Mukul Agrawal's Monolithisch India Soars 200% in 44 Days, Portfolio Gains Momentum

Ace investor Mukul Agrawal's recent addition to his portfolio, Monolithisch India , has delivered an impressive performance, surging nearly 200% in just 44 days since its listing on June 19. The stock, which made its debut on NSE's SME platform following its June IPO, has emerged as the second-best performer in Agrawal's diverse portfolio.

Portfolio Highlights

Agrawal's investment strategy continues to yield positive results, with his portfolio showing significant gains in the June quarter. Here's a breakdown of his recent investments and their performance:

Portfolio Overview

Mukul Agrawal's investment portfolio now consists of 64 stocks, with a net worth exceeding Rs 7,506.00 crore. The portfolio has shown robust growth, increasing by over 10% since June. In addition to the top performers, five other stocks picked in June have delivered returns ranging between 8% and 16%.

Portfolio Adjustments

During the quarter, Agrawal made several strategic moves:

• Increased stake in Prakash Industries to 1.70%
• Reduced holdings in five stocks
• Potentially exited positions in two stocks

Performance Spectrum

While many of Agrawal's picks have shown strong performance, it's worth noting that not all investments have yielded positive returns:

• 18 out of 64 holdings have delivered negative returns
• The range of negative returns is up to 30%

Investor Insight

Mukul Agrawal's investment approach demonstrates a mix of high-growth small and mid-cap stocks, with a particular focus on the SME segment. The success of Monolithisch India on the NSE SME platform highlights the potential of this market segment for discerning investors.

The diverse performance across his portfolio underscores the importance of a balanced investment strategy, even for seasoned investors. While some picks like Monolithisch India have delivered exceptional returns, the presence of underperforming stocks in the portfolio reflects the inherent risks and volatility in equity investments.

As the market continues to evolve, investors will be watching closely to see how Agrawal's portfolio strategy adapts to changing economic conditions and emerging opportunities in the Indian stock market.