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Intrinsic value · Buy/Sell verdict · scores — free· 1046 Indian stocks· EOD 2026-09-15

Param Capital

Mukul Mahavir Agrawal

One of India's most closely watched high-conviction investors, with a wide book spanning exchanges, capital goods, defence and renewables. Known for spotting multibaggers early.

Disclosed holdings as at the June 2026 quarter (period ended 30 Jun 2026), compared with March 2026.

Disclosed holdings
27
Above the disclosure threshold
Disclosed value
₹3,953 Cr
At the latest close
Changes this quarter
8
1 new · 2 added · 3 trimmed · 2 exited
Avg. overall score
50
Across tracked holdings

Disclosed holdings

Neuland Laboratories Limited
NEULANDLAB3.12% stake · 4,00,000 shares · ₹904 CrUnverified
₹22,595
-3.99%
59
Nuvama Wealth Management Limited
NUVAMA1.37% stake · 25,00,000 shares · ₹417 Cr
₹1,668.2
-3.97%
50
PTC Industries Limited
PTCIL1.07% stake · 1,60,000 shares · ₹361 CrUnverified
₹22,560
-4.53%
57
Jammu and Kashmir Bank Limited
J&KBANK1.50% stake · 1,65,00,000 shares · ₹239 Cr
₹144.75
-0.36%
68
Sarda Energy & Minerals Limited
SARDAEN1.14% stake · 40,00,000 shares · ₹201 Cr
₹501.35
-4.35%
56
MPS Limited
MPSLTD4.46% stake · 7,62,457 shares · ₹192 Cr
₹2,522.6
-3.29%
74
Deepak Fertilisers And Petrochemicals Corporation Limited
DEEPAKFERT1.19% stake · 15,00,000 shares · ₹193 Cr
₹1,284.8
-2.70%
35
LT Foods Limited
LTFOODS1.12% stake · 39,00,000 shares · ₹164 Cr
₹421.05
-3.89%
70
Indo Count Industries Limited
ICIL1.51% stake · 30,00,000 shares · ₹128 Cr
₹427.1
-3.64%
44
Intellect Design Arena Limited
INTELLECT1.28% stake · 17,90,000 shares · ₹119 Cr
₹662.85
-2.89%
37
Strides Pharma Science Limited
STAR1.12% stake · 10,28,750 shares · ₹118 Cr
₹1,150.6
-2.77%
72
Hindustan Construction Company Limited
HCC1.91% stake · 5,00,00,000 shares · ₹107 Cr
₹21.32
-6.20%
46
J. Kumar Infraprojects Limited
JKIL2.55% stake · 19,30,920 shares · ₹91 Cr
₹473.15
-0.57%
52
Valor Estate Limited
DBREALTY1.57% stake · 85,00,000 shares · ₹82 Cr
₹96.96
-0.85%
23
Arman Financial Services Limited
ARMANFIN3.80% stake · 4,00,000 shares · ₹77 Cr
₹1,918.1
-4.63%
54
Indian Metals and Ferro Alloys Limited
IMFA1.07% stake · 5,74,679 shares · ₹70 Cr
₹1,220.8
-1.83%
49
West Coast Paper Mills Limited
WSTCSTPAPR1.44% stake · 9,50,000 shares · ₹68 CrUnverified
₹713.3
-0.07%
69
IFB Industries Limited
IFBIND1.23% stake · 5,00,000 shares · ₹64 Cr
₹1,272
-2.16%
34
AYM Syntex Limited
AYMSYNTEX3.92% stake · 23,01,369 shares · ₹62 Cr
₹269.1
-4.46%
46
Hind Rectifiers Limited
HIRECT1.41% stake · 5,00,000 shares · ₹60 Cr
₹1,204.9
-3.25%
30
Allcargo Logistics Limited
ALLCARGO2.94% stake · 4,41,00,000 shares · ₹51 CrUnverified
₹11.6
-4.61%
33
Lux Industries Limited
LUXIND1.55% stake · 4,65,246 shares · ₹49 Cr
₹1,056.7
-3.81%
31
Ajmera Realty & Infra India Limited
AJMERA1.93% stake · 37,97,465 shares · ₹43 Cr
₹114.37
-2.04%
50
Wendt (India) Limited
WENDT2.50% stake · 50,000 shares · ₹43 Cr
₹8,580
-2.64%
42
Prakash Industries Limited
PRAKASH1.72% stake · 30,83,177 shares · ₹37 Cr
₹119.49
-2.96%
51
Kilitch Drugs (India) Limited
KILITCH1.34% stake · 4,70,000 shares · ₹9 Cr
₹190.2
+2.27%
77
Agarwal Industrial Corporation Limited
AGARIND0.64% stake · 95,614 shares · ₹4 CrPromoter
₹421
-2.49%
35

Dropped below disclosure since March 2026

Radico Khaitan Limited was 1.05%Surya Roshni Limited was 1.01%

The stake was either sold or fell below the level at which it must be named — the filing does not distinguish between the two.

Where this comes from. Share counts and stake percentages are taken from each company's own quarterly shareholding pattern filed with the exchanges under SEBI LODR Reg. 31 for the June 2026 quarter. We re-read those filings, cross-check every row against the company's market capitalisation and, where reachable, the matching NSE filing, and only then publish it.

What it does not show. Companies only have to name a shareholder once the stake passes the disclosure threshold, so smaller positions are invisible here and a holding that disappears may have been trimmed rather than sold. Filings are quarterly and arrive weeks after the period ends, so an investor may have already changed their position. Holdings are matched by the name as filed, which companies type by hand.

Rebuilt weekly from the exchanges; last updated 2026-09-12. For information only, not investment advice.