Sunil Singhania’s portfolio focuses on mid-cap and small-cap stocks in manufacturing, consumer goods and infrastructure, ensuring steady growth. Mukul Agrawal follows an aggressive approach, investing in technology, pharmaceuticals and finance. While Singhania prioritizes diversification, Agrawal aims for high-growth opportunities, making both strategies unique yet impactful.
Content:
- Who is Sunil Singhania?
- Who is Mukul Agrawal?
- What Is The Qualification of Sunil Singhania?
- What Is The Qualification of Mukul Agrawal?
- Investing Strategies – Sunil Singhania vs. Mukul Agrawal
- Sunil Singhania Portfolio vs Mukul Agrawal Portfolio Holdings
- Performance of Sunil Singhania Portfolio Over 3 Years
- Performance of Mukul Agrawal Portfolio Over 3 Years
- How to Invest in Sunil Singhania and Mukul Agrawal Portfolio Stocks?
- Sunil Singhania Portfolio vs Mukul Agrawal Portfolio – Conclusion
- Sunil Singhania Portfolio vs Mukul Agrawal Portfolio – FAQs
Who is Sunil Singhania?
Sunil Singhania, born in Mumbai, India, is a prominent Indian investor and the founder of Abakkus Asset Management LLP, established in 2018. He holds a commerce degree from Bombay University and is a qualified Chartered Accountant from the Institute of Chartered Accountants of India. Additionally, he is a Chartered Financial Analyst (CFA) charter holder.
As of December 2024, Singhania’s net worth from equity investments is approximately ₹2,630.6 crore. He is known for his strategic investments and has significantly influenced India’s investment management landscape.
Who is Mukul Agrawal?
Mukul Agrawal, born in 1981 in Jaipur, Rajasthan, is a prominent Indian investor and founder of Param Capital Group. Raised in a business-oriented family, he pursued a commerce degree from Mumbai University and later attended a Management & Leadership Program at Harvard Business School.
As of December 2024, Agrawal’s net worth from equity investments stands at approximately ₹6,756.18 crore. Known for his aggressive investment strategies, he holds a diversified portfolio across various sectors. While specific rankings are not publicly disclosed, his substantial net worth positions him among India’s leading investors.
What Is The Qualification of Sunil Singhania?
Sunil Singhania is a commerce graduate from Bombay University and a Chartered Accountant certified by the Institute of Chartered Accountants of India. He also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute, USA.
Professionally, Singhania has served as the Global Head of Equities at Reliance Capital Limited, overseeing equity assets across the group. In 2018, he founded Abakkus Asset Management LLP, focusing on India-centric investment strategies.
What Is The Qualification of Mukul Agrawal?
Mukul Agrawal, born in 1981 in Jaipur, Rajasthan, is a prominent Indian investor and founder of Param Capital Group. Raised in a business-oriented family, he pursued a Commerce degree from Mumbai University, graduating in 1991 at the age of 19. Further enhancing his business acumen, he completed a Management and Leadership Program at Harvard Business School.
Professionally, Agrawal has over two decades of experience in the securities market, establishing himself as a successful capital market investor. He is also the founder and trustee of Plaksha University, reflecting his commitment to education and philanthropy. Additionally, he is the founder of Agrawal Corporate, established in 2003 and Finowings in 2022, aiming to address financial challenges faced by individuals and businesses.
Investing Strategies – Sunil Singhania vs. Mukul Agrawal
The main difference in investing strategies between Sunil Singhania and Mukul Agrawal lies in their approach. Sunil Singhania focuses on a diversified portfolio across mid-cap and small-cap stocks, balancing risk and stability, while Mukul Agrawal follows an aggressive investment style, often identifying high-growth stocks across multiple sectors.
| Aspect | Sunil Singhania | Mukul Agrawal |
| Investment Approach | Diversified, growth-oriented mid-cap and small-cap investing | Aggressive, high-risk, high-reward multi-bagger approach |
| Sector Preference | Consumer goods, manufacturing, infrastructure, financials | Technology, pharmaceuticals, finance, auto, chemicals |
| Stock Selection | Strong earnings, market leadership, expansion potential | Emerging businesses undervalued high-potential stocks |
| Risk Appetite | Moderate – A balanced portfolio minimizes volatility | High – invests in potential multi-bagger stocks with risk |
| Investment Horizon | Long term | Long term |
| Market Influence | Influences institutional and retail investors with structured investing | Well-known for identifying future multi-baggers |
Sunil Singhania Portfolio vs Mukul Agrawal Portfolio Holdings
The main difference between Sunil Singhania and Mukul Agrawal’s portfolio holdings lies in sector allocation. Sunil Singhania invests across mid-cap and small-cap stocks, focusing on financials, infrastructure and manufacturing, while Mukul Agrawal targets a mix of emerging and growth sectors, including technology and pharmaceuticals.
