: A major infrastructure bet, representing confidence in India’s capex cycle. 📉 Recent Strategic Exits & Trims
: Placing significant capital into 5–10 primary stocks rather than spreading thin. Rakesh Jhunjhunwala and Associates's portfolio and holdings rakesh jhunjhunwala latest buy
: The undisputed "crown jewel," making up nearly 40-50% of the total portfolio value. : A major infrastructure bet, representing confidence in
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