Mukul Agrawal Portfolio Reaches Rs 7,720 Crore in CY26
Investor Mukul Mahavir Agrawal's portfolio reached a value of roughly Rs 7,720 crore as of August 7, 2026, according to shareholding data for the June 2026 quarter analyzed by ETMarkets. Holding around 72 stocks, Agrawal's portfolio value increased by 12% from the Rs 6,915 crore recorded in the December 2025 quarter.
In CY26 so far, more than half of Agrawal's holdings have delivered positive returns. Approximately 24 stocks registered double-digit gains, with nine of those stocks surging between 50% and 75%.
Key stock performances and holdings in Mukul Agrawal's portfolio include:
- Apollo Pipes: Advanced 76% in CY26 from Rs 294.15 to Rs 517.35; 3.41% stake valued at around Rs 78 crore as of the June 2026 quarter.
- Hind Rectifiers: Surged 74% from Rs 755.65 to Rs 1,314.10; 1.45% stake valued at approximately Rs 66 crore.
- KRN Heat Exchanger And Refrigeration: Rose 67% from Rs 727.10 to Rs 1,210.70; 1.53% stake valued at around Rs 121 crore.
- Sudeep Pharma: Gained 59% from Rs 602.45 to Rs 958.05; 1.33% stake worth nearly Rs 144 crore.
- The Jammu & Kashmir Bank: Rallied 59% from Rs 100.30 to Rs 159.20; 1.50% stake valued at approximately Rs 263 crore.
- KDDL: Climbed 56% from Rs 2,469.70 to Rs 3,844.45; 3.44% stake valued at around Rs 163 crore.
- TAAL Tech: Rose 51% from Rs 2,973.15 to Rs 4,485.15; 8.92% stake valued at approximately Rs 125 crore.
- Indo Count Industries: Climbed 51% from Rs 282.40 to Rs 425.65; 1.51% stake valued at around Rs 128 crore.
- Neuland Laboratories: Gained 50% from Rs 15,190.25 to Rs 22,843.55; 3.12% stake valued at Rs 914 crore.
- ASM Technologies: Advanced 47% from Rs 3,280.30 to Rs 4,833.20; 10.28% stake valued at around Rs 725 crore.
- West Coast Paper Mills: Gained 45% from Rs 412.30 to Rs 599.45; 1.44% stake valued at approximately Rs 57 crore.
- MPS: Rallied 44% from Rs 2,033.35 to Rs 2,930.45; 4.46% stake valued at around Rs 223 crore.
- AYM Syntex: Advanced 38% from Rs 178.95 to Rs 247.15; 3.92% stake valued at approximately Rs 57 crore.
- Arisinfra Solutions: Added as a new holding in the June 2026 quarter; 1.6% stake valued at approximately Rs 17 crore.