| Aspect | Sunil Singhania | Mukul Agrawal |
| Total Stocks Held | 25 | 63 |
| Net Worth | ₹2,885.3 Crore | ₹6,756.18 Crore |
| Top Holdings | Carysil Ltd., Hindware Home Innovation, Rupa & Company | Neuland Laboratories, Sarda Energy, Intellect Design Arena |
| Sector Focus | Manufacturing, consumer goods, infrastructure | Technology, pharmaceuticals, finance, chemicals |
| Stock Type | Mid-cap and small-cap growth stocks | High-risk, high-reward multibagger stocks |
| Latest Buy | Increased stake in Jindal Stainless (Hisar) | Increased stake in Atul Auto |
| Latest Sell | Reduced stake in Route Mobile | Reduced stake in Birlasoft |
Performance of Sunil Singhania Portfolio Over 3 Years
Over the past three years, Sunil Singhania’s portfolio has demonstrated robust performance, achieving a Compound Annual Growth Rate (CAGR) of approximately 15%. His strategic focus on mid-cap and small-cap stocks has yielded significant returns, with notable investments in companies like Jindal Stainless (Hisar) and Route Mobile contributing to the portfolio’s growth.
Despite market volatility, his diversified approach has resulted in a portfolio expansion of around 52% during this period. However, recent market corrections have led to a slight decline of 0.26% in his net worth as of March 2024.
Performance of Mukul Agrawal Portfolio Over 3 Years
Over the past three years, Mukul Agrawal’s portfolio has exhibited remarkable growth, achieving a Compound Annual Growth Rate (CAGR) of approximately 20%. His strategic investments in mid-cap and small-cap stocks across diverse sectors have been pivotal in this success. Notably, companies like ASM Technologies and Neuland Laboratories have delivered substantial returns, with ASM Technologies appreciating by 203% and Neuland Laboratories by 173% in the calendar year 2024.
This impressive performance has led to a significant increase in Agrawal’s net worth, which stood at over ₹6,508.1 crore as of December 2024. Despite market volatility, his diversified investment approach has resulted in a portfolio expansion of around 72% over the three years. However, recent market corrections have introduced some fluctuations, underscoring the inherent risks associated with equity investments.
How to Invest in Sunil Singhania and Mukul Agrawal Portfolio Stocks?
- Direct Stock Investment – Buy listed stocks from Sunil Singhania and Mukul Agrawal’s portfolios via Alice Blue.
- Mutual Funds & PMS – Invest in funds aligned with their strategies focusing on mid-cap and small-cap stocks.
- Sector-Specific ETFs – Choose ETFs and index funds that track their major holdings in key growth sectors.
- Stock Market Analysis – Follow their latest buys, sector focus and market trends for strategic investments.
Sunil Singhania Portfolio vs Mukul Agrawal Portfolio – Conclusion
Sunil Singhania follows a diversified approach, balancing risk with stable returns in mid-cap and small-cap stocks. Mukul Agrawal takes a high-risk, high-reward approach, investing aggressively in multibagger stocks across technology, pharmaceuticals and finance. Both portfolios present distinct strategies, catering to investors with different risk appetites and investment horizons.
Sunil Singhania Portfolio vs Mukul Agrawal Portfolio – FAQs
Sunil Singhania’s portfolio emphasizes mid-cap and small-cap companies across sectors like manufacturing, consumer goods and infrastructure. Key holdings include Sarda Energy & Minerals, The Anup Engineering and Mastek.
Mukul Agrawal’s portfolio showcases a balanced mix of sectors, including technology, pharmaceuticals, manufacturing and finance. Notable investments are BSE, Neuland Laboratories and Radico Khaitan.
As of December 2024, Sunil Singhania’s net worth from equity investments is approximately ₹2,885.3 crore.
As of September 2024, Mukul Agrawal’s investment portfolio is valued at approximately ₹7,376.20 crore.
Specific rankings for Sunil Singhania among Indian investors are not publicly disclosed. However, with a net worth of ₹2,885.3 crore, he is considered one of the prominent investors in the country.
While exact rankings are not publicly available, Mukul Agrawal, with a net worth of ₹7,376.20 crore, is recognized among India’s leading investors.
Sunil Singhania holds significant stakes in sectors like manufacturing, consumer goods and infrastructure, reflecting his confidence in India’s industrial and consumption-driven growth.
Mukul Agrawal’s portfolio is diversified across sectors such as technology, pharmaceuticals, manufacturing and finance, aiming to balance stability with growth opportunities.
Invest in Sunil Singhania and Mukul Agrawal’s portfolio companies by purchasing shares through Alice Blue, exploring mutual funds or portfolio management services aligned with their strategies and conducting in-depth research on their holdings for informed investment decisions.
Disclaimer: The above article is written for educational purposes and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
