Mukul Agrawal’s portfolio: Top 5 stock holdings and their one-month performance

Ace investor Mukul Mahavir Agrawal is known for his investment strategy, which has generated multibagger returns from several stocks. He publicly holds 72 stocks with a net worth of nearly Rs 7,910 crore, according to Trendlyne data. Here are his top five stock holdings and how they have performed over the past month, based on Trendlyne data.

Mukul Agrawal owned more than 10% stake in Indian engineering services and product R&D company ASM Technologies at the end of the April-June quarter of FY27, with a holding value of nearly Rs 1,022 crore. The shares have rallied more than 53% in just one month and a whopping 222% in six months. The multibagger stock has gained over 115% in 2026 so far and a massive 2,900% over five years.

Mukul Agrawal owned more than 3% stake in CDMO player Neuland Laboratories at the end of the first quarter of FY27, with a holding value of nearly Rs 891 crore. The shares have fallen around 3% in one month but have jumped more than 50% in 2026 so far. The stock has gained around 40% in one year and 515% in three years. Over five years, the shares have delivered tenbagger returns of nearly 1,270%.

Mukul Agrawal held a 1.4% stake in wealth management firm Nuvama Wealth at the end of the April-June quarter of FY27, with a holding value of nearly Rs 420 crore. The shares have gained around 1% in one month and 16% in 2026 so far. The stock has gained 32% over the past year.

Mukul Agrawal owned a 1.1% stake in PTC Industries, a manufacturer of precision metal components, titanium and superalloy materials, at the end of the first quarter of FY27, with a holding value of nearly Rs 358 crore. The shares have gained around 18% in one month and 22% in 2026 so far. The stock has jumped around 54% in one year and 282% in three years.

Mukul Agrawal held more than 7% stake in Zota Healthcare at the end of the April-June quarter of FY27, with a holding value of nearly Rs 278 crore. The shares have posted only marginal gains in one month but have fallen around 27% in 2026 so far. Over the longer term, the stock has delivered multibagger returns of more than 209% in the past five years.
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Disclaimer: This article has been written by Debaroti Adhikary, who is not a SEBI-registered Research Analyst or an Investment Adviser. Debaroti Adhikary and his/her ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here.