7 Stocks from Jhunjhunwala’s Portfolio Worth Watching in 2025
7 Stocks from Jhunjhunwala : Rakesh Jhunjhunwala, often called India’s “Big Bull,” built a legendary stock market portfolio that continues to influence investors even after his passing. With a remarkable journey from investing ₹5,000 in 1985 to amassing a fortune, his legacy now lives on through Rare Enterprises, the investment firm he co-founded.
Currently, his portfolio, managed by his wife Rekha Jhunjhunwala and Rare Enterprises, holds around 27 stocks worth over ₹58,000 crore. Among these, seven stocks stand out, with Jhunjhunwala’s holdings valued at up to ₹15,000 crore. Here’s a closer look at these high-potential stocks and why they deserve attention.
1. Inventurus Knowledge Solutions Ltd (IKS)
Sector: Healthcare Technology
Holding Value: ₹15,200 crore
Stake Held: 49.3% (846 lakh shares)
Inventurus Knowledge Solutions (IKS) is a newly listed company (December 2024) that operates in the healthcare technology sector. It offers a care enablement platform, serving physician enterprises in the U.S., Canada, and Australia. With a strong foothold in outpatient and inpatient care, IKS is seen as a high-growth potential stock in Jhunjhunwala’s portfolio.
2. Titan Company Ltd
Sector: Consumer & Retail (Jewellery, Eyewear, Watches)
Holding Value: ₹14,600 crore
Stake Held: 5.14% (457 lakh shares)
Titan, a subsidiary of the Tata Group, is a dominant player in India’s lifestyle sector, particularly in jewellery (Tanishq), watches (Fastrack, Sonata), and eyewear. The company has consistently delivered strong financial results, making it a long-term growth stock.
3. Metro Brands Ltd
Sector: Footwear & Accessories Retail
Holding Value: ₹2,900 crore
Stake Held: 9.60% (260 lakh shares)
Metro Brands is one of India’s largest specialty retailers for footwear, offering premium brands for men, women, and children. With the rising demand for branded footwear, the company continues to show steady revenue growth.
4. Fortis Healthcare Ltd
Sector: Healthcare & Hospitals
Holding Value: ₹1,800 crore
Stake Held: 4.07% (307 lakh shares)
Fortis is one of India’s largest private healthcare chains, with a presence in multiple countries. It operates 36 healthcare facilities with over 4,000 operational beds, making it a crucial player in the booming healthcare industry.
5. CRISIL Ltd
Sector: Financial Services & Analytics
Holding Value: ₹1,700 crore
Stake Held: 5.19% (37 lakh shares)
CRISIL is India’s top credit rating agency and a global analytics firm. A subsidiary of S&P Global, it plays a key role in providing ratings, research, and risk advisory services to major banks and corporations. With the increasing importance of credit ratings and financial analytics, CRISIL remains a strong growth stock.
6. NCC Ltd
Sector: Infrastructure & Construction
Holding Value: ₹1,300 crore
Stake Held: 12.48% (783 lakh shares)
NCC Limited is involved in infrastructure projects, including roads, bridges, power, and irrigation. The company has both domestic and international projects, benefiting from India’s growing construction and real estate sector.
Financial Ratios of Jhunjhunwala’s Key Stocks
Here’s a quick comparison of key financial ratios to understand their performance:
| Stock Name | Market Cap (₹ Cr) | P/E Ratio | ROE (%) | Debt-to-Equity |
|---|---|---|---|---|
| Inventurus Knowledge Solutions | 30,500 | 28.5 | 18.2 | 0.3 |
| Titan Company Ltd | 3,40,000 | 85.4 | 26.1 | 0.2 |
| Metro Brands Ltd | 32,500 | 62.3 | 20.5 | 0.1 |
| Fortis Healthcare Ltd | 25,000 | 43.7 | 15.8 | 0.4 |
| CRISIL Ltd | 18,500 | 48.2 | 30.2 | 0.05 |
| NCC Ltd | 10,400 | 16.9 | 14.5 | 0.6 |
Key Insights:
- Titan has the highest market cap, showcasing its strong brand value and customer trust.
- CRISIL has the best ROE (Return on Equity) at 30.2%, indicating excellent profitability.
- NCC has the lowest P/E ratio (16.9), making it an attractive stock based on earnings valuation.
- Debt-to-equity remains low for most stocks, signaling strong financial health.
Final Thoughts
Rakesh Jhunjhunwala’s stock picks have always been a mix of high-growth potential and strong fundamentals. Titan and IKS stand out as the biggest holdings, while stocks like Fortis and CRISIL provide a balanced portfolio with long-term growth opportunities.
Investors looking for inspiration from Jhunjhunwala’s portfolio should consider these stocks while also conducting their due diligence. The Indian stock market continues to evolve, and these companies are well-positioned for sustained growth.
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Disclaimer: This blog post is for informational purposes only and should not be considered financial advice. Investors should conduct thorough research and consult with a qualified financial advisor before making any investment decisions.