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Investor Mukul Agrawal Expands Portfolio with Fresh ₹95 Crore Midcap Positions
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Mukul Agrawal added ₹95 crore worth of new midcap stocks, signaling conviction in manufacturing and cyclical themes amid India’s investment upcycle.
Prominent investor Mukul Agrawal diversified his holdings in October by adding 10 new midcap stocks, including 5 lakh shares of IFB Industries valued at ₹95 crore. The move comes as part of a broader reallocation strategy focusing on cyclical and manufacturing plays. Agrawal exited four positions to optimize exposure toward undervalued industrials with consistent earnings visibility. His total market portfolio now exceeds ₹3,500 crore. Market watchers believe his shift reflects confidence in India’s capex recovery and the structural revival of mid-tier manufacturing sectors.