Rekha Jhunjhunwala Portfolio Analysis
Rekha Jhunjhunwala is a well-known investor, respected for her sharp insights and strategic approach to the stock market. After the passing of her husband, Rakesh Jhunjhunwala, she inherited a substantial portfolio and has continued to grow it by diversifying her investments across various sectors. Rekha Jhunjhunwala’s portfolio covers a wide range of industries from banking to technology and consumer goods. In this article, we’ll take a look at Rekha Jhunjhunwala’s portfolio performance, investment strategy, net worth and the top Rekha Jhunjhunwala stock picks.
List of Stocks in Rekha Jhunjhunwala Portfolio 2025
According to the corporate shareholdings report, Rekha Jhunjhunwala holdings include these companies:
| Stock Name | Holding Percentage |
|---|---|
| Inventurus Knowledge Solutions Ltd | 49.34 |
| Aptech Ltd | 41.41 |
| Star Health and Allied Insurance Company Ltd | 17.14 |
| NCC Ltd | 12.48 |
| VA Tech Wabag Ltd | 8.04 |
| Concord Biotech Ltd | 8.03 |
| Geojit Financial Services Ltd | 7.2 |
| Singer India Ltd | 6.89 |
| Jubilant Pharmova Ltd | 6.43 |
| CRISIL Ltd | 5.19 |
| Titan Company Ltd | 5.15 |
| Sundrop Brands Ltd | 4.94 |
| Raghav Productivity Enhancers Ltd | 4.8 |
| Valor Estate Ltd | 4.63 |
| Karur Vysya Bank Ltd | 4.16 |
| Fortis Healthcare Ltd | 4.07 |
| Baazar Style Retail Ltd | 3.39 |
| Jubilant Ingrevia Ltd | 2.97 |
| The Indian Hotels Company Ltd | 2.02 |
| Wockhardt Ltd | 1.75 |
| Tata Communications Ltd | 1.58 |
| Escorts Kubota Ltd | 1.53 |
| The Federal Bank Ltd | 1.48 |
| Canara Bank | 1.46 |
| Tata Motors Ltd | 1.3 |
Disclaimer: Please note that the above table is for educational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.
Who is Rekha Jhunjhunwala?
Rekha Jhunjhunwala is an Indian investor and the wife of the late investment icon Rakesh Jhunjhunwala. Rakesh was known for his sharp market insight and was often referred to as “India’s Warren Buffett.” After his passing in 2022, Rekha has continued to manage and expand their investments.
As of 2025, estimates her net worth at approximately 55,031.30 cr., making her one of the wealthiest women in India. Her portfolio includes significant stakes in companies like Titan Company, Star Health and Allied Insurance, and Metro Brands.
Overview of Rekha Jhunjhunwala Holdings
Here is the overview of the Rekha Jhunjhunwala portfolio’s top holdings.
- Inventurus Knowledge Solutions Ltd.: Inventurus Knowledge Solutions Ltd. provides business process outsourcing and technology solutions. It focuses on improving operations for companies in healthcare, finance, and technology, helping them become more efficient and achieve sustained growth in competitive markets.
- Aptech Ltd.: Aptech Ltd. is a global education company that focuses on IT and vocational training. The company offers learning programs designed to help individuals develop skills needed for various career opportunities, especially in technology.
- Star Health and Allied Insurance Company Ltd.: Star Health and Allied Insurance Company Ltd. is a leading health insurer in India. It offers a variety of health insurance products, aiming to provide accessible and comprehensive coverage.
- NCC Ltd.: NCC Ltd. is a leading Indian construction company. It specialises in infrastructure projects such as roads, bridges, and buildings.
- VA Tech Wabag Ltd.: VA Tech Wabag Ltd. is a company that provides water treatment and management solutions. It works on projects related to wastewater and water supply treatment, helping businesses and communities address water-related challenges.
Sector-Wise Rekha Jhunjhunwala Investments
Rekha Jhunjhunwala has a diversified portfolio that includes stocks from several sectors, including healthcare, automotive, banking, finance, technology, and consumer goods. Let’s take a closer look at each of these sectors and the companies she has invested in within these sectors:
- Healthcare: The healthcare sector is represented in Rekha Jhunjhunwala’s portfolio through investments in companies like Star Health and Allied Insurance Company Ltd., Fortis Healthcare Ltd., and Jubilant Pharmova Ltd. These companies are involved in various aspects of the healthcare industry, from insurance to pharmaceuticals.
- Automotive: Tata Motors Ltd. is an example of Rekha’s investment in the automotive sector. Tata Motors is one of India’s major automobile manufacturers, with a diverse product range, including commercial vehicles and electric vehicles.
- Banking & Financial Services: Rekha’s Jhunjhunwala portfolio also includes investments in the banking sector, with stakes in Canara Bank, Karur Vysya Bank Ltd., and Federal Bank Ltd. These institutions play a significant role in India’s financial sector, providing a variety of banking services to individuals and businesses.
- Technology & Software: Tata Communications Ltd. and Jubilant Ingrevia Ltd. reflect Rekha’s interest in the technology and software sectors. These companies are involved in communications infrastructure and chemical solutions, respectively, contributing to the growth of the tech industry.
- Real Estate: Valor Estate Ltd. represents Rekha’s investments in the real estate sector. This sector encompasses the development and management of commercial and residential properties, which continue to play a role in India’s economic growth.
