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Rekha Jhunjhunwala has been in the talk of the stock market investor not only for being the wife of Rakesh Jhunjhunwala but also for being an eminent investor herself. She has been always on the news for her stock-picking along with her husband Rakesh Jhunjhunwala.

Together they have invested in various companies and she has individually invested in different companies and at present she is having 10 different company’s stock in her portfolio.

We will discuss in detail the Rekha Jhunjhunwala Portfolio, its constituents, the amount of investment made in all the shares, percentage of holdings and many other intricate details about the portfolio that you need to know about.

In this article, we will cover extensively the portfolio she is having at present and also about her portfolio in the recent past years.

This will, in turn, give us a chance to review all the holdings of her portfolio and understand how she trades in the market and the way she picks up stocks and on which stocks she has the most faith in.

Let us start with a little bit of history of Rekha Jhunjhunwala and then we will discuss all her portfolio in detail.

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About Rekha Jhunjhunwala

Rekha Jhunjhunwala is a renowned name in the stock market as well as in the financial market as a whole. She has a net worth of Rs. 6,969.34 crores at present according to the June 2022 reports.

Being the wife to India’s 54th Richest Man, Rakesh Jhunjhunwala, she has always been in the news. She has been participating in the market along with her husband for many years now and has a successful trading history as well.

It is mostly because of the influence of Rakesh Jhunjhunwala and his guidance that Rekha Jhunjhunwala entered the market. They both invest in different stocks together as they did recently for Tata communications.

In this article below we will now see the Rekha Jhunjhunwala Latest Portfolio, what are the recent stocks she has in her portfolio and the major investments.

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    Rekha Jhunjhunwala Latest Portfolio & Holdings

    The late investor and India’s biggest stock market expert, Rakesh Jhunjhunwala’s wife, Rekha Jhunjhunwala, deserves to be entitled as India’s most powerful female investor in the stock market.

    As of June 2022 quarter, the female investor holds around 19 stocks in her Portfolio collectively that are valued at over rupees 10,237 crores.

    However, Rekha Jhunjhunwala does not make any new investments so far, but she sticks with her existing Holdings except for metro brands Limited.

    She has increased her existing holdings in the company by 4.8%, making her a 14.4% stakeholder of the company now; earlier, by March 2022, her partnership in the firm was 9.6%.

    With a whopping Rs 3856 crore value, Metro brands Limited is supposed to be one of the biggest investments of Rekha Jhunjhunwala.

    Titan Company Limited. is another biggest holding of her. Rekha holds 95,405,75 shares of Titan, making her 1.1% owner of the company.

    The total value of these shares held is 2515.3 crores as of June 2022. Star Health Allied Insurance Company Limited is the third big star.

    Holdings in Agro Tech food Ltd

    Then there is Agro Tech food Ltd. where she holds 0.77% of the total shares issued by the company and that worth Rs. 66.97 Crore as per the current market price of Rs. 780.10 and the number of shares in the kitty of Rekha Jhunjhunwala is 849559 units.

    In the past June Quarter, there has been an increase in the investment in this share by -1.05% which makes the amounts stated above.

    Investment in Aptech Ltd

    Aptech Ltd. stocks are held by Rekha Jhunjhunwala and she holds around 1.30% of the company’s stock. This firm is one of the firms where Rakesh Jhunjhunwala is the chairperson and holds a major chunk of the stocks.

    She is also invested in this firm and at present the market price of the stocks of this firm is Rs. 244.05 and the number of shares held by Rekha Jhunjhunwala is 4574740 which makes the total investment in this firm worth Rs. 110.75 Crore.

    Holdings in Bilcare

    The research-based organization seems to be chasing Rekha’s attention towards its dramatic performance in the stock market. After all, the female investor has been active in her existing holding of 1.1% in the company.

    Ever since she opened a position in the stock (in 2015), she has made no change in the 262,500 shares purchased by her in the company. The total value of these holdings is 1.6 crore, which seems to be increased more in the coming years.

    Setup in 1987, the research-based company is basically involved in the pharmaceutical packaging industry and has a long-standing position in both stock and general market. Currently, a single share of the company floats at Rs 60 price levels.

    But the former movements of the stock indicate that it has touched Rs 100 price level as well back in January 2022. Thus expectations are persistent with the stock that more is about to come.

