Loading market data...
Sun, 01 Nov 2026
11:14:36 am
Sun, 01 Nov 2026
11:14:36 am
Rudransh Sangwan
Published at: September 17, 2026, 6:22 AM
Synopsis
Explore Mukul Agrawal’s portfolio, including his latest stock holdings, stake details, major positions, new additions and historical investments.
Investor Mukul Agrawal's portfolio continues to attract attention after fresh June 2026 shareholding data showed a new entry in Arisinfra Solutions and higher stakes in several stocks.
Latest publicly available filings tracked by Trendlyne show Agrawal holding 72 disclosed stocks, with the portfolio value at around Rs 7,973 crore. The value can change with stock prices and as companies update their shareholding data.
Arisinfra Solutions was the biggest new addition in the June 2026 quarter. Agrawal held 13 lakh shares, representing around 1.6% of the company.
He also increased his stake in Laxmi India Finance to 4.58% from 3.83%, holding 24 lakh shares. His holdings in Valor Estate and Lux Industries also increased marginally.
| Stock | June 2026 holding | Change |
|---|---|---|
| Arisinfra Solutions | 1.6% | New entry |
| Laxmi India Finance | 4.58% | Increased |
| Valor Estate | 1.6% | Increased |
| Lux Industries | 1.55% | Increased |
The June quarter also saw reductions in several holdings. His stake in Vidhi Specialty Food Ingredients fell to 1.38% from 1.60%, while Raymond Lifestyle declined to 1.15% from 1.31%.
His reported holdings in Radico Khaitan and Vikran Engineering also fell below the 1% disclosure threshold during the quarter.
Some of his larger disclosed positions include Neuland Laboratories, ASM Technologies, Nuvama Wealth Management, PTC Industries and Jammu & Kashmir Bank.
Neuland Laboratories was among the largest holdings, with a reported 3.12% stake in the June 2026 quarter. ASM Technologies had a 10.28% stake.
The June 2026 filings show changes across multiple stocks, including new purchases, stake increases and reductions. These holdings reflect publicly disclosed shareholding data and can change with market prices and future quarterly filings. Investors should also note that a stake held by a well known investor does not by itself indicate whether a stock will perform well.
Company earnings, valuation, debt and business prospects remain important when analysing any investment. Investment decisions should consider these factors alongside publicly disclosed shareholding data.
The table below includes the stocks appearing in the supplied June 2026 portfolio data. Values are based on the provided data and include current, filing awaited and historical positions.
| Stock | Holding value | Shares held | Jun 2026 holding |
|---|---|---|---|
| Arisinfra Solutions | Rs 15.8 Cr | 13,00,000 | 1.6% |
| Laxmi India Finance | Rs 29.5 Cr | 24,00,000 | 4.6% |
| Valor Estate | Rs 81.6 Cr | 85,00,000 | 1.6% |
| Lux Industries | Rs 48.7 Cr | 4,65,246 | 1.6% |
| J Kumar Infraprojects | Rs 91.8 Cr | 19,30,920 | 2.6% |
| KRN Heat Exchanger | Rs 141.9 Cr | 10,00,000 | 1.5% |
| Intellect Design Arena | Rs 118.4 Cr | 17,90,000 | 1.3% |
| Vidhi Specialty Food | Rs 23.3 Cr | 6,90,924 | 1.4% |
| Raymond Lifestyle | Rs 46.9 Cr | 7,00,000 | 1.2% |
| Radico Khaitan | Below 1% | - | Below 1% |
| Surya Roshni | Below 1% | - | Below 1% |
| Vikran Engineering | Below 1% | - | Below 1% |
| Ajmera Realty | Rs 42.9 Cr | 37,97,465 | 1.9% |
| Allcargo Logistics | Rs 50.0 Cr | 4,41,00,000 | 2.9% |
| LT Foods | Rs 163.9 Cr | 39,00,000 | 1.1% |
| Deepak Fertilisers | Rs 197.7 Cr | 15,00,000 | 1.2% |
| Hindustan Construction | Rs 109.2 Cr | 5,00,00,000 | 1.9% |
| Hirect | Rs 60.2 Cr | 5,00,000 | 1.5% |
| Kingfa Science | Rs 177.8 Cr | 3,00,000 | 2.2% |
| Indo Count | Rs 131.1 Cr | 30,00,000 | 1.5% |
| IFB Industries | Rs 62.5 Cr | 5,00,000 | 1.2% |
| India Metals & Ferro Alloys | Rs 73.3 Cr | 5,74,679 | 1.1% |
