Jhunjhunwala also owned 36,250,000 shares or 1.09 per cent stake in Tata Motors and 40,00,000 shares or 5.48 per cent stake in Crisil, taking his personal holdings in the companies to Rs 1,731.1 crore and 1,301.9 crore, respectively.In the remaining companies, the worth of Jhunjhunwala’s holdings were less than Rs 1,000 crore, despite owning more than 10 per cent stake in some of them.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary