Mukul Agrawal Portfolio in 2025
Mukul Agrawal’s portfolio is proof of disciplined research and value investing in the Indian equity markets. He is known for his sectoral picks in healthcare, financials, and infrastructure, and his methodical approach to identifying and nurturing multibaggers. This post is a detailed overview of his portfolio structure, sectoral allocation and the underlying principles that guide Mukul Agrawal’s investment decisions.
Latest Mukul Agrawal Shareholding in 2025
Here is a Mukul Agrawal top holdings list of 61 active stocks from a total of 77 stock(s) owned.
Disclaimer: Please note that the above table is for educational 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.
Who is Mukul Agrawal?
Mukul Agrawal is a renowned Indian investor, trader, educator, and entrepreneur who heads Param Capital Group. With a net worth exceeding ₹7,022.32 cr as of 2025, he manages a 61-stock portfolio.
He is an aggressive research-based investor in smallcap and mid-cap multibaggers, and through financial education and philanthropic education initiatives.
Career & Business Endeavours of Mukul Agarwal
- Grey-Market Beginnings (Early 1990s): Started trading unlisted IPOs on Dalal Street, earning his first lakhs by age 23 through sharp analysis and trust-building.
- Param Capital Group (Founded 1993): A sector-agnostic trading and investment firm headquartered in Mumbai’s BKC, managing both public and private portfolios.
- Agarwal Corporates (Founded 2003): Financial education and consultancy services, offering workshops and stock-market training.
- Finowings (Founded 2022): A trading academy holding a Guinness World Record for the largest “financial freedom conclave” of 1,806 attendees (Dec 11, 2022).
- Plaksha Foundation (Founded 2021): Trustee of a Mohali-based private engineering institution providing interdisciplinary curricula to solve real-world problems.
Overview of Stocks in Mukul Agarwal Portfolio
Here is an overview of Mukul Agrawal’s portfolio companies in 2025.
- TAAL Enterprises Ltd.: TAAL Enterprises Ltd. started as an aircraft charter company but has now entered into engineering, manufacturing, and IoT-enabled aerospace solutions. The company serves the Indian civil aviation and engineering sectors. With a market cap of ₹977 cr, TAAL Enterprises gave 15.54% equity returns in 2024 and 19.7% in 2025, showing sectoral resilience and successful diversification.
- Zota Health Care Ltd.: Zota Healthcare Ltd. is a pharma company focused on generics, ayurvedic and nutraceutical products. The company has a strong presence in Asian and African markets by offering affordable healthcare solutions. With a market cap of ₹3,6182 cr, Zota Healthcare gave 82.65% returns in 2024 and has grown in 2025, indicating robust demand and market expansion in its niche.
- ASM Technologies Ltd.: ASM Technologies Ltd. is into IT consulting and engineering R&D, providing software product development and digital transformation services to global clients, especially in automotive, aerospace and manufacturing sectors. The company’s niche expertise has given it a market cap of ₹3,331 cr. ASM’s shares rose 116.26% in 2024 and continued to do well in 2025, driven by engineering demand and digital adoption.
- Capacite Infraprojects Ltd: Capacite Infraprojects Ltd is a leading EPC (Engineering, Procurement, Construction) contractor specialising in high-rise residential, commercial and institutional building projects across India’s major cities. With a market cap of ₹2,516 cr, the company had a weak 2024 with -2.8% returns due to project delays. But signs of operational recovery and better execution led to a comeback in 2025.
- Oriental Rail Infrastructure Ltd.: Oriental Rail Infrastructure Ltd manufactures specialised railway interiors and components, including coach seats, berths, compreg boards and related products primarily for Indian Railways. The company with a market cap of ₹997 cr had a tough 2024 with -54.4% returns, impacted by sectoral headwinds and order delays. But early 2025 saw a slight recovery as order inflows and sectoral demand picked up.
Mukul Agrawal Portfolio- Sector Split Overview
Here’s a Mukul Agrawal portfolio 2025 sectors-wise breakdown.
Mukul Agrawal has invested in sectors like packaging, food processing, logistics and textiles. Apart from these, let’s check the main sectors:
- IT: Mukul Agrawal has invested in companies in the technology sector. This includes companies involved in software development, hardware manufacturing, telecommunications, etc.
- Healthcare: Mukul Agrawal has seen the potential in this sector and has invested in companies that contribute to healthcare and medical treatments.
- FMCG: Mukul Agrawal has seen the stability and demand in FMCG stocks and has invested in companies in this sector.
- Food Processing: Mukul Agrawal’s portfolio has companies in food processing, which may include food manufacturers, processors, distributors and suppliers.
Which Stocks were Added to Mukul Agrawal’s Portfolio List in FY25?
Mukul Agrawal portfolio 2025 additions consist of the following stocks:
- Wendt (India) Limited: The firm specialises in super abrasives and precision grinding solutions for manufacturing sectors. With a 2.5% stake, Mukul Agrawal taps into niche engineering, driven by export demand and industrial growth.
- Monolithisch India Ltd: It focuses on advanced concrete solutions and construction additives for infrastructure and building projects. Mukul Agrawal’s holdings in the firm are 2.3%. Mukul Agrawal recognises the company’s potential in India’s ongoing construction and urban development boom.
