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Rakesh Jhunjhunwala's Equity Portfolio: October 2012.

        
        Rakesh Jhunjunwala,the largest individual investor in India,has made billions from Indian stock market.From an initial capital of Rupees Five thousand,he created a  Stock portfolio worth Rs.6000 crores as on september 2012.The big bull,referred to as India's warren buffet, follows value investing principles and picks up potential multibaggers for long term wealth creation.
   He says that Indian economy will grow at better rate than other parts of world and expect higher fund flow gradually from domestic savings.
The legendary Investor looks for management quality,competitive advantage and future growth potential when selecting stocks.
As per various datas,Jhunjhunwala's portfolio is concentrated on midcap stocks and allocated 85% amount in just 10 stocks.
As a contrarian investor,Jhunjhunwala hold the portfolio even in worse market conditions and not worried about daily price fluctuations.He never sells stocks in crashes or panic condition;but books profit when the stock reaches maximum business potential.

Top Holdings of Rakesh Jhunjhunwala (Oct 2012)

Company  Shares in million  Holding (%)

A2Z Maintenance  14.77     19.92
Geometric             9.39      14.95
Viceroy Hotels       5.71      13.46
Rallis India           17.61     9.05
Aptech                 4.32       8.85
Geojit BNP           18.00      7.88
CRISIL                 5.40       7.70
Titan Inds.           66.43      7.48
Bilcare                 1.74        7.37
V I P Inds.           10.08       7.13

Source: B S Research Bureau.

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