Mukul Agrawal’s winning picks: 9 stocks rallied over 50% in CY26; one fresh Q1 addition

Prominent investor Mukul Mahavir Agrawal’s portfolio continues to draw significant attention in financial circles. According to ETMarkets’ analysis of his holdings, Agrawal currently owns about 72 stocks with a combined value of roughly Rs 7,720 crore as of August 7, 2026, based on shareholding data for the June 2026 quarter. This represents a 12% increase from the Rs 6,915 crore portfolio value recorded in the December 2025 quarter.

So far in CY26, more than half of his portfolio has delivered positive returns, with around 24 stocks posting double-digit gains. Nine of these stocks have surged between 50% and 75%. We also highlight one new addition to his portfolio in the June quarter. (Data Source: ACE Equity, Trendlyne)

The stock has delivered a stellar 76% gain in CY26 so far, climbing from Rs 294.15 to Rs 517.35. As of the June 2026 quarter, investor Mukul Agrawal held a 3.41% stake, currently worth around Rs 78 crore.

Hind Rectifiers has been on a strong upward trajectory, surging 74% in CY26 so far from Rs 755.65 to Rs 1,314.10. Mukul Agrawal held a 1.45% stake in the company as of the June 2026 quarter, valued at approximately Rs 66 crore.

The stock has jumped 67% in CY26 so far, rising sharply from Rs 727.10 to Rs 1,210.70. As of June 2026, Mukul Agrawal owned a 1.53% stake, with the holding currently valued at around Rs 121 crore.

Sudeep Pharma has gained an impressive 59% in CY26 so far, advancing from Rs 602.45 to Rs 958.05. Mukul Agrawal held a 1.33% stake as of the June 2026 quarter, worth nearly Rs 144 crore.

The stock has rallied 59% in CY26 so far, moving from Rs 100.30 to Rs 159.20. As of the June 2026 quarter, Mukul Agrawal held a 1.50% stake, valued at approximately Rs 263 crore.

KDDL has surged 56% in CY26 so far, climbing from Rs 2,469.70 to Rs 3,844.45. Mukul Agrawal held a 3.44% stake as of June 2026, with the investment currently worth around Rs 163 crore.

TAAL Tech has delivered a 51% gain in CY26 so far, rising from Rs 2,973.15 to Rs 4,485.15. Mukul Agrawal’s 8.92% stake in the company was valued at approximately Rs 125 crore as of the June 2026 quarter.

The stock has climbed 51% in CY26 so far, rising from Rs 282.40 to Rs 425.65. As of June 2026, Mukul Agrawal held a 1.51% stake, currently valued at around Rs 128 crore.

Neuland Laboratories has gained 50% in CY26 so far, surging from Rs 15,190.25 to Rs 22,843.55. Mukul Agrawal held a 3.12% stake as of the June 2026 quarter, with the holding valued at a substantial Rs 914 crore.

ASM Technologies has risen 47% in CY26 so far, moving from Rs 3,280.30 to Rs 4,833.20. Mukul Agrawal held a 10.28% stake as of June 2026, making his holding worth around Rs 725 crore.

The stock has delivered a 45% gain in CY26 so far, advancing from Rs 412.30 to Rs 599.45. As of the June 2026 quarter, Mukul Agrawal owned a 1.44% stake, valued at approximately Rs 57 crore.

MPS has rallied 44% in CY26 so far, rising from Rs 2,033.35 to Rs 2,930.45. Mukul Agrawal held a 4.46% stake as of the June 2026 quarter, with the investment currently worth around Rs 223 crore.

AYM Syntex has climbed 38% in CY26 so far, moving from Rs 178.95 to Rs 247.15. As of June 2026, Mukul Agrawal held a 3.92% stake, valued at approximately Rs 57 crore.

Arisinfra Solutions emerged as a new addition to Mukul Agrawal’s portfolio in the June 2026 quarter, with the investor holding a 1.6% stake in the company. The holding was valued at approximately Rs 17 crore.