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Detailed Portfolio
Kotak Balanced Advantage Fund(G)-Direct Plan
TypeInvestment InPercentage of NAVNo. of sharesValue(Rs in cr)
Domestic EquitiesRELIANCE INDUSTRIES LTD.4.07414899196728.2165
Domestic EquitiesICICI BANK LTD.3.90675190640698.2968
Domestic EquitiesHDFC BANK LTD.3.51096356258627.5534
Domestic EquitiesSTATE BANK OF INDIA.3.00065723996536.3384
Domestic EquitiesInfosys Ltd.2.33662817627417.6569
Domestic EquitiesBHARTI AIRTEL LTD.2.15741876949385.6192
Domestic EquitiesLarsen and Toubro Ltd.1.9884881726355.4149
Domestic EquitiesITC Ltd.1.75087444827312.9433
Domestic EquitiesMahindra & Mahindra Ltd.1.6808861535300.4345
Domestic EquitiesBAJAJ FINANCE LTD.1.52692617280272.9300
Domestic EquitiesMaruti Suzuki India Limited1.5083166557269.5892
Domestic EquitiesAXIS BANK LTD.1.49472167219267.1748
Domestic EquitiesInter Globe Aviation Ltd1.3857440315247.6772
Domestic EquitiesETERNAL LIMITED1.30307329577232.8973
Domestic EquitiesSolar Industries India Limited1.1886153082212.4472
Domestic EquitiesKOTAK MAHINDRA BANK LTD.1.1686993641208.8832
Domestic EquitiesAdani Ports and Special Economic Zone Limited1.06151307200189.7401
Domestic EquitiesBHARAT PETROLEUM CORPORATION LTD.1.01425080970181.2890
Domestic EquitiesTATA CONSULTANCY SERVICES LTD.1.0014585320178.9909
Domestic EquitiesMphasis Ltd0.9868638071176.3883
Domestic EquitiesVEDANTA LTD.0.95143445400170.0477
Domestic EquitiesSUN PHARMACEUTICAL INDUSTRIES LTD.0.9458999901169.0533
Domestic EquitiesGE VERNOVA T&D INDIA LIMITED0.8936525872159.7284
Domestic EquitiesUltratech Cement Ltd.0.8927133553159.5558
Domestic EquitiesPersistent Systems Limited0.8881268300158.7424
Domestic EquitiesCoromandel International Limited0.8497714835151.8738
Domestic EquitiesPower Grid Corporation of India Ltd.0.81965084201146.5013
Domestic EquitiesNTPC LTD0.76224043500136.2457
Domestic EquitiesHindustan Unilever Ltd.0.7362533700131.5837
Domestic EquitiesAMBUJA CEMENTS LTD.0.71312254350127.4609
Domestic EquitiesTech Mahindra Ltd.0.7051884854126.0386
Domestic EquitiesSchaeffler India Ltd0.6862305000122.6527
Domestic EquitiesICICI Lombard General Insurance Company Ltd0.6826611998122.0140
Domestic EquitiesGUJARAT STATE PETRONET LTD.0.64183704869114.7213
Domestic EquitiesUnited Spirits Ltd0.6076758774108.6109
Domestic EquitiesV-Guard Industries Ltd.0.59672944267106.6561
Domestic EquitiesPower Finance Corporation Ltd.0.59192623780105.8039
Domestic EquitiesHindalco Industries Ltd.0.58741238323104.9912
Domestic EquitiesYATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD0.57841298399103.3850
Domestic EquitiesPB Fintech Ltd.0.5672567879101.3891
Domestic EquitiesAPTUS VALUE HOUSING FINANCE0.5404304109796.5852
Domestic EquitiesBosch Limited0.53212553595.1051
Domestic EquitiesGODREJ CONSUMER PRODUCTS LTD.0.519783038592.8869
Domestic EquitiesSHRIRAM FINANCE LIMITED0.4871116260587.0675
Domestic EquitiesOberoi Realty Limited0.477147959785.2867
Domestic EquitiesApollo Tyres Ltd.0.4669166428283.4637
Domestic EquitiesJubilant Foodworks Limited0.4649139000083.1012
Domestic EquitiesIndus Towers Ltd.0.4504221395080.4992
Domestic EquitiesSAMVARDHANA MOTHERSON INTERNATIONAL LTD0.4476759192480.0113
Domestic EquitiesMAHINDRA LIFESPACE DEVELOPERS LTD0.4442205814579.4032
Domestic EquitiesSansera Engineering Ltd0.426050299576.1384
Domestic EquitiesWipro Ltd.0.4256316122276.0811
Domestic EquitiesOil And Natural Gas Corporation Ltd.0.4233296292275.6641
Domestic EquitiesKRISHNA INSTITUTE OF MEDICAL0.4160103128174.3605
Domestic EquitiesBharat Electronics Ltd.0.4039169419072.1894
Domestic EquitiesRatnamani Metals & Tubes Ltd.0.392828952070.2028
Domestic EquitiesHDFC Life Insurance Company Ltd0.382393380668.3406
