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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.4.44175610841771.6029
Domestic EquitiesSTATE BANK OF INDIA.3.77166380215655.1843
Domestic EquitiesRELIANCE INDUSTRIES LTD.3.43484611505596.6826
Domestic EquitiesHDFC BANK LTD.3.13276820131544.2124
Domestic EquitiesBHARTI AIRTEL LTD.2.26952128815394.2565
Domestic EquitiesLarsen and Toubro Ltd.2.1489900962373.3046
Domestic EquitiesBAJAJ FINANCE LTD.1.76293047941306.2419
Domestic EquitiesSolar Industries India Limited1.5668145582272.1801
Domestic EquitiesMahindra & Mahindra Ltd.1.4513821535252.1127
Domestic EquitiesETERNAL LIMITED1.44869510683251.6527
Domestic EquitiesAXIS BANK LTD.1.40871818469244.7114
Domestic EquitiesMaruti Suzuki India Limited1.3790169720239.5598
Domestic EquitiesAdani Ports and Special Economic Zone Limited1.36221307200236.6293
Domestic EquitiesGE VERNOVA T&D INDIA LIMITED1.3171462772228.7945
Domestic EquitiesInter Globe Aviation Ltd1.1263364464195.6589
Domestic EquitiesKOTAK MAHINDRA BANK LTD.1.12184968205194.8778
Domestic EquitiesAdani Enterprises Ltd1.0439597297181.3394
Domestic EquitiesMphasis Ltd1.0130814071175.9696
Domestic EquitiesSansera Engineering Ltd0.9255502995160.7673
Domestic EquitiesAmi Organics Ltd0.9135450016158.6846
Domestic EquitiesITC Ltd.0.88745372039154.1507
Domestic EquitiesUltratech Cement Ltd.0.8815136082153.1331
Domestic EquitiesCoromandel International Limited0.8464733375147.0417
Domestic EquitiesPower Grid Corporation of India Ltd.0.81764960941142.0317
Domestic EquitiesNTPC LTD0.74273617500129.0181
Domestic EquitiesSchaeffler India Ltd0.7356305000127.7859
Domestic EquitiesSUN PHARMACEUTICAL INDUSTRIES LTD.0.7343684872127.5574
Domestic EquitiesTech Mahindra Ltd.0.6912854854120.0813
Domestic EquitiesHindustan Unilever Ltd.0.6673547250115.9185
Domestic EquitiesBHARAT PETROLEUM CORPORATION LTD.0.62553579635108.6598
Domestic EquitiesICICI Lombard General Insurance Company Ltd0.6136611998106.5917
Domestic EquitiesHindalco Industries Ltd.0.61321113489106.5164
Domestic EquitiesTATA CONSULTANCY SERVICES LTD.0.5987511995104.0118
Domestic EquitiesUnited Spirits Ltd0.5858753574101.7626
Domestic EquitiesPower Finance Corporation Ltd.0.57732363780100.2952
Domestic EquitiesKRISHNA INSTITUTE OF MEDICAL0.5507117447195.6724
Domestic EquitiesYATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD0.5463110535794.9060
Domestic EquitiesAMBUJA CEMENTS LTD.0.5336219720092.6889
Domestic EquitiesSHRIRAM FINANCE LIMITED0.532088676692.4143
Domestic EquitiesBosch Limited0.52912303591.9097
Domestic EquitiesPB Fintech Ltd.0.527156227991.5728
Domestic EquitiesAPTUS VALUE HOUSING FINANCE0.5122319076388.9744
Domestic EquitiesV-Guard Industries Ltd.0.5085294426788.3280
Domestic EquitiesGUJARAT ENERGY LIMITED0.5068269196688.0407
Domestic EquitiesGODREJ CONSUMER PRODUCTS LTD.0.482883038583.8689
Domestic EquitiesJB Chemicals & Pharmaceuticals Ltd.0.464835168180.7424
Domestic EquitiesOberoi Realty Limited0.459245089779.7727
Domestic EquitiesIndus Towers Ltd.0.4436196740277.0631
Domestic EquitiesVEDANTA ALUMINIUM METAL LTD0.4434171748277.0222
Domestic EquitiesBharat Heavy Electricals Ltd.0.4414185184876.6850
Domestic EquitiesMAHINDRA LIFESPACE DEVELOPERS LTD0.4342205814575.4207
Domestic EquitiesOne 97 Communications Ltd0.431965720675.0201
Domestic EquitiesRatnamani Metals & Tubes Ltd.0.418328952072.6695
Domestic EquitiesApollo Tyres Ltd.0.4121166428271.5974
