← Kotak Mutual Fund

Kotak Consumption Fund - Direct plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
42
Jul 2026
Equity Holdings
₹1,745.38 Cr
Equity only, excl. debt & cash
AAUM
₹1,666.92 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
32.6%
Moderate
Top 10 Weight
49.5%
Moderate
Changes
45
2 new · 3 exits
Top Sector
Automobiles
18.8% of portfolio
Launch Date
25 Oct 2023
3 years old

AAUM (Average Assets Under Management) of ₹1,666.92 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 Consumption Fund made 2 new additions and exited 3 stocks this month. The biggest new buy was Divi's Laboratories Limited (Pharmaceuticals & Biotechnology) at 1.14% weight. Avenue Supermarts Limited was the biggest exit (Retailing), which was held at 1.79%. Among existing holdings, ITC Limited saw the biggest increase — now at 2.81% of the portfolio. Acutaas Chemicals Ltd was trimmed the most, now at 2.82%. Maruti Suzuki India Limited remains the top holding with Automobiles the dominant sector at 18.8%. ↓ 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
Automobiles 18.5% 18.6% +0.1%
Consumer Durables 13.3% 15.6% +2.2%
Pharmaceuticals & Biotechnology 11.7% 11.6% -0.1%
Retailing 10.0% 10.1% +0.1%
Telecom - Services 6.8% 6.7% -0.1%
Beverages 7.7% 6.6% -1.2%
Diversified FMCG 5.7% 5.5% -0.2%
Healthcare Services 5.3% 5.1% -0.3%
Food Products 5.1% 4.9% -0.2%
Leisure Services 4.4% 4.8% +0.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Automobiles 18.6% 18.8% +0.2%
Consumer Durables 15.6% 14.8% -0.8%
Pharmaceuticals & Biotechnology 11.6% 12.3% +0.7%
Retailing 10.1% 9.4% -0.7%
Beverages 6.6% 7.1% +0.5%
Telecom - Services 6.7% 7.0% +0.2%
Diversified FMCG 5.5% 6.5% +1.1%
Leisure Services 4.8% 5.1% +0.2%
Food Products 4.9% 4.9% 0.0%
Healthcare Services 5.1% 4.8% -0.2%
🟢
Biggest New Buy
Divi's Laboratories Limited
1.14% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Avenue Supermarts Limited
1.79% was held · Retailing
Biggest Add
ITC Limited
+1.20% · now 2.81%
Biggest Trim
Acutaas Chemicals Ltd
-1.35% · now 2.82%
🤝 Other funds also bought this month
Sun Pharmaceutical Industries Limited 31 funds
Sun Pharmaceutical Industries Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
Divi's Laboratories Limited 29 funds
Divi's Laboratories Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
WhiteOak Capital Pharma and Healthcare Fund + more
👋 Other funds also exited
Avenue Supermarts Limited 33 funds
Avenue Supermarts Limited
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF + more
Vedant Fashions Limited 1 fund
Vedant Fashions Limited
Mirae Asset Nifty Total Market Index Fund

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 3 Exits ↑ 17 Increased ↓ 23 Decreased
#StockSectorWeight (Jul 2026)
1
Divi's Laboratories Limited
₹20.14 Cr
Pharmaceuticals & Biotechnology 1.14%
2
Sun Pharmaceutical Industries Limited
₹19.91 Cr
Pharmaceuticals & Biotechnology 1.13%
#StockSectorLast Weight (Jun 2026)
1
Avenue Supermarts Limited
₹30.66 Cr
Retailing 1.79%
2
Vedant Fashions Limited
₹8.17 Cr
Retailing 0.48%
3
Shoppers Stop Ltd.
₹7.56 Cr
Retailing 0.44%
#StockSectorJun 2026Jul 2026Change
1
ITC Limited
₹49.52 Cr
Diversified FMCG 1.61% 2.81% +1.20%
2
Eternal Limited
₹126.47 Cr
Retailing 6.16% 7.19% +1.03%
3
Swiggy Limited
₹39.21 Cr
Retailing 1.23% 2.23% +1.00%
4
Hero MotoCorp Limited
₹90.68 Cr
Automobiles 4.72% 5.16% +0.44%
5
Radico Khaitan Limited
₹95.64 Cr
Beverages 5.08% 5.44% +0.36%
6
PVR INOX Limited
₹34.43 Cr
Entertainment 1.71% 1.96% +0.25%
7
Bharti Airtel Limited
₹122.25 Cr
Telecom - Services 6.71% 6.95% +0.24%
8
United Foodbrands Ltd
₹44.24 Cr
Leisure Services 2.30% 2.52% +0.22%
9
Mahindra & Mahindra Limited
₹33.99 Cr
Automobiles 1.79% 1.93% +0.14%
10
United Spirits Limited
₹28.42 Cr
Beverages 1.48% 1.62% +0.14%
#StockSectorJun 2026Jul 2026Change
1
Acutaas Chemicals Ltd
₹49.55 Cr
Pharmaceuticals & Biotechnology 4.17% 2.82% -1.35%
2
Ola Electric Mobility Ltd
₹38.66 Cr
Automobiles 2.56% 2.20% -0.36%
3
Midwest Limited
₹53.54 Cr
Consumer Durables 3.28% 3.04% -0.24%
4
Pokarna Limited
₹30.55 Cr
Consumer Durables 1.97% 1.74% -0.23%
5
Park Medi World Limited
₹66.05 Cr
Healthcare Services 3.95% 3.75% -0.20%
6
Crompton Greaves Consumer Electricals Limited
₹39.03 Cr
Consumer Durables 2.41% 2.22% -0.19%
7
Maruti Suzuki India Limited
₹137.86 Cr
Automobiles 7.99% 7.84% -0.15%
8
Hindustan Unilever Limited
₹65.14 Cr
Diversified FMCG 3.84% 3.70% -0.14%
9
Jubilant Pharmova Limited
₹26.32 Cr
Pharmaceuticals & Biotechnology 1.60% 1.50% -0.10%
10
Avanti Feeds Limited
₹23.21 Cr
Food Products 1.41% 1.32% -0.09%

What Stocks Does This Fund Hold?

42 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹137.86 Cr
Automobiles
7.84%
2
₹126.47 Cr
Retailing
7.19%
3
₹122.25 Cr
Telecom - Services
6.95%
4
₹95.64 Cr
Beverages
5.44%
5
₹90.68 Cr
Automobiles
5.16%
6
₹66.05 Cr
Healthcare Services
3.75%
7
₹65.14 Cr
Diversified FMCG
3.70%
8
₹62.77 Cr
Food Products
3.57%
9
₹53.54 Cr
Consumer Durables
3.04%
10
₹49.55 Cr
Pharmaceuticals & Biotechnology
2.82%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Kotak Mutual Fund — Portfolio & Holdings
See all funds managed by Kotak Mutual Fund — conviction stocks, monthly entries & exits

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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