In these article, we tell you about the stocks where big investors invested their money in the last one quarter. We also tell you about the stocks added and holdings reduced by them in their portfolio. Following this, we have brought another article today.
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Here we will talk about four superstar investors and discuss their portfolio. The names of the investors that we will discuss are- Rakesh Jhunjhunwala. Ashish Kacholia, Radhakishan Damani, and Dolly Khanna. We will tell you about the stocks added and holdings trimmed by them in their portfolio.
Without taking much time let's start today's article. We will talk about the companies where these investors have invested.
Rakesh Jhunjhunwala's investment
In the first part of the article, we will talk about Rakesh Jhunjhunwala's investment. We will discuss Rekha's Jhunjhunwala's portfolio (his wife) along with Rakesh Jhunjhunwala's portfolio. (if she has invested in any new stock)
There are a lot of companies. Firstly let's talk about the most interesting thing. Let's talk about the companies that were added by them in their portfolio in recent times. (that were not in their holdings till the last quarter)
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Bilcare ltd
Let's talk about the first company. The first company is Bilcare ltd. This is a packaging company that mainly works in the pharma sector and helps a lot of companies in packaging. Rakesh Jhunjhunwala has made an investment in this pharmaceutical company that working towards packaging and R&D.
You might think that Rs.13 cr is low investment. Let's talk about the size of this company. Its market capitalization is less than Rs. 200 cr. Rakesh Jhunjhnwala has made an investment of Rs.13 cr in this company. This number looks small in absolute value but Rakesh Jhunjhunwala has an 8.5% stake in the total ownership. From here you can understand that this company was recently added by Rakesh Jhunjhunwala to his portfolio.
Let me tell you another interesting fact about this company. In the last 6 months, this company has delivered a 46% return to its investors. In the last one year(12 months) this company has delivered a 246% return to its investors. Hence you can understand that this company has delivered great returns to its investors. Rakesh Jhunjhunwala has increased his stake in this company.
Anant Raj Ltd
Now let's talk about the second company that was recently added to his holdings. The name of this company is Anant Raj Ltd. This company runs its business in the construction sector. It is running such activities in recent times.
The investment made by Rakesh Jhunjuhnwala in this company is Rs.22.8 cr. The market capitalization of this company is Rs.1,200 cr. Rakesh Jhunjhunwala has a 3.3% stake in total ownership. In the last 6 months, this company has delivered a 244% return to its investors. In the last one year, this company has delivered a 105% return to its investors. This company has already given a multi-bagger return to its investors.
Wockhardt Ltd
Now let's talk about the third company. Its name is Wockhardt Ltd. An interesting fact about this company is that it emerges out of the pharmaceutical sector. Its major business is in the pharmaceutical and biotechnology sector.
The investment made by Rakesh Jhunjuhnwala in this company is more than Rs.120 cr. From here you can see an interesting thing. In recent times Rakesh Jhunjhunwala has added a lot of pharmaceutical companies to his portfolio. The company's market capitalization is Rs.5,300 cr. Rakesh Jhunjuhnwala has a 2.26% stake in total ownership.
In the last 6 months, this company has delivered a 58% return to its investors. In the last 1 year, this company has delivered a (positive) 36% return to its investors.
Tata Communications
The next company added by Rakesh Jhunjuhnwala in his portfolio is Tata Communications. The investment made by Rakesh Jhunjuhnwala in this company is Rs.322 cr. The current market capitalization of this company is around Rs.28,000 cr.
The business of this company is in the telecommunication sector. Rakesh Jhunjuhnwala has a stake of 1.12% in this company. In the last 6 months, Tata Communications has delivered a (positive) 26% return to its investors. In the last 1 year, this company has delivered more than 100% return to its investors.
Indiabulls real estate
Now let's talk about the next company where Rakesh Jhunjuhnwala has bought a 1.1% stake with Rs.37 cr investment. The name of this company is Indiabulls real estate. This is one of the largest companies in the real estate sector.
In recent times real estate companies faced the adverse impacts of the covid situation. But some companies have shown a great turnaround. Rakesh Jhunjuhnwala recently invested in this company. Earlier this company was not in his portfolio (about one quarter back).
The current market capitalization of this company is around Rs.3,300 cr. In the last 1 year, this company has delivered a (negative) 30% return to its investors. An interesting fact is that in the last 6 months, this company has delivered a (positive) 40% return to its investors.
Now let me quickly tell you about other companies where Rakesh Jhunjuhnwala increased and decreased his stake.
