Mutual fund investments saw notable growth in Q2FY26, reflecting renewed investor confidence and strong market participation. Both equity and diversified schemes attracted increased inflows, driven by robust corporate earnings, festive-season optimism, and rising interest in long-term wealth creation. This uptick underscores investors’ appetite for structured investment solutions amid evolving market opportunities.
Mukul Agrawal is a renowned Indian investor and stock market expert, widely recognized for his sharp market insights and successful investment strategies. With a reputation for identifying high-growth opportunities early, he has built a strong portfolio across diverse sectors. His disciplined approach, deep research, and long-term vision have earned him respect as one of India’s influential market participants.
As per the latest corporate shareholdings filed, Mukul Agrawal publicly holds 71 stocks with a net worth of over Rs. 7,505.7 Cr.
Here is a Mukul Agrawal-backed stocks in which mutual funds increased their stake in Q2FY26.
Neuland Laboratories
Neuland Laboratories specializes in manufacturing and supplying active pharmaceutical ingredients (APIs) and intermediates to global markets. It focuses on complex chemistry, R&D-driven innovation, and strong regulatory compliance, serving leading generic and branded pharmaceutical companies across therapeutic segments such as cardiovascular, central nervous system, and respiratory.
With a market capitalization of Rs 22,782 crore, the shares closed at Rs 17,760 per share, increased around 1.18 percent as compared to the previous closing price.
As of September 2025, ace investor Mukul Agrawal holds 400,000 shares, representing a 3.1 percent stake, reflecting strong confidence in the company’s potential.
As per the latest information, Mutual funds have increased their stake in the company from 7.66% to 9.78% in the September 2025 quarter, reflecting growing investor confidence. The number of participating MF schemes also rose from 25 to 28, indicating broader institutional interest and a positive outlook on the company’s fundamentals and growth prospects.
Pearl Global Industries Ltd.
Pearl Global Industries is a leading apparel manufacturing and export company serving major global fashion brands. With a strong presence across India, Bangladesh, and Vietnam, it offers end-to-end solutions from design to delivery. The company focuses on sustainable production, efficient supply chains, and innovative fashion solutions to meet global market demands.
With a market capitalization of Rs 6,330 crore, the shares closed at Rs 1,377 per share, increased around 6.11 percent as compared to the previous closing price.
As of September 2025, ace investor Mukul Agrawal holds 800,000 shares, representing a 1.7 percent stake, reflecting strong confidence in the company’s potential.
Mutual funds raised their stake in the company from 12.19% to 13.54% in the September 2025 quarter, signaling growing confidence in its performance and prospects. Though the number of participating schemes dropped from 12 to 11, the overall increase in holdings highlights continued institutional trust and optimism toward the company’s fundamentals and long-term growth potential.
LT Foods Ltd
LT Foods Ltd is a leading global food company known for its flagship brand Daawat, specializing in basmati and specialty rice. With operations spanning over 80 countries, the company has diversified into organic foods, ready-to-eat meals, and health-based products, leveraging strong brands, sustainable sourcing, and robust supply chains to drive consistent growth and global market presence.
With a market capitalization of Rs 14,019 crore, the shares closed at Rs 404 per share, decreasing around 0.98 percent as compared to the previous closing price.
As of September 2025, ace investor Mukul Agrawal holds 3,900,000 shares, representing a 1.1 percent stake, reflecting strong confidence in the company’s potential.
As per the latest information, Mutual funds have increased their stake in the company from 6.03% to 7.12% in the September 2025 quarter, reflecting growing investor confidence. The number of participating MF schemes also rose from 18 to 19, indicating broader institutional interest and a positive outlook on the company’s fundamentals and growth prospects.
Written by Abhishek Singh
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