Markets › Super Investors › MUKUL MAHAVIR AGRAWAL
MA
MUKUL MAHAVIR AGRAWAL
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹5,549 Cr
Today
+₹72.6 Cr +1.33%
Companies
50
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +3.6% NIFTY 50 -4.4%ahead of NIFTY by 8.0 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
39%
Wtd P/E
64.5
Wtd ROE
15.0%
Holdings
50
By market cap
Large 34% Mid 36% Small 30%
Holdings · 50
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| NEULANDLAB NEULANDLAB · Healthcare | 3.12% | ₹682.2 Cr | -0.83% | – | 60.1 | 21% |
| Radico Khaitan Ltd RADICO · Fast Moving Consumer Goods | 1.05% | ₹502.9 Cr | +1.42% | – | 79.6 | 20% |
| Nuvama Wealth Management Ltd NUVAMA · Financial Services | 1.37% | ₹415.2 Cr | +4.58% | – | 29.1 | 27% |
| PTC Industries Ltd PTCIL · Capital Goods | 1.07% | ₹298.5 Cr | +0.29% | – | 275.4 | 7% |
| The Jammu & Kashmir Bank Limited J&KBANK · Financial Services | 1.50% | ₹263.9 Cr | +1.59% | ▲ +0.23pp | 7.4 | 15% |
| Deepak Fertilizers and Petrochemicals Corporation Limited DEEPAKFERT · Chemicals | 1.19% | ₹226.3 Cr | -2.98% | – | 25.8 | 11% |
| SARDA ENERGY & MIN SARDAEN · Metals & Mining | 1.14% | ₹209.3 Cr | +0.52% | – | 16.6 | 16% |
| Dishman Carbogen Amcis Ltd DCAL · Healthcare | 5.50% | ₹155.3 Cr | -2.38% | – | 29.0 | 2% |
| Intellect Design Arena Ltd INTELLECT · Information Technology | 1.43% | ₹151.7 Cr | +2.09% | – | 30.9 | 12% |
| LT Foods Ltd LTFOODS · Fast Moving Consumer Goods | 1.12% | ₹148.7 Cr | +0.11% | – | 21.2 | 15% |
| MPS Ltd MPSLTD · Consumer Services | 4.46% | ₹138.2 Cr | -0.13% | – | 17.9 | 32% |
| KRN Heat Exchanger And Refrigeration Ltd KRN · Capital Goods | 1.61% | ₹126.4 Cr | +0.05% | – | 102.7 | 14% |
| Capacite Infraprojects Ltd CAPACITE · Construction | 6.62% | ₹125.5 Cr | +1.39% | ▲ +0.53pp | 9.8 | 11% |
| Sudeep Pharma Ltd SUDEEPPHRM · Chemicals | 1.33% | ₹123.4 Cr | +9.75% | – | 53.3 | 20% |
| Hindustan Construction Company Ltd HCC · Construction | 1.91% | ₹119.4 Cr | +2.14% | ▲ +0.23pp | 37.8 | 11% |
| Strides Pharma Science Ltd STAR · Automobile and Auto Components | 1.16% | ₹115.7 Cr | +2.82% | – | 17.4 | 20% |
| PDS Ltd PDSL · Textiles | 2.38% | ₹107.6 Cr | +4.68% | – | 25.5 | 10% |
| Indo Count Industries Limited ICIL · Textiles | 1.51% | ₹104.9 Cr | +1.50% | ▲ +0.25pp | 55.2 | 5% |
| J. Kumar Infraprojects Ltd JKIL · Construction | 2.61% | ₹95.8 Cr | +5.65% | – | 9.5 | 12% |
| Zota Health Care LImited ZOTA | 2.13% | ₹91.9 Cr | +1.75% | – | – | -16% |
| Valor Estate Ltd DBREALTY · Consumer Services | 1.47% | ₹91.4 Cr | +1.83% | ▲ +0.26pp | 229.3 | 1% |
| Yatharth Hospital & Trauma Care Services Ltd YATHARTH · Healthcare | 1.14% | ₹91.2 Cr | -1.23% | – | 46.7 | 10% |
| Indian Metals & Ferro Alloys Ltd IMFA · Metals & Mining | 1.07% | ₹82.9 Cr | +3.14% | ▼ -0.04pp | 18.3 | 17% |
| Apollo Pipes Ltd APOLLOPIPE · Capital Goods | 3.41% | ₹76 Cr | +2.32% | – | 478.8 | 1% |
| Arman Financial Services Ltd ARMANFIN · Financial Services | 3.80% | ₹66.3 Cr | +0.71% | – | 30.8 | 6% |
| Raymond Lifestyle Ltd RAYMONDLSL · Textiles | 1.31% | ₹64.4 Cr | +1.55% | ▼ 0.00pp | 106.5 | 0% |
| IFB Industries Ltd IFBIND · Consumer Durables | 1.23% | ₹63.4 Cr | -1.55% | – | 35.8 | 16% |
| Tatva Chintan Pharma Chem Ltd TATVA · Chemicals | 2.14% | ₹59 Cr | -2.36% | – | 65.6 | 6% |
