Mukul Mahavir Agrawal Portfolio & Holdings Jun 2026

34 (-29)

Holdings

₹3.37k Cr

-36.4% QoQ · −₹1.93k Cr

Disclosed value

Adds this quarter

−36

Trims this quarter

Latest disclosure: Jun 2026 · Top-5 concentration 35.99% · QoQ vs Mar 2026

Quarterly trajectory

29 fewer holdings vs prior quarter · 4 adds / 36 trims this quarter · -28 net holdings over 4 quarters

	Quarter	Holdings	Adds	Trims	Portfolio value
▾	Jun 2026	34	+4	−36	₹3.37k Cr
vs Mar 2026 Total portfolio: ₹3.37k Cr New additions Arisinfra Solutions LimitedARIS +1.59% ₹14.1 Cr Below 1% (not in SHP) Protean eGov Technologies LimitedPROTEAN < 1% · was 1.48% ₹26.8 Cr Vikran Engineering LimitedVIKRAN < 1% · was 1.36% ₹18.2 Cr Raymond Lifestyle LimitedRAYMONDLSL < 1% · was 1.31% ₹60.3 Cr Prakash Pipes LimitedPPL < 1% · was 2.36% ₹9.3 Cr Tatva Chintan Pharma Chem LimitedTATVA < 1% · was 2.14% ₹52.6 Cr Tracxn Technologies Ltd.TRACXN < 1% · was 1.87% ₹5.2 Cr Yatharth Hospital & Trauma Care Serv LtdYATHARTH < 1% · was 1.14% ₹67.9 Cr Gaudium IVF and Women Health LimitedGAUDIUMIVF < 1% · was 3.43% ₹17.9 Cr PDS LimitedPDSL < 1% · was 2.38% ₹88.0 Cr Thejo Engineering LimitedTHEJO < 1% · was 1.66% ₹26.2 Cr Ravindra Energy LimitedRELTD < 1% · was 1.21% ₹25.9 Cr Capacit'e Infraprojects LimitedCAPACITE < 1% · was 6.62% ₹113.9 Cr Wendt (India) LimitedWENDT < 1% · was 2.50% ₹29.6 Cr KDDL LimitedKDDL < 1% · was 3.44% ₹85.7 Cr Surya Roshni LimitedSURYAROSNI < 1% · was 1.01% ₹41.4 Cr Bella Casa Fashion & Retail LimitedBELLACASA < 1% · was 6.85% ₹20.6 Cr Zota Health Care LImitedZOTA < 1% · was 7.27% ₹268.0 Cr Kingfa Science & Technology (India) LimitedKINGFA < 1% · was 2.21% ₹126.9 Cr INDO COUNT INDUSTRIES LTD.ICIL < 1% · was 1.51% ₹74.9 Cr Nuvama Wealth Management LimitedNUVAMA < 1% · was 1.37% ₹290.3 Cr Hindustan Construction Company LimitedHCC < 1% · was 1.91% ₹68.7 Cr IFB Industries LimitedIFBIND < 1% · was 1.23% ₹44.7 Cr PTC Industries LimitedPTCIL < 1% · was 1.07% ₹239.8 Cr Kilitch Drugs (India) LimitedKILITCH < 1% · was 1.34% ₹5.8 Cr N R Agarwal Industries LimitedNRAIL < 1% · was 2.06% ₹14.1 Cr Neuland Laboratories Ltd.NEULANDLAB < 1% · was 3.12% ₹481.1 Cr Hind Rectifiers LimitedHIRECT < 1% · was 1.45% ₹33.0 Cr Indian Metals & Ferro Alloys LimitedIMFA < 1% · was 1.07% ₹69.1 Cr Radico Khaitan Ltd.RADICO < 1% · was 1.05% ₹368.1 Cr West Coast Paper Mills LimitedWSTCSTPAPR < 1% · was 1.44% ₹38.6 Cr Increased Laxmi India Finance LimitedLAXMIINDIA 3.83% → 4.58% ₹24.8 Cr Lux Industries LimitedLUXIND 1.47% → 1.55% ₹57.5 Cr Valor Estate LimitedDBREALTY 1.47% → 1.57% ₹98.3 Cr Decreased KRN Heat Exchanger and Refrigeration LimitedKRN 1.61% → 1.53% ₹123.5 Cr Intellect Design Arena Ltd.INTELLECT 1.43% → 1.28% ₹129.9 Cr InfoBeans Technologies LimitedINFOBEAN 3.13% → 3.09% ₹47.0 Cr J. KUMAR INFRAPROJECTS LTDJKIL 2.61% → 2.55% ₹94.6 Cr Vidhi Specialty Food Ingredients LimitedVIDHIING 1.60% → 1.38% ₹19.1 Cr Strides Pharma Science LimitedSTAR 1.16% → 1.12% ₹112.6 Cr
▸	Mar 2026	63	+7	−6	₹5.30k Cr
▸	Dec 2025	66	+7	−5	₹6.86k Cr
▸	Sep 2025	62	+7	−11	₹6.28k Cr

Click a quarter to expand. Value = shares held × quarter-end closing price. Positions marked < 1% dropped off the SHP filing (SEBI only discloses ≥1% holders) — a stake may still exist below that threshold.

Top moves this quarter

+0.75pp Laxmi India Finance Limited 4.58% ₹24.8 Cr -0.04pp InfoBeans Technologies Limited 3.09% ₹47.0 Cr -0.06pp J. KUMAR INFRAPROJECTS LTD 2.55% ₹94.6 Cr New Arisinfra Solutions Limited 1.59% ₹14.1 Cr +0.10pp Valor Estate Limited 1.57% ₹98.3 Cr +0.08pp Lux Industries Limited 1.55% ₹57.5 Cr -0.08pp KRN Heat Exchanger and Refrigeration Limited 1.53% ₹123.5 Cr -0.22pp Vidhi Specialty Food Ingredients Limited 1.38% ₹19.1 Cr

Holdings

Jun 2026 disclosure · 34 stocks ≥1% · ₹3.37k Cr total

Value = shares at quarter-end close. QoQ compares stake % vs prior quarter.