Domestic EquitiesBharat Electronics Ltd.0.4074171841570.7643
Domestic EquitiesTITAN COMPANY LTD.0.384915181166.8576
Domestic EquitiesCarborundum Universal Ltd.0.375755399665.2718
Domestic EquitiesTML COMMERCIAL VEHICLES LIMITED0.3323136476157.7226
Domestic EquitiesKEI Industries Ltd.0.328810523857.1179
Domestic EquitiesJindal Steel & Power Ltd0.320852563755.7228
Domestic EquitiesSAMVARDHANA MOTHERSON INTERNATIONAL LTD0.3164371127454.9677
Domestic EquitiesCoal India Limited0.3128123768454.3405
Domestic EquitiesHDFC Life Insurance Company Ltd0.309593380653.7732
Domestic EquitiesOil And Natural Gas Corporation Ltd.0.3063226492753.2031
Domestic EquitiesApollo Hospitals Enterprise Ltd.0.29925987551.9835
Domestic EquitiesSRF LTD.0.295418737551.3220
Domestic EquitiesGODREJ PROPERTIES LIMITED0.286426655649.7553
Domestic EquitiesKajaria Ceramics Ltd.0.277239787848.1592
Domestic EquitiesCipla Ltd.0.271032127547.0796
Domestic EquitiesBajaj Auto Ltd.0.26724776846.4114
Domestic EquitiesAsian Paints(India) Ltd.0.248116354543.1056
Domestic EquitiesDR.Lal Pathlabs Ltd0.230524319240.0343
Domestic EquitiesTATA MOTORS PASSENGER VEHICLES LTD0.2194108208038.1109
Domestic EquitiesAmber Enterprises India Ltd0.19684541334.1960
Domestic EquitiesJSW ENERGY LTD.0.190956876933.1678
Domestic EquitiesHDB FINANCIAL SERVICES LTD.0.190344023433.0528
Domestic EquitiesJubilant Foodworks Limited0.189979000032.9904
Domestic EquitiesTATA COMMUNICATIONS LTD0.186916473032.4617
Domestic EquitiesJYOTI CNC AUTOMATION LTD0.181240618931.4837
Domestic EquitiesRAINBOW CHILDRENS MEDICARE LTD0.178321905930.9793
Domestic EquitiesSAI LIFE SCIENCES LIMITED0.156321992927.1458
Domestic EquitiesGodrej Agrovet Ltd.0.151047134026.2301
Domestic EquitiesNUVAMA WEALTH MANAGEMENT LIMITED0.147514180025.6148
Domestic EquitiesNTPC GREEN ENERGY LIMITED0.1407255975824.4457
Domestic EquitiesGrasim Industries Ltd.0.13657650023.7150
Domestic EquitiesHindustan Aeronautics Ltd.0.13245250023.0013
Domestic EquitiesTATA CAPITAL LTD.0.129261350222.4480
Domestic EquitiesCREDITACCESS GRAMEEN LTD.0.126314728021.9374
Domestic EquitiesBIOCON LTD.0.120850169820.9860
Domestic EquitiesKALYAN JEWELLERS INDIA LTD.0.115151705019.9943
Domestic EquitiesDeepak Nitrite Ltd.0.113312725019.6779
Domestic EquitiesPIRAMAL FINANCE LTD0.11128928719.3226
Domestic EquitiesDLF LIMITED0.111131130019.3022
Domestic EquitiesGlenmark Pharmaceuticals Ltd0.11098737519.2601
Domestic EquitiesCHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.0.108210500018.7929
Domestic EquitiesBANK OF BARODA0.108269030018.8038
Domestic EquitiesVarun Beverages Limited0.098733787517.1488
Domestic EquitiesTechno Electric & Engineering Company Limited0.095315709716.5580
Domestic EquitiesHYUNDAI MOTORS INDIA LTD0.09108292215.8008
Domestic EquitiesPHOENIX MILLS LTD.0.08687735015.0724
Domestic EquitiesPIRAMAL PHARMA LIMITED0.084787500014.7079
Domestic EquitiesPUNJAB NATIONAL BANK0.0840136800014.5952
Domestic EquitiesAlkem Laboratories Ltd.0.08012497813.9127
Domestic EquitiesCummins India Ltd.0.07692360013.3564
Domestic EquitiesTVS Motor Company Ltd.0.06973500012.1121
Domestic EquitiesEicher Motors Ltd.0.06471590011.2469
Domestic EquitiesHavells India Ltd.0.06439631111.1653
Domestic EquitiesJUBILANT INGREVIA LTD.0.058416684910.1478
Domestic EquitiesNestle India Ltd.0.0526650009.1338
Domestic EquitiesABB India Ltd.0.0513126798.9146
Domestic EquitiesLinde India Ltd.0.0509120868.8361
Domestic EquitiesPersistent Systems Limited0.0489196208.4886
