Last updated on November 27, 2023
Mukul Agrawal, named Mukul Mahavir Agrawal in corporate filings, is a prominent investor in India and specializes in picking micro and small-cap stocks with a promise to make them large. The ace investor made its debut in stock markets towards the end of the 1990s and has been regular with his investment approach. Here we take a look at Mukul Agrawal portfolio, Net worth, investing style, and more.
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The highlight of Mukul Agrawal’s investment philosophy is that he usually pays high attention to a company’s operating history and margin profile. This includes stocks listed for a long period of time but occasionally, he doesn’t mind picking up tracking quantities in recently-listed stocks. Nevertheless, nearly all his investments are made after proper research and he is known for low churn in his portfolio. While Mukul Agrawal is largely an investor, he is also a trader but keeps a separate portfolio for trading.
Labeled the “New Star” of India’s stock market, Mukul Agarwal’s investment approach has yielded supernormal returns. As of October 2023, the value of Mukul Agrawal portfolio stood at INR 3,890.80 crore. This includes only the companies where his shareholding exceeds 1%. Similarly, it excludes securities owned by his wife Madhulika Agarwal who also has a sizable portfolio.
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Mukul Agrawal Portfolio – Top Holdings
| Company | Shares held | Stock price (INR) | Value (INR crore) |
| BSE Ltd. | 2,000,000 | 1797.0 | 359.40 |
| PDS Ltd. | 3,580,000 | 590.0 | 211.22 |
| Raymond Ltd. | 1,000,000 | 1863.0 | 186.30 |
| Radico Khaitan Ltd. | 1,400,083 | 1320.0 | 184.81 |
| Neuland Laboratories Ltd. | 400,000 | 3862.0 | 154.48 |
| Intellect Design Arena Ltd. | 2,300,000 | 657.0 | 151.11 |
| Karur Vysya Bank Ltd. | 8,500,000 | 150.0 | 127.46 |
| Capacit’e Infraprojects Ltd. | 5,888,000 | 213.3 | 125.59 |
| Dishman Carbogen Amcis Ltd. | 8,200,000 | 146.4 | 120.05 |
| MPS Ltd. | 762,457 | 1536.0 | 117.11 |
| Ethos Ltd. | 640,000 | 1775.0 | 113.60 |
| Ceat Ltd. | 500,000 | 2129.0 | 106.45 |
| Apollo Pipes Ltd. | 1,500,000 | 646.0 | 96.90 |
| Sula Vineyards Ltd. | 2,000,000 | 475.5 | 95.10 |
| Ion Exchange (India) Ltd. | 1,800,000 | 528.2 | 95.07 |
| Pearl Global Industries Ltd. | 750,000 | 1260.0 | 94.50 |
| Allcargo Logistics Ltd. | 3,300,000 | 271.8 | 89.69 |
| Sarda Energy & Minerals Ltd. | 4,176,000 | 214.5 | 89.58 |
| Arman Financial Services Ltd. | 400,000 | 2225.0 | 89.00 |
| J Kumar Infraprojects Ltd. | 2,000,000 | 424.1 | 84.81 |
| Zen Technologies Ltd. | 1,126,765 | 711.0 | 80.11 |
| LT Foods Ltd. | 4,000,000 | 189.2 | 75.68 |
| Thomas Cook (India) Ltd. | 5,000,060 | 145.0 | 72.50 |
| Kingfa Science & Technology (India) Ltd. | 300,000 | 2287.1 | 68.61 |
| Indo Count Industries Ltd. | 2,325,000 | 284.0 | 66.03 |
| TAAL Enterprises Ltd. | 277,931 | 2179.1 | 60.56 |
| JTEKT India Ltd. | 3,945,000 | 135.0 | 53.24 |
| InfoBeans Technologies Ltd. | 1,250,000 | 412.5 | 51.56 |
| Dish TV India Ltd. | 30,000,000 | 17.1 | 51.30 |
| Hindware Home Innovation Ltd. | 1,000,000 | 469.0 | 46.90 |
| Suryoday Small Finance Bank Ltd. | 3,000,000 | 155.5 | 46.65 |
| Bhagiradha Chemicals & Industries Ltd. | 300,000 | 1500.2 | 45.01 |
| Surya Roshni Ltd. | 800,000 | 531.5 | 42.52 |
| Shankara Building Products Ltd. | 550,000 | 743.0 | 40.87 |
| Pix Transmissions Ltd. | 350,909 | 1095.0 | 38.42 |
| Prakash Industries Ltd. | 2,500,000 | 153.5 | 38.38 |
| Vidhi Specialty Food Ingredients Ltd. | 900,000 | 425.1 | 38.25 |
| Indian Metals & Ferro Alloys Ltd. | 778,900 | 439.0 | 34.19 |
| Thejo Engineering Ltd. | 180,000 | 1793.9 | 32.29 |
| ISMT Ltd. | 4,001,346 | 80.0 | 32.01 |
| Zota Healthcare Ltd. | 736,989 | 411.1 | 30.30 |
| Raghav Productivity Enhancers Ltd. | 356,148 | 648.0 | 23.08 |
| Vasa Denticity Ltd. | 410,000 | 509.0 | 20.87 |
| Jagsonpal Pharmaceuticals Ltd. | 463,023 | 407.4 | 18.86 |
| Dhabriya Polywood Ltd. | 506,613 | 346.5 | 17.55 |
| De Nora India Ltd. | 100,027 | 1704.0 | 17.04 |
| Gensol Engineering Ltd. | 200,000 | 794.0 | 15.88 |
| Tracxn Technologies Ltd. | 2,000,000 | 69.9 | 13.97 |
| Allcargo Terminals Ltd. | 3,100,000 | 39.1 | 12.12 |
| Sahyadri Industries Ltd. | 256,725 | 403.0 | 10.34 |
| MITCON Consultancy & Engineering Services Ltd. | 420,591 | 82.3 | 3.46 |
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Mukul Agrawal Net Worth
According to corporate reports filed for the September 2023 quarter, Mukul Agrawal net worth from the equity investments was around INR 3,890.80 crore. This net worth keeps changing on the basis of stock price fluctuations.
BSE As of the date of writing this article, Mukul Agrawal’s net worth tied to the stock market was largely divided into 51 stocks with an average shareholding of INR 76.29 crore.
