Rakesh Jhunjhunwala vs Vijay Kedia vs Dolly Khanna: In the April to June 2021 quarter, most of the ace stock market investors in India added new stocks to their portfolios. Big bull Rakesh Jhunjhunwala added Steel Authority of India (SAIL) and Indiabulls Housing Finance to his portfolio, while Vijay Kedia also added two stocks – Mahindra Holidays & Resorts India and Alecon Engineering Company. However, a big surprise came from Dolly Khanna’s portfolio as the Chennai-based investor added 7 stocks to her portfolio in the April to June 2021 quarter.
As retail investors scan the portfolios of these marquee investors to trace value picks, it becomes important to know how much of which new stock pick has delivered in the recently ended July to September 2021 quarter or Q2FY22.
Rakesh Jhunjhunwala New Portfolio Stocks: As mentioned above, ‘Warren Buffett of India’ bought stake in two companies – SAIL and Indiabulls Housing Finance in the April to June 2021 quarter. According to SAIL’s share price history, SAIL shares have given negative returns in the July to September 2021 quarter. In this quarter, the share price of the PSU declined ₹130.60 to ₹113.65 each – a decline of about 13 per cent in the period. Big Bull’s second pick Indiabulls Housing Finance also delivered negative returns in Q2FY22 quarter as Indiabulls Housing Finance share price fell ₹from 261.05 ₹231.65 per stock level in the period – close to a fall of 11 per cent in the recently ended September 2021 quarter.
Vijay Kedia New Portfolio Stocks: In the April to June 2021 quarter, Vijay Kedia added two new stocks to his portfolio – Mahindra Holidays & Resorts India and Alcon Engineering Company. As per the share price history of Mahindra Holidays & Resorts India, this hospitality stock has gained nearly 47 per cent in the July to September 2021 quarter as Mahindra Holidays & Resorts India shares have rallied. ₹from 166.70 ₹245.80 each in this period. Similarly, Alcon Engineering Company’s share price rose by ₹136.80 to ₹167.60 per equity share level in the July to September 2021 quarter – registering a growth of around 22.5 per cent in Q2FY22.
Dolly Khanna’s New Portfolio Stocks: In Q2FY22, Dolly Khanna added 7 new stocks to her portfolio – Polyplex Corporation, Nitin Spinners, Rama Phosphates, RSWM, Shemaroo Entertainment, Deepak Spinners and Aerys Agro. According to the share price history of Polyplex Corporation, the stock increased ₹from 1387.25 ₹1727.30 per stock level in Q2FY22 – an increase of about 25 per cent over the period. Nitin Spinners share price rises ₹from 146.25 ₹212.30 per stock level — a gain of nearly 45 percent during this period. In the quarter of July to September 2021, the share price of Rama Phosphate rose to Rs 264.55 ₹301.60 each — up 14 percent in the quarter. Similarly, RSWM shares went up ₹from 268.75 ₹315.90 per share level – rising about 17.50 percent. As per the share price history of Shemaroo Entertainment, it has risen from the stock ₹128.80 to ₹161 – Recorded growth of about 25 percent in this quarter. Deepak Spinner shares rise ₹from 210.35 ₹270.60 each – an increase of about 28 percent in the recently ended September 2021 quarter. Aerys Agro share price rises ₹133 to ₹148.05 – an increase of about 11 percent over the September 2021 quarter.
So, it is clear that Rakesh Jhunjhunwala net worth decreased in his new stocks in April to June 2021 quarter, while Vijay Kedia net worth and Dolly Khanna net worth increased in their respective new portfolio stock picks in September 2021 quarter. But, Dolly Khanna’s new portfolio stocks have outperformed the other two ace investors as most of her new portfolio stocks outperformed the benchmark index returns by a huge margin.
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