Prominent Indian investor Mukul Agrawal, whose full name appears in corporate filings as Mukul Mahavir Agrawal, focuses on selecting micro- and small-cap stocks with the expectation that they will rise to prominence. The seasoned investor entered the stock market at the close of the 1990s and has consistently used a disciplined approach to investing. We examine Mukul Agrawal Portfolio, net worth, investing philosophy, and other factors here.
Mukul Agrawal Portfolio Overview
Investor name | Mukul Agrawal |
Spouse name | Madhulika Agrawal |
Total net worth | Rs. 3,824.4 cr. |
No. of portfolio companies | 56 |
Major holding (%) | Dhabriya Polywood Ltd. (10.50%) |
Early Days and Influences
Mukul Agrawal’s entry into the stock market and his stock investments were influenced by his father’s involvement. He assisted his father in investment talks and IPO applications when he was a young student. His interest was aroused by this early exposure, and he started reading financial news and stock market reports religiously.
Following his 1991 commerce degree, Mukul did additional research on the stock market. With limited comprehension but a voracious curiosity, he would frequently take a few friends from Malad to Dalal Street. Through watching and talking with brokers, they hoped to learn more about the market.
Mukul’s introduction to the grey market marked a pivotal moment in his career. There was a healthy grey market between the announcement and listing of an IPO Due to this market, Mukul was able to trade without capital while still establishing his reputation and trust. Every transaction was carried out with trust. Through his transactions, he had amassed a sizeable sum by 1993, which was a noteworthy accomplishment at the time.
He was able to invest in a 90-square-foot office on Cawasji Patel Street thanks to his early success. His father’s contribution and his stock market profits helped to partially finance this project. Mukul then worked alongside his brother Mayank. Mukul was determined to trade for himself while his brother got involved in sub-broking.
Mukul Agrawal Net Worth
Corporate reports submitted for the quarter ending in December 2023 show that Mukul Agrawal’s net worth from equity investments was approximately INR 4,940.70 crore. The fluctuations in stock prices cause this net worth to fluctuate continuously. BSE Mukul Agrawal’s stock market net worth was split up into 54 stocks as of the time this article was written, with an average shareholding of INR 91.49 crore.
Mukul Agrawal Portfolio
Stock Name | Value (Rs. in cr). | No. of shares held | June 2023 holding (%) |
Dhabriya Polywood Ltd | 26.52 | 11,33,488 | 10.50% |
TAAL Enterprises Ltd | 53.47 | 2,77,931 | 8.90% |
Gati Ltd | 101.12 | 70,00,000 | 5.40% |
InfoBeans Technologies Ltd | 61.75 | 12,50,000 | 5.20% |
Arman Financial Services Ltd | 85.25 | 4,00,000 | 4.70% |
MPS Ltd | 89.85 | 7,62,457 | 4.50% |
Capacite Infraprojects Ltd | 78.8 | 29,38,000 | 4.30% |
Pearl Global Industries Ltd | 46.5 | 7,50,000 | 3.50% |
KDDL Ltd | 63.14 | 4,23,180 | 3.40% |
Bhagiradha Chemicals and Industries Ltd | 48.88 | 3,57,837 | 3.40% |
Neuland Laboratories Ltd | 140.59 | 4,22,200 | 3.30% |
Sirca Paints India Ltd | 58.54 | 16,26,200 | 3.00% |
Ethos Ltd | 100.95 | 6,70,000 | 2.90% |
PDS Ltd | 126.73 | 35,80,000 | 2.70% |
J Kumar Infraprojects Ltd | 67.79 | 20,00,000 | 2.60% |
Kanoria Chemicals and Industries Ltd | 14.41 | 11,12,657 | 2.60% |
Pix Transmissions Ltd | 44.76 | 3,58,000 | 2.60% |
Kingfa Science and Technology (India) Ltd | 57.65 | 3,00,000 | 2.50% |
Sahyadri Industries Ltd | 10.9 | 2,56,725 | 2.40% |
SG Finserve Ltd | 58.2 | 10,00,000 | 2.40% |
Shankara Building Products Ltd | 40.93 | 5,50,000 | 2.40% |
Sula Vineyards Ltd | 96.7 | 20,00,000 | 2.40% |
Tracxn Technologies Ltd | 16.62 | 20,00,000 | 2.00% |
De Nora India Ltd | 21.56 | 1,00,027 | 1.90% |
Jagsonpal Pharmaceuticals Ltd | 17.21 | 4,63,023 | 1.80% |
Surya Roshni Ltd | 79 | 10,00,000 | 1.80% |
Intellect Design Arena Ltd | 159.73 | 25,00,000 | 1.80% |
Vidhi Specialty Food Ingredients Ltd | 35.1 | 9,00,000 | 1.80% |
Ion Exchange (India) Ltd | 138.17 | 25,74,710 | 1.80% |
Raymond Ltd | 195.9 | 11,00,000 | 1.70% |
Dish TV India Ltd | 56.55 | 3,00,00,000 | 1.60% |
JTEKT India Ltd | 61.82 | 40,00,000 | 1.60% |
Raghav Productivity Enhancers Ltd | 18.95 | 1,78,074 | 1.60% |
Indian Metals and Ferro Alloys Ltd | 27.25 | 7,78,900 | 1.40% |
Somany Home Innovation Ltd | 59.74 | 10,00,000 | 1.40% |
Allcargo Logistics Ltd | 99.33 | 33,00,000 | 1.30% |
Goldiam International Ltd | 17.79 | 14,00,000 | 1.30% |
ISMT Ltd | 33.91 | 40,01,346 | 1.30% |
Zen Technologies Ltd | 69.68 | 11,26,765 | 1.30% |
Ceat Ltd | 120.98 | 5,00,000 | 1.20% |
LT Foods Ltd | 67.36 | 40,00,000 | 1.20% |
Delta Corp Ltd | 62.35 | 33,00,000 | 1.20% |
Indo Count Industries Ltd | 47.96 | 23,25,000 | 1.20% |
Sarda Energy & Minerals Ltd | 73.68 | 4,17,600 | 1.20% |
Vardhman Special Steels Ltd | 18.81 | 10,00,000 | 1.20% |
Tasty Bite Eatables Ltd | 40.75 | 30,130 | 1.20% |
Radico Khaitan Ltd | 196.82 | 14,00,083 | 1.10% |
Thomas Cook (India) Ltd | 42.38 | 50,00,060 | 1.10% |
Newgen Software Technologies Ltd | 64.28 | 8,00,000 | 1.10% |
Karur Vysya Bank Ltd | – | 85,00,000 | Filling awaited |
Dishman Carbogen Amcis Ltd | 104.72 | 67,00,000 | Filling awaited |
Zota Health Care Ltd | 54.91 | 13,16,989 | Filling awaited |
Thejo Engineering Ltd | 29.25 | 1,80,000 | Filling awaited |
MITCON Consultancy & Engineering Services Ltd | 4.52 | 5,89,860 | Filling awaited |
Suryoday Small Finance Bank Ltd | 35.33 | 20,00,000 | Filling awaited |
P. E. Analytics Ltd | 3.94 | 2,62,800 | Filling awaited |
The Transition from Trader to Investor
The National Stock Exchange (NSE) brought about a significant shift in the stock market environment with higher trading volumes and more transparent pricing. Mukul’s trading profits improved as he adjusted to the new surroundings.
Mukul stood out in part because of his emphasis on comprehending a company’s fundamentals before making a trade. He targeted stocks with dubious management and weak fundamentals for short selling. Compared to many of his peers, who favored shorting overvalued stocks, this strategy was different.