← Kotak Mutual Fund

Kotak BSE PSU Index Fund - Direct Plan - Growth

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
61
Aug 2026
Equity Holdings
₹80.36 Cr
Equity only, excl. debt & cash
AAUM
₹85.58 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
44.5%
High concentration
Top 10 Weight
61.1%
High concentration
Changes
54
0 new · 0 exits
Top Sector
Banks
31.8% of portfolio
Launch Date
10 Jul 2024
2 years old

AAUM (Average Assets Under Management) of ₹85.58 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, State Bank of India saw the biggest increase — now at 20.50% of the portfolio. Power Finance Corporation Limited was trimmed the most, now at 2.34%. State Bank of India remains the top holding with Banks the dominant sector at 31.8%. ↓ 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 30.8% 30.9% +0.0%
Power 16.1% 15.9% -0.2%
Aerospace & Defense 11.5% 11.4% -0.1%
Petroleum Products 7.2% 7.4% +0.3%
Finance 6.9% 6.9% +0.1%
Oil 5.2% 5.5% +0.3%
Consumable Fuels 4.6% 4.4% -0.2%
Gas 2.7% 2.9% +0.1%
Electrical Equipment 2.8% 2.8% 0.0%
Non - Ferrous Metals 2.2% 2.2% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 30.9% 31.8% +1.0%
Power 15.9% 14.9% -0.9%
Aerospace & Defense 11.4% 12.0% +0.6%
Petroleum Products 7.4% 7.2% -0.2%
Finance 6.9% 6.0% -0.9%
Oil 5.5% 5.4% -0.1%
Consumable Fuels 4.4% 4.3% -0.1%
Electrical Equipment 2.8% 3.0% +0.2%
Gas 2.9% 2.7% -0.2%
Non - Ferrous Metals 2.2% 2.4% +0.2%
Biggest Add
State Bank of India
+0.71% · now 20.50%
Biggest Trim
Power Finance Corporation Limited
-0.52% · now 2.34%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 25 Increased ↓ 29 Decreased
#StockSectorJul 2026Aug 2026Change
1
State Bank of India
₹16.51 Cr
Banks 19.79% 20.50% +0.71%
2
Bharat Electronics Limited
₹5.56 Cr
Aerospace & Defense 6.45% 6.90% +0.45%
3
Bharat Heavy Electricals Limited
₹2.38 Cr
Electrical Equipment 2.76% 2.96% +0.20%
4
Steel Authority of India Limited
₹1.07 Cr
Ferrous Metals 1.13% 1.32% +0.19%
5
Hindustan Aeronautics Limited
₹3.37 Cr
Aerospace & Defense 4.04% 4.18% +0.14%
6
National Aluminium Company Limited
₹1.28 Cr
Non - Ferrous Metals 1.46% 1.59% +0.13%
7
Union Bank of India
₹1.32 Cr
Banks 1.52% 1.64% +0.12%
8
Indian Bank
₹1.18 Cr
Banks 1.36% 1.46% +0.10%
9
Oil India Limited
₹96.83 L
Oil 1.14% 1.20% +0.06%
10
Engineers India Limited
₹27.03 L
Construction 0.28% 0.34% +0.06%
#StockSectorJul 2026Aug 2026Change
1
Power Finance Corporation Limited
₹1.88 Cr
Finance 2.86% 2.34% -0.52%
2
Power Grid Corporation of India Limited
₹4.51 Cr
Power 6.01% 5.60% -0.41%
3
NTPC Limited
₹5.84 Cr
Power 7.65% 7.25% -0.40%
4
REC Limited
₹1.46 Cr
Finance 2.14% 1.82% -0.32%
5
Oil & Natural Gas Corporation Limited
₹3.39 Cr
Oil 4.39% 4.21% -0.18%
6
Hindustan Petroleum Corporation Limited
₹1.29 Cr
Petroleum Products 1.73% 1.60% -0.13%
7
Coal India Limited
₹3.44 Cr
Consumable Fuels 4.38% 4.27% -0.11%
8
GAIL (India) Limited
₹1.75 Cr
Gas 2.27% 2.17% -0.10%
9
Indian Oil Corporation Limited
₹1.87 Cr
Petroleum Products 2.39% 2.32% -0.07%
10
NHPC Limited
₹87.55 L
Power 1.14% 1.09% -0.05%

What Stocks Does This Fund Hold?

61 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹16.51 Cr
Banks
20.50%
2
₹5.84 Cr
Power
7.25%
3
₹5.56 Cr
Aerospace & Defense
6.90%
4
₹4.51 Cr
Power
5.60%
5
₹3.44 Cr
Consumable Fuels
4.27%
6
₹3.39 Cr
Oil
4.21%
7
₹3.37 Cr
Aerospace & Defense
4.18%
8
₹2.38 Cr
Electrical Equipment
2.96%
9
₹2.32 Cr
Petroleum Products
2.88%
10
₹1.88 Cr
Finance
2.34%
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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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