Kotak Equity Savings Fund

Kotak Mahindra Mutual FundHybridPortfolio as of 31 July 2026

Kotak Equity Savings Fund holds 173 instruments (40.91% equity), led by Radico Khaitan Limited (2.39%), Bharti Airtel Limited (2.35%) and Maruti Suzuki India Limited (2.34%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
173
Equity Allocation
40.91%
AMC
Kotak Mahindra Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of Kotak Equity Savings Fund, managed by Kotak Mahindra Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 173 instruments with an equity allocation of 40.91%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Kotak Equity Savings Fund's top 10 holdings account for 19.79% of its portfolio, more diversified than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 8.95% of net assets, spread across 12 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 3 positions, with Bharti Airtel Limited seeing the largest move (-0.62pp to 2.35%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

1 new entry3 exits6 increased4 reduced

Biggest Weight Increases

StockWeightChange
Swiggy Limited0.47% → 0.83%▲ +0.36
Indus Towers Limited1.92% → 2.19%▲ +0.27
Bank of Baroda0.8% → 1.05%▲ +0.25
Hero MotoCorp Limited2.09% → 2.3%▲ +0.21
ETERNAL LIMITED0.95% → 1.07%▲ +0.12
IndusInd Bank Limited1.49% → 1.6%▲ +0.11

Biggest Weight Reductions

StockWeightChange
Bharti Airtel Limited2.97% → 2.35%▼ -0.62
Union Bank of India0.52% → 0.34%▼ -0.18
Emmvee Photovoltaic Power Limited1.53% → 1.4%▼ -0.13
NLC India Limited1.38% → 1.25%▼ -0.13

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 1.61%, Mar: 1.67%, Apr: 2.05%, May: 2.09%, Jun: 2.31%, Jul: 2.39%
2.39%
Feb: 3.6%, Mar: 3.56%, Apr: 3.08%, May: 2.95%, Jun: 2.97%, Jul: 2.35%
2.35%
Feb: 2.72%, Mar: 2.35%, Apr: 2.26%, May: 2.21%, Jun: 2.36%, Jul: 2.34%
2.34%
Feb: 2.72%, Mar: 2.51%, Apr: 2.26%, May: 2.16%, Jun: 2.09%, Jul: 2.3%
2.3%
Feb: 1.95%, Mar: 1.87%, Apr: 1.64%, May: 2.19%, Jun: 1.92%, Jul: 2.19%
2.19%

Full Portfolio (173 holdings)

