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Key Takeaways
- Nine Mukul Agrawal picks rallied 50% to 75% in CY26.
- Portfolio spans about 72 stocks worth Rs 7,720 crore as of Aug 7, 2026.
- Apollo Pipes and Hind Rectifiers led the gains among top performers.
- Arisinfra Solutions joined the portfolio in June quarter as a fresh addition.
JK Bank Share Price has become a focal point for retail investors as Mukul Agrawal's CY26 bets unfold. The portfolio, now spanning about 72 stocks with a combined value of roughly Rs 7,720 crore as of August 7, 2026, is up about 12% from the December 2025 quarter's Rs 6,915 crore, according to data from ACE Equity and Trendlyne. So far in CY26, more than half of his holdings have delivered positive returns, with around 24 stocks posting double-digit gains.
In the June quarter, a new addition joined the roster, expanding diversification. The numbers paint a vivid picture: the entire cycle shows how institutional-style stock selection can translate into tangible gains for retail investors who follow the same approach with discipline.
JK Bank Share Price Momentum In Mukul Agrawal's CY26 Picks
The JK Bank share price has risen about 59% in CY26, climbing from Rs 100.30 to Rs 159.20. This move sits within a broader narrative where nine stocks in the portfolio have surged 50% to 75% and overall holdings have delivered substantive gains. The data behind these numbers comes from ACE Equity and Trendlyne, reflecting shareholding positions as of the June 2026 quarter from reliable data sources. The investor's stake and corporate actions are not the focus here, but the price action confirms a theme of catch-up growth across mid and small-cap names that Mukul Agrawal has backed.
Nine Stocks Rally 50% To 75% In CY26: A Snapshot From Mukul Agrawal's Portfolio
Across CY26, nine stocks have climbed 50% or more, with several delivering 60% and 70% type gains. The group includes Apollo Pipes (76%), Hind Rectifiers (74%), KRN Heat Exchanger And Refrigeration (67%), Sudeep Pharma (59%), The Jammu & Kashmir Bank (59%), KDDL (56%), TAAL Tech (51%), Indo Count Industries (51%), and Neuland Laboratories (50%). These gains are measured from starting prices cited in the June 2026 quarter data, with current prices shown in the dataset. Note that these numbers reflect price appreciation and do not include any corporate actions or fresh capital movements that could alter the base value. The data highlights the potential upside in a concentrated mid-cap theme when supported by solid fundamentals and a durable business model.
Top Performers And Price Points: The CY26 Gainers In Focus
The table below summarises the strongest performers by CY26 gain, with starting prices and current prices to illustrate the magnitude of the moves observed in this cycle.
| Stock | CY26 Gain | Start Price (Rs) | Current Price (Rs) |
|---|---|---|---|
| Apollo Pipes | 76% | Rs 294.15 | Rs 517.35 |
| Hind Rectifiers | 74% | Rs 755.65 | Rs 1,314.10 |
| KRN Heat Exchanger And Refrigeration | 67% | Rs 727.10 | Rs 1,210.70 |
| Sudeep Pharma | 59% | Rs 602.45 | Rs 958.05 |
| The Jammu & Kashmir Bank | 59% | Rs 100.30 | Rs 159.20 |
| KDDL | 56% | Rs 2,469.70 | Rs 3,844.45 |
| TAAL Tech | 51% | Rs 2,973.15 | Rs 4,485.15 |
| Indo Count Industries | 51% | Rs 282.40 | Rs 425.65 |
| Neuland Laboratories | 50% | Rs 15,190.25 | Rs 22,843.55 |
| ASM Technologies | 47% | Rs 3,280.30 | Rs 4,833.20 |
| West Coast Paper Mills | 45% | Rs 412.30 | Rs 599.45 |
| MPS | 44% | Rs 2,033.35 | Rs 2,930.45 |
| AYM Syntex | 38% | Rs 178.95 | Rs 247.15 |
Arisinfra Solutions is noted as a new addition, with a 1.6% stake valued around Rs 17 crore. These gains reflect a broader portfolio narrative rather than isolated bets, underscoring the emphasis on disciplined allocation across a diversified set of names minted within the June quarter data. The data point set also reveals a spectrum of stakes across holdings, with Apollo Pipes at 3.41% and Hind Rectifiers at 1.45%, among others. KRN Heat Exchanger and Refrigeration sits at 1.53%, while Sudeep Pharma carries about 1.33% and Jammu & Kashmir Bank around 1.50% of the portfolio. KDDL sits at 3.44%, TAAL Tech at 8.92%, Indo Count Industries at 1.51%, Neuland Laboratories at 3.12%, ASM Technologies at 10.28%, West Coast Paper Mills at 1.44%, MPS at 4.46%, and AYM Syntex at 3.92%.
The June quarter snapshot underscores that stock-specific upside can coexist with portfolio-level risk controls, a hallmark of Mukul Agrawal’s approach. As a retail investor, you could translate this into a framework that blends conviction picks with measured diversification, ensuring that exposure aligns with your risk tolerance and time horizon. The data sources for these figures emphasize ACE Equity and Trendlyne as the underlying reference points for shareholding and price evolution.
What retail investors should take away is that price momentum often accompanies fundamentals in play–especially in mid-cap and small-cap segments. For readers seeking deeper, institution-grade analysis to test ideas before committing capital, Swastika offers a robust set of tools. Consider Swastika's Sarthi AI stock assistant for an interactive way to explore stock-level dynamics and scenario testing across indices and stocks you follow.
Frequently Asked Questions
What Is JK Bank Share Price Momentum In Mukul Agrawal's CY26 Portfolio?
The Jammu & Kashmir Bank rose about 59% in CY26, from Rs 100.30 to Rs 159.20, forming part of a broader CY26 rally where nine stocks gained 50% to 75%, and the overall portfolio showed significant uplift. Data is drawn from ACE Equity and Trendlyne for the June 2026 quarter.
Which Stocks Delivered The Biggest Gains In Mukul Agrawal's CY26 Picks?
Top gainers include Apollo Pipes (76%), Hind Rectifiers (74%), KRN Heat Exchanger And Refrigeration (67%), Sudeep Pharma (59%), The Jammu & Kashmir Bank (59%), KDDL (56%), TAAL Tech (51%), Indo Count Industries (51%), and Neuland Laboratories (50%).
How Many Mukul Agrawal's CY26 Picks Posted Double‑Digit Gains?
Around 24 stocks posted double-digit gains so far in CY26, contributing to the overall uptrend across his portfolio.
What Was The New Addition To The Portfolio In The June Quarter?
Arisinfra Solutions was added as a new holding in the June quarter, with a 1.6% stake valued around Rs 17 crore.
Where Can Retail Investors Get Deeper Stock Insights From?
For institutional-level research and scenario analysis, consider Swastika's Sarthi AI stock assistant:Swastika's Sarthi AI stock assistant.
Conclusion
Retail investors can draw a practical lesson from Mukul Agrawal's CY26 winners: a disciplined, diversified approach can capture meaningful gains even in volatile markets. The JK Bank share price movement is a reminder that a single name can be a catalyst within a wider, structured portfolio built on fundamentals and risk controls.
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Reference :
1 : Economictimes
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