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Latest Mukul Agrawal Portfolio and Shareholdings

Mukul Agrawal is a well-known Indian equity investor and the founder of Param Capital. With an estimated net worth of ₹6,162.56 cr., he ranks among the prominent participants in the Indian stock market. Over the past five years, his net worth has shown a clear upward trend in value. So, what’s the success mantra of Mukul Agrawal’s portfolio? In this article, we will be exploring his portfolio, profile, and investment approach.

Latest Mukul Agrawal Stock Portfolio & Holdings (2026)

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NameStocks (66)↓↓Sub-SectorSub-Sector↓↓Market CapMarket Cap↓↓Close PriceClose Price↓↓PE RatioPE Ratio↓↓1D Return1D Return↓↓1M Return1M Return↓↓6M Return6M Return↓↓1Y Return1Y Return↓↓PB RatioPB Ratio↓↓Return on EquityReturn on Equity↓↓ROCEROCE↓↓Dividend YieldDiv Yield↓↓Debt to EquityDebt to Equity↓↓Volatility vs NiftyVolatility vs Nifty↓
1.Radico Khaitan LtdRADICOAlcoholic BeveragesAlcoholic Beverages34,733.1234,733.122,660.502,660.50100.50100.502.562.56-2.13-2.13-12.13-12.1316.3616.3612.6112.6113.3113.3117.4317.430.150.150.270.272.332.33
2.PTC Industries LtdPTCILIron & SteelIron & Steel26,170.9926,170.9917,418.0017,418.00428.96428.96-0.22-0.22-1.44-1.4414.5114.5138.4338.4318.8718.876.006.005.965.96--0.040.042.552.55
3.Nuvama Wealth Management LtdNUVAMADiversified FinancialsDiversified Financials20,952.9820,952.981,147.501,147.5021.2521.25-0.30-0.30-11.55-11.55-8.65-8.65-4.30-4.306.006.0030.8630.8614.5614.562.482.482.242.2429.3629.36
4.Sarda Energy & Minerals LtdSARDAENIron & SteelIron & Steel17,959.1117,959.11508.75508.7525.6625.66-0.18-0.180.390.39-13.02-13.02-6.09-6.092.812.8113.4813.4812.5112.510.290.290.450.453.243.24
5.Onesource Specialty Pharma LtdONESOURCEBiotechnologyBiotechnology16,797.7416,797.741,456.401,456.40-935.29-935.29-0.62-0.6210.4010.40-19.17-19.17-12.42-12.422.862.86-0.57-0.571.531.53--0.130.133.353.35
6.Neuland Laboratories LtdNEULANDLABPharmaceuticalsPharmaceuticals15,525.4515,525.4511,995.0011,995.0059.6959.69-0.88-0.88-8.19-8.19-21.63-21.632.682.6810.1810.1818.5318.5320.6920.690.100.100.100.103.383.38
7.CEAT LtdCEATLTDTires & RubberTires & Rubber14,041.2714,041.273,537.503,537.5029.7129.711.631.63-7.56-7.561.931.9327.8427.843.213.2111.2211.2215.2315.230.860.860.490.492.732.73
8.LT Foods LtdLTFOODSPackaged FoodsPackaged Foods13,306.7313,306.73378.45378.4521.9821.98-1.24-1.24-8.49-8.49-17.12-17.120.690.693.453.4516.6316.6320.3820.380.780.780.330.333.253.25
