Markets at new high: What does Rakesh Jhunjhunwala's portfolio look like?

Both small and mid-cap indices have fallen even as the market has hit new highs, but the big bull keeps buying

Rakesh Jhunjhunwala seems to love the small-cap segment, despite it having underperformed the market in recent times.

There are twenty one small-cap stocks in his 30-stock portfolio (based on public disclosures). There are also seven mid-caps. Only two companies are among the top 100 companies in terms of market capitalization, the regulatory definition for large-cap companies.  These two large-caps account for 51.13 per cent of his holdings. But smaller companies are catching up with small-cap and mid-cap companies account for 48.87 per cent of the total value.  

The data is based on companies for which the exchange has disclosed