#HoldingSector% to NAV
1Kotak Liquid Fund - Direct Plan - Growthmf6.48%
2Triparty Repotreps5.98%
3Radico Khaitan LimitedConsumer Staples2.39%
4Bharti Airtel LimitedTelecommunication2.35%
5Maruti Suzuki India LimitedConsumer Discretionary2.34%
6Hero MotoCorp LimitedConsumer Discretionary2.3%
7Indus Towers LimitedTelecommunication2.19%
8CUBE HIGHWAYS TRUSTReal Estate1.81%
9State Bank of IndiaFinancial Services1.74%
10Kotak Low Duration Fund- Direct Plan- Growth Optionmf1.64%
11ITC LimitedConsumer Staples1.61%
12IndusInd Bank LimitedFinancial Services1.6%
13Poonawalla Fincorp LimitedFinancial Services1.46%
14Emmvee Photovoltaic Power LimitedIndustrials1.4%
15INDUS INFRA TRUSTServices1.36%
16Hindustan Unilever LimitedConsumer Staples1.33%
17NTPC LimitedUtilities1.33%
18NLC India LimitedUtilities1.25%
19Tata Motors LimitedIndustrials1.24%
20ETERNAL LIMITEDConsumer Discretionary1.07%
21Bank of BarodaFinancial Services1.05%
22Power Finance Corporation LimitedFinancial Services0.99%
23SMALL INDUSTRIES DEVELOPMENT BANK OF INDIAbond0.96%
248.45% Muthoot Finance Limitedbond0.96%
257.21% Embassy Office Parks REIT 2028bond0.96%
26LIC Housing Finance LimitedFinancial Services0.95%
27Bank of Barodabond0.92%
28Punjab National Bank^bond0.92%
29Oracle Financial Services Software LimitedInformation Technology0.86%
30ICICI Bank LimitedFinancial Services0.84%
31Swiggy LimitedConsumer Discretionary0.83%
32Steel Authority of India LimitedMaterials0.74%
33Mahindra & Mahindra Financial Services Ltdbond0.72%
346.80% National Housing Bankbond0.71%
35Siddhivinayak Securitisation Trust (Originator - Sikka Ports & Terminals Limited)^bond0.71%
36Shivshakti Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)bond0.7%
37MphasiS LimitedInformation Technology0.68%
38Oil India LimitedEnergy0.66%
39Kotak Money Market Fund - (Growth) - Directmf0.63%
40Reliance Industries LimitedEnergy0.62%
41BROOKFIELD INDIA REAL ESTATEReal Estate0.6%
42SHREE CEMENT LIMITEDMaterials0.58%
43Bihar State Govt - 2034 - Biharbond0.58%
44Sapphire Foods India LimitedConsumer Discretionary0.52%
45Tamil Nadu State Govt - 2032 - Tamil Nadubond0.49%
466.85% National Bank For Agriculture and Rural Development 2029bond0.47%
47National Bank For Agriculture and Rural Developmentbond0.46%
48HDFC Bank Limited^bond0.46%
49AU SMALL FINANCE BANK LTDbond0.46%
506.90% Government of India (MD )bond0.42%
51Ola Electric Mobility LimitedConsumer Discretionary0.37%
52Union Bank of IndiaFinancial Services0.34%
53NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENTbond0.32%
54Vikram Solar LimitedIndustrials0.29%
557.44% Small Industries Development Bank of India (MD )bond0.29%
56Bihar State Govt - 2036 - Biharbond0.29%
57Sun TV Network LimitedConsumer Discretionary0.24%
58Mankind Pharma Ltdbond0.24%
59Jyoti CNC Automation LimitedIndustrials0.23%
60Bihar State Govt - 2035 - Biharbond0.23%
61Infosys LimitedInformation Technology0.19%
627.59% National Housing Bankbond0.19%
637.68% Small Industries Development Bank of Indiabond0.19%
64TATA CAPITAL LTDbond0.19%
658.28% SMFG India Credit Company Ltdbond0.19%
66Larsen & Toubro LimitedIndustrials0.18%
67NTPC Green Energy LimitedUtilities0.16%
68RAAJMARG INFRA INVESTMENT TRServices0.15%
697.70% National Bank for Agriculture and Rural Development (MD )bond0.14%
707.56% REC Ltd. (MD )bond0.14%
71HDB FINANCIAL SERVICES LTDbond0.14%
72Tamil Nadu State Govt - 2041 - Tamil Nadubond0.14%
73BAGMANE PRIME OFFICE REITReal Estate0.13%
74NCD MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTDbond0.1%
75REC LTDbond0.1%
76Small Industries Development Bank of India - 7.34%bond0.1%
776.90% LIC Housing Fin Ltd NCD Tr456(MD )bond0.1%
789.00% HDFC Bank Ltdbond0.09%
79L & T FINANCE LTDbond0.08%
80GS CG - (STRIPS)bond0.08%
81HDFC Bank Ltd.£^bond0.07%
82GS CG - (STRIPS)bond0.07%
837.77% REC Limitedbond0.06%
84Cash Marginother0.06%
85INDIAN RAILWAY FINANCE CORPORATION LTDbond0.05%
86NCD POWER FINANCE CORPORATION LTDbond0.05%
878.55% HDFC Bank Ltdbond0.05%
88NCD INDIAN RAILWAY FINANCE CORPORATION LIMITEDbond0.05%
89Mahindra & Mahindra Financial Services Ltdbond0.05%
90AXIS Finance Ltdbond0.05%
917.835% LIC Housing Finance Limitedbond0.05%
927.59% REC Limitedbond0.05%
93Export-Import Bank of Indiabond0.05%
