Rakesh Jhunjhunwala Success Story - Video

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Value of Rakesh Jhunjhunwala's stock holdings in 2016

             The value of Rakesh Jhunjhunwala's stock holdings has remained flat this year as heavyweights of his portfolio weighed down the performance.

According to data taken from Bloomberg, the value of his personal holdings has witnessed a marginal rise of 2% to Rs 6,514 crore. The analysis only considers companies where Jhunjhunwala owns stake of more than 1% in his personal capacity.

Besides, that the ace investor also holds stake in various companies through his firm RARE Enterprises and in addition his wife Rekha Jhunjhunwala too has equity holdings.

Most of Jhunjhunwala's long term bets such Aurobindo Pharma, Lupin and Titan have turned out to damp squibs in 2016. The two pharma companies have lost close to 20% during the year, while Titan too is down 9%. Meanwhile, the benchmark Sensex is up just 1% so far this year.

Industry observers say Jhunjhunwala is now focusing on buying a large chunk of equity in smaller companies like Geometric, Autoline Industries, Mandhana Retail and Delta Corporation. There are around eight companies in which Jhunjhunwala holds more than 10% stake.

Recently, Jhunjhunwala announced he had acquired 12.7% stake in The Mandhana Retail Ventures Limited, which retailer for Salman Khan's Being Human apparel brand.

 Last year, Jhunjhunwala was seen investing heavily in all three listed aviation companies -InterGlobe Aviation, Jet Airways and SpiceJet.

Rakesh Jhunjhunwala’s portfolio grows 5.5 times in seven years, Some of the details of his stock holding and how it pared

Rakesh Jhunjhunwala’s portfolio grows 5.5 times in seven years, Some of the details of his stock holding and how it pared 

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Rakesh Jhunjhunwala’s Stock Holdings/

 

Big Bull Rakesh Jhunjhunwala and his wife Rekha Jhunjhunwala held equities worth Rs 8,900 crore and remained the biggest 'individual public shareholders' on the Dalal Street, June quarter shareholding data showed.

The Jhunjhunwala couple, which owns shares in IT firm AptechBSE -3.12 %, drugmakers Aurobindo PharmaBSE 0.17 % and LupinBSE 0.45 % and banking and financial firms such as Deewan Housing and Karur Vysya BankBSE -0.43 %, among others, have seen the value of their cumulative  ..

Companies where the combined stakeholding of Jhunjhunwala and his better half has gone up include Tata MotorsBSE -1.01 % (DVR) (from nil a year ago to 3.43 per cent in Q1FY17), Intellect Design Arena (3.74 per cent to 5.94 per cent) and Escorts (from 8.14 per cent to 10.18 per cent).

The Jhunjhunwalas raised stake in Delta CorpBSE -0.24 % to 9.32 per cent in Q1 of FY17 from 7.80 per cent in Q1 of FY16. They also increased stake in Agro Tech Foods to 7.66 per cent at the end of June quarter from 6.88 per cent at the end of Q1 FY16.

However, the duo exited McNally Bharat EngineeringBSE 2.77 % and PolarisBSE -0.86 % Consultancy, the PRIME Database study revealed.

The Jhunjhunwalas owned 9.85 per cent stake in McNally BharatBSE 2.77 % and 4.74 per cent in Polaris Consulting at the end of Q1FY16.

As per norms, details of less than 1 per cent shareholding is not required to be published. The couple cut stake in VIP IndustriesBSE 0.96 % from 7.05 per cent to 3.69 per cent, Karur Vysya Bank from 2.9 per cent to 1.92 per cent and Autoline IndustriesBSE -0.74 % from 10.14 per cent to 9.46 per cent in the one year period.

The retail holding went up in 767 NSE-listed companies in last one year till the end of Q1FY17. The average increase in stock prices of these companies in the same period was 20 per cent.

On the flip side, share prices of 671 companies where retail holding fell in last one year have risen by 47 per cent on an average.

"This validates the often-used phrase that retail investors buy at peak and sell at lows," said Pranav Haldea, Managing Director at PRIME Database.

Retail holding in terms of value hit an all-time high of 8.68 per cent in June quarter.

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Praj Industries Ltd- A sceptical viewpoint

          Our team member met one of our olden days informant and member of big investor group in Mumbai who happen to have a age old experience and contacts among elite investors group in Mumbai. Among many other things he said Praj Industries could become a penny stock. This was interesting if not shocking for our analyst. He tried and dug dip. The informant said some big institutional holders are considering to sell this stock which has been underperforming since  2007 from 250 levels to around 50 levels now. The guy also said that interest into green energy has peaked for the medium term atleast. Also the present global recession will cause traditional energy resources prices to correct significantly and make the green energy costlier than the traditional ones.  After this stint our guy came down and the research team tried to dig deeper into this counter.

YEAR	2004	2005	2006	2007	2008	2009	2010	2011
% HOLDING OR RAKESH JHUNJHUNWALA	12.33	12.33	10.77	8.23	7.30	8.57	7.73	8.8
% SHARE HOLDING OF VINOD KHOSLA	-	-	1.94	8.88	6.15	5.26	4.01	3.11
SHARE PRICE IN JUNE MONTHS OF RESPECTIVE YEAR	5	35	80	240	175	110	80	70