Last Updated on Jul 25, 2023 by Harshit Singh
In the Indian stock market, there are many seasoned investors. One of them is Mukul Agrawal. With a net worth of Rs. 3,824.4 cr., he is one of the prominent investors in the stock market. His portfolio boasts holdings in over 56 firms and has seen an upward trend in net worth in recent years. What’s the success mantra of Mukul Agrawal’s portfolio? In this article, we will be exploring his portfolio, profile, and investment approach.
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Investor Profile – Mukul Agrawal
Mukul Agrawal entered the market in the late 1990s. He is currently associated with three companies and serves as a director with Param Capital Research Pvt. Ltd, Permanent Technologies Pvt. Ltd, and Mahavir Prasad Nevatia Education Institution.
| Investor name | Mukul Agrawal |
| Spouse name | Madhulika Agarwal |
| Total net worth | Rs. 3,824.4 cr. |
| No. of portfolio companies | 56 |
| Major holding (%) | Dhabriya Polywood Ltd. (10.50%) |
He is also a member of the Multi Commodity Exchange of India Ltd (MCX), National Stock Exchange of India Ltd (NSE), and the Derivatives Segment at Bombay Stock Exchange (BSE). He keeps two separate portfolios for investment and trading.
Mukul Agrawal’s portfolio
Over the years, Dalal Street veteran Mukul Agrawal has constructed a solid portfolio reflective of his net worth. At the end of the June quarter of FY 2023, he held 49 primary stocks, while filling is due for 7 stocks.
Mukul Agrawal’s portfolio analysis
Mukul Agrawal’s investment strategy is considered aggressive as he usually invests after proper analysis and taking a risk with penny stocks that can become multi-bagger. In recent times, there have been significant developments in Mukul Agrawal’s portfolio. Have a look:
In June 2023, Mukul Agrawal’s investor portfolio saw the entire holdings in Apollo Pipes Ltd., CL Educate Ltd., EKI Energy Services Ltd., and Paras Defence and Space Technologies Ltd. in a significant sell-off.
| Stock Name | Value (Rs. in cr.) | No. of shares held | March 2023 Holding (%) | June 2023 Holding (%) | Change (%) |
| Bhagiradha Chemicals & Industries Ltd | 48.88 | 357,837 | 3.80% | 3.40% | -0.40% |
| Ethos Ltd | 100.95 | 670,000 | 3.40% | 2.90% | -0.60% |
| SG Finserve Ltd | 58.2 | 1,000,000 | 2.40% | 2.40% | -0.10% |
| Surya Roshni Ltd | 79 | 1,000,000 | 2.00% | 1.80% | -0.20% |
| Ion Exchange (India) Ltd | 138.17 | 2,574,710 | 1.90% | 1.80% | -0.20% |
| Raymond Ltd | 195.9 | 1,100,000 | 1.80% | 1.70% | -0.20% |
| Goldiam International Ltd | 17.79 | 1,400,000 | 2.30% | 1.30% | -1.00% |
| Newgen Software Technologies Ltd | 64.28 | 800,000 | 1.40% | 1.10% | -0.30% |
| Apollo Pipes Ltd | 0 | – | 3.80% | 0 | -3.80% |
| CL Educate Ltd | 0 | – | 1.10% | 0 | -1.10% |
| EKI Energy Services Ltd | 0 | – | 1.10% | 0 | -1.10% |
| Paras Defence and Space Technologies Ltd | 0 | – | 1.10% | 0 | -1.10% |
In addition, Mukul Agrawal sold off a substantial chunk of shareholdings in Goldiam International Ltd., Newgen Software Technologies Ltd., Ethos Ltd., and Bhagiradha Chemicals & Industries Ltd.
In the June 2023 quarter, a significant buying trend was also seen. He bought stakes in Zen Technologies Ltd. while filling is due for Dishman Carbogen Amcis Ltd., Zota Healthcare Ltd., Thejo Engineering Ltd., MITCON Consultancy & Engineering Services Ltd., Suryoday Small Finance Bank Ltd., and P E Analytics Ltd.
| Stock name | Value (Rs. in cr.) | No. of shares held | March 2023 Holding (%) | June 2023 Holding (%) | Change (%) |
| Capacite Infraprojects Ltd | 78.8 | 2,938,000 | 1.90% | 4.30% | 2.40% |
| Neuland Laboratories Ltd | 140.59 | 422,200 | 3.10% | 3.30% | 0.20% |
| Kanoria Chemicals & Industries Ltd | 14.41 | 1,112,657 | 1.30% | 2.60% | 1.20% |
| Sahyadri Industries Ltd | 10.9 | 256,725 | 2.20% | 2.40% | 0.20% |
| De Nora India Ltd | 21.56 | 100,027 | 1.40% | 1.90% | 0.50% |
| Delta Corp Ltd | 62.35 | 3,300,000 | 1.10% | 1.20% | 0.10% |
| Zen Technologies Ltd | 69.68 | 1,126,765 | – | 1.30% | NEW |
| Karur Vysya Bank Ltd | – | 8,500,000 | 1.10% | Filing Awaited | |
| Dishman Carbogen Amcis Ltd | 104.72 | 6,700,000 | 4.30% | Filing Awaited | |
| Zota Healthcare Ltd | 54.91 | 1,316,989 | 5.24% | Filing Awaited | |
| Thejo Engineering Ltd | 29.25 | 180,000 | 1.70% | Filing Awaited | |
| MITCON Consultancy & Engineering Services Ltd | 4.52 | 589,860 | 4.40% | Filing Awaited | |
| Suryoday Small Finance Bank Ltd | 35.33 | 2,000,000 | 1.90% | Filing Awaited | |
| P E Analytics Ltd | 3.94 | 262,800 | 2.50% | Filing Awaited |
He has increased his stake in a few companies in the June quarter, such as Capacit’e Infraprojects Ltd., Kanoria Chemicals & Industries Ltd., De Nora India Ltd., etc.
Mukul Agrawal’s net worth
As of June 2023, Mukul Agrawal’s net worth was valued at Rs. 3,824.4 cr. spreading across 56 companies in the Indian stock market. For the last 5 yrs, the net worth trend seems to be growing, and it looks like this:
Bulk and block deals in Mukul Agrawal’s portfolio
To analyse bulk and block deals, use Tickertape’s Stock Deals tool. Since there were no bulk or block deals by Mukul Agrawal in the last FY, it is always preferred to use Tickertape’s Stock Deals tool to analyse the insider trades of big investors. Not only it helps you gauge their outlook on the company, but it also helps you analyse their portfolio.
Conclusion
Mukul Agrawal is a seasoned investor in the Indian stock market. He has an aggressive investment approach, constantly looking to invest in penny stocks with the potential to turn multi-bagger. Analysing the portfolio of investors like Mukul Agrawal helps you navigate your ship to the greener lands. You can use Blog by Tickertape to expand your knowledge horizon about investing. Moreover, you can keep track of your favourite stocks with Tickertape’s Stock Screener tool by using more than 200 filters and using the platform to transact with ease.
As an investment fanatic, I’ve dabbled in early-stage startups, mutual funds, gold, stocks, smallcases, and real estate to identify which assets generate the highest ROI. At Tickertape, I’m dedicated to presenting my learning and providing insightful suggestions to help my readers make sound investment decision.
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