Mukul Agrawal Portfolio Stocks: Amid major changes in the market, veteran investor Mukul Mahavir Agrawal has made many changes in his portfolio…
highlights
- Well-known investor Mukul Aggarwal reshuffled his Rs 6,500 crore equity portfolio in Q3, adding new names and adjusting stake in several holdings.
- After the sharp decline in smallcap stocks in the year 2025, Aggarwal took entry in some new stocks.
- Let us know which stocks Mukul Agarwal has included in his portfolio and which he has excluded.
Amid major market swings, veteran investor Mukul Mahavir Aggarwal invested in stocks like Hindustan Construction and Alcargo Logistics, increased exposure in Vasa Dental and Vikram Engineering and reduced or sold positions in firms like Monolithic, Pearl Global and Stanley Lifestyle.
Hindustan Construction Company (HCC)
Agarwal added this stock to his portfolio and acquired 1.68% stake, which is equivalent to 4.40 crore shares. This investment has happened after a huge fall in the stock. This stock has fallen more than 30% in the last one year.
Alcargo Logistics
Mukul Aggarwal bought 2.9% stake in this company. The stock is down nearly 80% in the past year. Alcargo is a global logistics services company specializing in container load (LCL), sea/air freight and contract logistics.
Sudeep Pharma
The veteran investor acquired 1.3% stake in this pharma company. The stock is down nearly 30% over the past year. Sudeep Pharma is a leading manufacturer of mineral-based pharma products and food-grade minerals.
vasa density
Agarwal increased his stake in this company by 0.4%, taking his total holding to 2.4%. Vasa Dentisity is a leading Indian company operating as a B2B e-commerce platform and distributor of dental products. It supplies a wide range of over 10,000 products including consumables, equipment and instruments to dentists, hospitals and clinics.
Vikran Engineering
Agarwal increased his stake by 0.2%. The company had debuted in the stock market in September last year. The share is down 10% from its issue price of Rs 97.
N R Aggarwal
Investors increased their stake in this stock marginally by 0.1%. The stock is down nearly 20% from its 52-week high of Rs 514 hit last year. NR Aggarwal is a Mumbai based company that manufactures paper and packaging boards, specializing in duplex boards, writing papers and printing papers.
monolithic
Shareholding data shows Agarwal has reduced his stake by 0.2% to 2.76%. The stock is down 20.5% from its 52-week high of Rs 607 hit in November 2025.
Pearl Global
The investor sold 0.2% stake in the company. The stock had a bad start to 2026, falling nearly 15% in January alone.
Pearl Global is a leading multinational readymade garment manufacturer headquartered in India. It also exports clothes to foreign countries. The company provides end-to-end supply chain solutions including design, manufacturing and sourcing for multiple fashion brands.
Infobeans Technologies
Mukul Aggarwal reduced his stake in Infobeans Technologies by 0.2% to 3.9%. The stock has increased by 97% in the last year. Infobeans is a global IT services company that works in AI-based software engineering, digital chain and product engineering. It also works in the field of custom software, mobile applications and enterprise solutions.
autoriders
Mukul Aggarwal reduced his stake in the company by 0.7%. The stock has gained a whopping 1,100% in the last year. Autoriders is a leading Indian car rental company specializing in chauffeur-driven and self-drive services for corporate and individual clients.
Zota Healthcare
Mukul Aggarwal reduced his stake by 0.8%, taking total shareholding to 7.5%. The stock is up nearly 40% in the past year. Zota Healthcare is a pharmaceutical company that markets and exports generic medicines, Ayurvedic products, nutraceuticals and over-the-counter (OTC) items.
ASM Technologies
Agarwal reduced his stake in the stock by 0.4%. The stock has doubled in the past year, rising nearly 115%. ASM Technologies provides engineering services and product R&D.
Stanley Lifestyle
Trendline data shows that Mukul Aggarwal has exited the stock by completely selling shares or bringing his stake below the disclosure threshold. The stock has fallen nearly 50% in the past year.
Disclaimer: This article is for informational purposes only and should not be construed as investment advice in any way. ET NOW Swadesh recommends its readers and viewers to consult their financial advisors before taking any money-related decisions.
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