34 stocks · Sorted by Stake (high to low)

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ASM Technologies Ltd	10.28%	10.28%	No change	₹615.6 Cr	15,00,000
Siyaram Recycling Industries Ltd	9.64%	9.64%	No change	₹8.1 Cr	21,00,000
Autoriders International Ltd	9.48%	9.48%	No change	₹11.3 Cr	3,29,839
Zelio E Mobility Ltd	7.25%	7.25%	No change	₹87.0 Cr	15,33,000
Concord Control Systems Ltd	5.71%	5.71%	No change	₹164.3 Cr	5,77,667
Dishman Carbogen Amcis LimitedDCAL	5.50%	5.50%	No change	₹151.6 Cr	86,17,000
Unified Data Tech Solutions Ltd	5.25%	5.25%	No change	₹40.9 Cr	10,55,000
Oriental Rail Infrastructure Ltd	5.07%	5.07%	No change	₹43.1 Cr	34,00,000
Laxmi India Finance LimitedLAXMIINDIA	4.58%	3.83%	+0.75pp	₹24.8 Cr	24,00,000
MPS LimitedMPSLTD	4.46%	4.46%	No change	₹144.6 Cr	7,62,457
AYM Syntex LimitedAYMSYNTEX	3.92%	3.93%	No change	₹57.1 Cr	23,01,369
Arman Financial Services LimitedARMANFIN	3.80%	3.80%	No change	₹68.1 Cr	4,00,000
Apollo Pipes LimitedAPOLLOPIPE	3.41%	3.41%	No change	₹72.5 Cr	15,00,000
InfoBeans Technologies LimitedINFOBEAN	3.09%	3.13%	-0.04pp	₹47.0 Cr	30,00,000
ALLCARGO LOGISTICS LTDALLCARGO	2.94%	2.94%	No change	₹36.1 Cr	4,41,00,000
Solarium Green Energy Ltd	2.87%	2.87%	No change	₹10.8 Cr	6,00,000
Suryoday Small Finance Bank LimitedSURYODAY	2.82%	2.82%	No change	₹53.5 Cr	30,00,000
Safety Controls & Devices Ltd	2.70%	2.70%	No change	₹4.8 Cr	5,36,000
J. KUMAR INFRAPROJECTS LTDJKIL	2.55%	2.61%	-0.06pp	₹94.6 Cr	19,30,920
Sirca Paints India LimitedSIRCA	2.52%	2.52%	No change	₹57.7 Cr	14,33,421
Ajmera Realty & Infra India LimitedAJMERA	1.93%	1.93%	No change	₹50.5 Cr	37,97,465
True Colors Ltd	1.62%	1.62%	No change	₹7.1 Cr	3,99,600
Arisinfra Solutions LimitedARIS	1.59%	—	New	₹14.1 Cr	13,00,000
Valor Estate LimitedDBREALTY	1.57%	1.47%	+0.10pp	₹98.3 Cr	85,00,000
Lux Industries LimitedLUXIND	1.55%	1.47%	+0.08pp	₹57.5 Cr	4,65,246
KRN Heat Exchanger and Refrigeration LimitedKRN	1.53%	1.61%	-0.08pp	₹123.5 Cr	10,00,000
JAMMU KASHMIR BANK LTDJ&KBANK	1.50%	1.50%	No change	₹257.7 Cr	1,65,00,000
Vidhi Specialty Food Ingredients LimitedVIDHIING	1.38%	1.60%	-0.22pp	₹19.1 Cr	6,90,924
Sudeep Pharma LtdSUDEEPPHRM	1.33%	1.33%	No change	₹126.7 Cr	15,00,117
Intellect Design Arena Ltd.INTELLECT	1.28%	1.43%	-0.15pp	₹129.9 Cr	17,90,000
Deepak Fertilizers & Petro Corp LtdDEEPAKFERT	1.19%	1.19%	No change	₹240.7 Cr	15,00,000
Sarda Energy and Minerals LimitedSARDAEN	1.14%	1.14%	No change	₹197.0 Cr	40,00,000
Strides Pharma Science LimitedSTAR	1.12%	1.16%	-0.04pp	₹112.6 Cr	10,28,750
LT FOODS LTDLTFOODS	1.12%	1.12%	No change	₹146.3 Cr	39,00,000

Files under these names

Mukul Agrawal Agrawal MukulAgrawal Mukul MahavirMukul Mahavir Agrawal

These name variants are resolved to a single tracked entity at ingest time so no position is double-counted.

Disclosure: Holdings data is sourced from public regulatory filings (NSE/BSE Shareholding Pattern, SAST). This is not investment advice. Mukul Mahavir Agrawal may have different risk capacity, cost bases, and holding periods. See our full disclaimer and methodology.

Other tracked individual investors

Dolly Khanna

Small/mid-cap consumer, chemicals, paper

Vijay Kishanlal Kedia

SMILE — Small in size, Medium in experience, Large in aspiration, Extra-large in market potential

Ashish Kacholia

Mid/small-cap manufacturing, specialty chemicals, electronics

Radhakishan S Damani

Value, retail, FMCG, financials (founder of D-Mart / Avenue Supermarts)

Akash Bhansali

Diversified; ex-Mohtasham (Lupin family office)

Sunil Singhania

Personal public-equity holdings (excludes Abakkus AIF pooled funds)

All Super Investors 1% Club MF Smart Money