- Tatva Chintan Pharma Chem Ltd: It is a speciality chemical manufacturer catering to the pharma and automotive industries. Agrawal’s 1.28% stake targets its innovation-driven portfolio and strong export growth, especially as speciality chemicals gain global traction.
- Jammu and Kashmir Bank Ltd: It is a prominent regional bank with a significant presence in North India. Agrawal’s 1.27% stake aligns with the bank’s repositioning and growth strategy in the financial sector’s emerging markets.
- Valor Estate Ltd: It operates in real-estate development and property management, focusing on mid-to-premium segments. Mukul Agrawal’s 1.21% holding seeks to benefit from rising urbanisation and recovery in realty demand in 2025.
- Yatharth Hospital & Trauma Care Services Ltd: It is a leading multi-speciality hospital chain in North India. Agrawal’s 1.14% stake captures ongoing healthcare expansion and the rising demand for quality medical infrastructure in tier-2 cities.
Downsized Mukul Agrawal Stocks from Portfolio in FY25?
Mukul Agrawal’s portfolio exited the following stocks in 2025:
- MITCON Consultancy & Engineering Services Ltd: Agrawal reduced his stake by 1.22% in this engineering and environmental consultancy, reflecting a tactical exit to redeploy capital amid changing sector dynamics.
- Raghav Productivity Enhancers Ltd: A 0.51% sell-down in this quartz manufacturer suggests profit booking after substantial gains and a shift toward new growth opportunities.
- Sula Vineyards Ltd: A 0.41% divestment in the premier wine producer indicates strategic exposure trimming amid sector volatility and moderating consumer demand.
- Zota Health Care Ltd: He has reduced by 0.3%, capturing profits post-strong performance and adjusting portfolio weights in the pharma segment.
- Infobeans Technologies Ltd: A 0.22% reduction signals tactical profit-taking in this IT services firm to manage sector concentration and lock in returns.
- Oriental Rail Infrastructure Ltd: A minor 0.04% stake cut reflects fine-tuning exposure in the industrials sector following subdued performance.
Mukul Agrawal Net Worth
Mukul Agrawal’s net worth has displayed impressive, sustained growth, particularly over the past few years. His disciplined, research-driven investment style has propelled sharp upticks in value, as depicted by the notable upward trajectory in his portfolio’s net worth.
However, his net worth trend over the last eight years looks like this:
Mukul Agrawal Investment Strategy
- Valuable Guidance for Investors: Mukul Agrawal’s investment strategies and insights offer valuable guidance for individuals seeking to build a successful investment portfolio.
- Importance of Research and Analysis: His emphasis on conducting comprehensive research and analysis enables investors to make well-informed decisions, which is especially vital in today’s challenging and volatile market environment.
- Patience, Discipline, and Long-term Mindset: Making money in the market requires patience, discipline, and a long-term investment mindset. Mukul highlights the importance of avoiding impulsive decisions driven by short-term market fluctuations, and by adopting a disciplined approach, investors can optimise returns over time.
- Advocacy for Diversification: He is a firm believer in the saying, ‘Don’t put all your eggs in one basket.’ Mukul Agrawal’s portfolio diversification across different stocks and industries increases the chances of earning significant returns.
Learnings From Mukul Mahavir Agrawal Portfolio
- Diversification of Investments: Mukul Mahavir Agrawal’s portfolio clearly reflects a well-diversified approach to investments. This diversification helps him mitigate risks and optimise returns.
- Focus on Long-Term Growth: His portfolio emphasises long-term growth rather than short-term gains. His investment choices demonstrate a strategic vision that focuses on steady and sustainable growth over time.
- Strong Research and Due Diligence: Mukul’s portfolio reflects a meticulous approach to research and due diligence. Thoroughly analysing and carefully selecting each investment, we base our decisions on factors such as market trends, financial performance, and growth potential.
- Continuous Learning and Adaptability: Mukul Mahavir Agrawal’s stock portfolio shows a willingness to adapt to changing market conditions and learn from past experiences. His ability to identify new opportunities and adjust his investment strategy accordingly is a valuable lesson for individuals seeking success in any field.
To Wrap It Up…
Mukul Agrawal has built a strong and diverse portfolio worth over ₹7,022.32 cr by focusing on careful research. He believes in investing for the long term, avoiding impulsive moves, and spreading investments across different sectors. The patient and thoughtful approach helps manage Mukul Agrawal’s portfolio risk profile and find growth opportunities, making his strategy a good example for investors aiming to create lasting wealth in India’s stock market.
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Mukul Agrawal is a leading Indian investor, founder of Param Capital, known for high-growth small- and mid-cap stock picks.
As of 2025, Mukul Agrawal’s net worth is ₹7,022.32 cr.
Mukul Agrawal’s stocks consist of 77 stocks, 61 of which are actively held as per June 2025 holding data and ongoing disclosures.
Agrawal’s approach is research-intensive, value investing and long-term top holdings and advocates sectoral and stock-specific diversification to get risk-adjusted returns and avoid impulsive decisions.
Mukul Agrawal portfolio 2025 is well diversified across sectors like textiles, pharma, infrastructure, IT, financials and consumer goods to minimise concentration risk and to capture growth opportunities in the Indian economy.
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