Kotak Midcap Fund

Kotak Mahindra Mutual FundEquityPortfolio as of 31 July 2026

Kotak Midcap Fund holds 72 instruments (98.56% equity), led by Fortis Healthcare Limited (3.83%), ETERNAL LIMITED (3.24%) and IPCA Laboratories Limited (3.12%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
72
Equity Allocation
98.56%
AMC
Kotak Mahindra Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Kotak Midcap Fund, managed by Kotak Mahindra Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 72 instruments with an equity allocation of 98.56%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Kotak Midcap Fund's top 10 holdings account for 29.08% of its portfolio, more diversified than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 26.92% of net assets, spread across 10 sectors in total. Since its 30 June 2026 disclosure, the fund added 3 new positions and exited 2 positions, with ETERNAL LIMITED seeing the largest move (+1.05pp to 3.24%).

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.

3 new entries2 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
ETERNAL LIMITED2.19% → 3.24%▲ +1.05
Persistent Systems Limited1.29% → 1.62%▲ +0.33
Dixon Technologies (India) Limited2.08% → 2.39%▲ +0.31
The Federal Bank Limited2.56% → 2.85%▲ +0.29
Bharti Hexacom Limited1.89% → 2.17%▲ +0.28
City Union Bank Limited0.2% → 0.47%▲ +0.27
Swiggy Limited1.46% → 1.7%▲ +0.24
MphasiS Limited2.54% → 2.68%▲ +0.14
Schaeffler India Limited2.02% → 2.14%▲ +0.12
Aster DM Healthcare Limited0.99% → 1.1%▲ +0.11

Biggest Weight Reductions

StockWeightChange
JK Cement Limited1.95% → 1.12%▼ -0.83
GE Vernova T&D India Limited2.84% → 2.42%▼ -0.42
KEI Industries Limited2.94% → 2.64%▼ -0.3
Power Finance Corporation Limited1.18% → 0.9%▼ -0.28
Bank of Maharashtra2.32% → 2.08%▼ -0.24
Apar Industries Limited2.14% → 1.91%▼ -0.23
HDB Financial Services Limited1.74% → 1.55%▼ -0.19
Bharat Electronics Limited2.05% → 1.88%▼ -0.17
Fortis Healthcare Limited3.98% → 3.83%▼ -0.15
SRF Limited1.64% → 1.54%▼ -0.1

Top Holdings — Weight Trend

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

Feb: 4.25%, Mar: 3.97%, Apr: 4.08%, May: 4.03%, Jun: 3.98%, Jul: 3.83%
3.83%
Feb: 1.35%, Mar: 1.43%, Apr: 1.7%, May: 2.04%, Jun: 2.19%, Jul: 3.24%
3.24%
Feb: 2.98%, Mar: 3.45%, Apr: 2.98%, May: 2.91%, Jun: 3.11%, Jul: 3.12%
3.12%
Feb: 2.12%, Mar: 2.1%, Apr: 2.34%, May: 2.67%, Jun: 3.06%, Jul: 3.06%
3.06%
Feb: 1.71%, Mar: 1.64%, Apr: 1.59%, May: 2.14%, Jun: 2.56%, Jul: 2.85%
2.85%

Full Portfolio (72 holdings)