Domestic EquitiesBSE LTD0.0467209908.1139
Domestic EquitiesInfosys Ltd.0.0424736817.3710
Domestic EquitiesPrestige Estates Projects Limited0.0369409506.4070
Domestic EquitiesTATA CONSUMER PRODUCTS LTD.0.0341550005.9158
Domestic EquitiesTata Steel Ltd.0.03102860005.3785
Domestic EquitiesMANKIND PHARMA LTD0.0275187504.7730
Domestic EquitiesASTRAL LTD.0.0196255003.4058
Domestic EquitiesPNB HOUSING FINANCE LTD.0.0140234002.4299
Domestic EquitiesORCHID PHARMA LIMITED0.0138247122.4040
Domestic EquitiesNippon Life Asset Management Ltd0.0121181252.1061
Domestic EquitiesSona BLW Precision Forgings Ltd0.0105294001.8225
Domestic EquitiesGAIL (India) Ltd.0.0096958501.6626
Domestic EquitiesUPL Ltd0.0085257451.4706
Domestic EquitiesFortis Healthcare India Ltd0.0085155001.4833
Domestic EquitiesExide Industries Ltd.0.0068306001.1861
Domestic EquitiesSteel Authority of India Ltd.0.0052517000.8969
Domestic EquitiesSWIGGY LTD0.0040292000.6989
Domestic EquitiesNMDC Ltd.0.0030607500.5173
Domestic EquitiesDEVYANI INTERNATIONAL LIMITED0.0022346190.3856
Domestic EquitiesTALWANDI SABO POWER LTD.0.0015650000.2618
Domestic EquitiesVEDANTA IRON & STEEL LTD0.0013650000.2292
Domestic EquitiesAurobindo Pharma Ltd.0.00055500.0868
Domestic EquitiesDivis Laboratories Ltd.0.00041000.0658
Total 67.4563 11718.3311
Corporate DebtJTPM METAL TRADERS PVT LTD ( CATALYST TRUSTEESHIP LIMITE) **1.233920000214.3502
Corporate Debt6.8% National Housing Bank**1.132320000196.6942
Corporate Debt7.44% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT0.579210000100.6084
Corporate Debt7.96% MINDSPACE BUSINESS PARKS REIT**0.4388750076.2191
Corporate Debt7.75% BHARTI TELECOM LTD.**0.4303750074.7515
Corporate Debt7.06% BROOKFIELD REIT**0.4282750074.3807
Corporate DebtREC LTD0.41741266972.5177
Corporate Debt9.35% TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD.**0.3045525052.8962
Corporate Debt9.09% MUTHOOT FINANCE LTD.**0.2937500051.0205
Corporate Debt360 ONE PRIME LTD.(^)**0.2885500050.1111
Corporate Debt9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED**0.2871492549.8758
Corporate Debt9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED**0.2689462546.7081
Corporate Debt9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED**0.2386412541.4534
Corporate Debt7.71% HDFC BANK LTD.**0.1459250025.3524
Corporate Debt8.28% PNB HOUSING FINANCE LTD.**0.1447250025.1295
Corporate Debt7.98% BAJAJ HOUSING FINANCE LTD.**0.1441250025.0335
Corporate Debt6.27% Power Finance Corporation Ltd.**0.1427250024.7826
Corporate Debt9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED**0.1192412720.7012
Corporate Debt8% ADITYA BIRLA CAPITAL LTD**0.097716966316.9773
Corporate Debt7.64% Power Finance Corporation Ltd.0.087815015.2520
Corporate Debt8.42% GODREJ INDUSTRIES LTD ( ) **0.0580100010.0742
Corporate Debt7.59% Power Finance Corporation Ltd.**0.057910010.0581
Corporate Debt8.47% TATA PROJECTS LTD.**0.02895005.0121
Corporate Debt7.68% TATA CAPITAL LTD.**0.0288505.0001
Corporate Debt7.43% PUNJAB NATIONAL BANK**0.028454.9350
Corporate Debt8.13% Power Grid Corporation of India Ltd.0.0205353.5666
Corporate Debt8.12% Kotak Mahindra Prime Ltd.**0.01162002.0101
Corporate Debt8.29% TATA CAPITAL LTD.**0.00871501.5076
Corporate Debt6.4% LIC HOUSING FINANCE LTD.0.0086151.4939
Total 7.4746 1298.4731
Government Securities7.34% Central Government - 20645.94861046000001033.3790
Government Securities7.19% Karnataka State Govt - 2032 - Karnataka1.085418833800188.5523
