As of late 2025 and early 2026, the portfolio managed by Rekha Jhunjhunwala (following Rakesh Jhunjhunwala's passing) continues to favor long-term bets in Indian growth sectors, including recent buying in PSU stocks, Star Health, and Valor Estate. The portfolio maintains large, high-conviction holdings in Titan Company, Federal Bank, and Fortis Healthcare.
Jhunjhunwala is an Indian toponymic Marwari surname from Jhunjhunu in Rajasthan, India. They belong to Marwari community hailing from Rajasthan. It may refer to: Rakesh Jhunjhunwala (1960–2022) - Indian investor and trader, founder of Akasa Air, often referred to as "India's Warren Buffett"
As of 2021, his biggest investment was in Titan Company which was worth ₹7,294.8 crore. He managed his own portfolio as a partner in his asset management firm, Rare Enterprises.
Spotlight on Vijay Kedia. India's stock market has been shaped by legendary investors such as Rakesh Jhunjhunwala and Radhakishan Damani, who earned the title of “Big Bull” for their unmatched vision and wealth creation. Today, as the hunt for the next market icon intensifies, all eyes are on Vijay Kedia.
He looked for businesses with sustainable competitive advantages, strong balance sheets, and the potential for multi-year earnings growth. Price mattered, but value mattered more. Despite his reputation as a risk-taker, Jhunjhunwala was actually meticulous about risk management.
The 3-5-7 rule in trading is a risk management guideline: risk no more than 3% of capital on one trade, keep total risk across all trades under 5%, and aim for winning trades to be at least 7% larger than losing trades (or a 7:1 ratio) to ensure profits outweigh losses and protect capital. It promotes discipline, reduces emotional trading, and balances potential high rewards with controlled risk, making it great for beginners.
A 2019 study by Harvard Business Review found either Vanguard, BlackRock or State Street is the largest listed owner of 88% of S&P 500 companies. There is a perception that a few select companies own a vast majority of the stock market.
The 10-5-3 rule is a simple guideline for long-term investment returns, suggesting 10% average annual returns for equities (stocks), 5% for debt instruments (bonds), and 3% for cash (savings accounts), helping investors set realistic expectations and build diversified portfolios balancing risk and stability, though these are historical averages, not guarantees.
Dr Samdani also said that Jhunjhunwala was suffering from chronic kidney disease and was also diabetic. "He was also suffering from chronic kidney disease, was on chronic dialysis, and was responding well. He was diabetic and had recently undergone an angioplasty," he said.
Rakesh Jhunjhunwala, the Big Bull of India 🐂, has a total portfolio value of ₹61,492.23 Cr (as of September 2025). There was recently increased in the holdingsthat is Federal Bank, Titan Company, Canara Bank, and Tata Motors (PV segment).
Rekha Jhunjhunwala is a prominent Indian stock market investor who inherited her late husband Rakesh Jhunjhunwala's vast portfolio and has successfully managed it with intelligence and patience.
Rakesh is a baby boy name meaning “lord of the full moon.” If you're a lover of celestial bodies, you might have found your perfect match in this definition already. However, Rakesh originally comes from Sanskrit and is famously associated with the Hindu god, Lord Shiva.
His father was an Income Tax Officer. So it was due to his father that he got interested in the stock markets. He would listen to his father talks about stocks, and slowly, he started developing an interest. Jhunjhunwala was also a certified Chartered Accountant (CA) and completed his education in 1985.
To make $3,000 a month ($36,000/year) from investments, you need a significant lump sum or consistent, high-yield income streams, with estimates ranging from roughly $300,000 at a 12% yield to over $700,000 for stable Dividend Aristocrats, depending on your investment type, dividend yield, risk tolerance, and strategy. A simple formula is: Investment Needed = ($3,000 x 12) / Annual Dividend Yield.
The 7-3-2 rule is a financial strategy for wealth building, suggesting it takes 7 years to save your first major financial goal (like a crore), then accelerating to achieve the next goal in 3 years, and the third goal in just 2 years, leveraging compounding and disciplined, increased investments (like a 10% annual SIP hike). It highlights how returns compound faster over time, drastically reducing the time needed for subsequent wealth targets, emphasizing patience and consistent, growing contributions.
That's when the “Magnificent 7” stocks were born. It included Alphabet, Meta Platforms, Apple, Microsoft, Tesla, NVIDIA, and Amazon. It seemed like a sure thing list of the most popular growth companies.