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Detailed Portfolio
Kotak Balanced Advantage Fund-Reg(G)
TypeInvestment InPercentage of NAVNo. of sharesValue(Rs in cr)
Domestic EquitiesICICI BANK LTD.3.83705155841621.7429
Domestic EquitiesRELIANCE INDUSTRIES LTD.3.82474611505619.7402
Domestic EquitiesHDFC BANK LTD.2.94236517081476.7571
Domestic EquitiesSTATE BANK OF INDIA.2.81574658465456.2501
Domestic EquitiesBHARTI AIRTEL LTD.2.34172128815379.4400
Domestic EquitiesInfosys Ltd.1.98642573681321.8645
Domestic EquitiesLarsen and Toubro Ltd.1.9544903762316.6872
Domestic EquitiesMahindra & Mahindra Ltd.1.4798811535239.7842
Domestic EquitiesETERNAL LIMITED1.41259995683228.8811
Domestic EquitiesAXIS BANK LTD.1.35171885969219.0176
Domestic EquitiesBAJAJ FINANCE LTD.1.34852726115218.5117
Domestic EquitiesMphasis Ltd1.29801024446210.3188
Domestic EquitiesMaruti Suzuki India Limited1.2889169720208.8574
Domestic EquitiesITC Ltd.1.23846974827200.6658
Domestic EquitiesSolar Industries India Limited1.1409153082184.8618
Domestic EquitiesGE VERNOVA T&D INDIA LIMITED1.1015490272178.4786
Domestic EquitiesInter Globe Aviation Ltd1.0957450205177.5383
Domestic EquitiesSUN PHARMACEUTICAL INDUSTRIES LTD.1.0843999901175.7026
Domestic EquitiesKOTAK MAHINDRA BANK LTD.1.08364968205175.5764
Domestic EquitiesAdani Ports and Special Economic Zone Limited1.05891307200171.5831
Domestic EquitiesNTPC LTD0.92494043500149.8723
Domestic EquitiesUltratech Cement Ltd.0.9024136082146.2201
Domestic EquitiesPower Grid Corporation of India Ltd.0.86874753841140.7612
Domestic EquitiesCoromandel International Limited0.8328706574134.9415
Domestic EquitiesBHARAT PETROLEUM CORPORATION LTD.0.79284571862128.4693
Domestic EquitiesTATA CONSULTANCY SERVICES LTD.0.7454511995120.7745
Domestic EquitiesTech Mahindra Ltd.0.7302854854118.3118
Domestic EquitiesSchaeffler India Ltd0.7237305000117.2664
Domestic EquitiesAmi Organics Ltd0.7106450016115.1411
Domestic EquitiesHindalco Industries Ltd.0.66511218489107.7693
Domestic EquitiesOne 97 Communications Ltd0.64851095709105.0785
Domestic EquitiesAdani Enterprises Ltd0.6483597297105.0526
Domestic EquitiesICICI Lombard General Insurance Company Ltd0.6461611998104.6884
Domestic EquitiesSansera Engineering Ltd0.6440502995104.3463
Domestic EquitiesV-Guard Industries Ltd.0.5725294426792.7591
Domestic EquitiesUnited Spirits Ltd0.570775877492.4794
Domestic EquitiesPower Finance Corporation Ltd.0.5536236378089.7055
Domestic EquitiesAMBUJA CEMENTS LTD.0.5432219345088.0122
Domestic EquitiesGUJARAT STATE PETRONET LTD.0.5251370486985.0823
Domestic EquitiesIndus Towers Ltd.0.5077196740282.2669
Domestic EquitiesGODREJ CONSUMER PRODUCTS LTD.0.504783038581.7763
Domestic EquitiesPB Fintech Ltd.0.500456787981.0818
Domestic EquitiesSHRIRAM FINANCE LIMITED0.494691894180.1408
Domestic EquitiesSAMVARDHANA MOTHERSON INTERNATIONAL LTD0.4776736437477.3848
Domestic EquitiesTML COMMERCIAL VEHICLES LIMITED0.4629190000075.0120
Domestic EquitiesYATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD0.4591120535774.3886
Domestic EquitiesOil And Natural Gas Corporation Ltd.0.4550258992773.7223
Domestic EquitiesHindustan Unilever Ltd.0.448935390072.7335
