Rakesh Jhunjhunwala’s portfolio is focused on large-cap, high-growth stocks in finance, tech, retail, and pharma, with key holdings like Titan and Tata Motors. Mukul Agrawal’s portfolio emphasizes small and mid-cap stocks in real estate, textiles, manufacturing, and energy for long-term growth.
Content:
- Who is Rakesh Jhunjhunwala?
- Who is Mukul Agrawal?
- What Is The Qualification of Rakesh Jhunjhunwala?
- What Is The Qualification of Mukul Agrawal?
- Investing Strategies – Rakesh Jhunjhunwala vs. Mukul Agrawal
- Rakesh Jhunjhunwala Portfolio Vs Mukul Agrawal Portfolio Holdings
- Performance of Rakesh Jhunjhunwala Portfolio Over 3 Years
- Performance of Mukul Agrawal Portfolio Over 3 Years
- How to Invest in Rakesh Jhunjhunwala and Mukul Agrawal Portfolio Stocks?
- Rakesh Jhunjhunwala Portfolio Vs Mukul Agrawal Portfolio – Conclusion
- Rakesh Jhunjhunwala Portfolio Vs Mukul Agrawal Portfolio – FAQ
Who is Rakesh Jhunjhunwala?
Rakesh Jhunjhunwala was a renowned Indian investor and trader, often referred to as the “Big Bull” of the Indian stock market. He founded the asset firm Rare Enterprises and became one of the wealthiest investors in India.
A qualified Chartered Accountant, Jhunjhunwala began investing in the stock market in 1985 with an initial investment of ₹5,000. His portfolio included stocks like Titan, Tata Motors, and Crisil, contributing to his significant wealth and recognition in the financial world.
Beyond stock trading, Jhunjhunwala was involved in various ventures, including Akasa Air, which he launched in 2022. He was also a philanthropist, contributing to various causes before his passing in 2022, leaving behind a legacy of financial expertise.
Who is Mukul Agrawal?
Mukul Agrawal is an Indian investor known for his focus on small and mid-cap stocks. He has built his wealth through strategic investments in sectors like real estate, textiles, manufacturing, and energy, with a preference for value investing.
Agrawal’s investment strategy revolves around identifying undervalued companies with growth potential. His portfolio includes stocks like Ajmera Realty, WPIL, and AYM Syntex, reflecting his diverse approach to building wealth through long-term investments in emerging sectors.
Although not as widely known as other investors, Mukul Agrawal has earned recognition for his stock-picking skills. His hands-on approach to investing and careful selection of growth-oriented stocks has led to consistent portfolio growth over the years.
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 qualifications, he chose to pursue a career in stock market investing rather than a traditional accounting profession.
His education in accounting and finance gave him a strong foundation in analyzing financial statements, understanding market trends, and evaluating business valuations. This expertise played a key role in his success as an investor and trader.
Although he never practiced as an accountant, Jhunjhunwala’s CA qualification provided him with the skills to make informed investment decisions. His ability to identify undervalued companies and his long-term investment strategies made him a legendary figure in India’s stock market.
What Is The Qualification of Mukul Agrawal?
Mukul Agrawal holds a degree in Commerce, providing him with a solid foundation in finance and business management. His expertise in stock selection, fundamental analysis, and portfolio management helped him build a diversified portfolio of mid-cap and large-cap stocks across various sectors.
His career began with a strong interest in financial markets, leading to expertise in identifying growth opportunities. Over time, he became a high-net-worth investor, leveraging his deep understanding of market trends to consistently make successful investments in India’s stock market.
Mukul Agrawal currently manages a portfolio worth ₹7,019.8 crore, focusing on pharmaceuticals, finance, and infrastructure. His investment approach emphasizes sectoral diversification and long-term value investing, with a disciplined strategy for managing emerging businesses and market changes.
Investing Strategies – Rakesh Jhunjhunwala vs. Mukul Agrawal
The main difference between Rakesh Jhunjhunwala and Mukul Agrawal’s investing strategies lies in their focus. Jhunjhunwala emphasizes large-cap, high-growth stocks in finance, tech, and pharma, while Agrawal targets small and mid-cap stocks in emerging sectors like real estate, infrastructure, and manufacturing.
| Aspect | Rakesh Jhunjhunwala | Mukul Agrawal |
| Investment Focus | Focused on large-cap stocks in finance, tech, retail, and pharma. | Focuses on small and mid-cap stocks in real estate, infrastructure, and manufacturing. |
| Risk Appetite | High-risk, long-term growth-focused strategy with a preference for blue-chip companies. | Moderate-risk, targeting growth in emerging sectors with undervalued stocks. |
| Stock Selection | Chooses companies with strong fundamentals, high growth potential, and market leadership. | Selects companies with growth potential in emerging markets and undervalued sectors. |
| Investment Style | Contrarian, long-term investor, focusing on high-growth sectors and companies. | Value-oriented, long-term investor focusing on identifying underpriced growth opportunities. |
Rakesh Jhunjhunwala Portfolio Vs Mukul Agrawal Portfolio Holdings
Rakesh Jhunjhunwala holds 27 stocks, focusing on large-cap, high-growth investments in finance, tech, retail, and pharma. In contrast, Mukul Agrawal’s diverse portfolio includes 63 stocks, emphasizing small and mid-cap stocks across real estate, textiles, manufacturing, and energy sectors.
