Ace investor Mukul Agrawal, with a portfolio worth around Rs 7,700 crore, continues to back a mix of established businesses and emerging names. His bets span real estate, food, fertilizers, engineering, and specialty companies. Many of his holdings have delivered strong returns in the past six months, highlighting his knack for spotting growth opportunities across diverse sectors. Here’s a snapshot of five key stocks from his portfolio and how they have performed recently.