Ace investor Mukul Agrawal diversified his portfolio in Q1FY26, adding seven new stocks across banking, real estate, energy, healthcare and chemicals. Notable additions included Jammu & Kashmir Bank, Valor Estate and Sarda Energy & Minerals. He also invested in Tatva Chintan Pharma, Wendt India, Yatharth Hospital and Monolithisch India. Simultaneously, Agrawal reduced his stake in Enviro Infra.