In Q2 2024, Mukul Agarwal added Lux Industries, while trimming stakes in Indian Metals & Ferro Alloys, Ethos, and Apollo Pipes. He increased positions in Hind Rectifiers and ISMT. Lux Industries saw 52% returns. Hind Rectifiers and ISMT yielded 147% and 95% annual returns. His diversified portfolio, including Radico Khaitan and Ceat, is valued at Rs 5,825.3 crore by Trendlyne.
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