Mukul Agrawal’s Latest Portfolio 2024: Investment Insights & Learnings
In the world of finance and investment, there are individuals whose success stories inspire and captivate our imagination. Mukul Agrawal, a seasoned investor with a knack for spotting opportunities and creating wealth, is undeniably one such individual. With a portfolio that has garnered attention and accolades, Mukul Agrawal has established himself as a force to be reckoned with in the financial realm.
In this article, we will delve deep into the secrets behind Mukul Agrawal’s portfolio and its remarkable success in the stock market.
Table of Contents
- Introduction to Mukul Agrawal
- Latest Mukul Agrawal Portfolio 2023
- Top Holdings of Mukul Agrawal Portfolio 2023
- An Overview of Stocks in Mukul Agrawal’s Portfolio
- Mukul Agrawal Portfolio – Sector Allocation
- Stocks Traded by Mukul Agrawal in 2023
- Stocks Added to Mukul Agrawal Portfolio in FY23
- Stocks Downsized in Mukul Agrawal Portfolio in FY23
- Mukul Agrawal’s Net Worth Trend
- Investment Strategy of Mukul Agrawal Portfolio
- Key Takeaways from Mukul Agrawal’s Portfolio
- In Conclusion
1. Introduction to Mukul Agrawal
Mukul Agrawal, also known as Mukul Mahavir Agrawal, is a renowned portfolio manager and skilled investor in the finance market. Over the years, Agrawal built a strong track record of delivering consistent and impressive returns for his clients. His ability to adapt to changing market conditions, identify emerging trends, and construct well-diversified portfolios became the hallmark of his success.
At present, Mukul Agrawal holds directorship positions in three companies. These include Param Capital Research Pvt. Ltd, Permanent Technologies Pvt. Ltd, and Mahavir Prasad Nevatia Education Institution.
2. Latest Mukul Agrawal Portfolio 2023
This Dalal Street veteran, apart from Rakhesh Jhunjhunwala has constructed a solid portfolio reflective of his net worth.
As per corporate shareholdings filed for March 31, 2023, here is a list of 59 stocks that hold a net worth of over ₹2,687.8 Cr.
| Stock Name | Number of Shares | March 2023 Change % | March 2023 Holding % |
|---|---|---|---|
| Dhabriya Polywood Ltd | 11,34,053 | 0% | 10.50% |
| TAAL Enterprises Ltd | 2,77,931 | NEW | 8.90% |
| Gati Ltd | 70,00,000 | 0% | 5.40% |
| Zota Healthcare Ltd | 13,16,989 | 0.10% | 5.20% |
| Infobeans Technologies Ltd | 12,50,000 | 0% | 5.20% |
| Arman Financial Services Ltd | 4,00,000 | 0% | 4.70% |
| MPS Ltd | 7,62,457 | 0% | 4.50% |
| MITCON Consultancy & Engineering Services Ltd | 5,89,860 | -0.60% | 4.40% |
| Dishman Carbogen Amcis Ltd | 67,00,000 | 0.80% | 4.30% |
| Bhagiradha Chemicals and Industries Ltd | 3,99,000 | 0.00% | 3.80% |
| Apollo Pipes Ltd | 15,00,000 | 0.00% | 3.80% |
| Pearl Global Industries Ltd | 7,50,000 | 0% | 3.50% |
