As of 2025, Rekha Jhunjhunwala remains an influential equity investor in India. Armed with the legacy of the late Rakesh Jhunjhunwala (whom most would know as “Big Bull” of the Indian stock exchange), She is carrying forward his legacy. Rekha Jhunjhunwala’s portfolio has now grown to over ₹35,000 crore (as of June 2025 filings) and includes key positions in some notable performers, such as Titan, Metro Brands, Fortis Healthcare, and Crisil.
Rekha’s investment style is a heavy emphasis on long-term value. Her focus is mainly on fundamentally sound companies with strong growth prospects and effective management. The companies she holds are largely segmented across consumer goods, healthcare, finance, and infrastructure, to name a few, providing broad-based exposure to India’s growth potential.
This blog provides a variety of analyses of Rekha Jhunjhunwala’s portfolio in 2025, including stocks to follow, sector trends, expert opinions, and strategies to follow to aid individual investors this coming year.
Who is Rekha Jhunjhunwala?
While Rekha Jhunjhunwala has become one of India’s investing superstars, she was never a fan of the bright lights. Before she became an investor, she was a housemaker and stood in the background supporting Rakesh Jhunjhunwala through his financial journey until he passed in 2022. Then she took a leadership role, and she did it quite well.
Source: The Financial Express
“I have always believed in the strength of good businesses. The biggest thing Rakesh taught me is that patience is a big strength of investors.”- Rekha.
Rekha thinks in terms of long-term growth and strong companies. She has emerged as a well-respected name in the Indian investing world. She is solidifying her calm, steady approach as she continues to build her presence in the Indian stock market.
Investing style of Rekha Jhunjhunwala
Rekha Jhunjhunwala has a clear and disciplined investment process. She focuses on buying stocks of strong businesses and holding them for the long term. Rekha’s investment style relies on value, quality, and growth.
First, she gets interested in companies that have solid financials. Such companies typically have good profits, low debt, and good cash flow. Another key aspect of her investment process is looking for businesses with solid growth potential. When evaluating a company, she looks very closely at management quality as well as its position in the market.
Source: ET Now
Staying true to her investment philosophy, Rekha believes a successful investor must possess patience. Often Rekha holds stocks for years and lets the company obtain its worth, and not be affected by short-term volatility. The long-term perspective allows her to avoid being emotionally charged by the short-term turn in the market.
Lastly, Rekha likes to do her extensive research with respect to the company, its business model, model the industry before investing in stocks. Her robust investment strategy has led her to build a reasonable portfolio that has performed consistently well in India’s stock market.
Rekha Jhunjhunwala Portfolio 2025: Top 10 Stock Holdings
Here’s an overview of Rekha Jhunjhunwala portfolio 2025, purely according to the shareholdings that she has publicly declared. This illustrates her focus on fundamentally sound stocks for long-term holdings.
| Company | Shares held | Stock price (INR) | Value (INR crore) |
| Titan Company | 45,793,470 | 3,399.9 | 15,569.32 |
| Tata Motors | 47,770,260 | 673.0 | 3,214.94 |
| Metro Brands | 26,102,394 | 1,178.8 | 3,076.95 |
| Fortis Healthcare | 30,739,000 | 782.3 | 2,404.56 |
| Crisil | 3,799,000 | 6,008.5 | 2,282.63 |
| Indian Hotels Company | 28,810,965 | 732.0 | 2,108.82 |
| NCC | 78,333,266 | 224.8 | 1,760.62 |
| Canara Bank | 132,443,000 | 114.0 | 1,510.38 |
| Jubilant Pharmova | 10,244,000 | 1,198.5 | 1,227.74 |
| Karur Vysya Bank | 33,487,516 | 269.6 | 902.82 |
Table data is based on June 2025 disclosures. (Source: IPO Central)
Sector Analysis: Identifying Prospects for Growth in 2025
Rekha Jhunjhunwala’s portfolio highlights sectors with better growth opportunities in 2025 and above all, healthcare continues to be very high on the agenda, as demand for quality medical services in India increases. Financial services, including banks and credit rating firms, grow directly with India’s growing economy. Companies like Titan and Metro Brands in consumer goods continue to show pleasant schedules of additional demand from increasing incomes.
