Rakesh Jhunjhunwala’s portfolio focused on large-cap and fundamentally strong companies across banking, FMCG, and aviation, while Dolly Khanna’s portfolio emphasized mid-cap and emerging stocks in manufacturing, chemicals, and textiles, often identifying high-growth potential in lesser-known companies.
Content:
- Who is Rakesh Jhunjhunwala?
- Who is Dolly Khanna?
- What Is The Qualification of Rakesh Jhunjhunwala?
- What Is The Qualification of Dolly Khanna?
- Investing Strategies – Rakesh Jhunjhunwala vs. Dolly Khanna
- Rakesh Jhunjhunwala Portfolio vs Dolly Khanna Portfolio Holdings
- Performance of Rakesh Jhunjhunwala Portfolio Over 3 Years
- Performance of Dolly Khanna Portfolio Over 3 Years
- How to Invest in Rakesh Jhunjhunwala and Dolly Khanna Portfolio Stocks?
- Rakesh Jhunjhunwala Portfolio vs Dolly Khanna Portfolio – Conclusion
- Rakesh Jhunjhunwala Portfolio vs Dolly Khanna Portfolio – FAQs
Who is Rakesh Jhunjhunwala?
Rakesh Jhunjhunwala was a renowned Indian investor and trader, often called the “Big Bull” of the Indian stock market. Born on July 5, 1960, he built his wealth through strategic investments and managed his asset firm, Rare Enterprises.
A qualified Chartered Accountant, Jhunjhunwala began investing in 1985 with just ₹5,000 and turned it into billions over decades. His portfolio included Titan, Tata Motors, Crisil, and Lupin. He was known for his long-term vision and ability to identify high-growth companies.
Beyond investing, Jhunjhunwala was actively involved in philanthropy and aviation, launching Akasa Air in 2022. His influence on Indian markets was immense, shaping investor sentiment. He passed away in August 2022, leaving behind a lasting legacy in India’s financial world.
Who is Dolly Khanna?
Dolly Khanna is a Chennai-based investor known for picking lesser-known stocks that later turn into multibaggers. She has been investing in Indian equities since 1996, with her portfolio managed by her husband, Rajiv Khanna, a successful entrepreneur and investor.
Her investment strategy focuses on traditional industries like manufacturing, textiles, chemicals, and sugar. She invests in small and mid-cap stocks with strong growth potential. Some of her notable holdings include KCP Ltd, Chennai Petroleum, Butterfly Gandhimathi, and Simran Farms.
Despite maintaining a low public profile, her stock picks are closely tracked by retail investors. Her ability to identify undervalued companies with long-term potential has made her one of India’s most influential and widely followed individual investors.
What Is The Qualification of Rakesh Jhunjhunwala?
Rakesh Jhunjhunwala was a qualified Chartered Accountant (CA) from the Institute of Chartered Accountants of India (ICAI). Despite his CA background, he chose a career in stock market investing instead of practicing as an accountant.
His strong grasp of finance, valuations, and market trends helped him become a legendary investor. He applied fundamental analysis and long-term vision to his investments, building a portfolio that included Titan, Tata Motors, and Crisil, significantly influencing India’s stock market.
What Is The Qualification of Dolly Khanna?
Dolly Khanna’s academic qualifications are not widely documented, as she maintains a low public profile. However, her investment portfolio is managed by her husband, Rajiv Khanna, an IIT Madras graduate and successful entrepreneur with expertise in business and stock market investments.
Rajiv Khanna’s deep understanding of finance and market trends has guided their investment decisions. Together, they focus on identifying high-growth potential stocks in the manufacturing, textiles, chemicals, and sugar industries, making Dolly Khanna one of India’s most closely followed retail investors.
