Mukul Agrawal is a renowned portfolio manager and skilled investor in India. He has built a successful portfolio of stocks and other assets. Agrawal invested more than ₹4,000 crore in over 50 stocks from different sectors. Mukul Agrawal portfolio consists of stocks from various sectors including technology, healthcare, consumer goods, and finance.
Who is Mukul Agrawal?
Mukul Agrawal was born in 1968 in Mumbai, India. He started his career as an investment analyst in the US before returning to India in the late 90s and co-founded Ambit Capital. In the coming years, he built a sizeable portfolio and his firm became a leading institutional brokerage house. In addition to his investment and business skills, he is also an experienced and certified stock tutor having taught over 10,000 students. Mukul is also a TEDx speaker and serves as a director of companies like Param Capital Research and Permanent Technologies. He is also known as a superstar investor.
Mukul Agrawal Investment Philosophy
Agrawal believes in having a well-diversified portfolio to mitigate industry-specific risk and long-term wealth creation. He focuses on investing in companies with strong fundamentals like robust earnings growth, return on equity, and low debt. He also prefers to invest in companies with strong competitive advantages and high returns on capital. Generally, he looks for medium to long-term investment opportunities and holds a stock for an average of 2 years.
Mukul Agrawal's Net Worth
Mukul Agrawal has a net worth of approximately ₹ 4,714.0 crore. His net worth has shown an upward trend since 2016, indicating his success in the stock market. His investment strategy includes aggressive investment, proper analysis, and holding shares in over 50 stocks.
Investment Strategies
Mukul Agrawal is known for his aggressive yet calculated investment strategies. Some key strategies of his investment approach include:
Thorough research & Focus on Fundamentals
Mukul emphasizes the importance of comprehensive research and analysis before making any investment decision. This allows him to identify undervalued opportunities. Also, he looks at various fundamentals like financial performance, growth prospects, competitive position, and management quality before investing.
Long Term View & Diversification
Mukul adopts a long-term investment horizon of over 3-5 years while making decisions. This allows him to benefit from the appreciation of undervalued stocks. While having a concentrated portfolio, Agrawal guarantees diversification across various sectors to mitigate risks.
Risk Management & Opportunistic Approach
He balances high-risk opportunities with stable stocks to reduce volatility in his portfolio. Proper exit strategies are also followed. On the other hand, Agrawal looks to capitalize on market volatility and downturns to buy into quality businesses at attractive prices.
Mukul Agrawal Stock Holdings
The following are the top stock holdings of Agrawal's portfolio:
De Nora India Ltd.
De Nora India Ltd. specializes in electrochemical technologies. Mukul Agrawal holds 100,027 shares of De Nora India with a holding value of ₹17.19 Crores.
SG Finserve Ltd.
SG Finserve Ltd. provides financial services such as investment banking and wealth management. Mukul Agrawal Portfolio includes 10,00,000 shares of SG Finserv Ltd.
Raymond Ltd.
Raymond Ltd. is a textile and apparel company operating that produces fabrics, garments, and accessories. Agrawal holds 11,98,018 shares of the company.
Radico Khaitan Ltd.
Radico Khaitan Ltd. produces and sells alcoholic beverages such as whiskey and rum. Agrawal's portfolio includes 14,00,083 shares of Radico Khaitan Ltd. with a holding value of ₹200.74 Crores.
Intellect Design Arena Ltd.
Intellect Design Arena Ltd. provides software solutions for banking and financial services. Mukul Agrawal holds 1.68% shares of the company with a holding value of ₹159.82 Crores.
PDS Limited
PDS Limited provides IT solutions and services for various industries such as healthcare, education, and finance. Agrawal holds 35,80,000 shares of PDS Limited.
ISMT Ltd.
ISMT Ltd produces seamless tubes and pipes. Agrawal's portfolio includes 4,001,346 shares which represents 1.33% of ISMT Ltd.
Dishman Carbogen Amcis Ltd.
Dishman Carbogen Amcis Ltd. provides contract research and manufacturing services. Mukul Agrawal holds 67,00,000 shares of this manufacturing company.
Sector-Wise Breakup
Here is a sector-wise breakup of the stocks in Mukul Agrawal’s portfolio:
- Technology: Mukul Agrawal portfolio includes about 10% of technology companies.
- Finance: Agrawal's investment in the finance sector companies is around 20%.
- FMCG: Mukul Agrawal has invested in over 15% of FMCG (Fast-Moving Consumer Goods) companies.
- Steel Manufacturing: The weightage of the manufacturing sector in his portfolio is about 5%.
- Pharmaceuticals: He also has over 6% pharmaceutical companies in his portfolio.
Performance of Mukul Agrawal’s Portfolio
He has invested a total of ₹2,170 crore in 50 different stocks across several sectors. Agrawal's portfolio has seen an upward trend in net worth in recent years. His strategic investment choices have led to an estimated net worth of almost ₹500 crore.
Recently, there have been significant developments in Mukul Agrawal's portfolio with notable gains from strategic investments. He has gained ₹38.59 crore in just one day because of strategic investment in BSE Limited. This performance highlights his approach to understanding the complexities of the stock market and the remarkable performance of his stock picks.
Final Words
Mukul Agrawal's portfolio is valued at over ₹4,000 crore and his strategic approach has yielded significant gains due to quality stocks and a medium to long-term investment style. His sector-wise investments, active management, and notable stock picks highlight his success in the Indian stock market.