Mukul Agrawal shareholding in March quarter. Here are stocks he bought and ditched last quarter
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Mukul Agrawal shareholding
Ace investor Mukul Agrawal is known for his strategic investments across sectors. With a strong presence in India’s equity markets, his portfolio is closely tracked by retail and institutional investors alike.
The data presented below captures his shareholding as of the end of the March quarter and focuses on companies where he holds more than a 1% equity stake. The compilation, sourced from PRIME Database, highlights the latest additions and exits from his portfolio, along with his top holdings both by value and by percentage stake.
The data presented below captures his shareholding as of the end of the March quarter and focuses on companies where he holds more than a 1% equity stake. The compilation, sourced from PRIME Database, highlights the latest additions and exits from his portfolio, along with his top holdings both by value and by percentage stake.
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What has he bought?
In the last quarter of FY25, the star investor has picked new stocks for his portfolio. These are Onesource Speciality Pharma and Jagsonpal Pharmaceuticals. He holds 15 lakh shares in the former with a shareholding of 1.31% and about 11.57 lakh shares in the latter, representing an equity shareholding of 1.74%.
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What has he ditched?
Interestingly, Agrawal ditched his stake in 6 companies in the last quarter. These are Ethos Ltd (1.23% stake held previously), Dredging Corporation of India (1.61% stake held previously), Quick Heal Technologies (1.3% stake held previously), Sarda Energy & Minerals (1.19% stake held previously), Allcargo Logistics (1.02% stake held previously) and Ceat (1.11% stake held previously).
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Mukul Agrawal’s top 5 holdings by value
The ace investor’s top holdings by value are BSE (Rs 877 crore), Neuland Laboratories (Rs 483 crore), Radico Khaitan (Rs 340 crore), Nuvama Wealth Asset Management ( Rs 304 crore) and Onesource Speciality Pharma (Rs 263 crore).
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Mukul Agrawal’s top 5 holdings by percentage
In percentage terms, Agrawal holds the highest stake in Zota Healthacre among all his holdings. This is followed by Capacit’e Infraprojects (6.09%), Dishman Carbogen Amics (5.50%), Allcargo Gati (4.76%) and Infobeans Technologies (4.6%).
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Other notable holdings
Agrawal has a more than 1% stake in companies like Deepak Fertilizers, L&T Foods, Intellect Design Arena, J. Kumar Infraprojects, KRN Exchanger & Refrigeration, Raymond Lifestyle, Sula Vineyards, and Allcargo Gati.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)