Domestic EquitiesJB Chemicals & Pharmaceuticals Ltd.0.448135168172.6010
Domestic EquitiesBharat Electronics Ltd.0.4365176544070.7324
Domestic EquitiesApollo Tyres Ltd.0.4235166428268.6183
Domestic EquitiesBosch Limited0.40862303566.2141
Domestic EquitiesKRISHNA INSTITUTE OF MEDICAL0.3956103128164.0941
Domestic EquitiesRatnamani Metals & Tubes Ltd.0.393428952063.7465
Domestic EquitiesAPTUS VALUE HOUSING FINANCE0.3831319076362.0827
Domestic EquitiesVEDANTA LTD.0.376293095060.9586
Domestic EquitiesMAHINDRA LIFESPACE DEVELOPERS LTD0.3737205814560.5609
Domestic EquitiesJindal Steel & Power Ltd0.361152563758.5087
Domestic EquitiesBajaj Auto Ltd.0.35736593557.9008
Domestic EquitiesHDFC Life Insurance Company Ltd0.340493380655.1506
Domestic EquitiesWipro Ltd.0.3336288079654.0553
Domestic EquitiesCoal India Limited0.2832101886645.8948
Domestic EquitiesSRF LTD.0.281918737545.6820
Domestic EquitiesApollo Hospitals Enterprise Ltd.0.28106137545.5341
Domestic EquitiesCarborundum Universal Ltd.0.265255399642.9735
Domestic EquitiesCipla Ltd.0.242332075039.2662
Domestic EquitiesGODREJ PROPERTIES LIMITED0.218724088135.4408
Domestic EquitiesDR.Lal Pathlabs Ltd0.196924319231.9092
Domestic EquitiesJYOTI CNC AUTOMATION LTD0.181040618929.3208
Domestic EquitiesBharat Heavy Electricals Ltd.0.1741114900028.2080
Domestic EquitiesZEN TECHNOLOGIES LTD0.166321067226.9449
Domestic EquitiesHDB FINANCIAL SERVICES LTD.0.152144023424.6509
Domestic EquitiesOberoi Realty Limited0.150917229724.4489
Domestic EquitiesGodrej Agrovet Ltd.0.148545000024.0615
Domestic EquitiesNTPC GREEN ENERGY LIMITED0.1458255975823.6317
Domestic EquitiesRAINBOW CHILDRENS MEDICARE LTD0.143620000023.2620
Domestic EquitiesComputer Age Management Services Limited0.139236033022.5495
Domestic EquitiesTATA COMMUNICATIONS LTD0.137016473022.2040
Domestic EquitiesKEI Industries Ltd.0.13275326321.5076
Domestic EquitiesSAI LIFE SCIENCES LIMITED0.127421233020.6385
Domestic EquitiesGlenmark Pharmaceuticals Ltd0.12289337519.9047
Domestic EquitiesJubilant Foodworks Limited0.118944375019.2632
Domestic EquitiesTATA CAPITAL LTD.0.115561350218.7118
Domestic EquitiesGrasim Industries Ltd.0.11367200018.4154
Domestic Equitiespolycab India Limited0.10562500017.1088
Domestic EquitiesBANK OF BARODA0.105569030017.0918
Domestic EquitiesCREDITACCESS GRAMEEN LTD.0.105314728017.0550
Domestic EquitiesPIRAMAL FINANCE LTD0.10118928716.3797
Domestic EquitiesTechno Electric & Engineering Company Limited0.095515709715.4756
Domestic EquitiesDLF LIMITED0.094730442515.3461
Domestic EquitiesHYUNDAI MOTORS INDIA LTD0.09108292214.7435
Domestic EquitiesCHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.0.087810500014.2244
Domestic EquitiesBSE LTD0.08605192913.9351
Domestic EquitiesPUNJAB NATIONAL BANK0.0849136800013.7566
Domestic EquitiesPIRAMAL PHARMA LIMITED0.073787500011.9473
Domestic EquitiesHavells India Ltd.0.07049581111.4073
Domestic EquitiesICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.0.06693870410.8429
Domestic EquitiesAmber Enterprises India Ltd0.06631640010.7404
Domestic EquitiesCummins India Ltd.0.06552360010.6202