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    Rekha Jhunjhunwala Portfolio in 2021

    Rekha Jhunjhunwala can be seen diversifying her investment into multiple stocks in 2021 to maintain a profitable yet risk-free position in the stock market. As of Dec 2021, her Portfolio shows 21 stocks in total collectively that are making a value of Rs 5,667 crores.

    But rather than including more new assets in the Portfolio, she can be seen balancing her position with some of her existing holdings.

    Such as, in Metro Brands Ltd, the investor buys 26,102,394 shares of the footwear accessory company by the end of the Dec 2021 quarter. This makes Rekha Jhunjhunwala a 9.6% stakeholder of the company now.

    Another interesting stock that drew her attention was Star Health and Allied Insurance Company Ltd. By purchasing a total of 17,870,977 shares, the investor becomes a 3.1% stakeholder of the insurance company.

    Stocks that were either giving her good returns or weren’t working out as expected were Aptech Ltd, in which the investor reduced his existing holdings by 0.1%.

    Another was TV18 Broadcast Ltd, in which the investor reduced 0.6% of her existing position in the company. The remaining assets were unchanged.

    Rekha Jhunjhunwala Portfolio in 2020

    Rekha Jhunjhunwala Portfolio in 2020 had only 15 stocks available in the Portfolio. The estimated value of these stocks was reported as over Rs 3,474 crores by the end of December 2020.

    But most notably, this was the year that compelled Rekha Jhjunjhunwala to include some newest holdings in the Portfolio. Such as, Fortist Healthcare Ltd, Indian Hotels Company Ltd, Tata Communications Ltd, and Bilcare Ltd were some of the newest holdings of the company.

    Apart from that, some existing holdings, like NCC Ltd, see a 0.7% rise in holdings. Earlier, the investor was a 10.2% stakeholder of the company, but after contributing more, she’s a partner of 10.9% now.

    Stocks that faced backlash from the investor were Aptech Ltd and Autoline Industries Ltd. In each, the investor reduces her position by 0.1%-0.2%, respectively.

    Other existing shares were left unchanged as they could be part of Rekha’s risk-management strategy. After all, we can’t forget the massive difference and impact made by Global Crisis in 2020.

    But like many other investors, Rekha Jhunjhunwala can be seen benefiting from the opportunity and including some of the great stocks in her Portfolio.

    Rekha Jhunjhunwala Portfolio in 2019

    According to the Rekha Jhunjhunwala Portfolio 2019, she has been investing in the ten stocks all through the year until now.

    As per the June 2019 data available, we know that she is having a net worth of Rs. 2244.34 Crore and that has been the result of the 9% drop from the previous quarter where her portfolio’s net worth was Rs. 2477.06 Crore.

    The changes that occurred in her portfolio as per the 2019 data up to June states that she has investment 0.51% more in Agro Tech Food Ltd. followed by an increase in investment in the NCC Ltd. by 0.42% and these two investments have been done in the June quarter.

    In the March quarter, she invests 0.28% more in TV18 Broadcast Ltd. and 0.02% in the Crisil Shares and same for the Titan Company’s Shares.

    More about Rekha Jhunjhunwala Portfolio 2019

    Now coming to the shares where Rekha Jhunjhunwala has disinvested in the year 2019 starts with Autoline Industries Ltd. where she reduced her holdings by 0.58% in March 2019 quarter, then she also reduced the holdings in the same quarter in Agro Tech Food Ltd. by 0.1%.

    In Delta Corp. Ltd. she has reduced her shareholding by 0.04% in the September quarter. She also slashed 0.02% of the shares from the Titan Company’s stocks in the June quarter.

    Now let us see what kind of stocks she has invested her money most into. She has a variety of stocks and there is no specific industry that she has been targeting.

    She has stocks from more or less ten different industries like she has FMCG stock, realty and infrastructure stocks, financial service company’s stocks and even automobile stocks as well apart from the others in 2019.

    Rekha Jhunjhunwala Portfolio in 2018

    As per Rekha Jhunjhunwala Portfolio 2018, she has all the ten shares in her portfolio that are Aptech ltd., NCC Ltd., Autoline Industries, Ltd. Delta Corp Ltd. and others and the total investment in the stocks at the end of the December quarter worth Rs. 2441.49 Crores.

