Rakesh Jhunjhunwala’s portfolio focuses on large-cap, high-growth stocks in finance, tech, retail, and pharma, with key investments like Titan and Tata Motors. Sunil Singhania’s portfolio emphasizes mid-cap, value stocks in textiles, infrastructure, and pharmaceuticals, targeting long-term growth.
Content:
- Who is Rakesh Jhunjhunwala?
- Who is Sunil Singhania?
- What Is The Qualification of Rakesh Jhunjhunwala?
- What Is The Qualification of Sunil Singhania?
- Investing Strategies – Rakesh Jhunjhunwala vs. Sunil Singhania
- Rakesh Jhunjhunwala Portfolio Vs Sunil Singhania Portfolio Holdings
- Performance of Rakesh Jhunjhunwala Portfolio Over 3 Years
- Performance of Sunil Singhania Portfolio Over 3 Years
- How to Invest in Rakesh Jhunjhunwala and Sunil Singhania Portfolio Stocks?
- Rakesh Jhunjhunwala Portfolio Vs Sunil Singhania Portfolio – Conclusion
- Rakesh Jhunjhunwala Portfolio Vs Sunil Singhania Portfolio – FAQ
Who is Rakesh Jhunjhunwala?
Rakesh Jhunjhunwala was a renowned Indian investor, trader, and the founder of the asset management firm Rare Enterprises. Often called India’s Warren Buffett, he made substantial wealth through strategic investments in blue-chip stocks, particularly in the finance, tech, and retail sectors.
A qualified Chartered Accountant, Jhunjhunwala began investing in the stock market in the 1980s with just ₹5,000. His successful stock picks, like Titan and Tata Motors, made him one of India’s most influential investors, with a portfolio worth billions.
In addition to his stock market ventures, Jhunjhunwala was involved in philanthropy and entrepreneurship, launching Akasa Air in 2022. His legacy includes a reputation for sharp market insight, stock selection, and long-term growth-focused investments.
Who is Sunil Singhania?
Sunil Singhania is a prominent stock market investor with a net worth of ₹2,648 crore. Referred to as “India’s Mid-Cap Expert,” he is renowned for focusing on manufacturing, engineering, and textile sectors to achieve long-term growth.
With a background in finance, Singhania honed his expertise in equity research and portfolio management. His portfolio includes 23 stocks, with major holdings in Sarda Energy, The Anup Engineering, and Mastek, highlighting his focus on high-growth mid-cap companies.
Singhania’s investment approach is centered around fundamental analysis, sector diversification, and value investing. He continually increases his stake in Hindware Home Innovation, signaling his belief in the consumer and home improvement sector for consistent returns and portfolio growth.
What Is The Qualification of Rakesh Jhunjhunwala?
Rakesh Jhunjhunwala was a qualified Chartered Accountant (CA), having earned his degree from the Institute of Chartered Accountants of India (ICAI). Despite his formal education in accounting, he chose to pursue a career in stock market investing, where his financial expertise played a pivotal role in his success.
His CA qualification gave him a deep understanding of financial statements, business valuation, and market trends. Jhunjhunwala applied these skills to identify high-growth companies, making informed investment decisions that contributed significantly to his wealth accumulation.
Although he never worked as a practicing accountant, his qualifications provided the foundation for his approach to investing. His ability to analyze balance sheets, evaluate companies, and predict market movements helped him become one of India’s most successful investors.
What Is The Qualification of Sunil Singhania?
Sunil Singhania is a Chartered Accountant (CA) and a CFA charter holder, known for his expertise in mid-cap and large-cap investing. With a strong background in fundamental analysis and equity research, he has built a solid reputation as a seasoned investor and fund manager.
His finance and accounting education helped him develop a deep understanding of stock market trends, valuations, and investment strategies. Over the years, he has successfully managed high-growth portfolios, focusing on sectors like manufacturing, engineering, and textiles, identifying companies with long-term growth potential.
Currently, Singhania manages a ₹2,648 crore portfolio spread across 23 companies. His disciplined investment strategy emphasizes sectoral diversification and long-term value investing, particularly in consumer and home improvement stocks, reflected in his increased stake in Hindware Home Innovation.
Investing Strategies – Rakesh Jhunjhunwala vs. Sunil Singhania
The main difference between Rakesh Jhunjhunwala and Sunil Singhania’s investing strategies is their focus on stock types and sectors. Jhunjhunwala primarily invests in large-cap stocks across finance, tech, and pharma, while Singhania focuses on mid-cap stocks in manufacturing, textiles, and engineering for long-term growth.
| Aspect | Rakesh Jhunjhunwala | Sunil Singhania |
| Investment Focus | Focuses on large-cap stocks in finance, tech, pharma, and retail. | Invests in mid-cap stocks in manufacturing, textiles, and engineering. |
| Risk Appetite | High-risk, growth-focused strategy with a preference for blue-chip stocks. | Moderate-risk, value investing in emerging sectors and mid-cap stocks. |
| Stock Selection | Chooses strong, established companies with high growth potential. | Selects undervalued mid-cap stocks with growth potential in niche sectors. |
| Investment Style | Contrarian, long-term investor with a focus on market leaders. | Fundamental, long-term investor focusing on sectoral diversification and value stocks. |
Rakesh Jhunjhunwala Portfolio Vs Sunil Singhania Portfolio Holdings
Rakesh Jhunjhunwala holds 27 stocks, focusing on large-cap, high-growth investments in finance, tech, and pharma, with key holdings like Titan. Sunil Singhania holds 23 stocks, emphasizing mid-cap and value-oriented investments in textiles, infrastructure, and pharmaceuticals, reflecting a diversified strategy.