Domestic EquitiesAmi Organics Ltd0.377039000067.3803
Domestic EquitiesApollo Hospitals Enterprise Ltd.0.37608750067.2088
Domestic EquitiesBajaj Auto Ltd.0.36067247364.4466
Domestic EquitiesTITAN COMPANY LTD.0.333115890059.5351
Domestic EquitiesJB Chemicals & Pharmaceuticals Ltd.0.331035168159.1633
Domestic EquitiesBANK OF BARODA0.3198205335057.1653
Domestic EquitiesGODREJ PROPERTIES LIMITED0.308324088155.1136
Domestic EquitiesSRF LTD.0.307218737554.9102
Domestic EquitiesCarborundum Universal Ltd.0.279155399649.8873
Domestic EquitiesCipla Ltd.0.269432075048.1542
Domestic EquitiesKEI Industries Ltd.0.237410523842.4320
Domestic EquitiesDR.Lal Pathlabs Ltd0.213312159638.1264
Domestic EquitiesASTRAL LTD.0.211826108137.8594
Domestic EquitiesJindal Steel & Power Ltd0.198833313735.5391
Domestic EquitiesJYOTI CNC AUTOMATION LTD0.196340618935.0947
Domestic EquitiesLarsen & Toubro Infotech Ltd0.19086000034.1070
Domestic EquitiesCoal India Limited0.182684000032.6466
Domestic EquitiesTATA COMMUNICATIONS LTD0.172816473030.8935
Domestic EquitiesHavells India Ltd.0.162419434729.0335
Domestic EquitiesZEN TECHNOLOGIES LTD0.160021067228.5924
Domestic EquitiesComputer Age Management Services Limited0.15897206628.4034
Domestic EquitiesNTPC GREEN ENERGY LIMITED0.1551268801527.7242
Domestic EquitiesRAINBOW CHILDRENS MEDICARE LTD0.153220000027.3880
Domestic EquitiesCANARA BANK0.1417184950025.3363
Domestic EquitiesZF Commercial Vehicle Control Systems India Ltd0.14072024325.1499
Domestic EquitiesFSN E-Commerce Ventures Ltd.0.132895746523.7394
Domestic EquitiesLupin Ltd.0.129611796423.1622
Domestic EquitiesDLF LIMITED0.128830442523.0221
Domestic EquitiesCREDITACCESS GRAMEEN LTD.0.117314728020.9668
Domestic EquitiesGrasim Industries Ltd.0.11657200020.8202
Domestic EquitiesTechno Electric & Engineering Company Limited0.115915709720.7227
Domestic EquitiesHYUNDAI MOTORS INDIA LTD0.11318292220.2222
Domestic EquitiesNUVAMA WEALTH MANAGEMENT LIMITED0.11252836020.1129
Domestic EquitiesTATA CAPITAL LTD.0.112361350220.0799
Domestic EquitiesGlenmark Pharmaceuticals Ltd0.09889337517.6591
Domestic EquitiesPIRAMAL PHARMA LIMITED0.097787500017.4676
Domestic EquitiesPUNJAB NATIONAL BANK0.0941136800016.8114
Domestic EquitiesCummins India Ltd.0.08853640015.8125
Domestic EquitiesHDB FINANCIAL SERVICES LTD.0.073017845413.0503
Domestic EquitiesLG ELECTRONICS INDIA LTD.0.06276737911.2092
Domestic EquitiesBHARAT FORGE LTD.0.0556750009.9353
Domestic EquitiesAdani Enterprises Ltd0.0508366009.0805
Domestic EquitiesZydus Lifesciences Ltd.0.0324594005.7882
Domestic EquitiesINDIAN HOTELS CO LTD0.0287691085.1264
Domestic EquitiesDalmia Bharat Limited0.0253215334.5150
Domestic EquitiesBajaj Finserv Ltd.0.0193165003.4457
Domestic EquitiesDEVYANI INTERNATIONAL LIMITED0.01371513042.4481
Domestic EquitiesBIOCON LTD.0.0068325001.2093
Domestic EquitiesSteel Authority of India Ltd.0.0040517000.7075
Domestic EquitiesFortis Healthcare India Ltd0.004069750.7136
Domestic EquitiesContainer Corporation of India Ltd.0.000412500.0682
Domestic EquitiesMetro Brands Ltd.0.00034100.0463
Total 68.2164 12193.1575
Corporate DebtJTPM METAL TRADERS PVT LTD ( CATALYST TRUSTEESHIP LIMITE) **1.140320000203.8204
Corporate Debt6.8% National Housing Bank**1.109420000198.2914
Corporate Debt8.65% BHARTI TELECOM LTD.**1.003417500179.3426
Corporate DebtREC LTD**0.54831750098.0025
Corporate Debt9.35% TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD.**0.5035890089.9972
Corporate Debt7.96% MINDSPACE BUSINESS PARKS REIT**0.4309750077.0144
Corporate Debt9.35% TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD.**0.2984525053.3282
Corporate Debt9.35% TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD.**0.2959525052.8883
