저자: 미상 · 외국인
요약 보기
라케시 준준왈라의 최신 포트폴리오(27개 종목, 약 3,513억 루피 규모, 분기 대비 약 21.5% 성장)를 소개하는 영상. 주요 보유 종목은 Aptech, Star Health, Metro Brands, Titan 등이며 섹터별로는 보석·주얼리 비중이 가장 크다. 영상은 교육 목적이며 무조건적 추종을 권하지 않는다고 명시.
다듬은 글
So friends, how would it be if you got to know which stocks are in the portfolio of Rakesh Jhunjhunwala, who is a very big bull of our India? Yes friends, I have brought for you absolutely free which stocks Rakesh Jhunjhunwala has invested in. Come on friends, stay tuned to the video completely, okay, watch till the end and you will get to know about Rakesh Jhunjhunwala's portfolio and what are his holdings, what percentage and what weightage is there in the holdings, all these things for free.
So let's see here, the total holding is 20, okay, whatever holdings he has till now, he has holdings in 27 stocks. This is the portfolio as of December quarter, which is the current portfolio till now, you will understand that see, the total net worth of his 27 holdings is coming out to be 3513 and the growth on quarter on quarter basis is around 22, okay, 21.5.
So, this is a small overview, now we will understand one by one what percentage of holdings he has. In which stocks, the first stock that is coming out is friends, its name is Aptech Limited, in which he has kept holding at approximately 44.3 and this is the highest holding in his portfolio, you can tell that this means 50% of this company belongs to Rakesh Jhunjhunwala ji, whose value is coming out to be around 920 crores and for the last three months its return is currently running around negative 11% and friends, I am making this video, it is not so that you understand that according to such a big investor, which stock is right to invest in, you should blindly copy him or follow him, it is not like that, friends, everyone's risk taking capability is different, so this is only for educational purpose that what kind of approach should we have, it is possible that we may like some of the stocks in which he has invested, we may not like the business of some stocks, okay, that is a personal opinion, so let's look at the second company that comes out here, Star Health, which has a value of 17 He kept holdings around Rs.
13.09 and the value of Rs. 1000 crore has been given in three months. He has given good returns of Rs. 40 crore. After that comes Metro Brands. Metro Brands is a new company which got listed just a few days ago. Let me tell you that among the footwear brands, the number one company is Metro Brands. After that comes Bata.
Then comes Relux. After that Campus has also come. See, in this too, he kept holdings around Rs. 9.6 crore and the value of which is coming out to be around Rs. 24-44 crore. In other words, the returns till now are around Rs. 9 crore. After that comes Friends, see. Out of 27 stocks, which is the next stock, Nazara Technology?
He himself came and when he was alive, right now Rakesh Jhan is not among us, but he had told about Nazara Technology that it can give you good returns in the coming days because it is a future-oriented business and Nazara Technology, especially for the drone sector, the government has asked to invest in the drone sector and is also giving a lot of support because it is Make in India, Made in India things.
See, here also he has kept the holding around 9 per cent, its value is coming out to be around 477 crores, the three-month return is negative at 22 per cent. Ragho Productivity comes after that, in this also a negative return of around 2.20 per cent is being seen in the last quarter and the value is around 100 crores and he has a holding of around 8.5% in this also.
After that, look at JioJi Financial Services Limited, this is also a good security, that is, he also has mutual funds, in this also he has kept the holding around 8.21 per cent, whose value is approximately It is around 100 crores and is also giving negative returns of around 18%. Agrotech Food Limited, this company is quite special.
I had also made a separate video about it that what business this company does, their clientele is quite good. Here also they have a good holding, see around 170 crores whose value is around 8.14% and here also negative returns are being seen. After that, look at Tech Wag Limited, in which positive returns of around 22% are being seen.
Here they have invested around 250 crores and the total overall holding is coming out to be around 8%. See, out of 27 holdings, Singer India Limited is also giving a negative return of around 18%, only a small amount of around 31 crores has been invested in it and in this also they have holdings of around 7%, so it is also a small company.
