Potential Winners! How star investors' portfolios shape up after Q1

Posted on:
Key Points

Ace investor Rekha Jhunjhunwala, who inherited the assets of the late Rakesh Jhunjhunwala, has raised stakes in three companies -- Escorts, Titan and Tata Communications -- during the June quarter...

Vijay Kishanlal Kedia has increased his holdings in Atul Auto, Patel Engineering, Precision Camshafts, and Neuland Laboratories in the June quarter while decreasing in Repro India, Elecon Engineering, Talbros Automotive, Tejas Networks...

Kedia's net worth in stocks has jumped by 65% quarter-on-quarter in Q1 and currently stands at Rs 1,233 crore...

Dolly Khanna, who is known for lesser-known picks that tend to go on to overperform in the market, raised stakes in four companies during the first quarter including Pondy Oxides, Deepak Spinners, Talbros Automotive, Monte Carlo Fashions, and Control Print...

Madhusudan Kela, another seasoned investor in Indian capital markets, has recently picked up stocks in Sangam (India), Repro India, and Indostar Capital Finance, while reducing stake in MK Ventures Capital...

You might be interested in

ETMarkets PMS Talk: Manoj Bahety explains how he wants to capture “trillion dollar India opportunity” thro

01, May, 23

Carnelian Capital Compounder Fund aims to invest in a concentrated portfolio of 25 long-only stocks within its QARP framework, focusing on capturing the trillion-dollar Indian market opportunity. In response to macro headwinds and geopolitical issues, all flagship schemes have reportedly delivered decent outperformance versus its benchmarks. The portfolio is reportedly evaluated within two broad baskets--Magic (50%-60%) and Compounder (30%-40%)--to identify companies with visible change and a blend of sustainable earnings growth.

Stock screener: MF, FII drool over these 10 stocks, earn double-digit returns

09, Jun, 23

Institutional investors such as foreign portfolio investors and mutual funds have increased their stakes in at least 20 Indian stocks in the past three quarters, but only 10 of these investments have yielded double-digit returns in FY23. The stocks that have rewarded the institutional investors include L&T Finance Holdings, Maharashtra Scooters, Arvind Smartspaces, Devyani International, Syngene International, BHEL, Hikal, Mayur Uniquoters, Tata Coffee, and Natco Pharma. Only stocks with a market capitalisation of at least INR 500 crore are included in the study.

Meet Rekha Jhunjhunwala, the entrepreneur who earns Rs 650 crore approximately per month; Know about her net worth, life & education

28, Mar, 23

Rekha Jhunjhunwala has a net worth of Rs 47,650 crore.

Rekha Jhunjhunwala earns ₹240 crore from these 3 Tata stocks in one day

04, Mar, 23

Rekha Jhunjhunwala portfolio stocks that fueled her net worth on Friday's stock market rebound are Titan Company, Tata Motors and Indian Hotels Company

Stocks in news: RIL, Paytm, HUL, IndusInd Bank, HDFC Bank

19, Jan, 24

Private lender IndusInd Bank's standalone net profit grew 17% to Rs 2,298 crore for the quarter ended December. Net interest income for the third quarter rose 15% to Rs 5,296 crore.

Rakesh Jhunjhunwala Birth Anniversary: How the Big Bull's portfolio looks like almost a year after his demise

05, Jul, 23

Rakesh Jhunjhunwala invested in several companies across sectors under his name and his wife's name Rekha Jhunjhunwala. He also invested through his privately-owned investment advisory and asset management firm Rare Enterprises. After his death, Rekha Jhunjhunwala inherited the portfolio.

LIC, MFs plough $2 bn into IT firms in Q4 as shares tumble

07, May, 23

This is the highest purchase by fund managers in a single quarter, based on the average price of shares traded during the period.

Government unlikely to infuse capital in PSU general insurers in FY24

27, Aug, 23

The four public sector general insurance companies are unlikely to get capital funding from the government in the current fiscal, a senior official said. He said one of the PSU non-life insurance companies is likely to give a dividend to the government in the current fiscal and they will be able to meet their solvency margins.

GIFT Nifty down 45 points; here's the trading setup for today's session

16, Jan, 24

Foreign portfolio investors turn net buyers at Rs 1,085 crore on Monday. Meanwhile, DIIs sold shares worth Rs 820 crore.

Investing in energy, automobile, healthcare, FMCG, oil and gas, metal or IT stocks? Know how India Inc per

05, Dec, 23

Steady demand, lower input costs and stable interest rates supported the performance of corporate India in the September quarter. The energy and automobiles sectors contributed the most to India Inc.’s profitability. As many as 490 companies of the Nifty 500 index reported an aggregate revenue and net profit (adjusted for extraordinary items) growth of 1% and 43%, respectively, on a y-o-y basis. Excluding the financial sector stocks, the aggregate EBITDA of 405 stocks grew 40.7% y-o-y.