Mukul Agrawal’s Latest Portfolio 2024: Investment Insights & LearningsFInancial NewsMukul Agrawal’s Latest Portfolio 2024: Investment Insights & Learnings

Mukul Agrawal’s Latest Portfolio 2024: Investment Insights & Learnings

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.

Mukul Agrawal's Latest Portfolio 2024: Investment Insights & Learnings

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

  1. Introduction to Mukul Agrawal
  2. Latest Mukul Agrawal Portfolio 2023
  3. Top Holdings of Mukul Agrawal Portfolio 2023
  4. An Overview of Stocks in Mukul Agrawal’s Portfolio
  5. Mukul Agrawal Portfolio – Sector Allocation
  6. Stocks Traded by Mukul Agrawal in 2023
  7. Stocks Added to Mukul Agrawal Portfolio in FY23
  8. Stocks Downsized in Mukul Agrawal Portfolio in FY23
  9. Mukul Agrawal’s Net Worth Trend
  10. Investment Strategy of Mukul Agrawal Portfolio
  11. Key Takeaways from Mukul Agrawal’s Portfolio
  12. 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 NameNumber of SharesMarch 2023 Change %March 2023 Holding %
Dhabriya Polywood Ltd11,34,0530%10.50%
TAAL Enterprises Ltd2,77,931NEW8.90%
Gati Ltd70,00,0000%5.40%
Zota Healthcare Ltd13,16,9890.10%5.20%
Infobeans Technologies Ltd12,50,0000%5.20%
Arman Financial Services Ltd4,00,0000%4.70%
MPS Ltd7,62,4570%4.50%
MITCON Consultancy & Engineering Services Ltd5,89,860-0.60%4.40%
Dishman Carbogen Amcis Ltd67,00,0000.80%4.30%
Bhagiradha Chemicals and Industries Ltd3,99,0000.00%3.80%
Apollo Pipes Ltd15,00,0000.00%3.80%
Pearl Global Industries Ltd7,50,0000%3.50%
KDDL Ltd4,23,1800%3.40%
Ethos Ltd7,99,2890%3.40%
Neuland Laboratories Ltd4,00,0000%3.40%
Sirca Paints India Ltd8,13,100-0.10%3.00%
PDS Limited35,80,000%2.70%
J Kumar Infraprojects Ltd20,00,0000%2.60%
PIX Transmissions Ltd3,58,0000%2.70%
Kingfa Science and Technology (India) Ltd3,00,0000%2.50%
P.E. Analytics Ltd2,62,8000%2.50%
Sg Finserve Ltd10,00,0000%2.40%
Shankara Building Products Ltd5,50,0000%2.40%
Sula Vineyards Ltd20,00,0000%2.40%
Goldiam International Ltd25,00,0001%2.30%
Sahyadri Industries Ltd2,41,1160%2.20%
Surya Roshni Ltd11,00,0000.30%2.20%
Tracxn Technologies Ltd20,00,0000%2.00%
Ion Exchange (India) Ltd2,80,0440%1.90%
Capacite Infraprojects Ltd13,00,000NEW1.90%
Suryoday Small Finance Bank Ltd20,00,0000%1.90%
Jagsonpal Pharmaceuticals Ltd4,63,0230%1.80%
Raymond Ltd11,98,0180%1.80%
Intellect Design Arena Ltd25,00,0000%1.80%
Vidhi Specialty Food Ingredients Ltd9,20,7650%1.80%
Thejo Engineering Ltd1,80,000NEW1.70%
Dish TV India Ltd3,00,00,0000%1.60%
JTEKT India Ltd40,00,0000%1.60%
Raghav Productivity Enhancers Ltd1,78,0740%1.60%
De Nora India Ltd72,785NEW1.40%
Indian Metals and Ferro Alloys Ltd7,78,9000%1.40%
Newgen Software Technologies Ltd10,00,0000%1.40%
Somany Home Innovation Ltd10,00,0000%1.40%
Allcargo Logistics Ltd33,00,0000%1.30%
ISMT Ltd40,01,346NEW1.30%
Kanoria Chemicals & Industries Ltd5,84,2110%1.30%
Ceat Ltd5,00,0000%1.20%
LT Foods Ltd40,00,0000%1.20%
Indo Count Industries Ltd23,25,0000%1.20%
Sarda Energy & Minerals Ltd4,17,6000%1.20%
Vardhman Special Steels Ltd5,00,0000%1.20%
Tasty Bite Eatables Ltd30,1300%1.10%
Delta Corp Ltd30,00,0000%1.10%
Karur Vysya Bank Ltd85,00,0000%1.10%
Radico Khaitan Ltd14,00,0830%1.10%
Thomas Cook (India) Ltd50,00,0600%1.10%
CL Educate Ltd6,19,4290%1.10%
EKI Energy Services Ltd3,00,0000%1.10%
Paras Defence and Space Technologies Ltd4,35,0000.80%-0.8%
Latest Mukul Agarwal Portfolio 2023 in tabular format

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 NameShares Held
De Nora India Ltd72,785
SG Finserve Ltd10,00,000
Raymond Ltd11,98,018
Radico Khaitan Ltd14,00,083
Intellect Design Arena Ltd25,00,000
PDS Limited35,80,000
ISMT Ltd40,01,346
Dishman Carbogen Amcis Ltd67,00,000

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.

SectorExamples of Stocks in Mukul Agrawal’s Portfolio
Information Technology (IT)Infobeans Technologies Ltd, Intellect Design Arena Ltd
HealthcareNeuland Laboratories Ltd, Surya Roshni Ltd
Fast-Moving Consumer Goods (FMCG)Bhagiradha Chemicals and Industries Ltd, Allcargo Logistics Ltd
Food ProcessingApollo Pipes Ltd, Vidhi Specialty Food Ingredients Ltd
PackagingSirca Paints India Ltd, Vardhman Special Steels Ltd
LogisticsTracxn Technologies Ltd, Delta Corp Ltd
FinanceShankara 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.

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