| Aspect | Rakesh Jhunjhunwala | Sunil Singhania |
| Total Stocks Held | 27 | 23 |
| Net Worth | ₹63,653.1 Crore | ₹2,627.5 Crore |
| Top Holdings | Titan, Tata Motors, Crisil, Star Health, Metro Brands | Himatsingka Seide, Hindware Home Innovation, Sarda Energy, Jubilant Pharmova |
| Sector Focus | Finance, tech, retail, pharma | Textiles, infrastructure, pharmaceuticals, engineering |
| Stock Type | Large-cap, high-growth, long-term investments | Mid-cap, value-oriented stocks with long-term growth potential |
| Latest Buy | Geojit Financial Services (0.20%) | Hindware Home Innovation (0.11%) |
| Latest Sell | Nazara Technologies (-0.85%) | HIL Ltd. (-0.83%) |
Performance of Rakesh Jhunjhunwala Portfolio Over 3 Years
Over the last three years, Rakesh Jhunjhunwala’s portfolio saw significant growth, with key investments in Titan, Tata Motors, and Star Health driving a 60% increase in his holdings. His net worth rose to ₹63,653.1 crore, reflecting a compounded annual growth rate (CAGR) of 18%.
Titan, his primary investment, surged by nearly 85%, while Tata Motors saw a growth of over 70% during this period. Strategic investments in Star Health and Metro Brands contributed to steady portfolio growth, capitalizing on India’s expanding insurance and retail sectors.
Jhunjhunwala’s focus on long-term investing and sectoral diversification allowed him to weather market fluctuations. His investments in finance, tech, and pharma sectors, including Crisil and Fortis Healthcare, led to a 24.7% increase in his portfolio in the last quarter, highlighting his astute stock-picking abilities.
Performance of Sunil Singhania Portfolio Over 3 Years
Sunil Singhania’s portfolio has shown steady growth, achieving a CAGR of approximately 17% over the past three years. Despite a recent 11.1% decline, his investments in mid-cap and large-cap stocks have remained resilient, providing consistent long-term returns despite market volatility.
Investments in stocks like Sarda Energy & Minerals and The Anup Engineering have contributed significantly, with over 80% growth in three years. His focus on manufacturing, engineering, and consumer goods has ensured stability, while strategic adjustments have effectively managed market fluctuations.
Singhania’s disciplined investment approach, centered around sectoral diversification and value investing, has led to a 64% portfolio growth over three years. His consistent stake increases in Hindware Home Innovation reflect confidence in the consumer sector for sustained growth and returns.
How to Invest in Rakesh Jhunjhunwala and Sunil Singhania Portfolio Stocks?
To invest in Rakesh Jhunjhunwala and Sunil Singhania’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 Sunil Singhania Portfolio – Conclusion
Rakesh Jhunjhunwala (Ace Investor 1) allocated investments across finance, technology, retail, and pharmaceutical sectors, with key holdings in Titan Company, Indian Hotels, and Star Health. He recently increased his stake in Geojit Financial Services while scaling back on Nazara Technologies, indicating a strategic portfolio adjustment.
Sunil Singhania (Ace Investor 2) focuses his investments on manufacturing, home innovation, and energy stocks, with key holdings in Himatsingka Seide, Hindware Home Innovation, and Sarda Energy & Minerals. He recently increased his stake in Hindware Home Innovation while trimming his position in HIL Ltd., reflecting his evolving market strategy.
Rakesh Jhunjhunwala Portfolio Vs Sunil Singhania Portfolio – FAQ
Rakesh Jhunjhunwala’s best portfolio includes stocks like Titan, Tata Motors, Crisil, Star Health, and Metro Brands. He focused on large-cap, high-growth stocks in sectors like finance, technology, retail, and pharma, achieving significant long-term returns with a diversified portfolio.
Sunil Singhania’s best portfolio includes Himatsingka Seide, Hindware Home Innovation, Sarda Energy, and Jubilant Pharmova. His investments are primarily in mid-cap and value-oriented stocks across sectors like textiles, pharmaceuticals, infrastructure, and engineering, with a focus on long-term growth potential.
Rakesh Jhunjhunwala’s net worth was ₹63,653.1 crore. His wealth came from large-cap investments in companies like Titan, Tata Motors, and Star Health, solidifying his reputation as one of India’s most successful investors before his passing in 2022.
Sunil Singhania’s net worth is ₹2,627.5 crore. He built his wealth through investments in mid-cap and value stocks, with holdings in Himatsingka Seide, Sarda Energy, and Jubilant Pharmova, leveraging long-term growth opportunities across various industries.
Rakesh Jhunjhunwala was ranked among the top investors in India, often referred to as the “Big Bull” of Dalal Street. His significant wealth and expertise placed him as one of India’s most influential investors until his passing in 2022.
Sunil Singhania is a prominent investor, but he is not among the top billionaires in India. Known for his investments in mid-cap and value stocks, Singhania has earned recognition for his financial expertise and portfolio management skills.
Rakesh Jhunjhunwala primarily held stakes in finance, technology, retail, and pharma. His large-cap investments in companies like Titan, Tata Motors, and Star Health reflect his focus on high-growth sectors with strong long-term potential.
Sunil Singhania’s portfolio is majorly focused on textiles, pharmaceuticals, infrastructure, and engineering. He invests primarily in mid-cap and value stocks, with a long-term growth-oriented approach to sectors benefiting from India’s evolving industrial landscape.
To invest in their stocks, open a brokerage account with a platform like Alice Blue. Research their portfolio holdings, analyze company fundamentals, and track their latest shareholding data. Make informed investments in high-growth (Jhunjhunwala) or value stocks (Singhania).
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.