9.Deepak Fertilisers and Petrochemicals Corp LtdDEEPAKFERTFertilizers & Agro ChemicalsFertilizers & Agro Chemicals11,534.9811,534.98908.55908.5512.3612.36-0.57-0.57-9.86-9.86-37.50-37.50-18.37-18.371.841.8415.7815.7817.0817.081.091.090.660.662.672.67
10.Intellect Design Arena LtdINTELLECTSoftware ServicesSoftware Services9,232.669,232.66650.55650.5527.7527.75-1.58-1.58-6.47-6.47-39.33-39.33-5.61-5.613.283.2812.6312.6315.6115.611.051.050.030.033.293.29
11.Strides Pharma Science LtdSTARPharmaceuticalsPharmaceuticals8,273.428,273.42903.65903.652.302.300.670.674.234.235.545.5435.7035.703.203.20154.29154.29117.56117.560.450.450.730.733.223.22
12.Pearl Global Industries LtdPGILApparel & AccessoriesApparel & Accessories6,864.226,864.221,489.501,489.5027.6427.640.130.13-4.71-4.718.188.189.619.615.995.9925.2925.2925.7125.710.770.770.670.674.234.23
13.Sudeep Pharma LtdSUDEEPPHRMPharmaceuticalsPharmaceuticals6,756.026,756.02613.85613.8548.7048.702.622.62-7.34-7.34-20.71-20.71-20.71-20.7113.7013.7032.6832.6835.0035.00--0.280.283.453.45
14.Indian Metals and Ferro Alloys LtdIMFAIron & SteelIron & Steel6,585.646,585.641,235.301,235.3017.3917.391.201.20-3.23-3.2310.8910.8990.3090.302.792.7916.9416.9422.0622.061.641.640.160.163.493.49
15.Yatharth Hospital & Trauma Care Services LtdYATHARTHHospitals & Diagnostic CentresHospitals & Diagnostic Centres6,257.736,257.73640.25640.2547.9347.93-1.42-1.42-8.72-8.72-17.31-17.3151.3851.383.823.8210.4010.4011.1911.19--0.010.012.772.77
16.Kirloskar Ferrous Industries LtdKIRLFERIron & SteelIron & Steel6,155.706,155.70359.90359.9020.9420.94-3.58-3.58-15.01-15.01-33.60-33.60-30.40-30.401.791.798.828.8213.4513.451.471.470.370.372.252.25
17.Kingfa Science and Technology (India) LtdKINGFACommodity ChemicalsCommodity Chemicals5,490.485,490.484,073.304,073.3035.9235.920.540.54-1.61-1.61-9.23-9.2345.7445.747.547.5423.2123.2129.0129.01--0.060.063.063.06
18.KRN Heat Exchanger and Refrigeration LtdKRNElectrical Components & EquipmentsElectrical Components & Equipments5,465.745,465.74896.85896.85103.34103.341.991.9913.9313.932.422.420.030.0310.9610.9616.8216.8215.5215.52--0.070.073.333.33
19.Valor Estate LtdDBREALTYReal EstateReal Estate5,218.965,218.9698.0798.07-41.55-41.551.321.32-17.29-17.29-45.44-45.44-10.94-10.941.051.05-2.48-2.48-1.46-1.46--0.380.383.453.45
20.Raymond Lifestyle LtdRAYMONDLSLApparel & AccessoriesApparel & Accessories4,898.044,898.04869.20869.20128.25128.258.088.08-5.59-5.59-30.61-30.61-23.86-23.860.510.510.400.402.462.46--0.240.243.293.29
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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Selection criteria: The table contains publicly disclosed Mukul Agrawal investment portfolio as on 4th February 2026. Stocks are sorted by market capitalisation, highest to lowest.

