How Mukul Agrawal tweaked his Rs 6,500-crore portfolio in Q3. Here’s everything you need to know
Ace investor Mukul Mahavir Agrawal reshuffled his Rs 6,500-crore equity portfolio during the December quarter, adding new names, increasing exposure to select holdings, and trimming stakes in others. The changes reflect a mix of fresh bets and tactical adjustments following sharp stock-specific corrections and a selloff in smallcap stocks in 2025. Here is a closer…