Return of 500% in just 5 years.: May 01, 2011

Sunday, May 01, 2011

LATEST HOLDING OF MR. RAKESH JHUNJHUNWALA AS ON 31.03.11 (MARCH 2011)

UPDATED PORTFOLIO OF MR. RAKESH JHUNJHUNWALA AS ON MARCH 2011 (31.03.11)

A2Z MAINTAINANCE 12,773,351 (1,375,000 BOUGHT ON 23.12.10 @ 347)
A2Z MAINTAINANCE 1,400,000
ADINATH EXIM RESOURCE 218,700
APTECH 2,000,000
APTECH 3,152,100
APTECH 10,554,403 (RARE EQUITY (P) LTD.)
ALPHAGEO 125,000
ATFL 1,153,700
ATFL 774,559
AUTOIND 731,233
AUTOIND 520,000
BILCARE 1,735,425
BILCARE 267,500
CRISIL 550,000
DELTA CORP 500,000 @ 87.65 ON 10.12.10
DELTA CORP 7,500,000 @ 51 ON 19.11.10
DELTA CORP 7,500,000 WARRANTS
MR. RAMESH DAMANI ALSO HOLDS 3,000,000 DELTA CORP @ 51
GEOJITBNPP 18,000,000
GEOMETRIC 850,000
GEOMETRIC 3,440,000
HINDOILEXP 2,935,143
HINDOILEXP 1,762,273
ION EXCHANGE 875,000
KARURVYSYA 3,588,158
KAJARIACER 750,000

KRBL 1,250,000
LUPIN 8,797,905
LUPIN 5,591,270
MBECL 480,078
NAGARCONST 8,900,000
NAGARCONST 5,000,000
ORCHID CHEM 1,750,000
ORCHID CHEM 750,000 OUT OF THIS 615,988 @ 246.57
PRAJIND 2,598,000
PRAJIND 12,403,624
PFOCUS 6,325,000
PFOCUS 2,495,000
PROVOGUE 1,900,000
PRETAIL DVR 210,589
RALLIS 651,307
RALLIS 517,875
RELIANCE BROADCAST NETWORK 1,750,000
STAR 500,000
SREINFRA 1,250,000
TITAN 1,053,806
TITAN 3,305,205
VIPIND 1,263,000 (OUT OF THIS 370000 BOUGHT ON 21.06.10 @ 296.55)
VIPIND 554,500
VICEROY 4,250,000
VICEROY 500,000
VISAKAIND 100,000
ZEN TECHNOLOGY 450,000
ZEN TECHNOLOGY 450,000

The Scrips those r not highlighted r the holdings as on 31.12.10

BRAVO! RAKESH JHUNJHUNWALA ADDS MORE OF TITAN IN HIS PORTFOLIO

AS PER SHAREHOLDING PATTERN ON 31.03.11 MR. RAKESH JHUNJHUNWALA ADDS 522112 SHARES DURING THE QUARTER ENDING MAR'2011 IN HIS PORTFOLIO.

"Public" and holding more than 1% of the Total No.of Shares

Sl. No.	Name of the Shareholder	No. of Shares	Shares as % of Total No. of Shares
1	Jhunjhunwala Rakesh Radheshyam	3,305,205	7.45
2	HDFC Trustee Company Ltd - HDFC Equity Fund	1,071,891	2.41
3	Jhunjhunwala Rekha Rakesh	1,053,806	2.37
4	FID Funds Mauritius Ltd	711,137	1.60
5	HDFC Trustee Company Ltd - HDFC Top 200 Fund	853,225	1.92
6	Matthews Pacific Tiger Fund	722,044	1.63
	Total	7,717,308	17.39

RAKESH JHUNJHUNWALA MIGHT HAVE EXITED PUNJ LLOYD

AS PER SHARE HOLDING PATTERN OF PUNJ LLOYD THE NAME OF MR. JHUNJHUNWALA DOESN'T APPEAR IN THE LIST AS ON 31.03.11. HE MIGHT HAVE EXITED ALL OF HIS HOLDING OR HIS HOLDING IS LESS THAN 1%.