- Consumer Goods: Titan Company Ltd. is a key example in the consumer goods sector within its portfolio. Titan is a leader in the watch and jewellery markets in India, along with offering a range of other consumer products.
Rekha Jhunjhunwala Net Worth Trend
Rekha Jhunjhunwala’s net worth has been growing steadily over the years, due to her smart investment strategy and market knowledge. Let’s take a look at Rekha Jhunjhunwala’s net worth trend:
- 2022: She entered the Forbes India Rich List for the first time and was ranked 30th among India’s richest people with a net worth of ₹47,650.76 cr ($5.9 bn).
- 2023: In June 2023, her net worth was around ₹39,000 cr.. This was mainly due to her well-managed public holdings.
- July 2023: She increased her stake in Titan Company by buying 6,50,000 shares. She earned ₹2400 cr. in the last two months, that’s ₹40 cr per day.
- 2024: In October 2024, Rekha Jhunjhunwala was ranked 28th on the Forbes list of India’s 100 richest with a net worth of $9.3 bn. Her wealth was boosted by her holdings in Titan Company, Tata Motors and Crisil.
- 2025: As of June 2025, Rekha Jhunjhunwala’s net worth is around 54,861.99 cr., making her one of the richest women in India.
Shares Purchased by Rekha Jhunjhunwala in 2025
In the March 2025 quarter, Nazara Technologies and Canara Bank were added to Rekha Jhunjhunwala’s Portfolio. Both of these stocks gave good returns by exceeding 30% during the quarter. However, by June 2025, she had sold over 3% of her holdings of Nazara Technologies through bulk deals on both the BSE and NSE, and fully exited her position in the company.
Recently, Rekha Rakesh Jhunjhunwala purchased the following shares:
| Stock Name | Increase in Holding % |
| Jubilant Pharmova Ltd. | 1.20% |
| Tata Motors Ltd. | 0.50% |
| Karur Vysya Bank Ltd. | 0.30% |
| The Federal Bank Ltd. | 0.15% |
Shares Sold by Rekha Jhunjhunwala
Rekha Jhunjhunwala sold the following shares in recent times
| Stock Name | Decrease in Holding % |
| Nazara Technologies Ltd. | -2.5% |
| Aptech Ltd. | -1.8% |
| Wockhardt Ltd. | -1.2% |
| The Indian Hotels Company Ltd. | -0.7% |
Rekha Jhunjhunwala’s Portfolio Analysis
Rekha Jhunjhunwala’s investment approach offers valuable insights for any investor. Here are key takeaways from her portfolio:
- Diversification: Rekha’s portfolio spans multiple sectors, including banking, healthcare, FMCG, and real estate. This diversification helps spread risk and allows her to capture potential gains across various industries.
- Long-Term Investment: Rekha Jhunjhunwala’s portfolio, inherited from her late husband, includes stocks she has held for years. Her strategy focuses on the long-term growth and potential of the companies she invests in.
- Focus on Quality Stocks: With significant holdings in companies like Titan Company, Tata Motors, and Indian Hotels Company, Rekha Jhunjhunwala’s holdings show a preference for quality stocks with strong fundamentals and growth prospects.
- Active Portfolio Management: Rekha actively manages her portfolio, as seen in her decision to increase her stake in Titan Company. This proactive approach allows her to adjust her investments based on market conditions and emerging opportunities.
- Capitalising on Market Trends: She has been successful in capitalising on market trends, particularly with her investments in Titan Company. Her ability to identify growth stocks that would align with the market trends has significantly contributed to her wealth.
To Wrap It Up
Rekha Jhunjhunwala’s portfolio highlights the value of diversification, patience, and investing in quality stocks. She has leveraged market trends to generate impressive returns, and she has stayed very disciplined with her investments.
Investors can analyse her approach and take learning from her decisions, to come up with their own strategies. It’s important to note that investors must come up with their own research before investing. Everyone has their own strategy, so what worked for Rekha Jhunjhunwala may not work for everyone.
Frequently Asked Questions About the Rekha Jhunjhunwala Portfolio
Rekha Jhunjhunwala is the wife of the big bull investor Rakesh Jhunjhunwala. After the passing of Rakesh Jhunjhunwala in 2022, Rekha inherited one of the most valuable stock portfolios, and since then, she has been managing the portfolio.
Rekha Jhunjhunwala invests in a broad range of stocks, focusing on sectors like banking, healthcare, technology, and consumer goods. Her portfolio shows a pattern of a long-term, diversified approach to wealth-building.
Information on Rekha Jhunjhunwala’s holdings can be accessed through public disclosures, financial reports, and regulatory filings available on stock exchanges such as BSE and NSE. You can also use Tickertape Market Mover Screener to track the recent activities on Rekha Jhunjhunwala’s portfolio.
As of 2025, Rekha Jhunjhunwala’s estimated net worth is around ₹47,650.76 cr, which is a result of her well-managed and diversified portfolio of stocks across various sectors.
Some of Rekha Jhunjhunwala’s top stock holdings include:
-Inventurus Knowledge Solutions Ltd.
-Aptech Ltd.
-Star Health Allied Insurance Company Ltd.
-NCC Ltd.
-VA Tech Wabag Ltd
As of 4th August 2025, Rekha Jhunjhunwala holds 25 stocks with investments in various sectors, including banking, healthcare, and consumer goods.
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