← Kotak Mutual Fund

Kotak Banking & Financial Services Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
33
Aug 2026
Equity Holdings
₹1,521.41 Cr
Equity only, excl. debt & cash
AAUM
₹1,448.20 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
44.8%
High concentration
Top 10 Weight
61.0%
High concentration
Changes
32
0 new · 1 exits
Top Sector
Banks
58.0% of portfolio
Launch Date
06 Feb 2023
3 years old

AAUM (Average Assets Under Management) of ₹1,448.20 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Kotak Banking & Financial Services Fund exited 1 stock from its portfolio this month. India Shelter Finance Corporation Limited was the biggest exit (Finance), which was held at 0.74%. Among existing holdings, L&T Finance Limited saw the biggest increase — now at 2.12% of the portfolio. Power Finance Corporation Limited was trimmed the most, now at 1.35%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 58.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 59.9% 57.1% -2.9%
Finance 23.6% 24.9% +1.3%
Capital Markets 11.1% 12.0% +0.9%
Insurance 2.8% 2.7% -0.1%
Financial Technology (Fintech) 0.4% 0.5% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 57.1% 58.0% +1.0%
Finance 24.9% 24.1% -0.8%
Capital Markets 12.0% 12.1% +0.2%
Insurance 2.7% 2.6% -0.1%
Financial Technology (Fintech) 0.5% 0.6% +0.1%
🔴
Biggest Exit
India Shelter Finance Corporation Limited
0.74% was held · Finance
Biggest Add
L&T Finance Limited
+0.68% · now 2.12%
Biggest Trim
Power Finance Corporation Limited
-0.71% · now 1.35%
👋 Other funds also exited
India Shelter Finance Corporation Limited 4 funds
India Shelter Finance Corporation Limited
Helios Financial Services Fund - Direct Plan - Growth Option
WhiteOak Capital Quality Equity Fund Direct Plan Growth
WhiteOak Capital Mid Cap Fund Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🔴 1 Exit ↑ 17 Increased ↓ 14 Decreased
#StockSectorLast Weight (Jul 2026)
1
India Shelter Finance Corporation Limited
₹11.54 Cr
Finance 0.74%
#StockSectorJul 2026Aug 2026Change
1
L&T Finance Limited
₹33.16 Cr
Finance 1.44% 2.12% +0.68%
2
Billionbrains Garage Ventures Ltd
₹34.38 Cr
Capital Markets 1.79% 2.20% +0.41%
3
Bank of Maharashtra
₹32.50 Cr
Banks 1.69% 2.08% +0.39%
4
Axis Bank Limited
₹113.03 Cr
Banks 6.87% 7.24% +0.37%
5
Piramal Finance Ltd
₹32.12 Cr
Finance 1.75% 2.06% +0.31%
6
Karur Vysya Bank Limited
₹35.98 Cr
Banks 2.02% 2.31% +0.29%
7
Shriram Finance Limited
₹78.99 Cr
Finance 4.79% 5.06% +0.27%
8
State Bank of India
₹133.03 Cr
Banks 8.29% 8.52% +0.23%
9
Kotak Mahindra Bank Limited
₹53.76 Cr
Banks 3.21% 3.44% +0.23%
10
Indian Bank
₹33.14 Cr
Banks 1.98% 2.12% +0.14%
#StockSectorJul 2026Aug 2026Change
1
Power Finance Corporation Limited
₹21.03 Cr
Finance 2.06% 1.35% -0.71%
2
HDFC Bank Limited
₹154.61 Cr
Banks 10.48% 9.91% -0.57%
3
Bajaj Finance Limited
₹96.45 Cr
Finance 6.69% 6.18% -0.51%
4
BSE Limited
₹36.99 Cr
Capital Markets 2.64% 2.37% -0.27%
5
SBI Life Insurance Company Limited
₹27.59 Cr
Insurance 1.92% 1.77% -0.15%
6
The Jammu & Kashmir Bank Limited
₹30.75 Cr
Banks 2.09% 1.97% -0.12%
7
Ujjivan Small Finance Bank Limited
₹35.52 Cr
Banks 2.37% 2.28% -0.09%
8
Aptus Value Housing Finance India Limited
₹22.44 Cr
Finance 1.51% 1.44% -0.07%
9
Nuvama Wealth Management Limited
₹26.42 Cr
Capital Markets 1.75% 1.69% -0.06%
10
SBI Funds Management Limited
₹30.18 Cr
Capital Markets 1.98% 1.93% -0.05%

What Stocks Does This Fund Hold?

33 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹201.88 Cr
Banks
12.93%
2
₹154.61 Cr
Banks
9.91%
3
₹133.03 Cr
Banks
8.52%
4
₹113.03 Cr
Banks
7.24%
5
₹96.45 Cr
Finance
6.18%
6
₹78.99 Cr
Finance
5.06%
7
₹53.76 Cr
Banks
3.44%
8
₹41.79 Cr
Finance
2.68%
9
₹40.97 Cr
Banks
2.62%
10
₹38.14 Cr
Finance
2.44%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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