Investing Strategies – Rakesh Jhunjhunwala vs. Dolly Khanna
The main difference between Rakesh Jhunjhunwala and Dolly Khanna’s investing strategies lies in their approach. Jhunjhunwala focused on large-cap and high-growth stocks with a long-term vision, while Khanna specialized in small and mid-cap stocks, particularly in traditional industries like manufacturing, textiles, and chemicals.
| Aspect | Rakesh Jhunjhunwala | Dolly Khanna |
| Investment Focus | Preferred large-cap stocks in finance, retail, pharma, and tech. | Focused on small and mid-cap stocks in manufacturing and chemicals. |
| Risk Appetite | Took high-risk bets with a long-term wealth creation strategy. | Preferred moderate-risk investments in undervalued traditional industries. |
| Stock Selection | Chose companies with strong fundamentals and future potential. | Invested in lesser-known stocks with turnaround potential. |
| Investment Style | Followed a contrarian approach and held stocks for decades. | Focused on short to medium-term gains with periodic portfolio reshuffling. |
Rakesh Jhunjhunwala Portfolio vs Dolly Khanna Portfolio Holdings
The main difference between Rakesh Jhunjhunwala’s and Dolly Khanna’s portfolio holdings lies in stock type and sector focus. Jhunjhunwala holds 27 large-cap, high-growth stocks in finance, tech, and pharma, while Khanna’s 19-stock portfolio focuses on small and mid-cap manufacturing and chemical stocks.
| Aspect | Rakesh Jhunjhunwala | Dolly Khanna |
| Total Stocks Held | 27 | 19 |
| Net Worth | ₹63,653.1 Crore | ₹391.6 Crore |
| Top Holdings | Titan, Tata Motors, Crisil, Lupin, Star Health | KCP Ltd, Chennai Petroleum, Butterfly Gandhimathi, Simran Farms |
| Sector Focus | Finance, tech, retail, pharma | Manufacturing, textiles, chemicals, sugar |
| Stock Type | Large-cap, high-growth, long-term investments | Small and mid-cap, undervalued turnaround stocks |
| Top Holding (Rs) | Titan Company (16,366.8 Cr) | Chennai Petroleum (83.5 Cr) |
| Latest Buy | Inventurus Knowledge Solutions (49.3%) for 14,640.8 Cr | India Metals & Ferro Alloys (1.2%) for 43.0 Cr |
| Latest Sell | Nazara Technologies Ltd., lowering stake by -0.85% | Selan Exploration Technology Ltd., lowering stake by -0.50% |
Performance of Rakesh Jhunjhunwala Portfolio Over 3 Years
Over the past three years, Rakesh Jhunjhunwala’s portfolio has witnessed significant growth, driven by Titan, Tata Motors, and Star Health. His holdings appreciated by over 60%, increasing his net worth to ₹63,653.1 crore, with a compounded annual growth rate (CAGR) of around 18%.
Titan Company, his key investment, surged nearly 85%, while Tata Motors rose over 70% in the same period. His strategic allocations in Star Health and Metro Brands contributed to consistent portfolio expansion, capitalizing on India’s booming insurance and retail sectors.
Jhunjhunwala’s long-term approach and sectoral diversification helped him withstand market fluctuations. His investments in finance, technology, and pharmaceuticals, including Crisil and Fortis Healthcare, fueled a 24.7% portfolio increase in the last quarter, showcasing his expertise in stock selection.
Performance of Dolly Khanna Portfolio Over 3 Years
Dolly Khanna’s portfolio has maintained steady growth over the past three years, achieving a CAGR of approximately 18%. She primarily invests in manufacturing, textiles, and chemicals—sectors that have outperformed market indices. However, a recent 12.4% decline reflects broader market corrections and stock-specific challenges.
Despite short-term fluctuations, stocks like Chennai Petroleum, Prakash Pipes, and Emkay Global have delivered strong double-digit gains. Over the last three years, her holdings have expanded by nearly 64%, supported by a balanced mix of defensive and cyclical stocks benefiting from India’s industrial growth and rising demand.
Her investment strategy focuses on fundamentally sound mid-cap stocks with long-term potential, ensuring consistent returns. While some stocks experienced temporary downturns, others rebounded significantly. Stocks like Mangalore Chemicals and Stove Kraft surged over 100%, highlighting her keen ability to identify high-growth opportunities.