Domestic EquitiesTATA MOTORS PASSENGER VEHICLES LTD0.05853200029.4785
Domestic EquitiesKajaria Ceramics Ltd.0.0537945048.6953
Domestic EquitiesZydus Lifesciences Ltd.0.0319594005.1749
Domestic EquitiesPersistent Systems Limited0.027892204.4968
Domestic EquitiesASTER DM HEALTHCARE LTD0.0239578893.8786
Domestic EquitiesDalmia Bharat Limited0.0236215333.8312
Domestic EquitiesNUVAMA WEALTH MANAGEMENT LIMITED0.0120168001.9506
Domestic EquitiesTITAN COMPANY LTD.0.011547251.8670
Domestic EquitiesBIOCON LTD.0.0067300001.0827
Domestic EquitiesKWALITY WALLS INDIA LIMITED0.00553939000.8851
Domestic EquitiesSteel Authority of India Ltd.0.0048517000.7828
Domestic EquitiesFortis Healthcare India Ltd0.003469750.5545
Domestic EquitiesDEVYANI INTERNATIONAL LIMITED0.0020346190.3275
Domestic EquitiesContainer Corporation of India Ltd.0.000312500.0532
Total 63.8798 10350.8796
Corporate DebtJTPM METAL TRADERS PVT LTD ( CATALYST TRUSTEESHIP LIMITE) **1.281120000207.5842
Corporate Debt6.8National Housing Bank**1.191420000193.0472
Corporate DebtREC LTD**0.54571577588.4193
Corporate Debt8.65BHARTI TELECOM LTD.**0.4669750075.6560
Corporate Debt7.96MINDSPACE BUSINESS PARKS REIT**0.4667750075.6163
Corporate Debt7.06BROOKFIELD REIT**0.4558750073.8494
Corporate Debt9.35TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD.**0.3269525052.9696
Corporate Debt9.15ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED**0.3187512551.6331
Corporate Debt9.09MUTHOOT FINANCE LTD.**0.3151500051.0652
Corporate Debt9.15ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED**0.3077492549.8640
Corporate Debt9.15ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED**0.2555412541.3924
Corporate Debt9.15ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED**0.1912412630.9801
Corporate Debt9.15ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED0.1720275027.8698
Corporate Debt7.71HDFC BANK LTD.**0.1535250024.8657
Corporate Debt6.27Power Finance Corporation Ltd.0.1519250024.6103
Corporate Debt8ADITYA BIRLA CAPITAL LTD**0.104716966316.9601
Corporate Debt7.64Power Finance Corporation Ltd.**0.092615015.0000
Corporate Debt7.59Power Finance Corporation Ltd.**0.061810010.0141
Corporate Debt7.83NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**0.03095005.0070
Corporate Debt8.47TATA PROJECTS LTD.**0.03095005.0064
Corporate Debt7.68TATA CAPITAL LTD.**0.0308504.9902
Corporate Debt7.43PUNJAB NATIONAL BANK**0.030354.9133
Corporate Debt8.13Power Grid Corporation of India Ltd.**0.0219353.5523
Corporate Debt8.12Kotak Mahindra Prime Ltd.**0.01242002.0071
Corporate Debt6.4LIC HOUSING FINANCE LTD.**0.0092151.4868
Total 7.0253 1138.3599
Government Securities7.34Central Government - 20646.1511105000000996.7083
Government Securities7.19Karnataka State Govt - 2032 - Karnataka1.148518833800186.1032
Government Securities7.25Central Government - 20630.867515000000140.5725
Government Securities7.31Tamil Nadu State Govt - 2033 - Tamil Nadu0.812913336200131.7247
Government Securities6.9Central Government - 20650.806314677510130.6463
Government Securities7.09Central Government - 20540.778613661000126.1573
Government Securities7.39Tamil Nadu State Govt - 2034 - Tamil Nadu0.4273700000069.2364