    It rose 31% in the December 2018 quarter while it dropped 12% in the previous quarter and then the net worth of the Rekha Jhunjhunwala’s portfolio was only Rs. 1856.07 Crore. 2018 was a roller coaster ride for her as she witnessed a 25% loss on the portfolio in the March quarter followed by 4% gain in the June quarter 2018 and then again down in September.

    More about Rekha Jhunjhunwala Portfolio 2018

    Now let’s take a dig into the shareholdings in this year she had, she held all the shares as she has in 2019 and thus she had not been investing in any specific sector in 2018 as well.

    In 2018, she made quite a lot of investments in the shares like NCC ltd., Bilcare Ltd. Autoline Industries Ltd., even in Agro Tech Food and many other stocks.

    In this year, she made hardly any changes to her portfolio except for adding the NCC Ltd. shares in the March quarter but then it was below 1% of the total shares of the company and then in the June quarter of 2018, she increased the investment and invested in 7.51% of the shares of the NCC Ltd.

    She disinvested in the stock of Autoline Industries Ltd. in the December quarter of 2018 and the decrease was about 0.19% in the total shareholding and also disinvested in Titan Company Ltd. by 0.29% in the June quarter of 2018.

    Rekha Jhunjhunwala Portfolio in 2017

    Per the Rekha Jhunjhunwala Portfolio 2017, we can understand that the investor – Rekha Jhunjhunwala has been a great year in 2017. At the beginning of the year, her net worth from the portfolio of stocks was Rs. 1521.27 Crore.

    In the first quarter of 2017, she gained 15% on her stock holdings and the net worth of the portfolio became Rs. 1753.45 Crores. Then she again had again in the next quarter where her portfolio rose to Rs. 1823.76 Crore with a gain of 4%.

    Then in September quarter, she achieved another 12% on her portfolio and the net worth of the same went up to Rs. 2057.95 and finally in the December quarter she made a gain of 30% which made her portfolio worth Rs. 2693.67 Crore which is the highest net worth of her portfolio of stocks even achieved till now.

    More about Rekha Jhunjhunwala Portfolio 2017

    She made new investments in Fortis Healthcare Ltd. Bilcare Ltd., and in McNally Bharat Engineering Company Ltd. in this year in different quarters. She also increased her shareholding in the stocks of Viceroy Hotels in the September quarter from the previous quarter.

    She also disinvested in many shares as well. Some of the stocks where she reduced her shareholdings are Geojit Finance, NCC Ltd., in the September and June quarters respectively.

    Then she also cut down 0.07% from the Titan Company’s stocks in the September 2017 quarter and other changes were made in the portfolio as well.

    Now taking a close look at the portfolio of the Rekha Jhunjhunwala, we can see that she had more stocks around 13-14 stocks in each of the quarters of 2017 from where she has chucked out few stocks in the next year. Earlier she has hotel industries in her portfolio as well, which is missing in the current portfolio in 2019.

    What is Rekha Jhunjhunwala’s Net Worth?

    Rekha Jhunjhunwala Net Worth
    Quarter Net worth(Cr) Change%
    Jun-22  6,969.34 -18%
    Mar-22  8,521.64 50%
    Dec-21  5,667.88 16%
    Sep-21  4,876.45 14%
    Jun-21  4,254.51 11%
    Mar-21  3,824.76 10%
    Dec-20  3,474.78 66%
    Sep-20  2,089.99 32%
    Jun-20  1,577.26 15%
    Mar-20  1,364.26 -43%
    Dec-19  2,428.3 1%
    Sep-19  2,387.41 -2%
    Jun-19  2,449.2 3%

    Rekha Jhunjhunwala’s Net Worth is Rs. 6,969.34 Crore at present and she has been holding ten different stocks of the companies we have mentioned above.

    Her net worth increased tremendously in the year 2020 and then saw a roller coaster ride in the last 1.5 years. The main components of her net worth are Titan Company’s stocks, Aptech Ltd. Stocks, NCC Ltd. Stocks and others.

    Rekha Jhunjhunwala Portfolio – Conclusion

    Rekha Jhunjhunwala Stock Portfolio consists of variety of shares from different industries as we saw in the above article.

    She has been trading ten stocks at present and her net worth has decreased from the previous quarter and currently is Rs. 6,969.34 Crore. She with her husband Rakesh Jhunjhunwala invests and trade bulk stocks of the different company.

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