Corporate Debt9.09% MUTHOOT FINANCE LTD.**0.2893500051.7084
Corporate Debt7.64% Power Finance Corporation Ltd.**0.230540041.1999
Corporate Debt6.23% REC LTD**0.222940039.8499
Corporate Debt7.71% HDFC BANK LTD.**0.1440250025.7341
Corporate Debt8% ADITYA BIRLA CAPITAL LTD**0.095716966317.1042
Corporate Debt9.95% U P Power Corporation Ltd ( Guaranteed By UP State Government ) **0.085215015.2233
Corporate Debt7.59% Power Finance Corporation Ltd.**0.057010010.1917
Corporate Debt7.96% HDB FINANCIAL SERVICES LTD.**0.02845005.0712
Corporate Debt8.47% TATA PROJECTS LTD.**0.02835005.0573
Corporate Debt7.68% TATA CAPITAL LTD.**0.0282505.0466
Corporate Debt7.43% PUNJAB NATIONAL BANK**0.028055.0060
Corporate Debt8.13% Power Grid Corporation of India Ltd.**0.0203353.6214
Corporate Debt6.4% LIC HOUSING FINANCE LTD.**0.0084151.4950
Total 6.5961 1178.9940
Government Securities7.34% Central Government - 20647.41211320990001324.8618
Government Securities7.09% Central Government - 20542.337042540000417.7254
Government Securities7.3% Central Government - 20531.845432658890329.8522
Government Securities6.9% Central Government - 20651.717832339990307.0410
Government Securities7.09% Central Government - 20741.136421000000203.1311
Government Securities7.25% Central Government - 20630.831115000000148.5537
Government Securities6.88% Bihar State Govt - 2035 - Bihar0.1368250000024.4524
Government Securities6.33% Central Government - 20350.1321239474023.6070
Government SecuritiesGS CG 25/05/2036 - (STRIPS)0.0843311960015.0624
Government SecuritiesGS CG 15/10/2037 - (STRIPS)0.0735303600013.1393
Government SecuritiesGS CG 15/10/2039 - (STRIPS)0.0637303600011.3941
Government SecuritiesGS CG 15/04/2040- (STRIPS)0.0612303600010.9360
Government SecuritiesGS CG 15/10/2040 - (STRIPS)0.0592303600010.5749
Government Securities7.86% Haryana State Govt - 2027 - Haryana0.0579100000010.3454
Government SecuritiesGS CG 15/10/2041 - (STRIPS)0.054730360009.7687
Government SecuritiesGS CG 15/10/2044 - (STRIPS)0.043730360007.8102
Government SecuritiesGS CG 15/10/2045 - (STRIPS)0.040130360007.1677
Government SecuritiesGS CG 25/11/2042 - (STRIPS)0.034120561006.0924
Government Securities8.14% Haryana State Govt - 2028 - Haryana0.03155410005.6252
Government Securities7.39% Haryana State Govt - 2026 - Haryana0.02845000005.0760
Government Securities8.03% Uttar Pradesh State Govt - 2026 - Uttar Pradesh0.02043611003.6535
Government Securities7.86% Rajasthan State Govt - 2027 - Rajasthan0.01162000002.0668
Government Securities6.79% Central Government - 20290.0055960000.9824
Government SecuritiesCentral Government - 20330.0000200.0002
Government Securities6.67% Central Government - 20500.00002500.0023
Government Securities7.18% Central Government - 20330.00003300.0034
Total 16.2185 2898.9255
Cash & Cash Equivalents and Net AssetsTriparty Repo4.3485 777.2630
Cash & Cash Equivalents and Net AssetsAMC REPO CLEARING LTD1.3982 249.9233
Cash & Cash Equivalents and Net AssetsNet Current Assets/(Liabilities)0.7947 142.0542
Total 6.5415 1169.2405
Certificate of DepositCANARA BANK**0.02785004.9727
Certificate of DepositUNION BANK OF INDIA0.02785004.9626
Total 0.0556 9.9353
Domestic Mutual Funds UnitsKotak Liquid Direct Growth0.6931228081123.8879
Total 0.6931 123.8879
Commercial PaperBAJAJ AUTO CREDIT LIMITED**0.5579200099.7192
Commercial PaperNUVOCO VISTAS CORPORATION LTD.**0.4186150074.8304
Total 0.9765 174.5496
RightsBHARTI AIRTEL LTD.0.262429936646.9002
Total 0.2624 46.9002
REITs & InvITsMINDSPACE BUSINESS PARKS REIT0.189272746633.8119
REITs & InvITsBrookfield REIT0.128166740022.8992
REITs & InvITsBHARAT HIGHWAYS INVIT0.1227183307621.9346
Total 0.4400 78.6457
 

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