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Detailed Portfolio
Kotak Equity Savings Fund(G)
TypeInvestment InPercentage of NAVNo. of sharesValue(Rs in cr)
Domestic EquitiesBHARTI AIRTEL LTD.6.13943389070627.6558
Domestic EquitiesIndus Towers Ltd.3.32328673698339.7488
Domestic EquitiesHDFC BANK LTD.3.13334014400320.3290
Domestic EquitiesMaruti Suzuki India Limited2.9282212088299.3622
Domestic EquitiesSTATE BANK OF INDIA.2.92732914289299.2683
Domestic EquitiesAdani Ports and Special Economic Zone Limited2.68881518575274.8924
Domestic EquitiesNTPC LTD2.62077512400267.9297
Domestic EquitiesICICI BANK LTD.2.31361719963236.5293
Domestic EquitiesRadico Khaitan Ltd.2.3086598199236.0194
Domestic EquitiesOne 97 Communications Ltd2.20351973450225.2693
Domestic EquitiesHero MotoCorp Ltd.2.0868445000213.3464
Domestic EquitiesITC Ltd.2.04757295019209.3306
Domestic EquitiesMphasis Ltd1.5361726509157.0422
Domestic EquitiesEMMVEE PHOTOVOLTAIC POWER LIMITED1.53434573154156.8592
Domestic EquitiesINDUSIND BANK LTD.1.49161650000152.4930
Domestic EquitiesRELIANCE INDUSTRIES LTD.1.45351148452148.5982
Domestic EquitiesAXIS BANK LTD.1.42161080000145.3356
Domestic EquitiesPOONAWALLA FINCORP LIMITED1.41003268309144.1488
Domestic EquitiesNLC India Ltd. (Neyveli Lignite Corporation Ltd.)1.37884377601140.9588
Domestic EquitiesLarsen and Toubro Ltd.1.2857317225131.4390
Domestic EquitiesHindustan Unilever Ltd.1.2494603000127.7275
Domestic EquitiesTML COMMERCIAL VEHICLES LIMITED1.22042950000124.7703
Domestic EquitiesLIC HOUSING FINANCE LTD.1.04271890000106.5960
Domestic EquitiesSteel Authority of India Ltd.1.02986068455105.2816
Domestic EquitiesPower Finance Corporation Ltd.1.00472420705102.7105
Domestic EquitiesETERNAL LIMITED0.99283835800101.4953
Domestic EquitiesBANK OF BARODA0.9295348847595.0261
Domestic EquitiesHindustan Aeronautics Ltd.0.926921630094.7654
Domestic EquitiesOracle Financial Services Software Ltd0.84508017086.3872
Domestic EquitiesMahindra & Mahindra Ltd.0.818927280083.7169
Domestic EquitiesSUN PHARMACEUTICAL INDUSTRIES LTD.0.691837975070.7284
Domestic EquitiesBAJAJ FINANCE LTD.0.676668850069.1770
Domestic EquitiesVodafone Idea Ltd0.66824724497568.3162
Domestic EquitiesAMBUJA CEMENTS LTD.0.6516157920066.6186
Domestic EquitiesOil India Limited0.6126150201262.6264
Domestic EquitiesUNION BANK OF INDIA0.5882348756060.1360
Domestic EquitiesShree Cement Ltd.0.57552330058.8325
Domestic EquitiesSapphire Foods India Ltd.0.5151291344852.6577
Domestic EquitiesJSW Steel Ltd.0.485040432549.5864
Domestic EquitiesSWIGGY LTD0.4847207020049.5502
Domestic EquitiesOLA ELECTRIC MOBILITY LIMITED0.42801000000043.7600
Domestic EquitiesHindalco Industries Ltd.0.326834930033.4140
Domestic EquitiesVIKRAM SOLAR LIMITED0.3018171743730.8555
Domestic EquitiesDLF LIMITED0.296748925030.3359
Domestic EquitiesNMDC Ltd.0.2907348975029.7187
Domestic EquitiesHYUNDAI MOTORS INDIA LTD0.266014272527.1962
Domestic EquitiesSun TV Network Limited0.246648900025.2104
Domestic EquitiesCipla Ltd.0.233316277523.8530
Domestic EquitiesJYOTI CNC AUTOMATION LTD0.222529353922.7522
Domestic EquitiesBajaj Finserv Ltd.0.210012060021.4692
Domestic EquitiesUnited Spirits Ltd0.209215840021.3903
Domestic EquitiesUltratech Cement Ltd.0.19981815020.4242
Domestic EquitiesApollo Hospitals Enterprise Ltd.0.19642312520.0771
Domestic EquitiesAurobindo Pharma Ltd.0.195312650019.9706
Domestic EquitiesMANKIND PHARMA LTD0.17997225018.3920
Domestic EquitiesSBI Life Insurance Company Ltd0.179410387518.3412
Domestic EquitiesBharat Electronics Ltd.0.172242750017.6045
Domestic EquitiesNTPC GREEN ENERGY LIMITED0.1717183827017.5555
Domestic EquitiesInfosys Ltd.0.170817454317.4613
Domestic EquitiesNBCC (India) Ltd0.1688164450017.2557
Domestic EquitiesPower Grid Corporation of India Ltd.0.159657000016.3191
