Rekha Jhunjhunwala's Portfolio Shines: 12 Stocks Deliver Double-Digit Returns Led by Singer India's 43% Surge

Rekha Jhunjhunwala's investment acumen continues to yield impressive results, with her 25-stock portfolio generating strong returns. The portfolio's performance has outpaced broader market trends, with 12 stocks posting double-digit gains.

Top Performers

Singer India emerged as the standout performer in Jhunjhunwala's portfolio, delivering a remarkable 43.00% return. This impressive gain comes despite the company reporting a net loss of Rs 2.40 crore and a 7.00% decline in revenue, highlighting the market's confidence in the company's future prospects.

Fortis Healthcare secured the second spot with a 33.00% return, bolstered by robust financial performance. The healthcare provider reported a 17.00% increase in revenue and an impressive 52.00% surge in profits, reflecting strong operational efficiency and market demand.

Baazar Style Retail rounded out the top three with a 30.00% return. The company's turnaround story, swinging from previous losses to a Rs 2.00 crore profit, has evidently resonated with investors.

Financial Sector Resilience

Financial stocks in Jhunjhunwala's portfolio demonstrated resilience:

• CRISIL gained 27.27%
• Canara Bank and Star Health both posted returns exceeding 22.00%

Consumer Sector Strength

Consumer-focused stocks also showed strong performance:

• Titan Company, Jhunjhunwala's largest holding by value, gained 14.00% on the back of strong demand
• Sundrop Brands delivered 12.09% returns, supported by an impressive 2,055.00% profit growth and 106.00% sales surge

Portfolio Composition

Jhunjhunwala's portfolio diversity is evident in its composition:

• 12 stocks delivered double-digit returns
• 11 stocks generated single-digit returns between 1.00-9.00%

Key Holdings

• Titan Company remains Jhunjhunwala's largest holding by value at Rs 16,278.70 crore, representing a 5.20% stake in the company
• Aptech stands out as her highest percentage stake at 21.00%

This diverse portfolio strategy, spanning various sectors from consumer goods to healthcare and financial services, has proven effective in capitalizing on different market opportunities. The strong performance of these stocks underscores the robustness of Jhunjhunwala's investment approach.