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Rakesh Jhunjhunwala’s Equity Portfolio: Nov 2013

    Rakesh Jhunjunwala has made some changes in his Rs.5500 crore portfolio.He reduced the exposure in Titan industries,Lupin and Crisil.He raised the stake in Kesoram ,Dewan Housing finance,VIP industries,Escorts and First source solutions.
  Jhunjunwala's stake 

VIP Industries  10 %
Kesoram Industries 6.8 %
Nagarjuna Constructions 11.5%
Agro tech foods 8 %
Pipavav defence 1.4 %
TV18 Broadcast 1.3 %
Geometric software 19%
Titan Industries 9%
Crisil 5.6 %
Lupin 1.75%
Spice Jet 1.9 %

 He maintained the investments in Geojith BNP paribas,Anant raj,sterling hotels and prime focus unchanged.He expect good returns from indian equities over next 3 to 5 year period.