LoadingMutual fund
Kotak Mahindra Mutual Fund · Equity
Added
Largest addition
Asian Paints Ltd.
shares +439.2% · Consumer Durables
+₹22.9 cr
New position
Bharat Forge Ltd.
2.9% of the portfolio
Fund Quality
Sector and thematic funds are not rated against diversified peers.
Increasing Capital Goods exposure while reducing Information Technology.
Sector allocation, May 2026 → Aug 2026
+₹48.6 cr
Reduced
Largest reduction
Bajaj Finance Ltd.
shares −46.4% · Financial Services
−₹27.6 cr
Exited
Navin Fluorine International Ltd.
was 3.5% of the portfolio
−₹57.1 cr
Asian Paints Ltd.ASIANPAINT
Consumer DurablesBajaj Auto Ltd.BAJAJ-AUTO
Automobile and Auto ComponentsUpgrade the plan to view this stock.Poonawalla Fincorp Ltd.POONAWALLA
Financial ServicesUpgrade the plan to view this stock.Aurobindo Pharma Ltd.AUROPHARMA
HealthcareHindustan Zinc Ltd.HINDZINC
Metals & MiningHitachi Energy India Ltd.POWERINDIA
Capital GoodsStocks this fund has persistently increased or reduced across its recent disclosures.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.
Laurus Labs Ltd.LAURUSLABS | Healthcare | −₹22.1 cr−29.0% shares | 342.44K | 4.0% | +₹65.6 cr | Reduced |
Upgrade the plan to view this stock.Bharat Forge Ltd.BHARATFORG | Automobile and Auto Components | +₹48.6 cr— | 230.94K | 2.9% | +₹48.6 cr | New |
National Aluminium Co. Ltd.NATIONALUM | Metals & Mining | +₹45.0 cr— | 1.18M | 2.7% | +₹45.0 cr | New |
Upgrade the plan to view this stock.Sona BLW Precision Forgings Ltd.SONACOMS | Automobile and Auto Components | +₹44.9 cr— | 551.64K | 2.7% | +₹44.9 cr | New |
| Capital Goods | +₹43.6 cr— | 985.97K | 2.6% | +₹43.6 cr | New | |
Upgrade the plan to view this stock.Aurobindo Pharma Ltd.AUROPHARMA | Healthcare | +₹15.1 cr+41.3% shares | 252.09K | 2.6% | +₹43.3 cr | Increased |
Apar Industries Ltd.APARINDS | Capital Goods | +₹43.0 cr— | 24.32K | 2.6% | +₹43.0 cr | New |
Upgrade the plan to view this stock.FSN E-Commerce Ventures Ltd.NYKAA | Consumer Services | +₹42.3 cr— | 1.21M | 2.5% | +₹42.3 cr | New |
TVS Motor Company Ltd.TVSMOTOR | Automobile and Auto Components | −₹7.3 cr−15.2% shares | 97.58K | 2.5% | +₹42.4 cr | Reduced |
| Capital Goods | +₹41.8 cr— | 93.93K | 2.5% | +₹41.8 cr | New | |
Bajaj Auto Ltd.BAJAJ-AUTO | Automobile and Auto Components | +₹19.1 cr+76.8% shares | 34.03K | 2.5% | +₹41.3 cr | Increased |
Upgrade the plan to view this stock.Radico Khaitan LtdRADICO | Fast Moving Consumer Goods | −₹6.4 cr−16.2% shares | 91.43K | 2.5% | +₹41.0 cr | Reduced |
Adani Energy Solutions Ltd.ADANIENSOL | Power | +₹40.1 cr— | 282.87K | 2.4% | +₹40.1 cr | New |
Hitachi Energy India Ltd.POWERINDIA | Capital Goods | +₹2.3 cr+1.1% shares | 11.62K | 2.4% | +₹39.2 cr | Increased |
Eicher Motors Ltd.EICHERMOT | Automobile and Auto Components | +₹39.0 cr— | 49.04K | 2.4% | +₹39.0 cr | New |
Upgrade the plan to view this stock.L&T Finance Ltd.LTF | Financial Services | −₹25.9 cr−42.5% shares | 1.18M | 2.3% | +₹37.8 cr | Reduced |
Upgrade the plan to view this stock.Aegis Logistics Ltd.AEGISLOG | Oil Gas & Consumable Fuels | +₹35.8 cr— | 283.19K | 2.2% | +₹35.8 cr | New |
Polycab India Ltd.POLYCAB | Capital Goods | +₹35.2 cr— | 37.31K | 2.1% | +₹35.2 cr | New |