Mukul Agrawal’s Bulk and Block Deals

Bulk and block deals improve market transparency and explain sharp changes in stock volumes. These disclosures help track where large investors deploy capital and which sectors attract or lose interest over time. Analysts often review such deals to understand portfolio shifts and changing market sentiment.


Here’s how you can find the latest bulk and block deals by Mukul Agrawal:

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The results show Mukul Agrawal’s latest bulk and block deals. The platform also allows date filtering to review historical transactions and identify patterns over time.

Investor Profile – Mukul Agrawal

Mukul Agrawal is a widely tracked Indian equity investor and the founder and chairman of Param Capital Group. He entered the stock market in the early 1990s and gradually built Param Capital into a research-led investment firm. Over the years, he has gained a reputation for spotting small-cap and mid-cap companies at an early stage and holding them through business expansion phases.

  1. Name: Mukul Mahavir Agrawal
  2. Profession: Equity investor, Founder & Chairman of Param Capital Group
  3. Market experience: Active since the 1990s
  4. Estimated Mukul Agrawal net worth (₹): ~₹6,162.56 cr. (varies by quarter)
  5. No. of portfolio companies: 72 active stocks stocks
  6. Primary focus: Small-cap and mid-cap companies

Mukul Agrawal keeps two separate portfolios for investment and trading. Among the stocks Mukul Agrawal currently holds, Neuland Laboratories is one of the largest value-wise investments in his publicly disclosed equity portfolio.

Other notable stocks in his portfolio include names from sectors such as engineering services, healthcare, infrastructure, and financial services, underscoring his sector-agnostic but growth-oriented stock selection.

Top Stocks in Mukul Agrawal Portfolio (2026)

Neuland Laboratories Ltd

Neuland Laboratories operates as a pharmaceutical CDMO and API manufacturer with a strong focus on complex chemistry and peptides. The company supplies regulated markets such as the US, Europe, and Japan, and benefits from the rising global outsourcing of drug manufacturing.

Radico Khaitan Ltd

Radico Khaitan is one of India’s leading liquor manufacturers, with a strong presence in premium and semi-premium spirits. Its portfolio includes well-known whisky, vodka, and rum brands, and the company has steadily increased its focus on higher-margin premium products.

ASM Technologies Ltd

ASM Technologies provides engineering and technology services, mainly to semiconductor and manufacturing clients. The company operates in areas such as product engineering, chip design support, and digital manufacturing solutions, aligning with global semiconductor supply-chain expansion.

Nuvama Wealth Management Ltd

Nuvama Wealth Management offers wealth management, asset management, and capital market services to high-net-worth individuals and institutions. The company benefits from the rising financialisation of savings in India and the growing demand for professional wealth advisory services.

Zota Health Care Ltd

Zota Health Care operates in pharmaceutical distribution and retail, with a focus on generic medicines and wellness products. The company runs pharmacy chains and online platforms, aiming to improve medicine affordability and expand healthcare access.

Mukul Agrawal Portfolio Composition

Mukul Agrawal publicly holds 72 stocks as of February 2026, but here are the top 30 stocks based on value:

Stock Name Holding Value (In cr.) Shares Held Dec 2025 Change (%) Dec 2025 Holding (%) Sep 2025 Holding (%)
Neuland Laboratories Ltd 546.8 400,000 0 3.10% 3.10%
ASM Technologies Ltd 412.2 1,500,000 -0.4 10.30% 10.70%
Radico Khaitan Ltd 395.1 1,400,083 0 1.10% 1.10%
Zota Health Care Ltd 345.7 2,516,989 -0.8 7.50% 8.20%
Nuvama Wealth Management Ltd 322.7 2,500,000 0 1.40% 1.40%
PTC Industries Ltd 292.4 160,000 0 1.10% 1.10%
Sarda Energy & Minerals Ltd 204.9 4,000,000 0 1.10% 1.10%
Dishman Carbogen Amcis Ltd 168.7 8,617,000 0 5.50% 5.50%
LT Foods Ltd 166 3,900,000 0 1.10% 1.10%
Onesource Specialty Pharma Ltd 155.4 1,200,000 0 1.10% 1.10%
Deepak Fertilisers and Petrochemicals Corp Ltd 155.2 1,500,000 0 1.20% 1.20%
Jammu and Kashmir Bank Ltd 146.4 14,000,000 0 1.30% 1.30%
Intellect Design Arena Ltd 140.5 2,000,000 0 1.40% 1.40%
Capacite Infraprojects Ltd 134.1 5,150,000 0 6.10% 6.10%
Kingfa Science and Technology (India) Ltd 127.2 300,000 0 2.20% 2.20%
MPS Ltd 124.2 762,457 0 4.50% 4.50%
Pearl Global Industries Ltd 113.2 700,000 -0.2 1.50% 1.70%
J Kumar Infraprojects Ltd 109.4 1,975,000 0 2.60% 2.60%
PDS Limited 107.5 3,362,589 0 2.40% 2.40%
KDDL Ltd 101.5 423,180 0 3.40% 3.40%
Sudeep Pharma Ltd 100 1,500,117 New 1.30% -
Strides Pharma Science Ltd 93.8 1,066,000 0 1.20% 1.20%
Infobeans Technologies Ltd 88.3 953,919 -0.2 3.90% 4.10%
Kirloskar Ferrous Industries Ltd 87 2,000,000 0 1.20% 1.20%
Concord Control System Ltd 86.5 346,167 Filing Awaited - 5.50%
Hindustan Construction Company Ltd 84.3 44,019,921 New 1.70% -
TAAL Enterprises Ltd 81.6 277,931 0 8.90% 8.90%
Indian Metals and Ferro Alloys Ltd 81.6 599,329 0 1.10% 1.10%
D B Realty Ltd 80.6 6,500,000 0 1.20% 1.20%
Indo Count Industries Ltd 78.3 2,500,000 0 1.30% 1.30%

