Mukul Agrawal Portfolio
Madhusudan Kela is one of India’s most respected investors with a career of over three decades. He started in the early 1990s, worked across leading brokerage firms, and later became well known for his contribution to Reliance Mutual Fund. As of January 2026, he holds 16 disclosed stocks, out of which 13 are active, with a total portfolio value of about ₹2,458.17 cr In this article, we will look at Madhusudan Kela’s latest portfolio, analyse the key changes, and understand the patterns shaping his investment approach.

Latest Mukul Agrawal Investment Portfolio (2026)
Mukul Agrawal Portfolio Stock Screener
Mukul Agrawal Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape
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@tickertapetickertapeShowing 1 - 20 of 61 results
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| NameStocks (61)↓ | ↓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 LtdRADICO | Alcoholic BeveragesAlcoholic Beverages | 36,867.5736,867.57 | 2,753.502,753.50 | 106.67106.67 | -0.52-0.52 | -11.59-11.59 | -1.60-1.60 | 19.4619.46 | 13.3913.39 | 13.3113.31 | 17.4317.43 | 0.150.15 | 0.270.27 | 2.682.68 | |
| 2. | PTC Industries LtdPTCIL | Iron & SteelIron & Steel | 26,560.8026,560.80 | 17,716.0017,716.00 | 435.35435.35 | -0.83-0.83 | -2.26-2.26 | 19.6419.64 | 20.8920.89 | 19.1519.15 | 6.006.00 | 5.965.96 | -- | 0.040.04 | 3.133.13 | |
| 3. | Sarda Energy & Minerals LtdSARDAEN | Iron & SteelIron & Steel | 18,371.4018,371.40 | 521.35521.35 | 26.2526.25 | 3.343.34 | -0.81-0.81 | -0.55-0.55 | 15.6415.64 | 2.872.87 | 13.4813.48 | 12.5112.51 | 0.290.29 | 0.450.45 | 3.573.57 | |
| 4. | Neuland Laboratories LtdNEULANDLAB | PharmaceuticalsPharmaceuticals | 17,361.4117,361.41 | 13,532.0013,532.00 | 66.7566.75 | 1.211.21 | -11.45-11.45 | 3.433.43 | -7.46-7.46 | 11.3911.39 | 18.5318.53 | 20.6920.69 | 0.090.09 | 0.100.10 | 3.883.88 | |
| 5. | LT Foods LtdLTFOODS | Packaged FoodsPackaged Foods | 14,199.1714,199.17 | 408.90408.90 | 23.4623.46 | -0.73-0.73 | 6.476.47 | -15.82-15.82 | 6.266.26 | 3.683.68 | 16.6316.63 | 20.3820.38 | 0.730.73 | 0.330.33 | 3.313.31 | |
| 6. | Onesource Specialty Pharma LtdONESOURCE | BiotechnologyBiotechnology | 13,911.5813,911.58 | 1,213.701,213.70 | -774.59-774.59 | 3.073.07 | -32.41-32.41 | -36.72-36.72 | -20.86-20.86 | 2.372.37 | -0.57-0.57 | 1.531.53 | -- | 0.130.13 | 3.713.71 | |
| 7. | Deepak Fertilisers and Petrochemicals Corp LtdDEEPAKFERT | Fertilizers & Agro ChemicalsFertilizers & Agro Chemicals | 13,181.7513,181.75 | 1,044.201,044.20 | 14.1214.12 | 2.482.48 | -17.28-17.28 | -32.43-32.43 | -6.40-6.40 | 2.112.11 | 15.7815.78 | 17.0817.08 | 0.960.96 | 0.660.66 | 3.073.07 | |
| 8. | Intellect Design Arena LtdINTELLECT | Software ServicesSoftware Services | 11,134.1211,134.12 | 798.70798.70 | 33.4633.46 | -2.17-2.17 | -16.96-16.96 | -20.76-20.76 | -1.88-1.88 | 3.953.95 | 12.6312.63 | 15.6115.61 | 0.870.87 | 0.030.03 | 3.613.61 | |
