Mukul Agrawal portfolio: 5 stocks jumped up to 80% in the last six months. Own any?

Ace investor Mukul Agrawal, with a portfolio worth around Rs 7,700 crore, continues to back a mix of established businesses and emerging names. His bets span real estate, food, fertilizers, engineering, and specialty companies. Many of his holdings have delivered strong returns in the past six months, highlighting his knack for spotting growth opportunities across diverse sectors. Here’s a snapshot of five key stocks from his portfolio and how they have performed recently.

Agrawal holds a 1.9% stake in the real estate developer. The stock is up about 10% in the last six months, reflecting steady housing demand.

With a 2.3% holding, this has been a high-conviction bet for Agrawal. Shares have surged nearly 80% in the last six months, making it a standout gainer.

Agrawal owns 1.1% in the packaged foods company, known for its rice brands. The stock has gained 11% over six months, supported by export and consumer demand.

The ace investors' 1.2% stake in the fertilizers and chemicals firm has been rewarding. The stock has risen 33% in the last six months amid sector tailwinds.

Holding 1.5% in this electrical equipment manufacturer. The stock is up 70% in six months, driven by strong order inflows and sector growth.

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