"Public" and holding more than 1% of the Total No.of Shares

Sl. No.	Name of the Shareholder	No. of Shares	Shares as % of Total No. of Shares
1	Warburg Pincus International LLC A/c Stoneridge Investment Ltd	14,800,000	4.46
2	Citigroup Global Markets Mauritius Pvt Ltd	7,491,321	2.26
3	HDFC Trustee Company Ltd HDFC Top 200 Fund	6,400,000	1.93
4	HDFC Trustee Company Ltd HDFC Equity Fund	8,693,972	2.62
5	Life Insurance Corporation of India	8,685,955	2.62
6	Lic of India Market Plus-1	6,540,846	1.97
	Total	52,612,094	15.84

RAKESH JHUNJHUNWALA ADDS MORE PRAJ IN HIS PORTFOLIO

DURING THE QUARTER ENDING 31.03.11 MR. RAKESH JHUNJHUNWALA ADDS 725000 SHARES OF PRAJ IND.

"Public" and holding more than 1% of the Total No.of Shares

Sl. No.	Name of the Shareholder	No. of Shares	Shares as % of Total No. of Shares
1	Tata Capital Ltd	13,422,400	7.26
2	Rakesh Jhunjhunwala	12,403,624	6.71
3	LIC of India Market Plus 1	6,730,167	3.64
4	Vinod Khosla	6,485,645	3.51
5	DNB Nor Bank ASA A/C Verdipapirfondet DNB Norglobal Emerging Markets	4,743,216	2.57
6	Government Pension Fund Global	2,868,403	1.55
7	Rekha Jhunjhunwala	2,598,000	1.41
8	DSP Blackrock Equity Fund	2,388,695	1.29
9	BNP Paribas Arbitrage	2,120,676	1.15
	Total	53,760,826	29.09

RAKESH JHUNJHUNWALA ADDS MORE LUPIN IN HIS PORTFOLIO

DURING THE QUARTER ENDING 31.03.11 MR. RAKESH JHUNJHUNWALA ADDS 750000 SHARES OF LUPIN.

"Public" and holding more than 1% of the Total No.of Shares

Sl. No.	Name of the Shareholder	No. of Shares	Shares as % of Total No. of Shares
1	Life Insurance Corporation of India	18,684,589	4.19
2	ICICI Prudential Life Insurance Company Ltd	14,126,511	3.17
3	Genesis Indian Investment Co Ltd	16,903,525	3.79
4	HDFC Trustee Company Ltd	8,543,454	1.91
5	Jhunjhunwala Rakesh Radheshyam	8,797,905	1.97
6	Reliance Capital Trustee Company Ltd	7,628,740	1.71
7	HSBC Global Investment Funds	5,504,100	1.23
8	Jhunjhunwala Rekha Rakesh	5,591,270	1.25
9	Reliance Life Insurance Co Ltd	6,160,834	1.38
10	HDFC Standard Life Insurance Company Ltd	4,453,587	1.00
11	Fid Funds Mauritius Ltd	4,443,927	1.00
	Total	100,838,442	22.60

RAKESH JHUNJHUNWALA HOLDINGS IN VIP IND AS ON 31.03.11

"Public" and holding more than 1% of the Total No.of Shares

Sl. No.	Name of the Shareholder	No. of Shares	Shares as % of Total No. of Shares
1	Sudhir Mohanlal Jatia	1,700,152	6.02
2	Rakesh Jhunjhunwala	1,263,000	4.47
3	Kiddy Plast Ltd	932,868	3.30
4	Kemp & Company Ltd	659,996	2.34
5	Ramgopal Textiles Ltd	576,000	2.04
6	Jhunjhunwala Rakesh Radheshyam	554,500	1.96
7	DGP Enterprises Pvt Ltd	477,700	1.69
8	The India Fund Inc	449,410	1.59
9	Saint Honore Inde	400,000	1.42
	Total	7,013,626	24.82

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Trading in stock market is very risky. Please analyze yourself what is your risk profile. This blog is not perfect. This is not an advisory service to buy or sell. The contents of “this blog” are only for educational purposes. No liability is accepted for any content in this blog.