| Surya Roshni Ltd SURYAROSNI · Capital Goods | 1.01% | ₹58.7 Cr | +1.47% | – | 20.3 | 11% |
| Lux Industries Ltd LUXIND · Textiles | 1.47% | ₹57.2 Cr | +2.20% | – | 36.7 | 6% |
| HIND RECTIFIER HIRECT · Capital Goods | 1.45% | ₹56.8 Cr | +0.45% | – | 101.1 | 21% |
| Infobeans Technologies Ltd INFOBEAN · Information Technology | 3.13% | ₹52.3 Cr | +1.56% | – | 19.3 | 23% |
| Suryoday Small Finance Bank Ltd SURYODAY · Banking | 2.82% | ₹51.6 Cr | +1.32% | – | 12.0 | 8% |
| AJMERA REALTY & INF I AJMERA · Realty | 1.93% | ₹50.8 Cr | +10.72% | ▲ +0.00pp | 16.9 | 12% |
| AYM Syntex Ltd AYMSYNTEX · Textiles | 3.93% | ₹50.8 Cr | -1.52% | – | 197.7 | 1% |
| WEST COAST PAPER MILLS LT WSTCSTPAPR · Forest Materials | 1.44% | ₹48.5 Cr | +3.26% | ▲ +0.08pp | 21.6 | 4% |
| Allcargo Logistics Ltd ALLCARGO · Services | 2.94% | ₹40.5 Cr | +3.15% | – | – | -5% |
| Wendt (India) Ltd WENDT · Capital Goods | 2.50% | ₹39.8 Cr | +3.61% | – | 109.4 | 6% |
| Protean eGov Technologies Ltd PROTEAN · Information Technology | 1.48% | ₹37.4 Cr | +0.86% | – | 25.1 | 10% |
| Ravindra Energy Limited RELTD · Capital Goods | 1.21% | ₹31.8 Cr | +8.04% | – | 32.5 | 21% |
| Thejo Engineering Limited THEJO | 1.66% | ₹29 Cr | +4.49% | – | 31.4 | 16% |
| Gaudium IVF and Women Health Ltd GAUDIUMIVF · Healthcare | 3.43% | ₹25.3 Cr | +1.97% | NEW | 30.1 | 16% |
| Vikran Engineering Ltd VIKRAN · Construction | 1.36% | ₹24.4 Cr | +0.09% | – | 19.6 | 7% |
| Vidhi Specialty Food Ingredients Ltd VIDHIING · Chemicals | 1.60% | ₹23.3 Cr | +1.24% | – | 29.7 | 16% |
| Laxmi India Finance Ltd LAXMIINDIA · Financial Services | 3.83% | ₹21.9 Cr | +4.98% | – | 11.5 | 11% |
| Bella Casa Fashion & Retail Ltd BELLACASA · Textiles | 6.85% | ₹21.7 Cr | +3.20% | – | 15.7 | 13% |
| Prakash Pipes Ltd PPL · Capital Goods | 2.36% | ₹14.6 Cr | +6.81% | – | 14.3 | 9% |
| Kilitch Drugs (India) Limited KILITCH · Healthcare | 1.34% | ₹8.7 Cr | -2.61% | ▲ +0.00pp | 21.8 | 12% |
| Tracxn Technologies Ltd TRACXN · Services | 1.87% | ₹6.4 Cr | +1.98% | – | – | -13% |
| ACLGATI ACLGATI | 4.76% | - | – | – | 97.5 | 2% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 | Dec '24 |
|---|---|---|---|---|---|---|
| NEULANDLAB | 3.12 | 3.12 | 3.12 | 3.12 | · | · |
| Radico Khaitan Ltd | 1.05 | 1.05 | 1.05 | 1.05 | · | · |
| Nuvama Wealth Management Ltd | 1.37 | 1.38 | 1.39 | 1.39 | · | · |
| PTC Industries Ltd | 1.07 | 1.07 | 1.07 | 1.07 | · | · |
| The Jammu & Kashmir Bank Limited | 1.50 | 1.27 | 1.27 | 1.27 | · | · |
| Deepak Fertilizers and Petrochemicals Corporation Limited | 1.19 | 1.19 | 1.19 | 1.19 | · | · |
| SARDA ENERGY & MIN | 1.14 | 1.14 | 1.14 | 1.14 | · | · |
| Dishman Carbogen Amcis Ltd | 5.50 | 5.50 | 5.50 | 5.50 | · | · |
| Intellect Design Arena Ltd | 1.43 | 1.44 | 1.44 | 1.44 | · | · |
| LT Foods Ltd | 1.12 | 1.12 | 1.12 | 1.12 | · | · |
| MPS Ltd | 4.46 | 4.46 | 4.46 | 4.46 | · | · |
| KRN Heat Exchanger And Refrigeration Ltd | 1.61 | 1.58 | 1.61 | 1.61 | · | · |
| Capacite Infraprojects Ltd | 6.62 | 6.09 | 6.09 | 6.09 | · | · |
| Sudeep Pharma Ltd | 1.33 | 1.33 | · | · | · | · |
| Hindustan Construction Company Ltd | 1.91 | 1.68 | · | · | · | · |
| Strides Pharma Science Ltd | 1.16 | 1.16 | 1.16 | 1.16 | · | · |
| PDS Ltd | 2.38 | 2.38 | 2.38 | 2.45 | · | · |
| Indo Count Industries Limited | 1.51 | 1.26 | 1.26 | 1.26 | · | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.