Mukul Agrawal's Strategic Portfolio Shift: 7 New Stocks Added, Stake Trimmed in Enviro Infra
Ace investor Mukul Agrawal has reshaped his portfolio in the June 2025 quarter, adding seven new stocks across banking, real estate, energy, healthcare, and chemicals, while trimming his stake in Enviro Infra Engineers.
Portfolio ReshuffleStock InvestmentsMukul AgrawalQuarterly ResultsMarket ExpectationsReal EstateJul 28, 2025
As per corporate shareholding disclosures for June 30, 2025, Mukul Mahavir Agrawal publicly holds 61 stocks, with a net worth of over Rs 7,165.3 crore. Among the fresh entries, Jammu & Kashmir Bank was a significant addition, where he acquired 1.4 crore shares, representing a 1.27 per cent stake. Real estate was also in focus with Valor Estate, where he picked up 65 lakh shares for a 1.21 per cent stake. In the metals and energy segment, Agrawal invested in Sarda Energy & Minerals, acquiring 40 lakh shares, equivalent to a 1.14 per cent stake.
The chemicals space saw the inclusion of Tatva Chintan Pharma, with 3 lakh shares for a 1.28 per cent holding. In the industrial segment, Wendt India was added with 50,000 shares (2.5 per cent stake). The healthcare sector also caught Agrawal’s attention, as he acquired 11 lakh shares in Yatharth Hospital, translating to a 1.14 per cent holding. Furthermore, Agrawal bought 5 lakh shares of Monolithisch India, a recently listed company, securing a 2.3 per cent stake.
On the other hand, Agrawal trimmed his position in Enviro Infra Engineers. His stake, which stood at 1.03 per cent or about 18 lakh shares in the March 2025 quarter, fell below the 1 per cent disclosure threshold in June 2025. This reduction means the name no longer appears in the company’s shareholding pattern, though a residual holding may still exist.
This portfolio reshuffle indicates continued diversification, with exposure across Small-Cap, Mid-Cap, and Large-Cap companies. Investors may watch these moves, particularly given the focus on sectors that could benefit from upcoming IPOs, dividend announcements, and policy changes.
Disclaimer: The article is for informational purposes only and not investment advice.
Frequently Asked Questions
What sectors did Mukul Agrawal focus on in his portfolio reshuffle?
Mukul Agrawal focused on banking, real estate, energy, healthcare, and chemicals sectors in his portfolio reshuffle.
How many new stocks did Mukul Agrawal add to his portfolio?
Mukul Agrawal added seven new stocks to his portfolio in the June 2025 quarter.
What was the significant addition in the banking sector?
Jammu & Kashmir Bank was the significant addition in the banking sector, with Mukul Agrawal acquiring 1.4 crore shares.
Why did Mukul Agrawal trim his stake in Enviro Infra Engineers?
Mukul Agrawal trimmed his stake in Enviro Infra Engineers, reducing it below the 1 per cent disclosure threshold, likely as part of his portfolio diversification strategy.
What is the net worth of Mukul Agrawal's portfolio as of June 30, 2025?
The net worth of Mukul Agrawal's portfolio as of June 30, 2025, is over Rs 7,165.3 crore.
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