NCC ltd
firstly I am talking about companies where Rakesh Jhunjuhnwala has increased his stake. The name of this company is NCC ltd. This company emerges out of the construction sector. Rakesh Jhunjuhnwala had a 12.14% stake in this company in September. He has increased his stake to 12.84%.
Indian Hotels Ltd
The next company where Rakesh Jhunjuhnwala increased his stake is Indian Hotels Ltd. Rakesh Jhunjuhnwala had a 1.05% stake in this company in September. He has increased his stake to 2.10%. The total investment of Rakesh Jhunjuhnwala in Indian Hotels is above 300%. We had earlier told you about Indian Hotels in detail. (covered Tata Group companies)
Now let's talk about the companies where Rakesh Jhunjuhnwala has decreased his stake. These are two companies where Rakesh Jhunjuhnwala has decreased his stake.
Firstsource Solutions Ltd
The first company is Firstsource Solutions Ltd. This company emerges out of the IT software sector. Rakesh Jhunjuhnwala had a 2.88% stake in this company in September. He has decreased his stake to 1.29%. An interesting fact about the First source company is that in the last 12 months, this company has delivered a (positive) 98% return to its investors. These are the companies where Rakesh Jhunjuhnwala has decreased his stake. (have made great returns recently)
Escorts Ltd
Lastly, Rakesh Jhunjuhnwala has decreased his stake in Escorts Ltd. Rakesh Jhunjuhnwala had a 5.64% stake in this company in the September quarter. He has decreased his stake to 4.75%. So these were the companies where the biggest investor of India- Rakesh Jhunjuhnwala (addition) has increased or decreased his stake. (in his portfolio)
Radhakishan Damani
Now let's talk about Radhakishan Damani. He is also the owner of Dmart. He is a big investor who invests in different companies. We will first talk about the companies where Radhakishan Damani has increased his stake. Firstly let's talk about them. In the second part of the article, we will talk about the companies where he has decreased his stake.
VST Industries Ltd
I am first showing you the companies where he has increased his stake. The first company is VST Industries Ltd. This company manufactures tobacco products. Radhakishan Damani had a 30.92% in this company in October.
Radhakishan Damani had a 31.03% in this company in December. This means that he has increased his stake by a slight amount. His total holding (investment) in VST Industries is more than 1,600 cr as per current valuation. VST Industries has not given remarkable returns in recent times. In the last 6 months, this company has delivered a (positive time) 8% return to its investors. In the last 1 year, this company has delivered a (negative) 20% return to its investors.
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India Cements
Now let's talk about the next company where he has increased his stake. The name of this company is India Cements. The total investment of Radhakishan Damani in this company is more than Rs.600 cr.
On a quarter-on-quarter comparison, we find that he has slightly increased his stake. In last quarter he had a 12.14% in this company. He has increased his stake to 12.68%. In the last 6 months, this company has delivered a 37% return to its investors. In the last 1 year, this company has delivered a (positive) 89% return to its investors.
Now let's speedily discuss the companies where he has decreased his stake. There are 3 the companies where he has decreased his stake. Their names are- Blue Dart Express Ltd. and Trent Ltd. Trent Ltd is a Tata company- discussed by us in Tata group of companies article. The third company is Spencer's Retail Ltd.
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Ashish Kacholia
Now let's move to the next investor. His name is Ashish Kacholia. Let's talk about the companies that he has added to his portfolio in the last quarter.
Paushak Ltd
The first company is Paushak Ltd. This company emerges out of the Agrochemical sector. You might also be aware that- Agrochemical industries have delivered good returns to their investors in recent times. During Covid, most of the sectors were down but the agriculture sector performed well with good returns. (delivered to the investors)
The first company that was added by Ashish Kacholia to his portfolio emerges out of the agriculture sector. The investment made by Ashish Kacholia in this company is Rs.17.7 cr. The market capitalization of this company is Rs.1,200 cr. From here you can understand that the total stake bought by Ashish Kacholia in this company is 1.14%. In the last 6 months, this company has delivered a 10% return to its investors. In the last 1 year, this company has delivered a 46% return to its investors.
IOL Chemicals and Pharmaceuticals Ltd
Now let's talk about the next company. Its name is IOL Chemicals and Pharmaceuticals Ltd. This company emerges out of the pharmaceutical sector where Ashish Kacholia has invested in recent times.