#HoldingSector% to NAV
1Fortis Healthcare LimitedHealthcare3.83%
2ETERNAL LIMITEDConsumer Discretionary3.24%
3IPCA Laboratories LimitedHealthcare3.12%
4Vishal Mega Mart LimitedConsumer Discretionary3.06%
5The Federal Bank LimitedFinancial Services2.85%
6L&T Finance LimitedFinancial Services2.85%
7MphasiS LimitedInformation Technology2.68%
8KEI Industries LimitedIndustrials2.64%
9GE Vernova T&D India LimitedIndustrials2.42%
10Dixon Technologies (India) LimitedConsumer Discretionary2.39%
11Indian BankFinancial Services2.24%
12Bharti Hexacom LimitedTelecommunication2.17%
13Solar Industries India LimitedMaterials2.16%
14Schaeffler India LimitedConsumer Discretionary2.14%
15Oberoi Realty LimitedReal Estate2.1%
16Bank of MaharashtraFinancial Services2.08%
17Apar Industries LimitedIndustrials1.91%
18Bharat Electronics LimitedIndustrials1.88%
19Cholamandalam Investment and Finance Company LimitedFinancial Services1.8%
20Global Health LimitedHealthcare1.8%
21Coromandel International LimitedMaterials1.71%
22Swiggy LimitedConsumer Discretionary1.7%
23Nuvama Wealth Management LimitedFinancial Services1.68%
24Persistent Systems LimitedInformation Technology1.62%
25Nippon Life India Asset Management LimitedFinancial Services1.59%
26HDB Financial Services LimitedFinancial Services1.55%
27SRF LimitedMaterials1.54%
28Oracle Financial Services Software LimitedInformation Technology1.51%
29Torrent Pharmaceuticals LimitedHealthcare1.38%
30Bharat Forge LimitedConsumer Discretionary1.34%
31Poonawalla Fincorp LimitedFinancial Services1.32%
32Hindustan Petroleum Corporation LimitedEnergy1.3%
33Blue Star LimitedConsumer Discretionary1.28%
34Lenskart Solutions LimitedConsumer Discretionary1.25%
35Max Financial Services LimitedFinancial Services1.24%
36PI Industries LimitedMaterials1.24%
37Metro Brands LimitedConsumer Discretionary1.22%
38Triparty Repotreps1.22%
39Dalmia Bharat LimitedMaterials1.21%
40Piramal Finance LimitedFinancial Services1.18%
41REC LimitedFinancial Services1.17%
42JK Cement LimitedMaterials1.12%
43Aster DM Healthcare LimitedHealthcare1.1%
44Emcure Pharmaceuticals LimitedHealthcare1.02%
45ICICI Lombard General Insurance Company LimitedFinancial Services1%
46Voltas LimitedConsumer Discretionary1%
47Deepak Nitrite LimitedMaterials0.98%
48Biocon LimitedHealthcare0.97%
49Avanti Feeds LimitedConsumer Staples0.94%
50MRF LimitedConsumer Discretionary0.94%
51Prudent Corporate Advisory Services LimitedFinancial Services0.91%
52Power Finance Corporation LimitedFinancial Services0.9%
53UNO Minda LimitedConsumer Discretionary0.85%
54Max Healthcare Institute LimitedHealthcare0.85%
55JINDAL STEEL LIMITEDMaterials0.83%
56Rubicon Research LimitedHealthcare0.81%
57BIRLASOFT LIMITEDInformation Technology0.81%
58India Shelter Finance Corporation LimitedFinancial Services0.77%
59ZF Commercial Vehicle Control Systems India LimitedConsumer Discretionary0.75%
60Apollo Tyres LimitedConsumer Discretionary0.69%
61Net Current Assets/(Liabilities)other0.67%
62BSE LimitedFinancial Services0.66%
63Home First Finance Company India LimitedFinancial Services0.66%
64Ratnamani Metals & Tubes LimitedIndustrials0.65%
65Apollo Hospitals Enterprise LimitedHealthcare0.58%
66City Union Bank LimitedFinancial Services0.47%
67United Spirits LimitedConsumer Staples0.39%
68Techno Electric & Engineering Company LimitedIndustrials0.36%
69Kotak Liquid Fund - Direct Plan - Growthmf0.17%
70MANIPAL HEALTH ENTERPRISES LHealthcare0.16%
71Cash Marginother0.01%
72Margin Depositother0%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Fortis Healthcare Limited is 3.83% of Kotak Midcap Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, ETERNAL LIMITED is 3.24% of Kotak Midcap Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, IPCA Laboratories Limited is 3.12% of Kotak Midcap Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Vishal Mega Mart Limited is 3.06% of Kotak Midcap Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, The Federal Bank Limited is 2.85% of Kotak Midcap 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.