Mukul Agarwal adds Apsis Aerocom stake, trims KRN Heat holding
In short
Mukul Agarwal added a 1.2% stake in Apsis Aerocom to his Rs 8,000 crore portfolio. The summary says Apsis Aerocom has risen 470% since its March 2026 debut, while he cut back on KRN Heat Exchanger after a 61% gain in the past year.
This matters because it shows how a major investor is shifting money between small stocks. The source does not say how much he sold, or why he made the changes.
What the reporting says
Ace investor Mukul Agarwal added a 1.2% stake in precision engineering firm Apsis Aerocom to his Rs 8,000 crore portfolio, according to a publisher summary. The note says Apsis Aerocom has surged 470% since its March 2026 debut, and that he trimmed his exposure to KRN Heat Exchanger after a 61% rally over the past year. The filing detail behind the stake change is not stated in the available reporting.
Why it matters
The Economic Times Markets summary says Mukul Agarwal added a 1.2% stake in Apsis Aerocom to his Rs 8,000 crore portfolio and reduced his KRN Heat Exchanger exposure after its 61% one-year rally. It also says Apsis Aerocom has gained 470% since its March 2026 debut. The report suggests portfolio rotation among listed stocks, but it does not state the trade value or rationale.