저자: 미상 · 외국인
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인도 투자자 Rakesh Jhunjhunwala의 포트폴리오를 스크리너 보유 현황, 벌크·블록딜, 분기별 지분 변화로 추적하는 시리즈 첫 편. 그의 Titan, Escorts Kubota(2013년 88원대 매수 후 약 30배 수익 주장), Crisil, Jubilant 등 보유 종목과 가족·법인 계좌 구조를 소개. 진행자는 보유 공시를 그대로 따라 사기보다 스스로 판단할 것을 강조.
다듬은 글
Hi everybody. So as today is Sunday. So today we will talk about our famous investor series, let's start. So this is his first video. So we will start with the greatest investor of India, Rakesh Jhunjhunwala ji. And as we'll start this whole series. In that we will bring different investors from India like Rakesh Jhunjhunwala ji, Radhakishan Dama ji, Vijay Kedia ji, Ashish Kacholia ji, Ashish Dhawan, Akash Bhansali ji, Vallabh Bhansali ji, Porinju Viliat, Anil Kumar Goyal and big investors who are HAI investors who have single- handedly multiplied their money lakhs of times in this market and have earned lakhs, crores and billions of rupees.
So we will know about his entire trading strategy, what are his holdings and which company is he tracking right now, that is, by tracking him we will know what he is looking at and what game is going on in his mind. So let's start from the very beginning and know their complete case study. So let's start with Rakesh Jhunjhunwala ji.
So everyone knows that he has been the greatest investor. So let's start from here Rakesh Jhunjhunwala ji. So see, he left behind wealth worth around Rs 400 crore for himself and his family and among all his winning stocks, the biggest one turned out to be his title. So now we will know what his holdings are?
So I will come to the screener to know about the holding. The screener shows your holdings, and whenever an investor is a large investor and his holdings are above 1%, his name or the name of his trading firm is officially shown in the screener. So as we know that Rakesh Jhunjhunwala is already invested in Titan.
So here we will search for Titan. Here we search for Titan. So Titan company came. We will click there. There we will go down here and see below this is the complete share holding pattern section. Promoter is also given there. FIDI and DII have been given. So there we will go to the public, so see, this is Rakesh Jhunjhunwala and Estate of Late Mr.
Rakesh Jhunjhunwala, that is, his entire holding and Rekha Jhunjhunwala ji, who is his better, his wife, her holding has been given. So here we will search that Rakesh Jhunjhuwala also used to trade from two different accounts. He also traded on his Rare Enterprise. So we will see that his wife's portfolio, that is, it is not that his wife does trading.
Only Rakesh ji must be doing the trading. So here we can see that we will click on Rakesh Jhunjhunwala's account. First let's click on To Pay. So see, whenever we touched on the section of Rakesh Jhunjhunwala ji, then his entire bulk deals, that is, which were the shares that were bought in bulk and what was their quantity and at what price did he do that deal, the entire list comes here.
So this is a very good feature of the screener that whenever any big investor buys or sells any stock, its track record appears on it and the entire list is shown on it. Is equal. So this is a bulk deal. So see ris India ris, Rakesh ji had sold it on 18th July 2023. What was the quantity of the sale?
He sold 99691 shares at a price of Rs 220. The second entry was on July 18. The same 97 lakh shares were sold at the price of Rs 215, that is, imagine the price of one share is Rs 215. Rakesh ji sold 97 lakh shares. So think how much money was made, here is the complete list and this block deal, block deal means that it does not happen in the market.
I will bring a video of this also. Bulk vs Block Deal Bulk deal means that it happens in the open market. Block deal means that it does not happen in the open market. Settlement takes place in the after market over. That's a whole block deal. And see this, if you scroll down now, you will get the complete share holding pattern as to which companies are still invested in and which ones have exited.
So here the complete time will be shown for March 2021. That is, every company releases its complete balance sheet to its investors every quarter and in that it also releases its share market holding, that is, how much holding is there in which quarter, whether of FI, DI or HAI. So look at this, in September 2025, they have made a new entry here in December 2025.
So that 's Advent Hotels. So here you can see in which stocks he is making holdings. I will not say that simply because Rakesh ji has created a position here, you can directly copy it in Advent Totals and buy his shares because whenever he comes out, he will not inform you. Even if they leave, you will not know.
So before buying or selling any share, you should form your own view. Create your own perspective. It is not that if Rakesh Jhunjhunwala ji takes it directly then we will copy him because even when he leaves, he will not call you and say that I am leaving. I am selling my holdings. He will leave without saying anything to you.
This video is just for learning purpose that what he is doing. Which sector are they watching out for? So see this whole Crisil Crisil is also a very famous investment. The 5% holding taken in June still remains intact, so in the crisis he had a 5% holding, which means a very large holding. There are Indian Hotels here and Jubilant Innova.
Farmova is Metro Brands Nzara Technology, see this, it was bought here and sold back here, so this is different, see this, Titan had 1% holding, by increasing it they sold back 4%, 1% holding, so in this way you can track the whole thing. So this was the complete account of Rekha Jhunjhunwala ji. Now we will also see Rekha Jhunjhunwala here.
We saw Rakesh ji's. Now we will also see in Rekha ji which of those shares were taken. So see, they are taking different shares in different accounts. Selling different shares. So, look at Rekha ji's investment, in Delta Crop 2017, the entire date and the entire year will also come and if she has sold it, then its full value will also come.
So look, I invested in FT. I had bought 5 lakh quantity at the price of 156. Look at Delta Crop also, there was 35 lakh quantity, which means they do a complete bulk deal and their order is this much and this is the full price. I had bought 6 lakh quantity from Escot Kubeta, which means this Escot, which is a famous tractor manufacturer, and see, I had bought it in 2013 and what is the current price, I had bought 6 lakh shares at the price of 88.
