Mukul Agrawal adds 2 smallcap multibaggers in March, trims stake in 3 and likely exits 2 stocks

Agrawal bought 1.80% stake in while shopping for 5.53% in in the January-March quarter. Both stocks have delivered multibagger returns of 154% and 555%, respectively, in the last 12 months. In 2024 so far, their returns were 25% and 6%, respectively.

Agrawal trimmed his holding in smallcap to 1.19% in Q4FY24 versus 1.34% in Q3FY24. The paring of stakes comes amid a strong rally of 219% in the past 12 months.

As for , the stake has been reduced by 27 bps to 3.82% from 4.09% in the December quarter. The cut comes amid a 21% year-to-date decline in stock price. The stock’s gains over a 1-year period stand at 37%.

Meanwhile, in , the stake at the end of the March quarter stood at 2.78% down from 3.85% in the three-month-period ending December 31, 2023. The smallcap scrip has delivered 71.60% returns in the past one year while delivering 20% in 2024.

The celebrity investor is believed to have either exited and in the previous quarter or slashed his holding below 1%. In the former, Agrawal held 1.30% stake in the December quarter while in the latter, his share was to the tune of 1.51%.

Agrawal booked profit in JTEKT India following a significant rally in the counter. Over a 1-year period, JTEKT rallied nearly 70%.

Meanwhile, Gensol Engineering has been a laggard witnessing a price erosion of 28% in the last one year. However, in 2025, it has managed gains of 15%.

As per the latest corporate shareholdings filed, Mukul Mahavir Prasad Agrawal publicly holds 54 stocks with a net worth of over Rs 5,276.6 crore according to Trendlyne data. The latest quarter trends could be missing since not all companies may have reported their shareholding data till now.

The other stocks held by him include , , and .

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