Rakesh Jhunjhunwala Picks for 2013

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Rakesh Jhunjhunwala - Top Holdings and Performance

via Economic Times Billionaire investor Rakesh Jhunjhunwala has made a fortune and attracted a large following in India with his bold bets on domestic stocks. Many call him 'India's Warren Buffett'. Unlike the famed Omaha investor, Jhunjhunwala is a fan of leverage, which perhaps best defines his investment strategy. Following are the top six holdings held by Jhunjhunwala, based on stock exchange filings. Company -- Aptech Stake -- 32.19% YTD Performance (to June 13) -- +10.6% Company -- A2Z Maintenance Stake -- 19.10% YTD Performance (to June 13) -- +20.5%

Rakesh Jhunjhunwala Portfolio Update - Feb 15 2012

Company	%Holding	No of Shares (in Lakhs)	Rs Crore
Viceroy Hotels	10.02	42.50	11
Geojit BNP Paribas Financial Services	7.88	180.00	37
Titan Industries	7.52	667.49	1,455
Bilcare	7.37	17.35	40
Geometric	6.85	42.90	30
Ion Exchange (India)	6.46	8.75	11
Praj Industries	5.56	102.79	90
Zen Technologies	5.06	4.50	7
Agro Tech Foods	4.73	11.54	51
Prime Focus	4.55	63.25	38
Adinath Exim Resources Ltd	4.41	1.81	0
Autoline Industries	4.26	5.20	8
Delta Corp	3.57	80.00	66
Delta Corp	3.35	75.00	62
NCC	2.83	72.67	45
Titan Industries	2.48	220.16	480
Alphageo (India)	2.43	1.25	1
Provogue (India)	2.19	25.00	7
Sterling Holiday Resorts (India)	2.14	12.55	13
NCC	1.95	50.00	31
Lupin	1.88	83.75	410
Prime Focus	1.80	24.95	15
Subex	1.80	12.50	4
Hindustan Oil Exploration Company	1.57	20.50	27
Hindustan Oil Exploration Company	1.35	17.62	23
Orchid Chemicals and Pharmaceuticals	1.28	9.00	16
Viceroy Hotels	1.18	5.00	1
Bilcare	1.14	2.68	6
Orchid Chemicals and Pharmaceuticals	1.06	7.50	13
Orchid Chemicals and Pharmaceuticals	1.06	7.50	13

Rakesh Jhunjhunwala's stocks fall

Billionaire investor Rakesh Jhunjhunwala, whose long-term bets have earned him popular titles such as 'the big bull', now faces a lot of red in his portfolio.

Since December 1, as the market benchmark declined 6%, stocks that Jhunjhunwala owns have lost up to 30%. VIP Industries, a big chunk of the billionaire's portfolio, led the list with the maximum notional loss of 30.5%.

Other losers include Provogue India, Subex and Reliance Broadcast Network, Aptech and Delta Corp, all of which are down 16-25%. Broadly, Jhunjhunwala's entire portfolio is in the red, with 25 out of 28 stocks analysed by ET recording a decline in December.

Rakesh Jhunjunwala - December 2011 Portfolio

Company	%Holding	No of Shares (in Lakhs)	Rs Crore
A2Z Maintenance and Engineering Services	17.22	127.73	163
Viceroy Hotels	10.02	42.50	10
Geojit BNP Paribas Financial Services	7.88	180.00	30
Praj Industries	7.39	136.54	107
Bilcare	7.37	17.35	39
Titan Industries	7.15	635.09	1,176
Rallis India	6.47	125.92	181
Ion Exchange (India)	6.47	8.75	9
Geometric	6.29	39.40	20
Zen Technologies	5.06	4.50	5
Prime Focus	4.55	63.25	32
Agro Tech Foods	4.52	11.01	45
VIP Industries	4.47	12.63	15
Adinath Exim Resources Ltd	4.45	1.83	0
Autoline Industries	4.26	5.20	6
Delta Corp	3.35	75.00	56
Titan Industries	2.49	221.16	409
Alphageo (India)	2.43	1.25	1
Reliance Broadcast Network	2.20	17.50	10
Sterling Holiday Resorts (India)	2.16	12.50	10
Lupin	2.02	90.25	407
NCC	1.95	50.00	21
A2Z Maintenance and Engineering Services	1.89	14.00	18
Subex	1.80	12.50	4
Prime Focus	1.80	24.95	13
Provogue (India)	1.66	19.00	5
Hindustan Oil Exploration Company	1.57	20.50	26
Mcnally Bharat Engineering	1.48	4.60	5
VIP Industries	1.45	4.10	5
Hindustan Oil Exploration Company	1.35	17.62	23

Company	%Holding	No of Shares (in Lakhs)	Rs Crore
Pantaloon Retail (India) - B-DVR	1.32	2.11	3
Orchid Chemicals and Pharmaceuticals	1.21	8.50	14
Viceroy Hotels	1.18	5.00	1
Orchid Chemicals and Pharmaceuticals	1.14	8.00	13
Bilcare	1.14	2.68	6
Orchid Chemicals and Pharmaceuticals	1.06	7.50	13

