In the world of finance and investment, there are individuals whose success stories inspire and captivate our imagination. Mukul Agrawal, a seasoned investor with a knack for spotting opportunities and creating wealth, is undeniably one such individual. With a portfolio that has garnered attention and accolades, Mukul Agrawal has established himself as a force to be reckoned with in the financial realm.
In this blog, we will discover the secrets behind Mukul Agrawal portfolio and its remarkable success in the stock market.
Who is Mukul Agrawal?
Mukul Agrawal or Mukul Mahavir Agrawal is a renowned portfolio manager and skilled investor in the finance market. Over the years, Agrawal built a strong track record of delivering consistent and impressive returns for his clients. His ability to adapt to changing market conditions, identify emerging trends, and construct well-diversified portfolios became the hallmark of his success.
At present, Mukul Agrawal holds directorship positions in three companies. These include Param Capital Research Pvt. Ltd, Permanent Technologies Pvt. Ltd, and Mahavir Prasad Nevatia Education Institution.
Mukul Agrawal’s stock portfolio has attracted significant investor attention. As we enter 2023, there is a growing curiosity to delve deeper into his holdings. Mukul Agrawal portfolio consists of a diverse mix of stocks from various sectors such as IT, healthcare, FMCG, and finance.
With a total investment of ₹2,687.8 crore spread across 59 stocks from various sectors, Agrawal showcases his skill in diversifying his assets. However, if you want to stay ahead, it is advisable to explore Mukul Agrawal’s stock portfolio which we’re going to cover in the next section.
Latest Mukul Agrawal Portfolio 2023
This Dalal Street veteran, apart from Rakhesh Jhunjhunwala has constructed a solid portfolio reflective of his net worth.
As per corporate shareholdings filed for March 31, 2023, here is a list of 59 stocks that hold a net worth of over ₹2,687.8 Cr.
Top Holdings of Mukul Agrawal Portfolio 2023
With a strong track record of spotting undervalued stocks, Mukul Agrawal latest portfolio is a curated selection of holdings. Notably, eight stocks from the list have recorded gains ranging from 30% to 70%. Theses stocks belong to a diverse range of companies from various sectors.
Therefore, below is a list of the top 8 Mukul Agrawal stocks that are present in his portfolio.
|Stock Name||Shares Held|
|De Nora India Ltd||72,785|
|SG Finserve Ltd||10,00,000|
|Radico Khaitan Ltd||14,00,083|
|Intellect Design Arena Ltd||25,00,000|
|Dishman Carbogen Amcis Ltd||67,00,000|
Overview of Stocks in Ashish Kacholia Portfolio
Apart from the 59 stocks present in his portfolio, here is an overview of the top Mukul Agrawal stocks.
1. De Nora India Ltd
A subsidiary of the multinational company De Nora, specializing in electrochemical technologies. The specific reasons for the downsizing of this company are not available. However, it is important to note that fluctuations in share prices can occur due to various factors such as market conditions, company performance, or industry trends.
2. SG Finserve Ltd
A financial services company that offers a range of solutions, including wealth management, insurance, and investment advisory services. c
3. Raymond Ltd
A leading textile and apparel company based in India. Raymond shares were downsized due to multiple factors. Such as changing consumer preferences, competition within the industry, or market conditions impacting the textile and apparel sector.
4. Radico Khaitan Ltd
An Indian spirits company engaged in the manufacture and sale of alcoholic beverages. The downsizing of shares could be influenced by factors. These include changes in consumer demand, regulatory changes, or competitive pressures in the alcoholic beverages market.
5. Intellect Design Arena Ltd
Intellect Design Arena Ltd is a global technology and software solutions provider for the banking and financial services industry. The downsizing of shares in Intellect Design Arena Ltd could be driven by multiple factors. Such as market volatility, changes in the technology landscape, or company-specific developments.
6. PDS Ltd
The company operates in the logistics and supply chain management sector. Factors such as changes in business performance, industry dynamics, or macroeconomic factors affecting the logistics industry could influence the downsizing of shares in PDS Ltd.
ISMT, or Indian Seamless Metal Tubes, is a manufacturer of specialized seamless tubes and pipes. Influencing factors such as fluctuations in raw material prices, changes in demand for specialized tubes, or competitive pressures within the industry.
8. Dishman Carbogen Amcis Ltd
A global contract development and manufacturing organization (CDMO) providing services to the pharmaceutical industry. Factors such as changes in the pharmaceutical market, business performance, or specific company developments could influence the downsizing of shares.
Mukul Agrawal Portfolio- Sector Split Overview
Here’s a sector-wise breakup of Mukul Mahavir Agrawal portfolio.
Mukul Agrawal is a renowned investor in India who specializes in microcaps and smallcaps. Therefore, his interest primarily lies in packaging, food processing, logistics, and textiles. Let’s have a look at the prime sectors:
- IT: Mukul Agrawal has allocated a portion of his portfolio to companies operating in the technology sector. This sector includes companies involved in software development, hardware manufacturing, telecommunications, and other related fields.
- Healthcare: Mukul Agrawal has recognized the potential of this sector and has invested in companies that contribute to advancements in healthcare and medical treatments.
- FMCG: Mukul Agrawal has identified the stability and consistent demand for FMCG stocks and has invested in companies operating in this sector.
- Food Processing: Mukul Agrawal portfolio includes companies involved in food processing, which may include food manufacturers, processors, distributors, and suppliers.