Government Securities7.25% Central Government - 20630.843615000000146.5505
Government Securities7.31% Tamil Nadu State Govt - 2033 - Tamil Nadu0.767513336200133.3196
Government Securities7.09% Central Government - 20540.766013661000133.0642
Government Securities7.39% Tamil Nadu State Govt - 2034 - Tamil Nadu0.4040700000070.1777
Government Securities6.9% Central Government - 20650.3586669951062.2917
Government Securities7.58% Karnataka State Govt - 2040 - Karnataka0.2604450000045.2400
Government Securities7.59% Bihar State Govt - 2027 - Bihar0.1746300000030.3271
Government Securities6.88% Bihar State Govt - 2035 - Bihar0.1381250000023.9949
Government Securities7.62% Uttar Pradesh State Govt - 2041 - Uttar Pradesh0.1155200000020.0642
Government SecuritiesGS CG 25/05/2036 - (STRIPS)0.0901311960015.6469
Government SecuritiesGS CG 15/10/2037 - (STRIPS)0.0794303600013.7905
Government SecuritiesGS CG 15/10/2039 - (STRIPS)0.0679303600011.7898
Government SecuritiesGS CG 15/04/2040- (STRIPS)0.0649303600011.2674
Government SecuritiesGS CG 15/10/2040 - (STRIPS)0.0625303600010.8548
Government SecuritiesGS CG 15/10/2041 - (STRIPS)0.0577303600010.0268
Government SecuritiesGS CG 15/10/2044 - (STRIPS)0.044730360007.7702
Government SecuritiesGS CG 15/10/2045 - (STRIPS)0.041030360007.1193
Government Securities7.3% Central Government - 20530.03886749476.7445
Government SecuritiesGS CG 25/11/2042 - (STRIPS)0.035620561006.1930
Government Securities8.14% Haryana State Govt - 2028 - Haryana0.03195410005.5376
Government Securities7.86% Rajasthan State Govt - 2027 - Rajasthan0.01172000002.0396
Government Securities7.09% Central Government - 20740.01041903861.8039
Government Securities6.79% Central Government - 20290.00581000001.0152
Government Securities8.6% Central Government - 20280.0015250000.2614
Government SecuritiesCentral Government - 20330.0000200.0002
Government Securities6.67% Central Government - 20500.00002500.0023
Government Securities6.48% Central Government - 20350.00003300.0032
Total 11.5062 1998.8278
Cash & Cash Equivalents and Net AssetsTriparty Repo4.9863 866.2000
Cash & Cash Equivalents and Net AssetsNet Current Assets/(Liabilities)-0.1051 -18.2594
Total 4.8812 847.9406
Certificate of DepositBANK OF BARODA**1.374625000238.7863
Certificate of DepositPUNJAB NATIONAL BANK**0.824515000143.2356
Certificate of DepositNATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**0.609011000105.7983
Certificate of DepositHDFC BANK LTD.**0.55781000096.8999
Certificate of DepositBANK OF BARODA**0.55241000095.9654
Certificate of DepositUNION BANK OF INDIA**0.2865500049.7721
Certificate of DepositPUNJAB NATIONAL BANK0.2766500048.0447
Certificate of DepositHDFC BANK LTD.**0.2760500047.9398
Certificate of DepositHDFC BANK LTD.**0.1419250024.6484
Total 4.8993 851.0905
Domestic Mutual Funds UnitsKotak Liquid Direct Growth0.7441228081129.2649
Total 0.7441 129.2649
Commercial PaperBahadur Chand Investments Private Limited**0.5572200096.8019
Commercial PaperDSP FINANCE PRIVATE LIMITED**0.5465200094.9377
Commercial PaperHERO FINCORP LTD.**0.142850024.7994
Total 1.2465 216.5390
REITs & InvITsBROOKFIELD REIT @1.09495745525190.1999
REITs & InvITsCAPITAL INFRA TRUST0.2776653526948.2303
REITs & InvITsMINDSPACE BUSINESS PARKS REIT @0.198272746634.4375
REITs & InvITsINDUS INFRA TRUST0.1331183307623.1169
REITs & InvITsRAAJMARG INFRA INVESTMENT TRUST0.0879133333315.2747
Total 1.7918 311.2593
 
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