Upgrade the plan to view this stock.Steel Authority of India Ltd.SAIL | Metals & Mining | +₹35.0 cr— | 1.79M | 2.1% | +₹35.0 cr | New |
Apollo Hospitals Enterprise Ltd.APOLLOHOSP | Healthcare | +₹34.6 cr— | 38.93K | 2.1% | +₹34.6 cr | New |
Aster DM Quality Care Ltd.ASTERDM | Healthcare | +₹33.6 cr— | 444.41K | 2.0% | +₹33.6 cr | New |
Nestle India Ltd.NESTLEIND | Fast Moving Consumer Goods | −₹2.0 cr−4.9% shares | 221.28K | 2.0% | +₹33.1 cr | Reduced |
Upgrade the plan to view this stock.Mahindra & Mahindra Financial Services Ltd.M&MFIN | Financial Services | −₹8.8 cr−18.6% shares | 873.71K | 2.0% | +₹32.6 cr | Reduced |
Upgrade the plan to view this stock.AIA Engineering Ltd.AIAENG | Capital Goods | +₹32.4 cr— | 75.99K | 1.9% | +₹32.4 cr | New |
Upgrade the plan to view this stock.Gujarat Fluorochemicals Ltd.FLUOROCHEM | Chemicals | +₹32.0 cr— | 68.28K | 1.9% | +₹32.0 cr | New |
Hindustan Zinc Ltd.HINDZINC | Metals & Mining | +₹8.6 cr+23.7% shares | 538.25K | 1.9% | +₹32.1 cr | Increased |
Union Bank of IndiaUNIONBANK | Financial Services | +₹32.0 cr— | 1.70M | 1.9% | +₹32.0 cr | New |
Marico Ltd.MARICO | Fast Moving Consumer Goods | +₹31.8 cr— | 387.33K | 1.9% | +₹31.8 cr | New |
Grasim Industries Ltd.GRASIM | Construction Materials | +₹30.9 cr— | 91.81K | 1.9% | +₹30.9 cr | New |
Upgrade the plan to view this stock.IDFC First Bank Ltd.IDFCFIRSTB | Financial Services | −₹12.9 cr−31.9% shares | 3.37M | 1.8% | +₹29.0 cr | Reduced |
Canara BankCANBK | Financial Services | +₹28.6 cr— | 2.26M | 1.7% | +₹28.6 cr | New |
Asian Paints Ltd.ASIANPAINT | Consumer Durables | +₹22.9 cr+439.2% shares | 106.62K | 1.7% | +₹28.3 cr | Increased |
Pidilite Industries Ltd.PIDILITIND | Chemicals | +₹28.3 cr— | 167.39K | 1.7% | +₹28.3 cr | New |
Upgrade the plan to view this stock.Yes Bank Ltd.YESBANK | Financial Services | −₹6.1 cr−18.1% shares | 12.33M | 1.7% | +₹28.1 cr | Reduced |
Bajaj Finance Ltd.BAJFINANCE | Financial Services | −₹27.6 cr−46.4% shares | 257.67K | 1.6% | +₹27.2 cr | Reduced |
Upgrade the plan to view this stock.GMR Airports Ltd.GMRAIRPORT | Services | +₹25.1 cr— | 2.68M | 1.5% | +₹25.1 cr | New |
Upgrade the plan to view this stock.Thermax Ltd.THERMAX | Capital Goods | +₹24.9 cr— | 63.80K | 1.5% | +₹24.9 cr | New |
Upgrade the plan to view this stock.Poonawalla Fincorp Ltd.POONAWALLA | Financial Services | +₹18.8 cr+349.0% shares | 521.05K | 1.5% | +₹24.2 cr | Increased |
| Financial Services | +₹23.1 cr— | 2.02M | 1.4% | +₹23.1 cr | New | |
Upgrade the plan to view this stock.Dixon Technologies (India) Ltd.DIXON | Consumer Durables | +₹22.4 cr— | 15.05K | 1.4% | +₹22.4 cr | New |
ICICI Bank Ltd.ICICIBANK | Financial Services | +₹21.2 cr— | 145.84K | 1.3% | +₹21.2 cr | New |
Hindustan Petroleum Corporation Ltd.HINDPETRO | Oil Gas & Consumable Fuels | +₹19.8 cr— | 541.92K | 1.2% | +₹19.8 cr | New |
Upgrade the plan to view this stock.Berger Paints India Ltd.BERGEPAINT | Consumer Durables | +₹19.3 cr— | 388.66K | 1.2% | +₹19.3 cr | New |
Upgrade the plan to view this stock.Info Edge (India) Ltd.NAUKRI | Consumer Services | +₹19.2 cr— | 146.32K | 1.2% | +₹19.2 cr | New |