| Aspect | Rakesh Jhunjhunwala | Mukul Agrawal |
| Total Stocks Held | 27 | 63 |
| Net Worth | ₹63,653.1 Crore | ₹7,019.8 Crore |
| Top Holdings | Titan, Tata Motors, Crisil, Star Health, Metro Brands | Ajmera Realty, AYM Syntex, Kirloskar Ferrous, Ravindra Energy |
| Sector Focus | Finance, tech, retail, pharma | Real estate, textiles, manufacturing, energy |
| Stock Type | Large-cap, high-growth, long-term investments | Small-cap and mid-cap, value-oriented stocks |
| Latest Buy | Geojit Financial Services (0.20%) | WPIL Ltd. (0.10%) |
| Latest Sell | Nazara Technologies (-0.85%) | Ethos Ltd. (-0.72%) |
Performance of Rakesh Jhunjhunwala Portfolio Over 3 Years
Over the past three years, Rakesh Jhunjhunwala’s portfolio saw significant expansion, driven by Titan, Tata Motors, and Star Health. His holdings grew over 60%, elevating his net worth to ₹63,653.1 crore, with an estimated compounded annual growth rate (CAGR) of 18%.
Titan, his key investment, surged nearly 85%, while Tata Motors increased by over 70% during this period. His strategic investments in Star Health and Metro Brands fueled consistent portfolio growth, benefiting from India’s booming insurance and retail sectors.
Jhunjhunwala’s long-term vision and diversified sector investments helped him manage market fluctuations. His stakes in finance, tech, and pharma, including Crisil and Fortis Healthcare, contributed to a 24.7% portfolio rise in the last quarter, showcasing his exceptional stock selection skills.
Performance of Mukul Agrawal Portfolio Over 3 Years
Mukul Agrawal’s portfolio has demonstrated strong growth, achieving a CAGR of around 20% over the past three years. Despite a recent 6.3% dip, his investments in mid-cap and large-cap stocks have consistently delivered returns, outperforming broader market benchmarks.
Stocks like BSE Ltd. and Neuland Laboratories have more than doubled in value over three years, significantly enhancing his portfolio. His holdings in finance, pharmaceuticals, and manufacturing have remained resilient, providing steady long-term gains despite occasional market corrections and economic shifts.
Agrawal’s approach of sectoral diversification and fundamental stock selection has driven his portfolio’s strong performance. Over the past three years, his holdings have expanded by nearly 73%, showcasing his ability to identify high-growth, fundamentally strong companies for sustained wealth creation.
How to Invest in Rakesh Jhunjhunwala and Mukul Agrawal Portfolio Stocks?
To invest in Rakesh Jhunjhunwala and Mukul Agrawal’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 Mukul Agrawal Portfolio – Conclusion
Rakesh Jhunjhunwala (Ace Investor 1) focused his investments on finance, technology, retail, and pharmaceutical stocks, with major holdings in Titan Company, Indian Hotels, and Star Health. He recently raised his stake in Geojit Financial Services while reducing exposure to Nazara Technologies, reflecting his evolving market strategy.
Mukul Agrawal (Ace Investor 2) invests across various sectors, with key holdings in Ajmera Realty, Kirloskar Ferrous, and Bella Casa Fashion. He recently increased his stake in WPIL Ltd. while trimming his position in Ethos Ltd., reflecting his dynamic investment approach.
Rakesh Jhunjhunwala Portfolio Vs Mukul Agrawal Portfolio – FAQ
Rakesh Jhunjhunwala’s best portfolio includes Titan, Tata Motors, Crisil, Star Health, and Metro Brands. He focused on large-cap, high-growth stocks in finance, tech, retail, and pharma. His long-term investment strategy in fundamentally strong companies helped him accumulate significant wealth.
Mukul Agrawal’s best portfolio includes stocks like Ajmera Realty, AYM Syntex, Kirloskar Ferrous, and Ravindra Energy. His portfolio primarily focuses on small and mid-cap stocks in real estate, textiles, manufacturing, and energy, reflecting a more diversified and value-oriented approach.
Rakesh Jhunjhunwala’s net worth was ₹63,653.1 crore at the time of his passing. He accumulated wealth through his large-cap investments in Titan, Tata Motors, Star Health, and Crisil, earning him recognition as one of India’s most successful investors.
Mukul Agrawal’s net worth stands at ₹7,019.8 crore. His wealth stems from a diversified portfolio of small and mid-cap stocks in sectors like real estate, textiles, manufacturing, and energy, with a focus on value investing and growth opportunities.
Rakesh Jhunjhunwala was ranked among India’s top investors, often referred to as the “Big Bull” of Dalal Street. His strategic investments and wealth accumulation placed him among the wealthiest individuals in India before his passing in 2022.
Mukul Agrawal is considered a prominent investor in India, though he doesn’t feature among the top billionaires. His diversified portfolio and strong stock-picking skills have earned him recognition, especially for his investments in small and mid-cap stocks.
Rakesh Jhunjhunwala mainly held stakes in sectors like finance, tech, retail, and pharma. His largest investments were in Titan, Tata Motors, and Crisil, which offered growth potential in line with India’s expanding economy and rising consumer demand.
Mukul Agrawal’s portfolio majorly focuses on sectors such as real estate, textiles, manufacturing, and energy. He primarily invests in small and mid-cap stocks, targeting undervalued companies with long-term growth potential in these industries.
To invest in their stocks, open a brokerage account with platforms like Alice Blue. Research their portfolios, track shareholding data, and analyze fundamentals. Invest in the stocks based on your risk tolerance, focusing on large-cap (Jhunjhunwala) or small/mid-cap (Agrawal) stocks.
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.