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What is the Net Worth of Mukul Agrawal?

According to the latest corporate shareholding data filed with Indian stock exchanges, Mukul Agrawal holds stakes in around 79 stocks, with about 72 active holdings. His publicly disclosed equity portfolio is valued at approximately ₹6,162.56 cr. as per recent filings. This figure covers only his listed equity investments and may change each quarter due to market price movements and portfolio updates.

Mukul Agrawal's Investments in Unlisted Shares

Mukul Agrawal also invests in unlisted and pre-IPO companies, in addition to his listed stock portfolio. He uses these investments to enter businesses early, before they list on stock exchanges. Details about such holdings remain limited because unlisted companies do not require regular public disclosures.

  1. Aequs Limited: Mukul Agrawal participated as an anchor investor through an investment vehicle before the company's public fundraise. Aequs operates in precision manufacturing and aerospace components, and the investment reflects his interest in export-focused manufacturing and global supply chains.
  2. Private Investments through Param Capital: Through Param Capital, Mukul Agrawal has invested in several unlisted small and mid-sized companies over the years. These investments usually focus on businesses with scalable operations and long-term growth potential. Specific company names and investment amounts remain largely undisclosed due to the private nature of these deals.

Mukul Agrawal's Investment Strategy

Early Identification of Growth Businesses

Mukul Agrawal actively tracks small-cap and mid-cap companies where revenues, margins, or market opportunities are improving. He prefers to enter at an early stage, before the broader market fully recognises the company’s growth potential.

Detailed Fundamental Evaluation

He studies financial statements, cash-flow trends, return ratios, debt levels, and competitive positioning. He also evaluates management quality and the company’s ability to scale operations over time.

High-conviction Position Building

When he gains confidence in a business, he builds meaningful stakes, often through bulk deals. His portfolio shows several positions where his ownership crosses 1%, reflecting conviction rather than small, speculative bets.

Sector-agnostic but Theme-aware

His investments span pharmaceuticals, chemicals, engineering, financial services, consumer goods, logistics, and infrastructure-linked businesses. He does not restrict himself to one sector but aligns holdings with broader economic and industrial trends.

Long-term Compounding Mindset

Mukul Agrawal holds select stocks for multiple years, allowing earnings growth and operating leverage to drive returns. Many of his successful investments reflect patience rather than frequent trading.

Active Portfolio Review

Mukul reviews holdings regularly and rebalances when valuations stretch or business fundamentals change. Quarterly disclosures often show new additions, stake increases, or selective exits.

Learnings from the Mukul Agrawal Portfolio in 2026

Early Entry to High Value Companies

Mukul Agrawal identifies high-value companies at an early stage, before they gain broad market attention. His major holdings show that early entry allows investors to benefit as revenues, margins, and market share expand over time.

Fundamentals Guide Investment Decisions

His portfolio reflects a clear focus on business fundamentals such as earnings growth, balance sheet strength, and scalability. He avoids reacting to short-term price volatility and instead tracks how the underlying business performs.

Sector Diversification Supports Stability

The portfolio covers pharmaceuticals, chemicals, engineering services, financial services, consumer businesses, and infrastructure-related companies. This diversification helps reduce risk during sector-specific downturns.

Long Holding Periods Enable Compounding

Several stocks stay in the portfolio for multiple years, allowing earnings growth to play out over time. This approach helps return compound steadily and limits the impact of short-term market volatility.