- Packaging: Mukul Agrawal portfolio has recognized the importance of this sector. He has invested in companies involved in packaging, including packaging manufacturers and suppliers.
- Logistics: Companies in the logistics sector are included in Mukul Agrawal portfolio. These provide services such as transportation, warehousing, freight forwarding, and supply chain management.
- Finance: Mukul Agrawal portfolio also includes companies that work within the finance sector, which may include banks, insurance companies, non-banking financial institutions(NBFC), and others.
Stocks Traded by Mukul Agrawal in 2023
Labeled the “New Star” of India’s stock market, Mukul Agrawal’s investment approach has yielded supernormal returns.
Recently, the portfolio investor was on a shopping spree this quarter.
Therefore, let’s have a look at a diversified portfolio of Mukul Agrawal stocks, aiming to capitalize on emerging opportunities and maximize returns. Thereafter, we will move on to which stocks were downsized in Mukul Agrawal portfolio.
Which Stocks were Added to Mukul Agrawal Portfolio List in FY23?
- TAAL Enterprise Ltd: Taal Enterprise Ltd engages in the aerospace industry, with a primary focus on designing, developing, and manufacturing aircraft and related components. Mukul Agrawal has invested in TAAL enterprises for a 5.38% stake.
- Capacit’e Infraprojects Ltd: Capacit’e Infraprojects Ltd is a leading construction company in India with expertise in the execution of high-rise residential, commercial, and institutional buildings. In the Mukul Agawal portfolio, the company’s stake is 1.91%
- Thejo Engineering Ltd: Thejo Engineering Ltd is an engineering solutions provider specializing in material handling equipment, wear and corrosion-resistant products, and conveyor systems. In the portfolio of Mukul Agrawal, the company’s stock is 1.68%.
- De Nora India Ltd: De Nora India Ltd is a subsidiary of De Nora, a global provider of sustainable technologies and solutions in the water treatment, energy, and process industries. In the portfolio of Mukul Agrawal, the company’s stock is 1.37%.
- ISMT Ltd: ISMT Ltd, also known as Indian Seamless Metal Tubes Limited, is a leading manufacturer of high-quality seamless tubes and pipes. In the portfolio of Mukul Agrawal, the company’s stock is 1.33%.
Which Stocks were Downsized to Mukul Agrawal Portfolio List in FY23?
- Paras Defence and Space Technologies Ltd: The company operates in the defense and space technology sector. It appears that this particular stock has experienced a decrease of -0.8% in its allocation within Mukul Agrawal portfolio.
- MITCON Consultancy & Engineering Services Ltd: This consulting and engineering services company seems to have been downsized in Mukul Agrawal portfolio by -0.61%
- EKI Energy Services Ltd: The company operating in the energy sector. The stock has been reduced by -0.55%. However, the factors behind this downsizing are not provided, but it could be related to the company’s performance, industry dynamics, or a strategic decision by Agrawal.
- Goldiam International Ltd: Goldiam International Ltd is a company involved in the manufacturing and distribution of diamonds and diamond jewelry. The company stock has been downsized by -0.46% from the portfolio of Mukul Mahavir Agrawal.
- Newgen Software Technologies Ltd: Newgen Software Technologies Ltd is a software development and services company. This Mukul Agrawal stock has been downsized by -0.14%
- Sirca Paints India Ltd: Sirca Paints India Ltd manufactures and distributes paints and coatings. This Mukul Agrawal stock has been downsized by -0.13% from his portfolio list.
Mukul Agrawal Net Worth
Based on the most recent corporate shareholdings disclosed as of March 2023, Mukul Agrawal is a public holder of 59 stocks, with a collective net worth exceeding ₹2,687.6 Cr.
Here is a breakdown of Mukul Agrawal net worth trend in 2023:
- Dec 2022: ₹2,854.7 Cr
- Mar 2023: ₹2,698.7 Cr
- Jun 2023: ₹33.64 Cr
However, his net worth trend over the last eight years looks like this:
Investment Strategy of Mukul Agrawal Portfolio
Mukul Agrawal’s investment strategies and insights offer valuable guidance for individuals seeking to build a successful investment portfolio. His emphasis on conducting comprehensive research and analysis is vital, as it enables investors to make well-informed decisions.
In today’s challenging and volatile market environment, making money requires patience, discipline, and extensive research. Thus, Mukul recognizes this and highlights the significance of adopting a long-term investment mindset while avoiding impulsive decisions driven by short-term market fluctuations. Therefore, by adopting a disciplined approach, investors can optimize investment returns over time.
It is important to note that he is a big believer in ‘Don’t put all your eggs in one basket’. Meaning he emphasizes the importance of adding diversification to your portfolio. When you invest your money in different stocks belonging to different industries, there is a great chance that you could earn handsome returns.
Learnings From Mukul Mahavir Agrawal Portfolio
There are several valuable learnings that one can draw from observing Mukul Agrawal latest portfolio:
- Diversification of Investments: Mukul Mahavir Agrawal’s portfolio clearly reflects a well-diversified approach to investments. He has a diverse range of assets including real estate, stocks, and businesses. This diversification helps mitigate risks and optimize returns.
- Focus on Long-Term Growth: His portfolio emphasizes 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 analyzing 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…
To conclude, Mukul Agrawal is a seasoned investor in the Indian stock market. He has an aggressive investment approach towards smallcap and midcap stocks. Therefore, to outperform the market, beginners can observe the portfolios of experienced investors like Mukul Agrawal to steer their ship in the right direction.
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