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NIFTY 50·22,811.35−0.34%SENSEX·73,709.69−0.19%BANK NIFTY·54,976.90−0.92%RELIANCE·1,209.00+0.58%HDFC BANK·706.95−0.71%ICICI BANK·1,385.00+0.29%BHARTI AIRTEL·1,891.70+0.88%INFOSYS·1,168.00+3.30%L&T·3,636.00−0.71%TCS·2,529.00+2.77%ITC·262.00+0.46%SBI·963.00−1.10%AXIS BANK·1,210.00−2.10%NIFTY 50·22,811.35−0.34%SENSEX·73,709.69−0.19%BANK NIFTY·54,976.90−0.92%RELIANCE·1,209.00+0.58%HDFC BANK·706.95−0.71%ICICI BANK·1,385.00+0.29%BHARTI AIRTEL·1,891.70+0.88%INFOSYS·1,168.00+3.30%L&T·3,636.00−0.71%TCS·2,529.00+2.77%ITC·262.00+0.46%SBI·963.00−1.10%AXIS BANK·1,210.00−2.10%

Indices

Titan and Private Banks Drive Rekha Jhunjhunwala's Portfolio in FY27

3 months ago · Lumic

Rekha Jhunjhunwala's portfolio gains driven by Titan stock and top Indian private banks in FY27.
Lumic
3 months ago
Titan and Private Banks Drive Rekha Jhunjhunwala's Portfolio in FY27
KEY POINTS
Rekhas' portfolio gained 20% in FY27, comfortably beating the Sensex's 7.7% return.
Titan added ₹3,469 crore in value, emerging as the portfolio's biggest contributor.
Federal Bank and Karur Vysya Bank strengthened returns with steady value creation.
LUMIC INSIGHT
Titan the ‘golden’ forever stock.
Business Standard·3 months ago

This Fin Shorts piece highlights how ace investor Rekha Jhunjhunwala's portfolio saw significant gains in FY27. Driven by strong performance from Titan, considered a 'golden' forever stock, and steady value creation from private banks like Federal Bank and Karur Vysya Bank, her investments outperformed the broader market. The portfolio delivered a impressive 20% return, easily surpassing the Sensex's 7.7% growth. Titan alone contributed a substantial ₹3,469 crore to the portfolio's value, underscoring the power of compounding and long-term investment strategies in the Indian financial landscape. This analysis offers insights into portfolio management and the impact of key holdings on overall earnings.

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