94LIC HOUSING FINANCE LTDbond0.05%
95Gujarat State Govt - 2031 - Gujaratbond0.05%
96NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENTbond0.04%
97Sundaram Finance Limitedbond0.03%
986.35% HDB Financial Services Ltd. (MD )bond0.03%
99Tamil Nadu State Govt - 2028 - Tamil Nadubond0.03%
100Power Grid Corporation of India Ltdbond0.02%
10107.91 % TATA CAPITAL LTDbond0.02%
102Tata Capital Limited 2026 (ZCB)bond0.02%
103Margin Depositother0.02%
104SUNDARAM FINANCE LTDbond0.01%
1058.20% National Bank For Agriculture and Rural Development 2028bond0.01%
106LIC Housing Finance Ltd.^bond0.01%
1077.68% Indian Railway Finance Corporation Limitedbond0.01%
1087.54% REC Limitedbond0.01%
109REC LTDbond0.01%
1107.65% HDB Financial Services Ltdbond0.01%
1118.35% Indian Railway Finance Corporation Limitedbond0.01%
112Central Government - 2027bond0.01%
113One 97 Communications LimitedFinancial Services0%
114Axis Bank LimitedFinancial Services0%
115Hindustan Aeronautics LimitedIndustrials0%
116Mahindra & Mahindra LimitedConsumer Discretionary0%
117Sun Pharmaceutical Industries LimitedHealthcare0%
118Ambuja Cements LimitedMaterials0%
119Vodafone Idea LimitedTelecommunication0%
120Hindalco Industries LimitedMaterials0%
121NMDC LimitedMaterials0%
122Bajaj Finserv LimitedFinancial Services0%
123United Spirits LimitedConsumer Staples0%
124Cipla LimitedHealthcare0%
125UltraTech Cement LimitedMaterials0%
126Apollo Hospitals Enterprise LimitedHealthcare0%
127Aurobindo Pharma LimitedHealthcare0%
128SBI Life Insurance Company LimitedFinancial Services0%
129Mankind Pharma LimitedHealthcare0%
130TVS Motor Company LimitedConsumer Discretionary0%
131Titan Company LimitedConsumer Discretionary0%
132Bharat Electronics LimitedIndustrials0%
133NBCC (India) LimitedIndustrials0%
134Grasim Industries LimitedMaterials0%
135The Phoenix Mills LimitedReal Estate0%
136Godrej Properties LimitedReal Estate0%
137Adani Enterprises LimitedMaterials0%
138Fortis Healthcare LimitedHealthcare0%
139BSE LimitedFinancial Services0%
140Prestige Estates Projects LimitedReal Estate0%
141Kalyan Jewellers India LimitedConsumer Discretionary0%
142Bharat Heavy Electricals LimitedIndustrials0%
143The Indian Hotels Company LimitedConsumer Discretionary0%
144Glenmark Pharmaceuticals LimitedHealthcare0%
145REC LimitedFinancial Services0%
146Aditya Birla Capital LimitedFinancial Services0%
147Tata Power Company LimitedUtilities0%
148Britannia Industries LimitedConsumer Staples0%
149Varun Beverages LimitedConsumer Staples0%
150UNO Minda LimitedConsumer Discretionary0%
151Zydus Lifesciences LimitedHealthcare0%
152Jio Financial Services LimitedFinancial Services0%
153Nestle India LimitedConsumer Staples0%
154Container Corporation of India LimitedServices0%
155Coal India LimitedEnergy0%
156RBL Bank LimitedFinancial Services0%
157Computer Age Management Services LimitedFinancial Services0%
158Hindustan Zinc LimitedMaterials0%
159Godrej Consumer Products LimitedConsumer Staples0%
160GMR AIRPORTS LIMITEDServices0%
161Max Financial Services LimitedFinancial Services0%
162Pidilite Industries LimitedMaterials0%
163Alkem Laboratories LimitedHealthcare0%
164Eicher Motors LimitedConsumer Discretionary0%
165Oil & Natural Gas Corporation LimitedEnergy0%
166Power Grid Corporation of India LimitedUtilities0%
167HDFC Bank LimitedFinancial Services-0.01%
168Crompton Greaves Consumer Electricals LimitedConsumer Discretionary-0.01%
169Bajaj Finance LimitedFinancial Services-0.01%
170JSW Steel LimitedMaterials-0.01%
171Adani Ports and Special Economic Zone LimitedServices-0.02%
172Net Current Assets/(Liabilities)other-1.58%
173CNX NIFTYother-2.76%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Radico Khaitan Limited is 2.39% of Kotak Equity Savings Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 2.35% of Kotak Equity Savings Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Maruti Suzuki India Limited is 2.34% of Kotak Equity Savings Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Hero MotoCorp Limited is 2.3% of Kotak Equity Savings Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Indus Towers Limited is 2.19% of Kotak Equity Savings Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Kotak Mahindra Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.