Synopsis ET Bureau Ace investor Rakesh Jhunjhunwala. NEW DELHI: Ten stocks from Big Bull Rakesh Jhunjhunwala’s portfolio climbed 10-40 per cent in the post-Budget rally that helped Sensex reclaim the 50,000-mark and Nifty top the 15,000 mark. With this, the total value of the stocks he holds has topped Rs 16,700 crore, up 82 per cent from the lows of March 2020. NCC, the ace investor’s engineering and construction bet, has delivered 41 per cent return since the Budget. Jhunjhunwala owned 12.84 per cent stake in this firm at the end of December quarter. Phillip Capital said a 191 per cent increase in allocation by the government towards the Jal Shakti Mission over the revised estimates for FY21, a 40 per cent increase in allocation for Smart Cities and AMRUT (over revised estimates), in addition to an increase in allocation for metro and road projects were all positives for NCC.