Ace investor Mukul Mahavir Agrawal has rejigged his portfolio for the quarter ending September (Q2), making a fresh entry into a solar energy firm and increasing his stake in another, while completely exiting a company also backed by veteran investor Rekha Jhunjhunwala. Agrawal, whose portfolio is valued at nearly Rs 8,000 crore, has been active in the small-cap space. Advertisement

Agrawal ramped up his investment in Monolithisch India Ltd, a company operating in the refractory solutions segment. According to data from AceEquity, he increased his holding from 5,00,000 shares (2.30 per cent) to 6,00,000 shares (2.76 per cent) during the September quarter. Monolithisch India is a part of the Mineral Group of Companies.

His most significant move was a fresh investment in Solarium Green En

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