| 9. | Pearl Global Industries LtdPGIL | Apparel & AccessoriesApparel & Accessories | 8,837.008,837.00 | 1,917.401,917.40 | 35.5935.59 | 8.208.20 | 16.2116.21 | 37.2237.22 | 36.7436.74 | 7.717.71 | 25.2925.29 | 25.7125.71 | 0.600.60 | 0.670.67 | 4.774.77 | |
| 10. | Strides Pharma Science LtdSTAR | PharmaceuticalsPharmaceuticals | 7,986.777,986.77 | 866.50866.50 | 2.222.22 | -1.03-1.03 | -3.33-3.33 | 3.373.37 | 25.8725.87 | 3.093.09 | 154.29154.29 | 117.56117.56 | 0.460.46 | 0.730.73 | 3.733.73 | |
| 11. | Kirloskar Ferrous Industries LtdKIRLFER | Iron & SteelIron & Steel | 7,334.967,334.96 | 444.85444.85 | 24.9524.95 | -1.27-1.27 | -13.33-13.33 | -19.40-19.40 | -18.23-18.23 | 2.142.14 | 8.828.82 | 13.4513.45 | 1.231.23 | 0.370.37 | 2.572.57 | |
| 12. | Indian Metals and Ferro Alloys LtdIMFA | Iron & SteelIron & Steel | 7,141.917,141.91 | 1,323.701,323.70 | 18.8618.86 | 5.755.75 | -11.94-11.94 | 83.5383.53 | 83.5983.59 | 3.033.03 | 16.9416.94 | 22.0622.06 | 1.511.51 | 0.160.16 | 3.663.66 | |
| 13. | Valor Estate LtdDBREALTY | Real EstateReal Estate | 6,886.186,886.18 | 127.71127.71 | -54.83-54.83 | 16.0716.07 | 5.635.63 | -29.24-29.24 | -6.63-6.63 | 1.381.38 | -2.48-2.48 | -1.46-1.46 | -- | 0.380.38 | 4.104.10 | |
| 14. | Sudeep Pharma LtdSUDEEPPHRM | PharmaceuticalsPharmaceuticals | 6,758.286,758.28 | 598.35598.35 | 48.7148.71 | -1.83-1.83 | 0.580.58 | -22.71-22.71 | -22.71-22.71 | 13.7113.71 | 32.6832.68 | 35.0035.00 | -- | 0.280.28 | 3.823.82 | |
| 15. | Indo Count Industries LtdICIL | TextilesTextiles | 6,474.206,474.20 | 326.89326.89 | 26.3226.32 | 14.1714.17 | 16.8716.87 | 22.6822.68 | 10.1210.12 | 2.842.84 | 11.2711.27 | 15.5115.51 | 0.610.61 | 0.640.64 | 5.025.02 | |
| 16. | Raymond Lifestyle LtdRAYMONDLSL | Apparel & AccessoriesApparel & Accessories | 6,308.016,308.01 | 1,035.701,035.70 | 165.17165.17 | 1.691.69 | 1.041.04 | -13.38-13.38 | -25.89-25.89 | 0.660.66 | 0.400.40 | 2.462.46 | -- | 0.240.24 | 3.783.78 | |
| 17. | Kingfa Science and Technology (India) LtdKINGFA | Commodity ChemicalsCommodity Chemicals | 5,967.085,967.08 | 4,403.304,403.30 | 39.0439.04 | 0.500.50 | -1.53-1.53 | 31.4831.48 | 42.4842.48 | 8.198.19 | 23.2123.21 | 29.0129.01 | -- | 0.060.06 | 3.263.26 | |
| 18. | Surya Roshni LtdSURYAROSNI | Iron & SteelIron & Steel | 5,579.355,579.35 | 256.40256.40 | 16.1016.10 | 0.490.49 | -7.97-7.97 | -21.40-21.40 | -0.66-0.66 | 2.262.26 | 14.9714.97 | 18.9818.98 | 2.152.15 | 0.010.01 | 3.163.16 | |
| 19. | PDS LtdPDSL | TextilesTextiles | 5,027.955,027.95 | 356.20356.20 | 32.0532.05 | 2.142.14 | -3.42-3.42 | 3.343.34 | -26.99-26.99 | 2.932.93 | 10.5910.59 | 21.5821.58 | 0.480.48 | 0.720.72 | 3.083.08 | |
| 20. | IFB Industries LtdIFBIND | Auto PartsAuto Parts | 4,411.284,411.28 | 1,088.701,088.70 | 37.1037.10 | 0.420.42 | -31.33-31.33 | -18.03-18.03 | -20.04-20.04 | 5.245.24 | 15.2515.25 | 17.4017.40 | -- | 0.300.30 | 3.743.74 |