HCL Technologies Ltd.HCLTECH | Information Technology | +₹18.9 cr— | 144.35K | 1.1% | +₹18.9 cr | New |
Upgrade the plan to view this stock.SRF Ltd.SRF | Chemicals | +₹17.8 cr— | 69.41K | 1.1% | +₹17.8 cr | New |
NTPC Green Energy Ltd.NTPCGREEN | Power | +₹17.6 cr— | 1.96M | 1.1% | +₹17.6 cr | New |
Upgrade the plan to view this stock.UPL Ltd.UPL | Chemicals | +₹17.0 cr— | 303.02K | 1.0% | +₹17.0 cr | New |
Upgrade the plan to view this stock.Page Industries Ltd.PAGEIND | Textiles | +₹16.0 cr— | 4.47K | 1.0% | +₹16.0 cr | New |
Upgrade the plan to view this stock.Dabur India Ltd.DABUR | Fast Moving Consumer Goods | +₹14.0 cr— | 367.93K | 0.8% | +₹14.0 cr | New |
Adani Power Ltd.ADANIPOWER | Power | −₹32.7 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Alkem Laboratories Ltd.ALKEM | Healthcare | −₹28.6 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.AU Small Finance Bank Ltd.AUBANK | Financial Services | −₹41.8 cr−100.0% shares | 0 | — | ₹0 | Exited |
Axis Bank Ltd.AXISBANK | Financial Services | −₹30.2 cr−100.0% shares | 0 | — | ₹0 | Exited |
BSE Ltd.BSE | Financial Services | −₹44.3 cr−100.0% shares | 0 | — | ₹0 | Exited |
Coforge Ltd.COFORGE | Information Technology | −₹47.5 cr−100.0% shares | 0 | — | ₹0 | Exited |
Eternal Ltd.ETERNAL | Consumer Services | −₹42.2 cr−100.0% shares | 0 | — | ₹0 | Exited |
Hero MotoCorp Ltd.HEROMOTOCO | Automobile and Auto Components | −₹34.3 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.ICICI Prudential Life Insurance Company Ltd.ICICIPRULI | Financial Services | −₹22.3 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.IndusInd Bank Ltd.INDUSINDBK | Financial Services | −₹26.2 cr−100.0% shares | 0 | — | ₹0 | Exited |
Infosys Ltd.INFY | Information Technology | −₹19.9 cr−100.0% shares | 0 | — | ₹0 | Exited |
JSW Steel Ltd.JSWSTEEL | Metals & Mining | −₹35.2 cr−100.0% shares | 0 | — | ₹0 | Exited |
LTM Ltd.LTM | Information Technology | −₹27.7 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Lupin Ltd.LUPIN | Healthcare | −₹26.7 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.MphasiS Ltd.MPHASIS | Information Technology | −₹27.8 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Navin Fluorine International Ltd.NAVINFLUOR | Chemicals | −₹57.1 cr−100.0% shares | 0 | — | ₹0 | Exited |
NMDC Ltd.NMDC | Metals & Mining | −₹24.8 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Oil India Ltd.OIL | Oil Gas & Consumable Fuels | −₹23.3 cr−100.0% shares | 0 | — | ₹0 | Exited |
Persistent Systems Ltd.PERSISTENT | Information Technology | −₹34.7 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Phoenix Mills Ltd.PHOENIXLTD | Realty | −₹34.1 cr−100.0% shares | 0 | — | ₹0 | Exited |
Reliance Industries Ltd.RELIANCE | Oil Gas & Consumable Fuels | −₹32.1 cr−100.0% shares | 0 | — | ₹0 | Exited |
Sun Pharmaceutical Industries Ltd.SUNPHARMA | Healthcare | −₹27.3 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Supreme Industries Ltd.SUPREMEIND | Capital Goods | −₹21.5 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Tata Communications Ltd.TATACOMM | Telecommunication | −₹32.6 cr−100.0% shares | 0 | — | ₹0 | Exited |
