaming company Nazara Technology, he also has 8.52 crores, that is, there is an investment of 590 crores here. Then there is Watech Baba, in this also he has an investment of 640.4 crores, in Agrotech Foods there is 146 crores, then in Geojit Financial Services there is 175 crores.
Cigar India is a company that manufactures various household items in home appliances. He has his stake in this also. The investment is of Rs 37 crore, which means it is a small investment. It is a small company, a small company. Jubilin Farms has an investment of Rs 778 crore in it. Then, the stock that I am going to tell you about right now is Rakesh Jhunjhunwala's favorite stock, Kajal.
His investment in it is at 5.4 crores and if you see its value, it is above Rs 1700 crores. Rakesh Jhunjhunwala's favorite stock is Titan. His investment in it is at Rs 5.35 crores. Here, you will see that his investment in Titan is Rs 15,955 crores and he holds a good stake in the company. We will see here that it is Rs 16,000 crores.
If we take it, his investment is Rs 16,000 crores. Then comes Raghav Productivity & E. It has Rs 87 crores in it. Then, Valore State has Rs 510 crores in it. Karur Vas Bank has Rs 7 crores in it. Furs Hair Care is a chain of hospitals. So, it is also a good company in this too. He holds a stake of 4.07 crores and this is his investment of more than 1400 crores, then in Jubilant Ingrava, it is worth 260 crores, in Federal Bank it is worth more than 1100 crores and he holds 2.61 crores here, then in Indian Hotels, then Sun Pharma Adva Advanced Research Company is worth 1.94 crores and if you look at this wallet, you will see that there is an investment of 1.89 crores in the company here and if you see, the value is 257 crores and in Kubota, it is a tractor manufacturing company, 1.60 and if you look at the value here, then there is an investment of 728 crores in it, after that in Tata Communications, 1.5 and if you look here, there is an investment of 5852 crores in it and most of all, he has reduced his stake in Tata Motors, but his stake in Data Motors is 1.29 and his investment is 4000 crores 4175 crores.
In Tata Motors, you will see that Rakesh Jhunjhunwala has diversified his portfolio considerably, and his major investment is still in Titan. After that, you will see some new brands like Nazara and Star Health, where he has a large stake. Here, you can see the financial companies and see how much profit each company is earning.
After that, we can see the shareholding pattern here and how much stake he has in this company. Similarly, if you are thinking of investing for the long term after looking at this, then do not do it like that. Everyone does their own research. They have invested in these for many years after doing their research.
You can also invest for the long term by doing your own research. So, your wealth creation will also be the same, that is, if you invest for the long term in a good company, then your wealth creation can be quite good in the long term. Thank you.
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