- Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%). 6 stocks ASM, Hind Rectifier, Neuland, LT Foods, Pearl Global & Concord are multibaggers with 100%+ YoY gain. Other big YoY winners are Raghav (97%), PTC (95%) & Nuvama (91%) ... Mukul Agrawal's portfolio has 56 […]
- Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-mergerShriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while improving asset quality. SFL has the ability to continue its growth trajectory and deliver a strong 17/17/19% CAGR AUM/NII/Earnings growth. Buy for TP ₹3825 (30%)... Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
- Vijay Kedia's portfolio has 15 stocks valued at ₹1913 Cr in Dec'24 (vs ₹1476 Cr in 2023, +30%)Vijay Kedia's portfolio has 15 stocks valued at ₹1913 Cr in Dec'24 (vs ₹1476 Cr in 2023, +30%). Neuland, Global Vectra, Sudarshan, Siyaram, Tejas, Precision Cam, Elecon & Affordable Robotic are sparklers with returns ranging from 25% to 180%. Vaibhav Global, Repro are laggards
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