Active Review Keeps the Portfolio Relevant

Mukul Agrawal reviews his holdings every quarter using updated financial results and valuation levels. He increases exposure to companies that show consistent execution and trims or exits positions when valuations stretch, or growth visibility weakens.

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Factors Affecting Stock Selection in the Mukul Agrawal Portfolio

Long Runway In Smallcaps and Microcaps

Mukul Agrawal treats smallcaps and microcaps as a long-duration opportunity. He links outcomes to patience and time in the market rather than quick trades. This approach shapes the businesses he selects and the length of time he holds them.

Business Over Price at The Right Stage

He has publicly stated that he does not like to argue over price when he sees a long-term opportunity in smaller companies. This view supports early entry into emerging businesses, even when liquidity remains limited.

Ownership Size as a Conviction Filter

His disclosed holdings often cross the 1% ownership mark in several companies. For example, his Q3 additions included multiple positions with 1%+ stakes. This pattern shows a preference for building meaningful positions rather than small, symbolic exposure.

Sector Diversification To Manage Risk

His disclosed holdings span pharma and healthcare, engineering, logistics, textiles and consumer businesses, financial services, and other sectors. This diversification reduces dependence on a single theme and helps manage downside risk when a sector turns weak.

Cyclical and Turnaround Exposure

He adds cyclical or turnaround stocks when the risk-reward looks favourable. His Q3 additions included companies such as Hindustan Construction Company and Allcargo Logistics at notable ownership levels, where sentiment and fundamentals had room to improve.

Conclusion

Mukul Agrawal follows a research-driven approach, focuses on long holding periods, and invests with conviction in growing businesses. His portfolio is an example of how patience, diversification, and regular review based on business performance support long-term wealth creation.

However, investors should not copy or follow any investor’s portfolio, no matter how appealing it appears. Every investor has different goals, risk tolerance, and time horizons. Investors should always do their own research and, if required, consult a qualified financial advisor before investing.

For independent analysis, investors can use the Tickertape Stock Screener, which offers 200+ filters to analyse stocks across fundamentals, valuations, and financial health. Investors can also track major stock activity and investor movements using Tickertape Market Movers.

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Frequently Asked Questions About the Mukul Agrawal Portfolio

  1. Who is Mukul Agrawal?

    Mukul Agrawal is an Indian equity investor and the founder of Param Capital. He is known for investing in small-cap and mid-cap companies early in their growth cycle and holding them over the long term.

  2. What is Mukul Agrawal's net worth?

    As per the latest corporate shareholding disclosures, Mukul Agrawal's networth is valued at approximately ₹6,162.56 cr. This figure covers only listed investments and can change with market movements and quarterly filings.

    Disclaimer: The above information is based on publicly available information and may change with subsequent disclosures.

  3. What stocks are in Mukul Agrawal’s portfolio?

    Mukul Agrawal stocks include companies across pharmaceuticals, engineering, financial services, chemicals, consumer businesses, logistics, and infrastructure. The portfolio typically spans around 79 stocks, with about 72 active holdings.

    Disclaimer: The above information is based on publicly available information and may change with subsequent disclosures.

  4. What are the top holdings in the Mukul Agrawal portfolio?

    As of 4th February 2026, some of Mukul’s largest holdings by value include:
    1. Neuland Laboratories Ltd
    2. Radico Khaitan Ltd
    3. ASM Technologies Ltd
    4. Nuvama Wealth Management Ltd
    5. Zota Health Care Ltd

    Disclaimer: This information on top Mukul Agrawal stocks is for educational purposes only and should not be considered investment advice.

  5. What is Mukul Agrawal’s investment strategy?

    Mukul Agrawal follows a research-driven strategy focused on early entry into growth businesses, long holding periods, sector diversification, and regular portfolio review based on business execution rather than short-term price movements.

    Disclaimer: This is for informational purposes only and should not be considered as investment advice.

Disclaimer: This article is for informational purposes only. The content of the article, including securities/investment products mentioned, if any, should not in any manner be construed as investment advice, recommendation, offer, or solicitation to buy/hold/sell any securities/investment products. The securities quoted, if any, are for illustration only and are not recommendatory. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.