Domestic EquitiesTITAN COMPANY LTD.0.15083500015.4140
Domestic EquitiesGrasim Industries Ltd.0.13804550014.1050
Domestic EquitiesTVS Motor Company Ltd.0.13744060014.0500
Domestic EquitiesPHOENIX MILLS LTD.0.12546580012.8218
Domestic EquitiesKALYAN JEWELLERS INDIA LTD.0.121031995012.3725
Domestic EquitiesGODREJ PROPERTIES LIMITED0.10805915011.0409
Domestic EquitiesJIO FINANCIAL SERVICES LTD0.102244180010.4459
Domestic EquitiesAdani Enterprises Ltd0.09823306310.0379
Domestic EquitiesFortis Healthcare India Ltd0.0921984259.4188
Domestic EquitiesBSE LTD0.0907240009.2774
Domestic EquitiesPrestige Estates Projects Limited0.0888580509.0825
Domestic EquitiesBharat Heavy Electricals Ltd.0.05641391255.7612
Domestic EquitiesVarun Beverages Limited0.05631134755.7594
Domestic EquitiesINDIAN HOTELS CO LTD0.0510730005.2118
Domestic EquitiesGlenmark Pharmaceuticals Ltd0.0477221254.8770
Domestic EquitiesREC LTD0.04091149754.1828
Domestic EquitiesADITYA BIRLA CAPITAL LTD0.0380992003.8881
Domestic EquitiesCrompton Greaves Consumer Electricals Limited0.03761397503.8396
Domestic EquitiesTata Power Company Ltd.0.0334884503.4097
Domestic EquitiesBritannia Industries Ltd.0.029658753.0236
Domestic EquitiesMinda Industries Ltd.0.0240225502.4530
Domestic EquitiesZydus Lifesciences Ltd.0.0186171001.9025
Domestic EquitiesNestle India Ltd.0.0158115001.6160
Domestic EquitiesCoal India Limited0.0157364501.6003
Domestic EquitiesContainer Corporation of India Ltd.0.0145312501.4852
Domestic EquitiesRBL BANK LTD.0.0115317501.1717
Domestic EquitiesComputer Age Management Services Limited0.0109140251.1176
Domestic EquitiesHindustan Zinc Ltd.0.0102196001.0450
Domestic EquitiesGMR AIRPORTS LIMITED0.0076697500.7818
Domestic EquitiesMax Financial Services Ltd0.007448000.7603
Domestic EquitiesGODREJ CONSUMER PRODUCTS LTD.0.007475000.7575
Domestic EquitiesSona BLW Precision Forgings Ltd0.0074122500.7594
Domestic EquitiesPidilite Industries Ltd.0.006240000.6371
Domestic EquitiesAlkem Laboratories Ltd.0.00417500.4178
Domestic EquitiesEicher Motors Ltd.0.00284000.2829
Domestic EquitiesOil And Natural Gas Corporation Ltd.0.001045000.1057
Total 68.8761 7041.5325
Corporate Debt8.45% MUTHOOT FINANCE LTD.0.983610000100.5579
Corporate Debt7.21% EMBASSY OFFICE PARKS REIT**0.97531000099.7121
Corporate Debt7.89% Mahindra & Mahindra Financial Services Ltd.**0.7361750075.2546
Corporate Debt6.8% National Housing Bank**0.7215750073.7603
Corporate Debt6.85% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT0.4854500049.6204
Corporate Debt7.44% SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA**0.2937300030.0219
Corporate Debt7.99% MANKIND PHARMA LTD**0.2450250025.0489
Corporate Debt7.59% National Housing Bank**0.1971200020.1471
Corporate Debt7.68% SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA**0.1966200020.1024
Corporate Debt8.1% TATA CAPITAL LTD.**0.1963200020.0677
Corporate Debt8.28% SMFG INDIA CREDIT CO. LTD.**0.1957200020.0064
Corporate Debt7.7% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**0.1474150015.0704
Corporate Debt7.56% REC LTD**0.1473150015.0546
Corporate Debt7.96% HDB FINANCIAL SERVICES LTD.0.1471150015.0425
Corporate Debt7.77% Power Finance Corporation Ltd.**0.1076110011.0037
Corporate Debt8.01% Mahindra & Mahindra Financial Services Ltd.0.0982100010.0415
Corporate Debt7.34% SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA0.0981100010.0256
Corporate Debt7.77% REC LTD**0.0980100010.0206
Corporate Debt6.9% LIC HOUSING FINANCE LTD.0.097210009.9413
Corporate Debt9% HDFC BANK LTD.**0.0912909.3218
Corporate Debt7.83% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**0.08148308.3205
Corporate Debt8.24% L & T FINANCE LTD.**0.07878008.0451
Corporate Debt9.05% HDFC BANK LTD.**0.0709707.2465
Corporate Debt7.77% REC LTD**0.05936006.0629