Government Securities7.58Karnataka State Govt - 2040 - Karnataka0.2728450000044.2099
Government Securities7.59Bihar State Govt - 2027 - Bihar0.1875300000030.3893
Government Securities6.88Bihar State Govt - 2035 - Bihar0.1455250000023.5835
Government Securities7.24Central Government - 20550.1452250000023.5354
Government Securities7.62Uttar Pradesh State Govt - 2041 - Uttar Pradesh0.1209200000019.5970
Government SecuritiesGS CG 25/05/2036 - (STRIPS)0.0928311960015.0385
Government SecuritiesGS CG 15/10/2037 - (STRIPS)0.0801303600012.9848
Government SecuritiesGS CG 15/10/2039 - (STRIPS)0.0675303600010.9376
Government SecuritiesGS CG 15/04/2040- (STRIPS)0.0649303600010.5148
Government SecuritiesGS CG 15/10/2040 - (STRIPS)0.0620303600010.0417
Government SecuritiesGS CG 15/10/2041 - (STRIPS)0.058030360009.3930
Government SecuritiesGS CG 15/10/2044 - (STRIPS)0.045330360007.3378
Government SecuritiesGS CG 15/10/2045 - (STRIPS)0.041630360006.7466
Government Securities7.3Central Government - 20530.03976749476.4260
Government SecuritiesGS CG 25/11/2042 - (STRIPS)0.035620561005.7730
Government Securities8.14Haryana State Govt - 2028 - Haryana0.03425410005.5462
Government Securities8.03Uttar Pradesh State Govt - 2026 - Uttar Pradesh0.02233611003.6203
Government Securities7.86Rajasthan State Govt - 2027 - Rajasthan0.01262000002.0480
Government Securities7.09Central Government - 20740.01071903861.7303
Government Securities6.79Central Government - 20290.00621000001.0069
Government SecuritiesCentral Government - 20330.0000200.0002
Government Securities6.67Central Government - 20500.00002500.0022
Government Securities6.48Central Government - 20350.00003300.0032
Total 12.5380 2031.6149
Cash & Cash Equivalents and Net AssetsTriparty Repo6.2038 1005.2394
Cash & Cash Equivalents and Net AssetsNet Current Assets/(Liabilities)1.8407 298.2614
Total 8.0445 1303.5008
Treasury Bills182 DAYS TREASURY BILL 21/05/20260.61271000000099.2792
Total 0.6127 99.2792
Certificate of DepositBANK OF BARODA**1.443925000233.9588
Certificate of DepositPUNJAB NATIONAL BANK**0.866215000140.3492
Certificate of DepositNATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**0.58221000094.3408
Certificate of DepositPUNJAB NATIONAL BANK**0.58111000094.1620
Certificate of DepositBANK OF BARODA**0.58031000094.0380
Certificate of DepositBANK OF BARODA**0.4580750074.2130
Certificate of DepositAXIS BANK LTD.**0.3066500049.6835
Certificate of DepositHDFC BANK LTD.**0.2899500046.9674
Certificate of DepositBANK OF BARODA0.0914150014.8062
Certificate of DepositINDIAN BANK**0.03055004.9352
Total 5.2300 847.4541
Domestic Mutual Funds UnitsKotak Liquid Direct Growth0.7834228081126.9376
Total 0.7834 126.9376
Commercial PaperExport-Import Bank of India0.03051004.9369
Total 0.0305 4.9369
REITs & InvITsBROOKFIELD REIT @1.14775745525185.9769
REITs & InvITsCAPITAL INFRA TRUST0.2763653526944.7731
REITs & InvITsMINDSPACE BUSINESS PARKS REIT @0.201772746632.6749
REITs & InvITsINDUS INFRA TRUST0.1397183307622.6293
REITs & InvITsRAAJMARG INFRA INVESTMENT TRUST0.0906133333314.6760
Total 1.8559 300.7302
 

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