| KDDL Ltd | 4,23,180 | 0% | 3.40% |
| Ethos Ltd | 7,99,289 | 0% | 3.40% |
| Neuland Laboratories Ltd | 4,00,000 | 0% | 3.40% |
| Sirca Paints India Ltd | 8,13,100 | -0.10% | 3.00% |
| PDS Limited | 35,80,00 | 0% | 2.70% |
| J Kumar Infraprojects Ltd | 20,00,000 | 0% | 2.60% |
| PIX Transmissions Ltd | 3,58,000 | 0% | 2.70% |
| Kingfa Science and Technology (India) Ltd | 3,00,000 | 0% | 2.50% |
| P.E. Analytics Ltd | 2,62,800 | 0% | 2.50% |
| Sg Finserve Ltd | 10,00,000 | 0% | 2.40% |
| Shankara Building Products Ltd | 5,50,000 | 0% | 2.40% |
| Sula Vineyards Ltd | 20,00,000 | 0% | 2.40% |
| Goldiam International Ltd | 25,00,000 | 1% | 2.30% |
| Sahyadri Industries Ltd | 2,41,116 | 0% | 2.20% |
| Surya Roshni Ltd | 11,00,000 | 0.30% | 2.20% |
| Tracxn Technologies Ltd | 20,00,000 | 0% | 2.00% |
| Ion Exchange (India) Ltd | 2,80,044 | 0% | 1.90% |
| Capacite Infraprojects Ltd | 13,00,000 | NEW | 1.90% |
| Suryoday Small Finance Bank Ltd | 20,00,000 | 0% | 1.90% |
| Jagsonpal Pharmaceuticals Ltd | 4,63,023 | 0% | 1.80% |
| Raymond Ltd | 11,98,018 | 0% | 1.80% |
| Intellect Design Arena Ltd | 25,00,000 | 0% | 1.80% |
| Vidhi Specialty Food Ingredients Ltd | 9,20,765 | 0% | 1.80% |
| Thejo Engineering Ltd | 1,80,000 | NEW | 1.70% |
| Dish TV India Ltd | 3,00,00,000 | 0% | 1.60% |
| JTEKT India Ltd | 40,00,000 | 0% | 1.60% |
| Raghav Productivity Enhancers Ltd | 1,78,074 | 0% | 1.60% |
| De Nora India Ltd | 72,785 | NEW | 1.40% |
| Indian Metals and Ferro Alloys Ltd | 7,78,900 | 0% | 1.40% |
| Newgen Software Technologies Ltd | 10,00,000 | 0% | 1.40% |
| Somany Home Innovation Ltd | 10,00,000 | 0% | 1.40% |
| Allcargo Logistics Ltd | 33,00,000 | 0% | 1.30% |
| ISMT Ltd | 40,01,346 | NEW | 1.30% |
| Kanoria Chemicals & Industries Ltd | 5,84,211 | 0% | 1.30% |
| Ceat Ltd | 5,00,000 | 0% | 1.20% |
| LT Foods Ltd | 40,00,000 | 0% | 1.20% |
| Indo Count Industries Ltd | 23,25,000 | 0% | 1.20% |
| Sarda Energy & Minerals Ltd | 4,17,600 | 0% | 1.20% |
| Vardhman Special Steels Ltd | 5,00,000 | 0% | 1.20% |
| Tasty Bite Eatables Ltd | 30,130 | 0% | 1.10% |
| Delta Corp Ltd | 30,00,000 | 0% | 1.10% |
| Karur Vysya Bank Ltd | 85,00,000 | 0% | 1.10% |
| Radico Khaitan Ltd | 14,00,083 | 0% | 1.10% |
| Thomas Cook (India) Ltd | 50,00,060 | 0% | 1.10% |
| CL Educate Ltd | 6,19,429 | 0% | 1.10% |
| EKI Energy Services Ltd | 3,00,000 | 0% | 1.10% |
| Paras Defence and Space Technologies Ltd | 4,35,000 | 0.80% | -0.8% |
3. Top Holdings of Mukul Agrawal Portfolio 2023
With a strong track record of spotting undervalued stocks, Mukul Agrawal’s latest portfolio is a curated selection of holdings. Notably, eight stocks from the list have recorded gains ranging from 30% to 70%. These stocks belong to a diverse range of companies from various sectors.
