Mukul Agrawal’s Latest Portfolio: 7 New Stocks Added, Stake Trimmed in Enviro Infra in June 2025 Quarter

Ace investor Mukul Agrawal realigned his portfolio in the June 2025 quarter, adding seven new stocks across banking, real estate, energy, healthcare, and chemicals, while trimming his stake in Enviro Infra Engineers. The portfolio reshuffle comes ahead of several companies' Quarterly Results and market expectations.

As per corporate shareholding disclosures for June 30, 2025, Mukul Mahavir Agrawal publicly holds 61 stocks, with a net worth of over Rs 7,165.3 crore. Among the fresh entries, Jammu & Kashmir Bank was a significant addition, where he acquired 1.4 crore shares, representing a 1.27 per cent stake. Real estate was also in focus with Valor Estate, where he picked up 65 lakh shares for a 1.21 per cent stake. In the metals and energy segment, Agrawal invested in Sarda Energy & Minerals, acquiring 40 lakh shares, equivalent to a 1.14 per cent stake.

The chemicals space saw the inclusion of Tatva Chintan Pharma, with 3 lakh shares for a 1.28 per cent holding. In the industrial segment, Wendt India was added with 50,000 shares (2.5 per cent stake). The healthcare sector also caught Agrawal’s attention, as he acquired 11 lakh shares in Yatharth Hospital, translating to a 1.14 per cent holding. Furthermore, Agrawal bought 5 lakh shares of Monolithisch India, a recently listed company, securing a 2.3 per cent stake.

On the other hand, Agrawal trimmed his position in Enviro Infra Engineers. His stake, which stood at 1.03 per cent or about 18 lakh shares in the March 2025 quarter, fell below the 1 per cent disclosure threshold in June 2025. This reduction means the name no longer appears in the company’s shareholding pattern, though a residual holding may still exist.

This portfolio reshuffle indicates continued diversification, with exposure across Small-Cap, Mid-Cap, and Large-Cap companies. Investors may watch these moves, particularly given the focus on sectors that could benefit from upcoming IPOs, dividend announcements, and policy changes.

Disclaimer: The article is for informational purposes only and not investment advice.