10 stocks Mukul Agrawal bought in September quarter amid Rs 7,700 crore portfolio reshuffle
Ace investor Mukul Mahavir Agrawal undertook a major reshuffle in the September 2025 quarter, adding 10 new stocks and raising stakes in five others. The portfolio overhaul, worth about Rs 400 crore, spans sectors such as consumer durables, healthcare, engineering, technology, renewable energy, and EV mobility. These new buys reflect his focus on diversification, conviction bets, and exposure to India’s growth stories across emerging and traditional industries. Portfolio shuffle
Ace investor Mukul Mahavir Agrawal undertook a major reshuffle in the September 2025 quarter, adding 10 new stocks and raising stakes in five others. The portfolio overhaul, worth about Rs 400 crore, spans sectors such as consumer durables, healthcare, engineering, technology, renewable energy, and EV mobility. These new buys reflect his focus on diversification, conviction bets, and exposure to India’s growth stories across emerging and traditional industries. Portfolio shuffle
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