Rakesh Jhunjhunwala and Associates's Portfolio

Stocks based on shareholding data filed with Exchanges

As on quarter Dec-2023

49,839 Cr. Networth

26 #Company holdings

Sector wise breakup of holdings

Pharmaceuticals 12%

Banks - Private Sector 8%

Miscellaneous 8%

Construction & Contracting - Civil 4%

Footwear 4%

Banks - Public Sector 4%

Hotels 4%

Computers - Software - Training 4%

Auto - LCVs & HCVs 4%

Hospitals & Medical Services 4%

Trading 4%

Diversified 4%

Construction & Contracting - Real Estate 4%

Software 4%

Edible Oils & Solvent Extraction 4%

Infrastructure - General 4%

Finance - General 4%

Steel - Medium & Small 4%

Telecommunications - Service 4%

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Fresh Entry & Exit in Portfolio

No Fresh Entries or Exits in the Investor’s

Change in holdings from last quarter

Increase
Decrease

Stock Name	Dec-2023	Sept-2023	Increase
D B Realty Ltd.	2.99%	1.99%	1%

Stock Name	Dec-2023	Sept-2023	Decrease
Nazara Technologies Ltd.	8.99%	9.96%	0.97%
Federal Bank Ltd.	3.02%	3.12%	0.1%
Star Health and Allied Insurance Company Ltd.	17.22%	17.25%	0.03%
Aptech Ltd.	43.72%	43.74%	0.02%
Karur Vysya Bank Ltd.	4.62%	4.63%	0.01%

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Rakesh Jhunjhunwala and Associates

Rakesh Jhunjhunwala and Associates's Portfolio

Stocks based on shareholding data filed with Exchanges