Therefore, below is a list of the top 8 Mukul Agrawal stocks that are present in his portfolio.
| Stock Name | Shares Held |
|---|---|
| De Nora India Ltd | 72,785 |
| SG Finserve Ltd | 10,00,000 |
| Raymond Ltd | 11,98,018 |
| Radico Khaitan Ltd | 14,00,083 |
| Intellect Design Arena Ltd | 25,00,000 |
| PDS Limited | 35,80,000 |
| ISMT Ltd | 40,01,346 |
| Dishman Carbogen Amcis Ltd | 67,00,000 |
4. An Overview of Stocks in Mukul Agrawal’s Portfolio
Mukul Agrawal’s portfolio is a diverse mix of stocks from various sectors such as IT, healthcare, FMCG, and finance.
| Sector | Examples of Stocks in Mukul Agrawal’s Portfolio |
|---|---|
| Information Technology (IT) | Infobeans Technologies Ltd, Intellect Design Arena Ltd |
| Healthcare | Neuland Laboratories Ltd, Surya Roshni Ltd |
| Fast-Moving Consumer Goods (FMCG) | Bhagiradha Chemicals and Industries Ltd, Allcargo Logistics Ltd |
| Food Processing | Apollo Pipes Ltd, Vidhi Specialty Food Ingredients Ltd |
| Packaging | Sirca Paints India Ltd, Vardhman Special Steels Ltd |
| Logistics | Tracxn Technologies Ltd, Delta Corp Ltd |
| Finance | Shankara Building Products Ltd, Karur Vysya Bank Ltd |
5. Mukul Agrawal Portfolio – Sector Allocation
Mukul Agrawal’s investment strategy spans various sectors, reflecting his diverse interests:
- IT: Mukul Agrawal allocates a portion of his portfolio to companies operating in the technology sector, including software development, hardware manufacturing, and telecommunications.
- Healthcare: Recognizing the potential of the healthcare sector, he has invested in companies that contribute to advancements in healthcare and medical treatments.
- FMCG: Mukul Agrawal identifies the stability and consistent demand for FMCG stocks and has invested in companies operating in this sector.
- Food Processing: His portfolio includes companies involved in food processing, which may include food manufacturers, processors, distributors, and suppliers.
- Packaging: Mukul Agrawal recognizes the importance of the packaging sector and has invested in companies involved in packaging, including packaging manufacturers and suppliers.
- Logistics: Companies in the logistics sector are included in Mukul Agrawal’s portfolio, providing services such as transportation, warehousing, freight forwarding, and supply chain management.
- Finance: Mukul Agrawal’s portfolio also includes companies that operate within the finance sector, which may include banks, insurance companies, non-banking financial institutions (NBFC), and others.
6. Stocks Traded by Mukul Agrawal in 2023
Labeled the “New Star” of India’s stock market, Mukul Agrawal’s investment approach has yielded supernormal returns.
Recently, the portfolio investor was on a shopping spree this quarter.
Therefore, let’s have a look at a diversified portfolio of Mukul Agrawal stocks, aiming to capitalize on emerging opportunities and maximize returns. Thereafter, we will move on to which stocks were downsized in Mukul Agrawal’s portfolio.
7. Stocks Added to Mukul Agrawal Portfolio in FY23
A selection of stocks added to Mukul Agrawal’s portfolio in FY23:
- TAAL Enterprise Ltd: Engages in the aerospace industry, with a primary focus on designing, developing, and manufacturing aircraft and related components. Mukul Agrawal has invested in TAAL enterprises for a 5.38% stake.
- Capacit’e Infraprojects Ltd: A leading construction company in India with expertise in the execution of high-rise residential, commercial, and institutional buildings. In the Mukul Agrawal portfolio, the company’s stake is 1.91%.
- Thejo Engineering Ltd: An engineering solutions provider specializing in material handling equipment, wear and corrosion-resistant products, and conveyor systems. In the portfolio of Mukul Agrawal, the company’s stock is 1.68%.
- De Nora India Ltd: A subsidiary of De Nora, a global provider of sustainable technologies and solutions in the water treatment, energy, and process industries. In the portfolio of Mukul Agrawal, the company’s stock is 1.37%.
- ISMT Ltd: Also known as Indian Seamless Metal Tubes Limited, it is a leading manufacturer of high-quality seamless tubes and pipes. In the portfolio of Mukul Agrawal, the company’s stock is 1.33%.