| Information Technology | −₹15.4 cr−100.0% shares | 0 | — | ₹0 | Exited | |
Tech Mahindra Ltd.TECHM | Information Technology | −₹24.3 cr−100.0% shares | 0 | — | ₹0 | Exited |
Titan Company Ltd.TITAN | Consumer Durables | −₹40.2 cr−100.0% shares | 0 | — | ₹0 | Exited |
Trent Ltd.TRENT | Consumer Services | −₹21.3 cr−100.0% shares | 0 | — | ₹0 | Exited |
UltraTech Cement Ltd.ULTRACEMCO | Construction Materials | −₹30.4 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Vedanta Aluminium Metal LimitedVAML | Metals & Mining | −₹18.5 cr−100.0% shares | 0 | — | ₹0 | Exited |
Vedanta Ltd.VEDL | Metals & Mining | −₹28.5 cr−100.0% shares | 0 | — | ₹0 | Exited |
Allocation change, May 2026 → Aug 2026, the same range as Capital Rotation.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Between May 2026 and Aug 2026, the fund's largest allocation increase was in Capital Goods (+8.6 pp), while Information Technology saw the largest allocation reduction (−9.7 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Power +1.6 pp · Services +1.3 pp · Healthcare −1.1 pp · Oil Gas & Consumable Fuels −1.1 pp · Textiles +1.0 pp · Consumer Services +0.3 pp · Construction Materials +0.1 pp
See which holdings gained or lost exposure within the selected sector.
Within Information Technology, HCL Technologies Ltd. (new position) saw the largest disclosed position increase, while Coforge Ltd. (exit) and Persistent Systems Ltd. (exit) were the largest position reductions.
Ribbon width is the notional size of each disclosed share change: shares added or removed, valued at the Aug 2026 reference price. Ribbons join each holding to the sector, not to other holdings; disclosures do not show which sale funded which purchase.
Allocation change is the percentage-point change in each sector's share of the disclosed portfolio, and can move with prices as well as trades. Position changes compare corporate-action adjusted share quantities at the two disclosures; a change under 0.5% of the existing holding counts as unchanged. Holdings without a sector classification are grouped as Unclassified.
Stocks this fund has persistently increased or reduced across its recent disclosures.
4 holdings show persistent accumulation1 show persistent reduction9 are mixed or stableMay 2026 – Aug 2026 · 3 comparable transitions
Bajaj Auto Ltd.BAJAJ-AUTO
Automobile and Auto ComponentsIncreased in 2 of 3 comparable transitions
Portfolio weight 2.5%
Upgrade the plan to view this stock.Aurobindo Pharma Ltd.AUROPHARMA
HealthcareIncreased in 2 of 3 comparable transitions
Portfolio weight 2.6%
Hitachi Energy India Ltd.POWERINDIA
Capital GoodsIncreased in 2 of 3 comparable transitions
Portfolio weight 2.4%
Hindustan Zinc Ltd.HINDZINC
Metals & MiningIncreased in 2 of 3 comparable transitions
Portfolio weight 1.9%
Laurus Labs Ltd.LAURUSLABS
HealthcareReduced in 2 of 3 comparable transitions
Portfolio weight 4.0%
Conviction signal based on persistent disclosed position changes. Bars show each stock's disclosed share quantity scaled to its own first holding in the range (not portfolio weight), adjusted for splits and bonuses. A move under 0.5% of the existing holding counts as stable.