| Jammu & Kashmir Bank | Rs 245.3 Cr | 1,65,00,000 | 1.5% |
| Kilitch Drugs | Rs 8.9 Cr | 4,70,000 | 1.3% |
| MPS | Rs 197.5 Cr | 7,62,457 | 4.5% |
| Neuland Laboratories | Rs 915 Cr | 4,00,000 | 3.1% |
| Prakash Industries | Rs 36.4 Cr | 30,83,177 | 1.7% |
| Sarda Energy & Minerals | Rs 205.5 Cr | 40,00,000 | 1.1% |
| Strides Pharma | Rs 124.1 Cr | 10,28,750 | 1.1% |
| Wendt | Rs 44.2 Cr | 50,000 | 2.5% |
| West Coast Paper | Rs 69.2 Cr | 9,50,000 | 1.4% |
| PDS | Rs 114.1 Cr | 33,62,589 | 2.4% |
| AYM Syntex | Rs 63.7 Cr | 23,01,369 | 3.9% |
| KDDL | Rs 164.2 Cr | 4,23,180 | 3.4% |
| Kirloskar Ferrous | Rs 95 Cr | 20,00,000 | 1.2% |
| Ravindra Energy | Rs 36.0 Cr | 24,27,162 | 1.2% |
| WPIL | Rs 64.9 Cr | 15,00,000 | 1.5% |
| Transpek Industry | Rs 15.6 Cr | 1,18,578 | 2.1% |
| N R Agarwal Industries | Rs 22.2 Cr | 3,50,000 | 2.1% |
| ASM Technologies | Rs 1,049.7 Cr | 15,00,000 | 10.3% |
| Arman Fin Serv | Rs 76.3 Cr | 4,00,000 | 3.8% |
| Apollo Pipes | Rs 76.7 Cr | 15,00,000 | 3.4% |
| Oriental Rail | Rs 40.8 Cr | 34,00,000 | 5.1% |
| PTC Industries | Rs 363.7 Cr | 1,60,000 | 1.1% |
| Bella Casa Fashion | Rs 23.6 Cr | 9,17,500 | 6.9% |
| TAAL Tech | Rs 148.4 Cr | 2,77,931 | 8.9% |
| Capacit'e Infraprojects | Rs 106.4 Cr | 56,00,000 | 6.6% |
| Dishman Carbogen | Rs 139.8 Cr | 86,17,000 | 5.5% |
| Autoriders Intl | Rs 8.3 Cr | 3,29,839 | 9.5% |
| Zota Healthcare | Rs 285.8 Cr | 25,18,489 | 7.3% |
| Thejo Engineering | Rs 39.4 Cr | 1,80,000 | 1.7% |
| InfoBeans Tech | Rs 45.2 Cr | 30,00,000 | 3.1% |
| Sirca Paints | Rs 57.4 Cr | 14,33,421 | 2.5% |
| Prakash Pipes | Rs 15.5 Cr | 5,64,500 | 2.4% |
| Suryoday Small Finance Bank | Rs 44.0 Cr | 30,00,000 | 2.8% |
| Tatva Chintan Pharma | Rs 84.1 Cr | 5,00,000 | 2.1% |
| Tracxn Technologies | Rs 6.2 Cr | 20,00,000 | 1.9% |
| Vasa Denticity | Rs 16.4 Cr | 4,10,000 | 2.4% |
| Yatharth Hospital | Rs 116.1 Cr | 11,00,000 | 1.1% |
| Nuvama Wealth | Rs 423.0 Cr | 25,00,000 | 1.4% |
| Protean eGov Tech | Rs 29.5 Cr | 6,00,000 | 1.5% |
| Osel Devices | Rs 48.9 Cr | 13,38,400 | 7.5% |
| Monolithisch | Rs 81.7 Cr | 6,00,000 | 2.8% |
| Sudeep Pharma | Rs 168.5 Cr | 15,00,117 | 1.3% |
| Brandman Retail | Rs 12.3 Cr | 7,44,990 | 4.0% |
| Gaudium IVF And Women Health | Rs 29.6 Cr | 25,00,000 | 3.4% |
| Concord Control | Rs 130.0 Cr | 5,77,667 | Filing awaited |
| Siyaram Recycling | Rs 7.3 Cr | 21,00,000 | Filing awaited |
| Sahasra Electronic Solutions | Rs 22.5 Cr | 6,90,000 | Filing awaited |
| Solarium Green Energy | Rs 8.3 Cr | 6,00,000 | Filing awaited |
| Unified Data Tech Solutions | Rs 40.6 Cr | 10,55,000 | Filing awaited |
| Zelio E Mobility | Rs 129.2 Cr | 15,33,000 | Filing awaited |
| Ceat | - | - | Historical |
| Dredging Corporation | - | - | Historical |
| Jagsonpal Pharma | - | - | Historical |
| Pearl Global | - | - | Historical |
| Raymond | - | - | Historical |
| Thomas Cook | - | - | Historical |
| Quick Heal Tech | - | - | Historical |
| Pix Transmissions | - | - | Historical |
| Tasty Bite Eatables | - | - | Historical |
| Sahyadri Industries | - | - | Historical |
| Raghav Productivity Enhancers | - | - | Historical |
| BSE | - | - | Historical |
| MITCON Consultancy | - | - | Historical |
| Ethos | - | - | Historical |
| Sula Vineyards | - | - | Historical |
| Stanley Lifestyles | - | - | Historical |
| Enviro Infra Engineers | - | - | Historical |
| OneSource Specialty Pharma | - | - | Historical |
| True Colors | Rs 5.9 Cr | 3,99,600 | Historical |
| E to E Transportation | Rs 85.9 Cr | 24,05,898 | Historical |
| Yaap Digital | Rs 3.9 Cr | 3,00,000 | Historical |
Mukul Agrawal's publicly disclosed portfolio changes when companies file new quarterly shareholding data. A holding falling below 1% may no longer appear as a separately disclosed position, while missing filings can temporarily make the latest quarter incomplete.
