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Mukul Agrawal’s winning picks: 9 stocks rallied over 50% in CY26; one fresh Q1 addition
Prominent investor Mukul Mahavir Agrawal’s portfolio continues to draw significant attention in financial circles. According to ETMarkets’ analysis of his holdings, Agrawal currently owns about 72 stocks with a combined value of roughly Rs 7,720 crore as of August 7, 2026, based on shareholding data for the June 2026 quarter. This represents a 12% increase from the Rs 6,915 crore portfolio value recorded in the December 2025 quarter.So far in CY26, more than half of his portfolio has delivered positive returns, with around 24 stocks posting double-digit gains. Nine of these stocks have surged between 50% and 75%. We also highlight one new addition to his portfolio in the June quarter. (Data Source: ACE Equity, Trendlyne) Strong Portfolio Gains
Prominent investor Mukul Mahavir Agrawal’s portfolio continues to draw significant attention in financial circles. According to ETMarkets’ analysis of his holdings, Agrawal currently owns about 72 stocks with a combined value of roughly Rs 7,720 crore as of August 7, 2026, based on shareholding data for the June 2026 quarter. This represents a 12% increase from the Rs 6,915 crore portfolio value recorded in the December 2025 quarter.So far in CY26, more than half of his portfolio has delivered positive returns, with around 24 stocks posting double-digit gains. Nine of these stocks have surged between 50% and 75%. We also highlight one new addition to his portfolio in the June quarter. (Data Source: ACE Equity, Trendlyne) Strong Portfolio Gains
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