Infrastructure companies are more appealing today, as the government is making substantial investments in infrastructure and hotels. Sectors associated with technology and analytics will continue to be notable segments of investment, especially with digital transformation becoming a more apparent focus today. Each of these sectors can yield organizations that relate positively with Jhunjhunwala’s strategy to invest in quality, stable businesses that gain strength as India matures and becomes one of the largest markets in the world.
Significant Portfolio Changes in 2025
1. Investment in Tata Motors
During the March 2025 quarter, Rekha Jhunjhunwala established a new position in Tata Motors, where she acquired about 47.77 million shares, or a 1.3% ownership stake in the company. Her starting position signals her optimism on the growth potential of the company.
2. Increment in Tata Communications
Rekha increased her position in Tata Communications by about 4.5 million shares, or about a 1.6% stake in the company. The incremental investment makes sense with her interest in companies that have strong fundamentals around the company.
3. Reduction in Foreign Investment in Sun Pharma Advanced
She decreased her investment in Sun Pharma Advanced by trimming down to a 1.9% stake in the company. This reduction signifies her commitment to rebalancing her portfolio.
4. Exit of Rallis India
Rekha sold her entire investment in Rallis India to exit the stock. This divestment was part of her ongoing portfolio rebalancing. ( Source: 5paisa )
Professional Analysis: What to anticipate from the stocks of Rekha Jhunjhunwala
Financial analysts have their eyes on Rekha Jhunjhunwala’s portfolio closely to identify the best stocks in the Indian stock market to invest in, and they all expect upward growth in Rekha’s investments. Analysts at Motilal Oswal believe Metro Brands has a 20% upside over the next two years and expressed favorably about its strong execution and store economics. Nazara Technologies, a small-cap stock that started moving to the upside recently, also has upside of over 20%, which is a sign that people are paying attention to it.
In the banking sector Analysts at Motilal Oswal think Canara Bank is a good long-term bet for growth, especially in the long-run, even with its short-term volatility. Baazar Style Retail also has analysts rating with an upside of what could be considered astronomically high with estimates of 77% upside (unless strategies are not executed and it misses their expansion plans).
Overall, these views imply that Rekha Jhunjhunawala is making good stock decisions and diversifying her portfolio for a good bullish outlook for 2025.
Conclusion
Rekha Jhunjhunwala’s portfolio in 2025 is not simply a selection of high-flying stocks: it is a lesson in long-term, value-based investing. With a net worth of ₹40,000 crores, her holdings reflect patience, discipline, and informed choice across consumer discretionary, healthcare, and banking sectors in the Indian stock market.
For investors looking for a lifelong supply of wealth, the Rekha Jhunjhunwala portfolio 2025 is an insightful guide. It shows the benefits of investing in fundamentally good businesses with sectoral diversification, as well as being faithful to investments through volatile periods. By following her portfolio, which is based on research, conviction, and emotional bias, individual investors can build a portfolio that not only withstands volatility but also thrives in the evolving landscape of the Indian markets.
FAQs: Rekha Jhunjhunwala Portfolio 2025
Q-1 What new stocks were added by Rekha Jhunjhunwala in 2025?
She added Suryoday Small Finance Bank and Raymond among others in 2025.
Q-2 Has Rekha Jhunjhunwala recently exited any major stocks?
Yes, she exited her positions in Delta Corp and Rallis India.
Q-3 Which industries is she reducing her exposure to in 2025?
She appears to be reducing her exposure to entertainment and chemicals.
Q-4 Is Rekha Jhunjhunwala investing in small-cap companies?
Yes, her 2025 portfolio includes several promising small-cap companies.
Q-5 Is Rekha Jhunjhunwala’s portfolio actively managed or long-term oriented?
It is long-term oriented, and there are selective strategic adjustments.