How to Invest in Rakesh Jhunjhunwala and Dolly Khanna Portfolio Stocks?
To invest in Rakesh Jhunjhunwala and Dolly Khanna’s portfolio stocks, follow these steps:
- Open a Demat and Trading Account: Choose a brokerage platform like Alice Blue.
- Research Their Holdings: Review the latest shareholding data and financials of their top stocks.
- Place Your Order: Log in to your account, select the stocks, and place the order.
- Monitor and Confirm Purchase: Ensure shares are credited to your Demat account after execution.
- Brokerage Tariffs: Alice Blue charges ₹20 per order on all trades.
Rakesh Jhunjhunwala Portfolio vs Dolly Khanna Portfolio – Conclusion
Rakesh Jhunjhunwala (Ace Investor 1) focused his investments across finance, tech, retail, and pharma sectors, with Titan Company, Indian Hotels, and Star Health among his key holdings. He recently increased his stake in Geojit Financial Services, signaling confidence in its future prospects, while trimming exposure to Nazara Technologies.
Dolly Khanna (Ace Investor 2) invests primarily in manufacturing, chemicals, and textiles, with key holdings in Chennai Petroleum, Prakash Pipes, and Emkay Global. She has consistently raised her stake in Emkay Global Financial Services, following her strategy of backing strong mid-cap stocks for long-term growth.
Rakesh Jhunjhunwala Portfolio vs Dolly Khanna Portfolio – FAQs
Rakesh Jhunjhunwala’s portfolio included major holdings in Titan Company, Tata Motors, Crisil, Lupin, and Star Health. His investment strategy focused on long-term wealth creation through fundamentally strong stocks in the finance, tech, retail, and pharma sectors. His picks often delivered multibagger returns.
Dolly Khanna’s portfolio comprised stocks in the manufacturing, textile, chemicals, and sugar sectors. Some of her top holdings included KCP Ltd, Chennai Petroleum, Butterfly Gandhimathi, and Simran Farms. She is known for spotting lesser-known stocks early, which later outperformed significantly in the stock market.
At the time of his passing, Rakesh Jhunjhunwala’s net worth was over ₹63,704.9 crore, making him one of India’s most influential investors. He built his fortune through long-term investments, stock trading, and ownership in companies like Titan, Tata Motors, and Star Health Insurance.
Dolly Khanna’s net worth is estimated to be over ₹405.4 crore as per the latest corporate filings. She has consistently invested in small and mid-cap stocks, primarily in the manufacturing and chemical sectors, which have yielded high returns, making her a prominent market participant.
Rakesh Jhunjhunwala was among the top investors in India, often referred to as the “Big Bull” of the Indian stock market. His strategic investments and wealth accumulation placed him among the wealthiest individuals in the country before his passing in August 2022.
Dolly Khanna is considered one of India’s most influential retail investors, though she does not rank among India’s billionaire list. Her unique investment strategy in lesser-known, high-growth stocks has made her portfolio widely followed by retail and institutional investors alike.
Rakesh Jhunjhunwala primarily invested in finance, technology, retail, and pharmaceuticals. His notable investments included Titan Company, Tata Motors, Lupin, and Crisil. His strategy was to focus on strong businesses with long-term growth potential, making him a legendary investor in India.
Dolly Khanna has a strong inclination toward manufacturing, textiles, chemicals, and sugar stocks. She invests in undervalued small and mid-cap companies with growth potential. Her portfolio choices often deliver exceptional returns as these sectors benefit from economic growth and industry-specific demand.
To invest, open a brokerage account with Alice Blue, track their latest holdings, and analyze fundamentals, valuations, and sector trends. Investing in Rakesh Jhunjhunwala’s stocks requires a long-term approach with a high-risk appetite, while Dolly Khanna’s portfolio suits moderate-risk investors focused on traditional industries.
Disclaimer: The above article is written for educational purposes and the companies’ data mentioned in the article may change with respect to time. The securities quoted are exemplary and are not recommendatory.
