As Sensex, Nifty touch new highs, Rakesh Jhunjhunwala portfolio soars; do you own these shares?

Today domestic benchmark indices set new records in trading session, with Sensex and Nifty touching highs of 36902.06 and 11,143.40-mark. This makes Indian market among best performers globally. While markets have boomed today, there was also someone who was seeing good rise in his investment. We are talking about the ace investor Rakesh Jhunjhunwala whose entire portfolio today surged in the range of 1% to as much as 16%. It was surprising to see that entire stock portfolio of Rakesh Jhunjhunwala surging today. This also comes as a good news  for those who follow in Jhunjhunwala’s footsteps. We all know that the man who is referred to as Dalal Street king, is a great idol to learn investing from. 

On exchanges, Rakesh Jhunjhunwala has invested in a total 27 stocks valuing his portfolio around Rs 19,960 crore, as per MoneyExcel data.

On BSE, if we see the performance of Jhunjhunwala’s portfolio almost every stock has recorded gains. 

Six of his stocks recorded gains between 8% to 16% with Autoline Industries taking lead by surging 15.73% with an intraday high of Rs 71 per piece. This was followed by VIP Industries with a gain of 12.73% by touching an intraday high of Rs 481.90 per piece, DB Realty by 12.26% having high of Rs 35.7 per piece, Anant Raj by 8.91% having high of Rs 40.95 per piece, Prozone Intu Properties up by 8.83% with high of Rs 36.95 per piece and NCC by 8.50% with high of Rs 91.2 per piece. 

Jhunjhunwala holds 2.34% in Autoline, 3.22% in Anant, 2.06% in DB Realty, 1.44% in NCC, 3.69% in VIP Industries and 2.06% Prozone Intu Properties. 

While there were 13 stocks of Jhunjhunwala that gained by 3% to 8% on BSE. These included companies like Aptech, Bilcare, Delta Corp, Edelweiss Financial Services, Firstsource Solutions, ION Exchange, Lupin, Man Infra, The Mandhana Retail, Prakash Industries, Rallis India and TV18 Broadcast. 

Jhunjhunwala’s latest investment Jaiprakash Associate also surged by nearly 7% with an intraday high of Rs 16.2 per piece. Recently, Jhunjhunwala increased its holding in the debt-laden company by 2 crore equity shares and now cumulatively holds 5 crore equity shares. 

Jhunjhunwala’s favorite stock Titan also gained, however, still lower compared to other companies. Titan surged by 1.49% with an intraday high of Rs 870.85 per piece. Jhunjhunwala recently sold a part of his holding in this jewelry company. He now holds 6 crore 25 lakh shares whose worth today is Rs 5,500 crore. Jhunjhunwala in an exclusive interview with ET revealed he is extremely bullish on Titan stock. 

Fans and lover of equities have looked up to Jhunjhunwala when it comes to investing in markets. 

Jhunjhunwala 58, is said to be one of the most successful equity investors in India, as he turned his investment of just $100, when he began trading, into a massive $2.9 billion. He belongs to a middle class family and began his first trading on BSE in 1985. Since then he has selected trading as a full-time profession.

His top holdings are Titan, Lupin and Crisil. Apart from above, he also has marginal holding in stocks like A2Z Maintenance and Engineering, Adinath Exim Resources, Aurobindo Pharma,Geometric, SpiceJet, Viceroy Hotels, Jet Airways and Adlabs Entertainment. 

In the interview, Jhunjhunwala mentioned that last year he saw 70% rise in his investment, however, he is also certain about the gains would not last for long time. Although he is certain about 40% gains at least.