Latest - Rakesh Jhunjhunwala - Nov 2011 Portfolio Update

Company	%Holding	No of Shares (in Lakhs)	Rs Crore
A2Z Maintenance and Engineering Services	17.22	127.73	216
Viceroy Hotels	10.02	42.50	12
Geojit BNP Paribas Financial Services	7.88	180.00	33
Praj Industries	7.39	136.54	115
Bilcare	7.37	17.35	54
Titan Industries	7.15	635.09	1,377
Rallis India	6.47	125.92	207
Ion Exchange (India)	6.47	8.75	11
Geometric	6.29	39.40	18
Zen Technologies	5.06	4.50	5
Agro Tech Foods	4.52	11.01	45
VIP Industries	4.47	12.63	20
Adinath Exim Resources Ltd	4.45	1.83	0
Autoline Industries	4.26	5.20	5
Delta Corp	3.35	75.00	76
Titan Industries	2.49	221.16	479
Alphageo (India)	2.43	1.25	1
Reliance Broadcast Network	2.20	17.50	11
Sterling Holiday Resorts (India)	2.16	12.50	13
Lupin	2.02	90.25	436
NCC	1.95	50.00	26
A2Z Maintenance and Engineering Services	1.89	14.00	24
Subex	1.80	12.50	5
Provogue (India)	1.66	19.00	5
Hindustan Oil Exploration Company	1.57	20.50	24
Mcnally Bharat Engineering	1.48	4.60	5
VIP Industries	1.45	4.10	6
Hindustan Oil Exploration Company	1.35	17.62	21
Pantaloon Retail (India) - B-DVR	1.32	2.11	3
Viceroy Hotels	1.18	5.00	1

Company	%Holding	No of Shares (in Lakhs)	Rs Crore
Bilcare	1.14	2.68	8

Rakesh Jhunjhunwala - Worst Trading Year - CNBC Interview

Billionaire investor Rakesh Jhunjhunwala, who's often referred to as India's Warren Buffett, says, the financial year 2012 has been, so far, the worst trading year of his life.

However, he is not giving up hope. He still believes that the market is in a corrective phase of a long-term bull run.

In an interview to CNBC-TV18’s Udayan Mukherjee, the big bull of Dalal Street says, although the market is showing strength, he has had the worst trading financial year of his life starting from April. And that’s what makes him cautious or confused. “I still don’t think that there is a clear picture. I think we will still have to wait for events to unfold.”

Rakesh Jhunjhunwala - Bull market to continue

Rakesh Jhunjhunwala of Rare Enterprises says that the bull market which started in 2001 will continue and Indian equities will outperform global stocks in long term. Bourses across the world have managed to gain during the week as investors took hope from various Euro zone countries coming on board to expand the European Financial Stability Facility - a fund which is supposed to be used to ease out countries from the debt crisis.

Rakesh Jhunjunwala - October Portfolio - Big Bull's Holdings

Rakesh Jhunjunwala - October Portfolio - Big Bull's Holdings

The Jhunjhunwala Magic

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Sharekhan presents a list of companies that buzzed on D-street the moment billionaire investor Rakesh Jhunjhunwala eyed them.

Rakesh Jhunjhunwala, Partner, Rare Enterprises and our very own Indian Warren Buffet, has made some companies buzz on the street with his expression of interest in them. Sharekhan presents a list of such companies that did magic on D-streets the moment billionaire investor Rakesh Jhunjhunwala eyed them. The list is sorted with recency from lastest to last.

Rakesh Jhunjhunwala - September 2011 Holdings

Company	%Holding	No of Shares (in Lakhs)	Rs Crore
A2Z Maintenance and Engineering Services	17.22	127.73	255
Viceroy Hotels	10.02	42.50	11
Geojit BNP Paribas Financial Services	7.88	180.00	34
CRISIL	7.75	5.50	460
Praj Industries	7.39	136.54	98
Titan Industries	7.28	646.67	1,466
Ion Exchange (India)	6.48	8.75	12
Geometric	6.30	39.40	16
Zen Technologies	5.06	4.50	4
Adinath Exim Resources Ltd	4.59	1.89	0
Prime Focus	4.55	63.25	38
Agro Tech Foods	4.52	11.01	46
VIP Industries	4.47	12.63	122
Autoline Industries	4.26	5.20	6
Delta Corp	3.72	75.00	80
Rallis India	3.25	6.31	11
Rallis India	3.23	6.28	11
Titan Industries	2.49	221.16	501
Orchid Chemicals and Pharmaceuticals	2.48	17.50	34
Alphageo (India)	2.43	1.25	1
Reliance Broadcast Network	2.20	17.50	15
VIP Industries	1.96	5.55	54
NCC	1.95	50.00	33
A2Z Maintenance and Engineering Services	1.89	14.00	28
Subex	1.80	12.50	6
Prime Focus	1.80	24.95	15
Lupin	1.73	77.30	366
Provogue (India)	1.66	19.00	6
Mcnally Bharat Engineering	1.48	4.60	6
Hindustan Oil Exploration Company	1.38	18.00	23

Pantaloon Retail (India) - B-DVR	1.32	2.11	4
Hindustan Oil Exploration Company	1.27	16.60	21
Viceroy Hotels	1.18	5.00	1
Orchid Chemicals and Pharmaceuticals	1.06	7.50	15