Corporate Debt8.55% INDIAN RAILWAY FINANCE CORPORATION LTD.**0.0507505.1847
Corporate Debt8.94% Power Finance Corporation Ltd.**0.0503505.1385
Corporate Debt8.55% HDFC BANK LTD.**0.0503505.1405
Corporate Debt7.46% INDIAN RAILWAY FINANCE CORPORATION LTD.**0.04955005.0633
Corporate Debt8.35% AXIS Finance Ltd.**0.04925005.0331
Corporate Debt8.25% Mahindra & Mahindra Financial Services Ltd.**0.04915005.0239
Corporate Debt7.84% LIC HOUSING FINANCE LTD.**0.04915005.0168
Corporate Debt7.59% REC LTD0.04915005.0161
Corporate Debt7.56% LIC HOUSING FINANCE LTD.**0.0490505.0071
Corporate Debt7.62% Export-Import Bank of India0.0489505.0028
Corporate Debt8.2% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**0.0418424.2745
Corporate DebtTATA CAPITAL LTD.**0.0401304.0956
Corporate Debt8.04% SUNDARAM FINANCE LTD.**0.02943003.0042
Corporate Debt6.35% HDB FINANCIAL SERVICES LTD.**0.0293302.9942
Corporate Debt7.93% Power Grid Corporation of India Ltd.**0.0249252.5409
Corporate Debt7.91% TATA CAPITAL LTD.**0.02452502.5060
Corporate Debt7.75% SUNDARAM FINANCE LTD.**0.01471501.5016
Corporate Debt8.2% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**0.0129131.3233
Corporate Debt8.7% LIC HOUSING FINANCE LTD.**0.0121121.2345
Corporate Debt7.68% INDIAN RAILWAY FINANCE CORPORATION LTD.**0.00981001.0024
Corporate Debt7.65% HDB FINANCIAL SERVICES LTD.**0.0098100.9991
Corporate Debt7.55% REC LTD**0.00981001.0006
Corporate Debt8.35% INDIAN RAILWAY FINANCE CORPORATION LTD.**0.009190.9296
Total 7.3119 747.5300
Government Securities7.45% Bihar State Govt - 2034 - Bihar0.5866600000059.9671
Government Securities6.9% Central Government - 20650.4365480000044.6302
Government Securities7.52% Bihar State Govt - 2036 - Bihar0.2926300000029.9141
Government Securities7.19% Karnataka State Govt - 2032 - Karnataka0.2448250000025.0285
Government Securities6.88% Bihar State Govt - 2035 - Bihar0.2347250000023.9949
Government Securities6.99% Tamil Nadu State Govt - 2041 - Tamil Nadu0.1393150000014.2448
Government SecuritiesGS CG 15/04/2042 - (STRIPS)0.078125185007.9817
Government SecuritiesGS CG 15/10/2042 - (STRIPS)0.074925185007.6565
Government Securities8.05% Tamil Nadu State Govt - 2028 - Tamil Nadu0.03503500003.5833
Government Securities6.79% Central Government - 20270.00991000001.0088
Total 2.1324 218.0099
Cash & Cash Equivalents and Net AssetsTriparty Repo3.6162 369.7000
Cash & Cash Equivalents and Net AssetsNet Current Assets/(Liabilities)1.0963 112.0753
Total 4.7124 481.7753
PTC & Securitized DebtPTC SIDDHIVINAYAK SECURITISATION TRUST 28/09/2030(SIDDHIVINAYAK TRUST)0.72417574.0290
PTC & Securitized DebtPTC SHIVSHAKTI SECURITISATION TRUST 28/09/2029(SHIVSHAKTI TRUST)**0.72017573.6146
Total 1.4442 147.6436
Certificate of DepositBANK OF BARODA**0.93431000095.5145
Certificate of DepositPUNJAB NATIONAL BANK**0.93401000095.4904
Certificate of DepositHDFC BANK LTD.**0.7118750072.7662
Certificate of DepositSMALL INDUSTRIES DEVELOPMENT BANK OF INDIA**0.4797500049.0469
Certificate of DepositNATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**0.4709500048.1385
Certificate of DepositHDFC BANK LTD.**0.4682500047.8623
Certificate of DepositAU SMALL FINANCE BANK LTD.**0.4674500047.7873
Total 4.4663 456.6061
Domestic Mutual Funds UnitsKotak Liquid Direct Growth6.56811184804671.4877
Domestic Mutual Funds UnitsKotak Low Duration Fund Direct Growth1.6583435939169.5350
Domestic Mutual Funds UnitsKotak Money Market Fund Direct Growth0.640413535265.4663
Total 8.8667 906.4890
REITs & InvITsINDUS INFRA TRUST1.319610697329134.9040
REITs & InvITsBROOKFIELD REIT @0.5941183473360.7370
REITs & InvITsRAAJMARG INFRA INVESTMENT TRUST0.1494133333315.2747
REITs & InvITsBAGMANE PRIME OFFICE REIT @0.1269125010012.9748
Total 2.1900 223.8905
 
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