8. Stocks Downsized in Mukul Agrawal Portfolio in FY23
Some stocks in Mukul Agrawal’s portfolio underwent downsizing in FY23:
- Paras Defence and Space Technologies Ltd: The company operates in the defense and space technology sector. It appears that this particular stock has experienced a decrease of -0.8% in its allocation within Mukul Agrawal’s portfolio.
- MITCON Consultancy & Engineering Services Ltd: This consulting and engineering services company seems to have been downsized in Mukul Agrawal’s portfolio by -0.61%.
- EKI Energy Services Ltd: The company operating in the energy sector. The stock has been reduced by -0.55%. However, the factors behind this downsizing are not provided, but it could be related to the company’s performance, industry dynamics, or a strategic decision by Agrawal.
- Goldiam International Ltd: Goldiam International Ltd is a company involved in the manufacturing and distribution of diamonds and diamond jewelry. The company stock has been downsized by -0.46% from the portfolio of Mukul Mahavir Agrawal.
- Newgen Software Technologies Ltd: Newgen Software Technologies Ltd is a software development and services company. This Mukul Agrawal stock has been downsized by -0.14%.
- Sirca Paints India Ltd: Sirca Paints India Ltd manufactures and distributes paints and coatings. This Mukul Agrawal stock has been downsized by -0.13% from his portfolio list.
9. Mukul Agrawal’s Net Worth Trend
Based on the most recent corporate shareholdings disclosed as of March 2023, Mukul Agrawal is a public holder of 59 stocks, with a collective net worth exceeding ₹2,687.6 Crores.
Here is a breakdown of Mukul Agrawal’s net worth trend in 2023:
- Dec 2022: ₹2,854.7 Crores
- Mar 2023: ₹2,698.7 Crores
- Jun 2023: ₹33.64 Crores
His net worth trajectory over the past eight years reflects his journey from ₹2,854.7 Crores to ₹33.64 Crores.
[Insert Mukul Agrawal’s Net Worth Trend Graph]
10. Investment Strategy of Mukul Agrawal Portfolio
Mukul Agrawal’s investment strategies and insights offer valuable guidance for individuals seeking to build a successful investment portfolio. Key takeaways from his approach include:
- Thorough Research: Emphasizing the significance of comprehensive research and analysis to make well-informed decisions.
- Long-Term Vision: Advocating a long-term investment perspective while avoiding impulsive decisions driven by short-term market fluctuations.
- Diversification: Emphasizing the importance of adding diversification to your portfolio by investing in different stocks belonging to different industries.
11. Key Takeaways from Mukul Agrawal’s Portfolio
Observing Mukul Agrawal’s portfolio offers valuable lessons:
- Diversification of Investments: Mukul Mahavir Agrawal’s portfolio clearly reflects a well-diversified approach to investments across real estate, stocks, and businesses, mitigating risks and optimizing returns.
- Focus on Long-Term Growth: His portfolio emphasizes long-term growth rather than short-term gains, demonstrating a strategic vision that focuses on steady and sustainable growth over time.
- Strong Research and Due Diligence: Mukul’s portfolio reflects a meticulous approach to research and due diligence, with each investment decision based on factors such as market trends, financial performance, and growth potential.
- Continuous Learning and Adaptability: Mukul Mahavir Agrawal’s stock portfolio shows a willingness to adapt to changing market conditions and learn from past experiences, enabling him to identify new opportunities and adjust his investment strategy accordingly.
12. In Conclusion
In conclusion, Mukul Agrawal is a seasoned investor in the Indian stock market with an aggressive investment approach towards small-cap and mid-cap stocks. Beginners and seasoned investors alike can draw inspiration from experienced investors like Mukul Agrawal, steering their investment journeys in the right direction while unlocking the secrets to financial success.
Ganesh Kumar
https://finplay.in/Mutual Fund Expert and Stock Market Enthusiast. Indian Stock Markets to the Moon 🚀