Mukul Agrawal is an Indian market investor whose listed-equity holdings are tracked via quarterly shareholding disclosures. He is known for taking positions across a wide set of stocks and for active portfolio changes across quarters. Market watchers track his entries/exits for emerging themes.
Frequently Asked Questions about Mukul Agrawal's Portfolio
Portfolios are updated quarterly based on the shareholding patterns filed by listed companies with the BSE and NSE.
The latest stock additions to Mukul Agrawal's portfolio in Sep 2026 are E2ERAIL, 544563-BOM, ESDS, 544755-BOM, CNCRD, 544406-BOM, 544844-BOM, ANAWIL, SAHASRA, 544354-BOM, 544746-BOM, MPIMANIPAL, PRAKASH, YAAP, INNOMET, 544531-BOM, TEGA, PERNIASPOP, APSISAERO
Mukul Agrawal increased stake in E2ERAIL by 13.94% (from 0.00% to 13.94%), 544563-BOM by 7.25% (from 0.00% to 7.25%), ESDS by 6.00% (from 0.00% to 6.00%), 544755-BOM by 5.64% (from 0.00% to 5.64%), CNCRD by 5.56% (from 0.00% to 5.56%), 544406-BOM by 5.25% (from 0.00% to 5.25%), 544844-BOM by 5.12% (from 0.00% to 5.12%), ANAWIL by 3.12% (from 0.00% to 3.12%), SAHASRA by 3.03% (from 0.00% to 3.03%), 544354-BOM by 2.87% (from 0.00% to 2.87%), 544746-BOM by 2.70% (from 0.00% to 2.70%), MPIMANIPAL by 2.52% (from 0.00% to 2.52%), PRAKASH by 2.00% (from 0.00% to 2.00%), YAAP by 1.91% (from 0.00% to 1.91%), INNOMET by 1.69% (from 0.00% to 1.69%), 544531-BOM by 1.62% (from 0.00% to 1.62%), TEGA by 1.33% (from 0.00% to 1.33%), PERNIASPOP by 1.25% (from 0.00% to 1.25%), APSISAERO by 1.21% (from 0.00% to 1.21%), ARISINFRA by 0.12% (from 1.59% to 1.71%), 539956-BOM by 0.00% (from 8.92% to 8.92%) in the current quarter (Sep 2026). This typically indicates increasing conviction in the company’s growth.
Mukul Agrawal exited or reduced holdings in MPSLTD by -4.46% (from 4.46% to 0.00%), HIRECT by -1.49% (from 2.90% to 1.41%), VIDHIING by -1.38% (from 1.38% to 0.00%), KIRLFER by -1.21% (from 1.21% to 0.00%), RAYMONDLSL by -1.15% (from 1.15% to 0.00%), ORIRAIL by -0.75% (from 5.07% to 4.32%), INTELLECT by -0.21% (from 1.28% to 1.07%), KRN by -0.16% (from 1.53% to 1.37%), AUTOINT by -0.05% (from 9.48% to 9.43%) in the current quarter (Sep 2026). Note that an exit doesn't always mean a bad outlook; it could be profit booking or rebalancing.
Based on current portfolio concentration, Mukul Agrawal has the highest exposure to the Information Technology sector (1911.35 Cr).
Mukul Agrawal is an Indian market investor whose listed-equity holdings are tracked via quarterly shareholding disclosures. He is known for taking positions across a wide set of stocks and for active portfolio changes across quarters. Market watchers track his entries/exits for emerging themes.
Blend of fundamentals and opportunity—build positions where business momentum and valuations look favorable. Diversify across ideas, size bets based on conviction, and be willing to rebalance as information and cycles change.
The total value of tracked holdings of Mukul Agrawal is approximately ₹ 8,424.30 Cr (80 stocks).
Companies are only required to disclose shareholders holding >1% stake at the end of every quarter. Small trades below this threshold are not publicly visible. If a stock has not yet released shareholding data for the most recent quarter, the portfolio will reflect data from the last available quarter.