The portfolio data shows holdings across financial services, pharmaceuticals, engineering, technology, textiles, infrastructure, chemicals and other sectors. Public shareholding data does not reveal the investor's complete portfolio or the reasons behind individual investment decisions.
Who is Mukul Agrawal Mukul Agrawal is an Indian investor whose publicly disclosed stock holdings are widely tracked through exchange shareholding filings.
What is Mukul Agrawal's portfolio value in 2026 The latest June 2026 data shows his publicly disclosed portfolio at around Rs 7,973 crore.
How many stocks does Mukul Agrawal hold The latest available data shows 72 publicly disclosed stocks.
Which stocks are in Mukul Agrawal's portfolio His disclosed holdings include ASM Technologies, Neuland Laboratories, Nuvama Wealth, PTC Industries, Apollo Pipes, Zota Healthcare, TAAL Tech, Oriental Rail and many other companies.
Which stock did Mukul Agrawal buy recently The latest data shows a fresh stake in Arisinfra Solutions and an increased stake in Laxmi India Finance.
What is Mukul Agrawal's latest stock purchase Laxmi India Finance was among his latest reported purchases, with his stake increasing by about 0.75 percentage points in the June 2026 quarter.
Did Mukul Agrawal buy Arisinfra Solutions Yes. June 2026 shareholding data shows a new 1.6% stake in Arisinfra Solutions.
How much stake does Mukul Agrawal hold in Laxmi India Finance The June 2026 data shows a 4.6% stake in Laxmi India Finance.
Which is Mukul Agrawal's largest disclosed holding Among the supplied June 2026 holdings, ASM Technologies has the highest disclosed holding value at around Rs 1,049.7 crore.
How much does Mukul Agrawal hold in Neuland Laboratories The supplied June 2026 data shows a 3.1% stake in Neuland Laboratories, with a holding value of about Rs 915 crore.
How much does Mukul Agrawal hold in Nuvama Wealth The June 2026 data shows a 1.4% stake in Nuvama Wealth, with about 25 lakh shares held.
What is Mukul Agrawal's stake in ASM Technologies Mukul Agrawal held a 10.3% stake in ASM Technologies according to the June 2026 data.
What is Mukul Agrawal's stake in Apollo Pipes The June 2026 data shows a 3.4% stake in Apollo Pipes.
What stocks did Mukul Agrawal increase his stake in The latest data shows an increased holding in Laxmi India Finance, while smaller changes were also reported in some existing positions.
Which stocks did Mukul Agrawal reduce his stake in Vidhi Specialty Food Ingredients was among the holdings where his reported stake declined in the June 2026 quarter.
Which Mukul Agrawal holdings fell below 1% Radico Khaitan, Surya Roshni and Vikran Engineering were reported below the 1% disclosure threshold in the supplied June 2026 data.
How can I check Mukul Agrawal's latest portfolio His publicly disclosed holdings can be tracked through quarterly shareholding filings submitted by listed companies to the stock exchanges.
Does Mukul Agrawal hold small cap stocks Yes. His disclosed portfolio includes companies across small cap and mid cap segments, along with holdings in larger listed businesses.
Can I copy Mukul Agrawal's portfolio Public shareholding data shows disclosed positions, but it does not reveal his complete portfolio, purchase price, investment strategy or reasons for buying and selling individual stocks.
Financial journalist specializing in market analysis, stock research, and investment trends. Dedicated to providing accurate, timely insights for informed decision-making.
Credentials: Experienced financial journalist with expertise in equity markets and economic analysis
The information provided in this article is for educational and informational purposes only and should not be construed as financial, investment, or legal advice. welomoney does not provide personalized investment recommendations.
For detailed terms and conditions, please read our Disclaimer and Terms of Service.
The government plans to reduce its stakes in Central Bank of India, Punjab & Sind Bank, Indian Overseas Bank and UCO Bank to 75% as part of PSU bank...
IDBI Bank employees plan a two-day strike on November 2 and 3, 2026, over employee demands. Check strike details and possible impact on banking...
Blinkit recorded Rs 19,152 crore in quarterly sales, nearly matching DMart at Rs 19,206 crore, as quick commerce sales grew 94% year on year.
Nifty 50 and Sensex recover from opening losses as market breadth improves. Track technical levels, September quarter earnings and the October Fed...
Bharat Coking Coal shares rose 6.3% after Q2 profit reached Rs 123.7 crore. Revenue grew 39% and EBITDA margins returned to positive territory.
