← Kotak Mutual Fund

Kotak BSE Housing Index Fund - Direct Plan - Growth Option

Index/ETF Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
26
Jul 2026
Equity Holdings
₹13.40 Cr
Equity only, excl. debt & cash
AAUM
₹12.83 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.5%
Moderate
Top 10 Weight
50.3%
Moderate
Changes
26
0 new · 0 exits
Top Sector
Consumer Durables
27.8% of portfolio
Launch Date
07 Aug 2023
3 years old

AAUM (Average Assets Under Management) of ₹12.83 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 Among existing holdings, Lodha Developers Limited saw the biggest increase — now at 5.41% of the portfolio. Polycab India Limited was trimmed the most, now at 4.40%. Dixon Technologies (India) Limited remains the top holding with Consumer Durables the dominant sector at 27.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Consumer Durables 24.8% 27.4% +2.6%
Realty 25.8% 26.4% +0.6%
Cement & Cement Products 27.1% 26.3% -0.7%
Industrial Products 18.3% 16.1% -2.3%
Finance 4.1% 4.3% +0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Consumer Durables 27.4% 27.8% +0.5%
Realty 26.4% 27.4% +0.9%
Cement & Cement Products 26.3% 25.8% -0.5%
Industrial Products 16.1% 15.1% -1.0%
Finance 4.3% 3.9% -0.4%
Biggest Add
Lodha Developers Limited
+1.06% · now 5.41%
Biggest Trim
Polycab India Limited
-0.64% · now 4.40%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 9 Increased ↓ 17 Decreased
#StockSectorJun 2026Jul 2026Change
1
Lodha Developers Limited
₹72.56 L
Realty 4.35% 5.41% +1.06%
2
Dixon Technologies (India) Limited
₹75.70 L
Consumer Durables 4.99% 5.64% +0.65%
3
Godrej Properties Limited
₹55.50 L
Realty 3.84% 4.14% +0.30%
4
Havells India Limited
₹65.97 L
Consumer Durables 4.73% 4.92% +0.19%
5
Supreme Industries Limited
₹46.79 L
Industrial Products 3.33% 3.49% +0.16%
6
Astral Limited
₹36.49 L
Industrial Products 2.63% 2.72% +0.09%
7
DLF Limited
₹71.94 L
Realty 5.29% 5.36% +0.07%
8
UltraTech Cement Limited
₹67.62 L
Cement & Cement Products 4.99% 5.04% +0.05%
9
Dalmia Bharat Limited
₹28.84 L
Cement & Cement Products 2.13% 2.15% +0.02%
#StockSectorJun 2026Jul 2026Change
1
Polycab India Limited
₹59.03 L
Industrial Products 5.04% 4.40% -0.64%
2
KEI Industries Limited
₹59.63 L
Industrial Products 5.06% 4.45% -0.61%
3
The Phoenix Mills Limited
₹66.12 L
Realty 5.32% 4.93% -0.39%
4
LIC Housing Finance Limited
₹32.39 L
Finance 2.73% 2.42% -0.31%
5
Grasim Industries Limited
₹62.29 L
Cement & Cement Products 4.86% 4.64% -0.22%
6
LG Electronics India Ltd
₹31.89 L
Consumer Durables 2.58% 2.38% -0.20%
7
JK Cement Limited
₹47.35 L
Cement & Cement Products 3.69% 3.53% -0.16%
8
Ambuja Cements Limited
₹56.37 L
Cement & Cement Products 4.29% 4.20% -0.09%
9
Bajaj Housing Finance Limited
₹19.43 L
Finance 1.54% 1.45% -0.09%
10
Shree Cement Limited
₹67.40 L
Cement & Cement Products 5.10% 5.03% -0.07%

What Stocks Does This Fund Hold?

26 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹75.70 L
Consumer Durables
5.64%
2
₹72.56 L
Realty
5.41%
3
₹71.94 L
Realty
5.36%
4
₹67.62 L
Cement & Cement Products
5.04%
5
₹67.40 L
Cement & Cement Products
5.03%
6
₹66.12 L
Realty
4.93%
7
₹65.97 L
Consumer Durables
4.92%
8
₹62.45 L
Consumer Durables
4.66%
9
₹62.29 L
Cement & Cement Products
4.64%
10
₹62.23 L
Consumer Durables
4.64%
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🏦 Kotak Mutual Fund — Portfolio & Holdings
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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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