Superstar Investor Alert: Mukul Agrawal added four portfolio cos, topped up bets on six firms last quarter

by 5paisa Research Team Last Updated: Dec 13, 2022 - 06:19 pm 54.6k Views

Ace stock market investor Mukul Agrawal added four companies to his personal portfolio and bought additional shares of at least six companies during the quarter ended June 30, 2021, according to shareholding disclosures.

The man behind Param Capital picked up shares of Newgen Software Technologies and carbon credit developer and supplier EKI Energy Services as fresh companies. He also returned to invest in J Kumar Infraprojects and Indian Metals & Ferro Alloys after likely exiting those companies in the stock market correction earlier this year. Agrawal had sold shares of J Kumar Infraprojects late last year but picked the stock again last quarter and owned a 2.8% stake as of June 30. In Indian Metals & Ferro Alloys he had been holding a 1.9% stake for several quarters but probably sold its shares early this year only to pick it again in the three months ended June.

Meanwhile, he also increased his stake in half a dozen companies, all in the small cap space. These include Dishman Carbogen Amcis, a manufacturer of active ingredients for the pharmaceutical industry; and Kingfa Science & Technology, a manufacturer and supplier of modified plastics used in automotive and consumer products. The other companies are air charted services firm TAAL Enterprises, building solutions company Sahyadri Industries, water management firm Ion Exchange (India), and luxury watch retailer KDDL.

Agrawal trimmed his holding in at least nine companies. These were Intellect Design Arena, Gati, Sequent Scientific, MSTC, BEML, Parag Milk Foods, Navkar Corporation, InfoBeans Technologies and Marksans Pharma.
Moreover, in four companies he either exited completely or brought down its holding to less than 1%. These were Fairfax-backed travel tourism firm Thomas Cook (India), sanitaryware maker HSIL, liquor company RadicoKhaitan and IT firm Birlasoft.

In addition, Agrawal stayed put with nearly two dozen existing portfolio companies. This set includes names like Mastek, Religare Enterprises, Apollo Pipes, Indo Count Industries, Tasty Bite Eatables, Greaves Cotton, Delta Corp, Eveready Industries, Neuland Laboratories, Somany Home Innovation and LT Foods.

He also decided to maintain his stake in JTEKT India, Arman Financial Services, Sirca Paints, Stylam Industries, Dynamatic Technologies, GM Breweries, Kamdhenu, Vardhman Special Steels, Repro India, DhabriyaPolywood, Sunshield Chemicals and MITCON Consultancy & Engineering Services.

In total, Agrawal held a stake in at least 42 companies worth about Rs 1,650 crore ($222 million).His overall portfolio is likely to be higher as in some companies he may be holding under 1% stake. Moreover, two companies in which held shares as of March 2021—ThejoEngineering and Jet Freight Logistics—areyet to disclose their latest shareholding pattern.
Typically, he holds a 1-3% stake in listed companies though he has some firms—DhabriyaPolywood, TAAL Enterprises, MITCON Consultancy & Engineering Services, InfoBeans Technologies, Arman Financial Services and Gati—wherehe owned 5-10% stake as of June 30.

How do you rate this blog?


Start Investing in 5 mins*

Rs. 20 Flat Per Order | 0% Brokerage

About the Author

Our research team is composed of some highly qualified research professionals, their expertise range across sectors.

Open Free Demat Account

Resend OTP
Please Enter OTP
Account belongs to

By proceeding, you agree to the T&C.

Latest Blogs
Weekly Outlook on Gold - 9 Jun 2023

Gold traded sideways after a 1% climb in the previous session, although gold headed for second straight weekly gains on bets that the U.S. Federal Reserve may pause rate hikes in its next week meeting. According to the Fed rate monitor tool, there was a 73.7% chance that the central bank will stand down from the rate hike next week. Market participants are keeping an eye on the next inflation reading due Tuesday.

  • Jun 09, 2023
Swing Trading Stocks: Week of 12 June 2023

Swing Trading Stocks for the Week

  • Jun 09, 2023
Weekly Market Outlook for 12 June to 16 June

In the week gone by, our markets continued its upmove during the mid-week and Nifty rallied towards 18800 mark. But it fell just short of making a new record and witnessed some profit booking towards the end of the week to end below 18600 with marginal weekly gains.

  • Jun 09, 2023

Start Investing Now!

Open Free Demat Account in 5 mins

Enter Valid Mobile Number