Jublin Pharma itself is a very big company. Jublin Pharma is a foreign company, here the holding is around 68%, around 424 crores which is given every month. It is giving positive returns of around 4%. Then Crys Limited is a very good company, positive. And look here, they have invested around 1560 crores, which is a holding of around 55% and gives a return of around 17% in three months.
Look at Titan Company, their holding is around 5.37%. We all know the entire story of Titan and Rakesh Jhunjhun. They still have holdings and have given returns of around 3% for three months and this has the highest holding. Okay, their highest holding in the portfolio is in Titan itself, around 14500 66 crores.
In terms of value, they have the highest holding in Titan, but as per the percentage of holding, they are in the same company that was mentioned at number one. Okay, after that comes Auto Line Industries Limited. In this too, they have invested only around 13 to 14 crores of 5% and negative returns are being seen around 12%.
After that comes friends, out of 27 holdings, 4 health care companies had invested in this too, even then Rakesh Jhunjhun ji's. News came that he has a very strong holding of around 1107 crores. 4.66 and 4 Health Care is a big hospital chain business. It has not given any returns since last three months.
Look here, he has also invested in Jubilant Ingravia and has a negative return of around 11 crores. He has a holding of around 211 crores and around 3.12 crores. He has invested in Federal Bank and has a holding of 917 crores, which is a total holding of around 3 crores and a negative return of around 4 crores in the last month.
DV Realty is a very strong company. According to me, it is a very special company and is also a big company in the realty sector. He has a holding of around 3 crores in it and he has a holding of around 100-110 crores. Positive returns of around 6 crores are being seen in 3 months. Indian Hotel Company Limited is also Rakesh Jajnawala's company.
We say this because Indian Hotel Company Limited is affiliated to Tata Group and in this also he has a holding of 2 crores, the value of which is coming out. It has a very strong holding of around ₹1180 crore and it is also getting positive returns of around ₹35. Let's do it a little quickly, the video will become bigger.
See, even in Canada Bank, its holding value of ₹2 is around ₹1134 crore and positive returns are being seen around ₹33. After that, look at Wak Hearth Limited, in this, there is a positive return of around ₹38 in three months, the holding is around ₹69 crore and is coming out at ₹2. In San Pharma also, their holding is good around ₹2, ₹ 131 crore and positive returns around ₹28.
In TA Communication Limited also, they have a good holding of ₹84 crore which is around ₹1.84. It has given positive returns of around ₹14 in three months. Escort Cub is also a very good and strong company, it is a Japanese company, its holding is around ₹1.62. In this, negative returns of around ₹402 crore are being seen around ₹7 in three months.
This is the last list in which around It is a strong holding and should be considered for a long term mission. Team is a pioneer in electric vehicles and in the coming days, Team will become number one. India 's only automobile sector company, Maruti.com Infraventure, is a small company, okay, and this company is a penny stock type, but you can invest in it and move ahead.
It has a holding of around 1.02 per cent, which is around 2.5 crores and has given a positive return of around 6 per cent in three months. So now I would like to show you what kind of holdings they have given sector wise, I would like to show you the sector wise breakup of holdings. The highest holding is 48 per cent in gems and jewellery and who does business in gems and jewellery, Titan, you all know, is the market leader and it is also the number one company in its sector.
Titan has the highest holding in it. If you look at it by value, they have a good holding in the leather sector, that is, in footer brands, in metro brands, etc., so it comes to around 8 per cent. After that, your auto sector holding is around 7 per cent in the banking sector. He has a holding of around 67 per cent in auto and banks.
He has a similar holding in financial services, holding around 5 per cent in financial services, and 24 per cent in Adar, 37 per cent. So, from RK's portfolio, we got to learn that he has diversified his portfolio a lot and has invested in different businesses. He is currently getting positive returns from some sectors, quite well.
Some sectors are also seeing negative returns in the last quarter, but as I said, these people invest with a long-term vision because 35,000 crores is not a joke, it is like a big company in itself. So if you learned something, do like the video and subscribe to the channel, friends. And all such big bulls in India and abroad, please tell me in the comments.
I will analyze their portfolios and tell you what kind of holdings they have. Okay, thank you very much friends.
Comments 0