Mukul Agrawal Portfolio 2025: BSE, Nuvama Wealth among top holdings by value, top investor added 2 new stocks in Q4
Mukul Agrawal portfolio 2025: The investor is widely followed due to his acumen in spotting high-growth opportunities.
Mukul Agrawal portfolio 2025: Ace investor Mukul Agrawal is widely recognised on the Dalal Street for his successful strategies as well as holdings across a range of industries. The prominent investor is known to maintain distinct accounts for long-term investment and trading. The investor typically takes positions in mid and small-cap stocks, many of which have yielded multibagger returns over time. The investor with a holding across 60 scrips has a net worth of more than Rs 6,345 crore. As per the investor's LinkedIn profile, the investor has founded two companies, namely, Finowings and Agrawal Corporate. Addiionally, the investor is also into imparting financial literacy through his YouTube channel.
So, even as the fresh shareholding filing season will start soon, here is a quick look on the investor's key holdings and how he reshuffled his portfolio in the past quarter.
Mukul Agarwal's investment strategy
The rising star in the stock market world focuses on small and microcaps. Also, his investment strategy is backed by the identification of business moats as well as finding promoter credibility.
Fresh additions
The investor added smallcap stock Jagsonpal Pharmaceuticals and an SME stock Sahasra Electronic Solutions to its portfolio in the March quarter.
Jagsonpal Pharmaceuticals
The pharma company specializes in developing and manufacturing bulk drugs and other pharmaceutical formulations. The company's scrip in the past year has gained 59 per cent, while its 5-year return is at 1,410 per cent.
Sahasra Electronic Solutions
The company is engaged in providing ESDM services, including PCB assembly and IT hardware manufacturing, catering to automotive, medical, and consumer product industries. The stock has been an underperformer with its stock price declining 52 per cent in the last one year.
Zota Healthcare
In the NSE-listed, smallcap scrip- the investor added 0.2 per cent holding in the March quarter, taking the total stake to 8.3 per cent as of the quarter ended March 31, 2025.
Cuts stake in BSE
In the previous quarter, the investor reduced stake in the country's leading stock exchange by 0.2 per cent, taking total stake to 1.2 per cent as of the last quarter.
Other stake reductions
The investor also reduced stake in Pearl Global, West Coast Paper Mills, Prakash Pipes, OneSource Specialty and Vasa Denticity.
Top holdings
Some of the investor's top holdings by value are BSE, Deepak Fertilisers, Neuland Laboratories and Nuvama Wealth among others.