By MOFSL
2024-09-23T10:11:11.000Z
6 mins read
Rekha Jhunjhunwala Portfolio and Shareholding: Detailed Overview
motilal-oswal:tags/stock-market
2024-12-27T12:05:56.000Z

Rekha Jhunjhunwala

Introduction

Rekha Jhunjhunwala is known as the woman behind one of the best stock portfolios ever. She married Rakesh Jhunjhunwala, famously known as the "Warren Buffett of India." Rekha was never a product of inheritance; she hails from a typical and traditional Mumbai house. She completed her education at Mumbai University before marrying Rakesh in 1987. After Rakesh's demise, she was alone and began her finance voyage with brilliant insight.

As of 2023, Rekha's net worth is estimated at $5.7 billion, placing her on the 2023 M3M Hurun Global Rich List. Her wealth doesn't come solely from inheritance; it also reflects her strong ability to manage and grow the portfolio she received.

Key Stocks in Rekha Jhunjhunwala's Investment Portfolio

The top stocks in Rekha Jhunjhunwala's portfolio at the end of June 2024 have made her an efficient investor.

The most notable investments are in the following vital stocks:

  1. Fortis Healthcare Ltd.: ₹1,724.5 crore, holding 31.77 million shares occupying around 4.20% of her portfolio

  2. Crisil Ltd.: Worth ₹1,775.2 crore, with 3.92 million shares, which forms 5.40% of her portfolio.

  3. Federal Bank Ltd.: At ₹736.5 crore, with 37.11 million shares, this amounts to 1.50%

  4. Geojit Financial Services Ltd.: This holding stands at ₹209.7 crore, with 17.22 million shares making up 7.20%

  5. Jubilant Pharmova Ltd.: At ₹956.7 crore, she owns 10.47 million shares, which form 6.60% of her portfolio

  6. Karur Vysya Bank Ltd.: At ₹769.2 crore, the shares stand at 34.38 million, making up 4.30%.

  7. Nazara Technologies Ltd.: The holding is at ₹602.6 crore, at 6.40 million shares and 8.40% of the total.

Other significant investments include Aptech Ltd., Canara Bank, and Indian Hotels Company Ltd. Each of these brings out her innovative approach towards portfolio diversification and sectoral engagement.

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Investment Philosophy

There are quite a few fundamental principles which characterise Rekha Jhunjhunwala's approach towards investment:

1. Diversification: Her portfolio is spread across various sectors and companies so that the risk factor is curtailed while growth potential is enhanced.

2. Long-Term Perspective: She has a holding approach and holds her investments for a long time to allow the market to grow.

3. Quality investment: She spends money on established companies with good track records. Quality will pay off, she believes

4. Active Portfolio Management: Rekha actively manages her portfolio while holding long-term positions and makes changes based on market conditions and company performances.

5. Trend Sensing: She can sense market trends and exploit them for higher investment returns.

Tracking Rekha Jhunjhunwala's Investments

If someone wants to track Rekha Jhunjhunwala's investment footprints, there are a few resources available: ​​​​​​​

  1. Stock Exchange Reports: Periodically, one needs to follow quarter-end shareholding details reported by the National Stock Exchange and Bombay Stock Exchange.
  2. Financial News Websites: On leading financial news websites, you can find reports about her major trades and portfolio changes.
  3. Investment Tracking Apps: Track the portfolios of some of the most noted investors through investment tracking apps that provide real-time updates.
  4. Business News Channels: Debates on business channels will keep you posted regarding discussions over her investment strategy and market knowledge.
  5. Financial Communities: Discuss her approaches towards investments in forums and blogs, discussing her techniques, which may shed some light on her choices.

Conclusion

Rekha Jhunjhunwala is an excellent example of how knowledge, strategy, and patience can lead to great success in the stock markets. One should observe the strategies of accomplished investors like Rekha but then make investment decisions based on one's financial situation and goals. Techniques that work for billionaires may only fit some because the stock market is inherently unpredictable. Yet, Rekha's story still succeeds in highlighting the importance of planning for the long run regarding such investments,  for both new and experienced investors.

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