Rekha Jhunjhunwala’s Portfolio Tops Sensex Returns As Titan Share Price Boosts Wealth

Equity investment by Rekha Jhunjhunwala has yielded better returns than the market average until now in FY27, with the stock price rise of Titan Company making up a large share of the profits in her portfolio. With the help of gains in bank stocks and Tata companies, the total valuation of her stockholdings has increased substantially since the start of the financial year.

Invest in Indian Markets and Unlock Future Potential With 5paisa!

Open Account Now

Based on the latest shareholding data available on stock exchanges and the CapitalinePlus database, her portfolio was valued at ₹46,982 crore as of July 21, 2026, compared with ₹39,226 crore on March 31, 2026. The increase of nearly ₹7,756 crore translates into a gain of around 20%, exceeding the BSE Sensex’s 7.7% rise during the same period. The calculation covers companies where her holding is above 1%.

Titan Share Price Emerges as the Biggest Contributor

The strongest contribution came from the Titan share price. Rekha Jhunjhunwala owns a 5.3% stake in the company, and the value of that investment climbed to ₹22,100 crore in the June 2026 quarter from ₹18,631 crore three months earlier.

That increase alone added ₹3,469 crore to her portfolio in FY27. The Titan share price has advanced 18.6% since April 2026 and touched a record high of ₹4,680 on July 9 after the company presented its long-term expansion plans at its Investor Day.

Titan has outlined a target of doubling consolidated revenue and earnings before interest and tax (EBIT) by FY30, implying annual growth of about 20% over the next four years.

Tata Group Stocks and Private Banks Add Momentum

The gains extended beyond Titan. Holdings in Tata Communications, Indian Hotels Company, Tata Motors and Tata Motors Passenger Vehicles together added ₹719 crore to the portfolio during the current financial year.

G. Chokkalingam, Founder and Head of Research at Equinomics Research, said these companies are largely driven by domestic demand and have remained relatively insulated from geopolitical tensions and higher crude price levels. He added that their performance is expected to remain linked to the strength of the domestic economy.

Private lenders also strengthened the portfolio. Federal Bank share price contributed ₹580 crore in value, while Karur Vysya Bank share price added ₹196 crore. Both stocks are trading at all-time highs.

Other Holdings Deliver Strong Returns

There are other investments that have made profits as well. Metro Brands share price added ₹715 crore to the portfolio, followed by Fortis Healthcare share price with ₹530 crore and VA Tech Wabag share price with ₹474 crore. These stocks have rallied by as much as 82% since April 2026.

The portfolio’s performance reflects broad-based gains across consumer, banking, hospitality and infrastructure-linked businesses. With domestic-focused sectors continuing to attract investor interest, the Titan share price and other core holdings remain among the key contributors to Rekha Jhunjhunwala’s portfolio performance in FY27.