Mukul Agrawal's Portfolio: 5 Stocks Soared Up to 80% in Six Months

Ace investor Mukul Agrawal's portfolio, worth Rs 7,700 crore, has seen significant gains in the past six months. Here are the top five stocks that have soared, including Ajmera Realty, Monolithisch India, LT Foods, Deepak Fertilisers, and Hind Rectifiers.

InvestmentStock MarketPortfolio PerformanceMukul AgrawalReal EstateReal EstateOct 04, 2025

Mukul Agrawal's Portfolio: 5 Stocks Soared Up to 80% in Six Months
Real Estate:Ace investor Mukul Agrawal, with a portfolio worth around Rs 7,700 crore, continues to back a mix of established businesses and emerging names. His bets span real estate, food, fertilizers, engineering, and specialty companies. Many of his holdings have delivered strong returns in the past six months, highlighting his knack for spotting growth opportunities across diverse sectors. Here’s a snapshot of five key stocks from his portfolio and how they have performed recently.

Ajmera Realty is one of the standout performers in Agrawal's portfolio. Agrawal holds a 1.9% stake in the real estate developer. The stock is up about 10% in the last six months, reflecting steady housing demand. This growth is a testament to the company's strong market position and the increasing demand for quality residential and commercial properties.

Monolithisch India IPO has been a high-conviction bet for Agrawal, with a 2.3% holding. Shares have surged nearly 80% in the last six months, making it a standout gainer. The company's robust business model and strategic investments have driven this impressive performance. Monolithisch India is known for its innovative solutions and strong market presence, which have attracted significant investor interest.

LT Foods, a packaged foods company known for its rice brands, has also performed well. Agrawal owns 1.1% in the company, and the stock has gained 11% over six months. This growth is supported by both export and consumer demand. The company's focus on quality and innovation has helped it capture a significant market share, making it a valuable addition to Agrawal's portfolio.

Deepak Fertilisers and Chemicals, where Agrawal holds a 1.2% stake, has been another rewarding investment. The stock has risen 33% in the last six months amid sector tailwinds. The company's strong financial performance and strategic initiatives have contributed to this growth. Deepak Fertilisers is a leading player in the fertilizers and chemicals industry, and its consistent performance has made it a favorite among investors.

Hind Rectifiers, an electrical equipment manufacturer, is another notable holding in Agrawal's portfolio. Agrawal holds 1.5% in the company, and the stock is up 70% in six months, driven by strong order inflows and sector growth. The company's focus on innovation and customer satisfaction has helped it maintain a competitive edge in the market.

Agrawal's ability to identify and invest in high-potential companies across various sectors has been a key factor in the success of his portfolio. His diversified approach and deep understanding of market dynamics have allowed him to capitalize on emerging trends and opportunities. Investors can learn from his strategies and stay informed about the latest market developments to make informed investment decisions.

(Disclaimer: Recommendations, suggestions, views, and opinions given by the experts are their own. These do not represent the views of the Economic Times)

Frequently Asked Questions

What is the current value of Mukul Agrawal's portfolio?

Mukul Agrawal's portfolio is currently worth around Rs 7,700 crore.

Which sectors does Mukul Agrawal invest in?

Mukul Agrawal's investments span real estate, food, fertilizers, engineering, and specialty companies.

What is the performance of Ajmera Realty in the last six months?

Ajmera Realty's stock has increased by about 10% in the last six months.

How much has Monolithisch India IPO's stock price risen in the last six months?

Monolithisch India IPO's stock price has surged nearly 80% in the last six months.

What is the percentage gain in LT Foods' stock price over the last six months?

LT Foods' stock price has gained 11% over the last six months.

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