If I tell you the current price, it is 2761, so think how many times it has been made, from here we take the calculator and find out how much Rakesh ji has made, let's open the calculator, here we take the average of 700 of this Kubeta, the current price, divided by its buying price which was ₹88, if we calculate then 30 times, Rakesh June ji 's money has become 30 times, so now we will see how many shares he had bought, 621000, so we will simply do how much This is Rakesh Jhunjhunwala's money, he had bought 6 lakh 21,789 shares, how much investment was there, he had bought it at the price of 88, so this is it, see, 547432 means roughly 5 crores were invested and we will also see how much it has earned now.
That means it is made 30 times, which means 5 crore people watch it in 1 minute. 621 789 In this, the current price is 2700, see this, so much money was made, that is, crores 10 crores 160 crores, think how much money is there, 5 crores were invested, Rakesh Jhunjhunwala ji had invested 5 crores in 2013 and now 23 years have passed, so his 5 crores became 160 crores.
So think, we are talking only about Ascot Kubeta and not talking about the rest of their shares and in the meantime we are not even counting the dividend, how much dividend would have been received every year. So this is a big fish. In this way, there was madness in Rakesh Jhunjhunwala ji and there was also patience.
They made money. Look at this, let us look at the other company, Atech and Bill's Krill, see Krill has been sold from 2025, so the stock which has been sold will not show as holding here, it simply means that it was in their portfolio till March 2025, but the entry is not showing here in June 2025, it means that they have sold it in June-March, so those shares will not be shown in the June quarter, if you see here that there is 12% holding in March and 11% holding in September, it means that they have sold 1%.
So look at 40 health care, he's still invested. Started from 1%. Now I have increased my holding and taken it to 4%. So this is the complete list. Invested in Jubilant. Invested in NCC. Also made in Titan. So this was the entire portfolio of Rakesh Jhunjhunwala ji. This estate, this also thing, let's look at the account.
Estate of Late Mr. Rakesh Jhunjhunwala ji. So whatever is there in this, see, it is the state i.e. their firm. So look at the firm, the banks are still there. Jio finance Indian Hotels Jubilantint fnov nzar technology Tata Motors passenger vehicle vc all are made by different companies. Now let us also check this account with the name Rakesh Jhunjhunla 3.
Look, it has arrived completely. We have seen three, let us see two also. So look at the entire portfolio of Rakesh Jhunjhunwala ji, you can see the portfolio of any other famous investor in the screener and he also has his own brokerage firm called Rakesh Jhunjhunwala ji's Rare Enterprise. So let's search Rare Enterprise.
Rare Enterprise Portfolio Directly We Search. So here the trend line is another tool. So you can also see your portfolio in the trend line whether Rakesh Jhunjhunwala ji is buying or selling and his team, see the trend line, in the trend line also there is a complete list of what Rakesh Jhunjhunwala Associates has sold or decreased, so see what is the current holding value of Metro Brands, he has a holding of Rs 4000 crore in Metro Brands, Rs 238 crore in Raghav Productivity, Rs 275 crore in ftech, Rs 1800 crore in Super Kera Bank, that is only Rs 2000 crore, so look at Rakesh Jhunjhunwala ji's Escott Kubeta lying in Kera Bank, Rs 431 crore in Federal Rank, that is, Escott Kubeta, we just saw how much he had invested on Screenr, he had invested Rs 5 crore, now if we count it in value then it is Rs 431 crore, that means see how big the return was, he made Rs 5 crore into Rs 500 crore, near about JI Finance, Rs 150 crore lying, Rs 3000 crore Jubit Final, Rs 1000 crore Indian Company, Rs 970 crore NCC near About 1200 crores, so this is Medns, Starl 5000 crores, Concor Biot 4000 crores, so we are talking in crores, so this much is still held, think how much dividend it would be earning and here is the entire quantity, that is, how much quantity is lying, 40-40 lakh quantity is lying brother, 4 lakh quantity in some, 2 lakh quantity in some, 24 lakh quantity and here the change in March 2026 means that they are increasing or decreasing their investment.
So look at the change, it is plus 4.8, which means that as compared to the previous quarter, they increased their holding by 5% in this quarter. That is, in the December 2025 quarter, he had a holding of 9.6%. But in March 2026 he increased his holding from 4.8%. So the total holding became updated holding 14.4%.
If he has reduced his holding in any stock, then it gets reflected here also. See, suppose in September it was 6.9%, some singer company reduced it by 1%, so now the latest updated result updated holding has become 6.8%. So this trend line is a very good tool. There you can see the entire list of famous investors.
So here is the complete overview. There is public share holding here. There is a section on bulk and block deals here. There may have been an insider trade and some particular news regarding that stock or that deal has come. So that too has been recorded here. So we will go and click on Bulk and Block Deals.
So see which companies are there. In that, Rakesh Jhunjhunwala ji did bulk deal or block deal. Look at this Aryaveer Jhunjhunwala Aryaman, Rakesh Jhunjhunwala ji has two sons. He has opened this entire trust in the name of his sons. So I have taken shares in it. I am Rakesh Jhunjhunwala ji. Rekha ji has also taken it.
Jhunjhun wala Rakesh ji also trades from his own account. I also trade from my wife's account. He also trades from the accounts of his two sons. And he is also trading from his own rare enterprise. So this was the entire empire of Rakesh Jhunjhunwala ji. If we calculate it exactly now, then Rakesh Jhunjhunwala ji's empire is worth Rs 4000 or Rs 45000 crore.
So this was all about Rakesh Jhunjhunwala ji and if you want any video next Sunday then we will bring about other famous investors. Comment in the comment section who is another famous investor. Till then see you in the next video.
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