The investment made by Ashish Kacholia in this company is Rs.40 cr. The market capitalization of this company is Rs.400 cr. This company has been an (in terms of returns) multi-bagger company in recent times. In the last 1 year, this company has delivered a return of more than 250% to its investors. In the last 6 months, this company has delivered a (negative) 10% return to its investors.
Caplin Point Lab
Now let's talk about the next company that was added by Ashish Kacholia to his portfolio. The name of this company is Caplin Point Lab. An interesting fact about this company is that it emerges out of the pharmaceuticals sector. Let me tell you this interesting fact again.
The majority of the companies added by Rakesh Jhunjhunwala to his holdings in the last quarter were pharmaceutical companies.
Let's talk about Ashish Kacholia. This is the second company (after IOL chemicals) that has been added to his portfolio. The investment made by Ashish Kacholia in this company is Rs.37cr. The market capitalization of this company is around Rs.3,400 cr. In the last 6 months, this company has delivered a (negative)1% to its investors. In the last 12 months, this company has delivered a return of (positive) 58% to its investors.
Now let's talk about the companies where Ashish Kacholia has decreased his stake. Let me take you to my screen. Here two companies emerge where he has decreased his stake. The first company is Mold-Tek Packaging. This company manufactures plastic products. Ashish Kacholia had a 3.42% stake in this company. He has reduced this stake to 3.35%.
The second company where he has decreased his stake is Poly Medicure Ltd. This company emerges out of the healthcare sector. In the last quarter, he had a 2.04% stake in this company. He has reduced this stake to 1.98%. From here you can understand the companies where Ashish Kacholia has increased or decreased his stake. Now, let's move to the next part of the video.
Dolly Khanna
Now we will talk about the investments of Dolly Khanna. We will talk about the companies added to his portfolio. He has added 4 companies to his portfolio. We will discuss them one by one.
NCL Industries
Firstly I will talk about a cement company- NCL Industries. Dolly Khanna has made a recent investment over here. This is a small-cap company that has a market capitalization of Rs.600 cr.
Dolly Khanna has made Rs.7.1 cr investment in this company and bought a stake of more than 1% in the last quarter. In the last 6 months, this company has delivered a (positive) 85% to its investors. In the last 1 year, this company has delivered a (positive) 65% to its investors.
Talbros Automotive components Ltd
Now let's talk about the automotive company where Dolly Khanna has increased his stake. The name of this company is Talbros Automotive components Ltd. This company manufactures auto ancillaries and products. It supplies these products to auto companies. In recent times auto companies have shown a great turnaround and delivered good returns to investors.
This company is a small-cap company. Its market capitalization is Rs.218 cr. Dolly Khanna's investment in this company is around Rs.2 cr. He has bought a stake of more than 1% in the company. In the last 6 months, this company has delivered a (positive) 80% to its investors.
There are two companies where Dolly Khanna has invested in the recent quarter.
Butterfly Gandhimathi Appliances Ltd
The first company is Butterfly Gandhimathi Appliances Ltd. This company runs its business in the consumer durables sector. Dolly Khanna has invested Rs.13.7 cr and bought a 1.50% stake in the company. The market capitalization of this company is around Rs.917 cr.
Nucleus Software Exports Ltd
The next company is Nucleus Software Exports Ltd. This is an IT software company. The market capitalization of this company is around Rs.1,600 cr. Dolly Khanna has invested Rs.19.9 cr (almost 20%) and bought a 1.23% stake in the company. From here you would have got an idea of the companies where Dolly Khanna has increased his stake.
Now let's quickly talk about the 2 companies where he has reduced his stake. The name of these two companies is Rain industries and NOCIL Ltd. NOCIL Ltd. emerges out of the chemical sector. Its market capitalization is around Rs.2,400 cr.
So this was our today's article where we discussed the stocks that were added to the portfolio of big investors. Here we tried to give you a clear picture. We also told you about the current additions, increments, and reductions in the stakes held by these investors.
I hope that you liked today's article. Before ending the article, I would say this - We don't give any buy/sell recommendations.
We make all article for educational purposes so that we can deliver the right information. You can further do your own research, invest for the long term and make good returns.
Comment below - Which is your favorite company out of this list (where you are thinking to invest)
Every person has his/her own risk appetite. You have to invest as per your risk. We get this information at the quarter-end.
We can't predict the price at which they bought these stocks. You can only get an idea of their buying and selling. (whenever you invest) Analyze your risk appetite, do good research and then invest for the long term. Continue doing research, keep yourself updated with information, follow the newspaper and understand every piece of information.
This can make you a good investor.
Happy investing!
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