The author is not a registered stockbroker nor a registered advisor and does not give investment advice. His comments are an expression of opinion only and should not be construed in any manner whatsoever as recommendations to buy or sell a stock, option, future, bond, commodity, index or any other financial instrument at any time. While he believes his statements to be true, they always depend on the reliability of his own credible sources. The author recommends that you consult with a qualified investment advisor, one licensed by appropriate regulatory agencies in your legal jurisdiction, before making any investment decisions, and that you confirm the facts on your own before making important investment commitments

SGRG – SIP: BE THE MASTER OF YOUR OWN DESTINY

Welcome to the World of S.I.P. (Systematic investment Plan).

Thanks to the massive amount of time, money and efforts put in by the Mutual Fund Industry over the years, investors are now very much aware of this technique of investing.

Lets revisit the logic of SIP. We call it SGRG-SIP.

In a SIP you invest a fixed sum at a particular interval ( say a month) over a given period of time. In SGRG-SIP, instead of choosing a regular MF scheme, we decide an Index Benchmark, which can be NIFTYBEeS, JUNIORBEeS, GOLDBeS, BANKBEeS depending upon your risk profile.

Disciplined Approach

The first benefit of a SGRG-SIP is that you imbibe discipline in your investments. On a given date of every month you buy the pre-decided index Benchmark. However, the amount to be invested every month keeps on changing i.e. It will be communicated by us every month. You don’t really apply your mind whether to buy or not. Just go ahead and do it.

Don’t worry about the timing

Let me choose the worst possible month in recent history – January 2008 I Hope everybody remember this month.

So we baptize you with fire, by making you begin investing from 26^th December, 2007, a sum of Rs 25,000 every month on the last day of the month. This you religiously do every month for 36 months i.e. 25^th Decemeber, 2010.

Lets see how the Nifty faired. The Nifty that was 6070 on 26^th December 2007 closed on December 26^th 2010 at 6013. This is a fall of 0.94%. And say you like Reliance a lot. The price of Reliance on 01.01.08 was 1445 and on 01.03.12 it was 811 down -43.80% over a period of 3 years.

But our’s SGRG-SIP in Index benchmark’s actually gave A WHOPPING Annualised Return of over 50% p.a. during the same period.

What we mean to say is since, we cannot track the working and performance of each and every scrip, when you fundamentally like a stock, you should like the stock more if the price falls, other things being same. But human psychology will ensure that you get jitters when the price falls. And expecting that the price will fall further you don’t buy. A further fall in price will validate your fears and you would wait for a still larger dip. One fine day the stock will bounce back, leaving you in a frown.

But a SGRG-SIP will ensure that your fear does not come in the way of your investment. This ability of SGRG-SIP to systematically buy Index Benchmarks at all levels ensures good returns in a volatile market. So honour the sanctity of a SIP.

Power of Compounding

The power of compounding will ensure that even small investments in early part of life will leave a giant footprint over a longer period of time. You don’t really have to save big. The stress is not on the amount, but on the need to start early. And even if you have lost considerable time, don’t worry. Today is a good day to begin ! Let us also dispel a myth that SGRG-SIP is only for beginners or for small investors. Nothing stops you from allocating even large sums for SGRG-SIP. In fact experienced investors would find it more useful.

SOME REAL FACTS ABOUT SGRG–SIP

PRICE	S&P	JUNIOR	BANK	GOLD	SILVER
	NIFTY	NIFTY	NIFTY	SPOT	SPOT
01.01.05	4484	2080	3531	6301	10415
01.12.10	9095	5871	11988	29035	55900
% P.A.	15%	26%	34%	52%	62%
SGRG %P.A.	58%	399%	679%	1201%	10000%

Here are some real facts about our SGRG – SIP. We have compared the prices of some of the Indexes and Top Commodities in the World market since 1^st Januray, 2005. Here also you will appreciate that SGRG –SIP outforms all the asset class mentioned below by 100% at least.

Be the master of your own fortunes.Write your own success story. Choose your own Index Benchmark, which you will be investing over a period of time. Since your returns will be function of what asset class you choose, ensure that you put in serious efforts in terms of understanding what you are investing in. Ensure that the Index Benchmark you choose match your risk stance and return expectations.