← Kotak Mutual Fund

Kotak Contra Fund - Direct Plan - Growth

Value/Contra Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
61
Jul 2026
Equity Holdings
₹5,375.29 Cr
Equity only, excl. debt & cash
AAUM
₹5,086.29 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.2%
Diversified
Top 10 Weight
31.8%
Diversified
Changes
64
5 new · 4 exits
Top Sector
Banks
20.8% of portfolio
Launch Date
02 Jun 2005
10+ year track record

AAUM (Average Assets Under Management) of ₹5,086.29 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 Contra Fund made 5 new additions and exited 4 stocks this month. The biggest new buy was Indo-MIM Limited (Industrial Manufacturing) at 1.15% weight. Coal India Limited was the biggest exit (Consumable Fuels), which was held at 1.17%. Among existing holdings, Swiggy Limited saw the biggest increase — now at 2.32% of the portfolio. HDFC Bank Limited was trimmed the most, now at 4.18%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 20.8%. ↓ 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
Banks 22.1% 23.2% +1.1%
Finance 9.9% 11.1% +1.1%
Healthcare Services 7.3% 7.4% +0.1%
IT - Software 5.7% 5.1% -0.6%
Pharmaceuticals & Biotechnology 4.6% 4.9% +0.2%
Automobiles 4.7% 4.6% 0.0%
Telecom - Services 4.6% 4.2% -0.3%
Construction 3.9% 3.8% 0.0%
Cement & Cement Products 3.3% 3.1% -0.2%
Aerospace & Defense 2.9% 3.0% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 23.2% 20.8% -2.5%
Finance 11.1% 11.3% +0.2%
Healthcare Services 7.4% 6.8% -0.5%
IT - Software 5.1% 6.0% +0.9%
Pharmaceuticals & Biotechnology 4.9% 5.7% +0.9%
Automobiles 4.6% 4.8% +0.2%
Telecom - Services 4.2% 4.3% +0.1%
Construction 3.8% 3.6% -0.3%
Cement & Cement Products 3.1% 3.2% +0.1%
Retailing 2.3% 3.0% +0.7%
🟢
Biggest New Buy
Indo-MIM Limited
1.15% weight · Industrial Manufacturing
🔴
Biggest Exit
Coal India Limited
1.17% was held · Consumable Fuels
Biggest Add
Swiggy Limited
+0.75% · now 2.32%
Biggest Trim
HDFC Bank Limited
-1.13% · now 4.18%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
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
DLF Limited 23 funds
DLF Limited
Invesco India Business Cycle Fund - Direct Plan - Growth
SBI Resurgent India Opportunities Scheme
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Bank of Baroda 47 funds
Bank of Baroda
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
Coal India Limited 42 funds
Coal India Limited
Groww Nifty 50 ETF
Mirae Asset Nifty Energy ETF
Groww Nifty PSE ETF FOF + more
Carborundum Universal Limited 8 funds
Carborundum Universal Limited
Groww Nifty Smallcap250 ETF
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Mirae Asset Nifty Smallcap 250 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 4 Exits ↑ 24 Increased ↓ 31 Decreased
#StockSectorWeight (Jul 2026)
1
Indo-MIM Limited
₹62.64 Cr
Industrial Manufacturing 1.15%
2
Sun Pharmaceutical Industries Limited
₹55.73 Cr
Pharmaceuticals & Biotechnology 1.02%
3
Torrent Pharmaceuticals Limited
₹54.23 Cr
Pharmaceuticals & Biotechnology 1.00%
4
DLF Limited
₹53.07 Cr
Realty 0.97%
5
SBI Funds Management Limited
₹51.45 Cr
Capital Markets 0.94%
#StockSectorLast Weight (Jun 2026)
1
Coal India Limited
₹62.13 Cr
Consumable Fuels 1.17%
2
JB Chemicals & Pharmaceuticals Limited
₹57.56 Cr
Pharmaceuticals & Biotechnology 1.08%
3
Bank of Baroda
₹55.98 Cr
Banks 1.05%
4
Carborundum Universal Limited
₹19.44 Cr
Industrial Products 0.36%
#StockSectorJun 2026Jul 2026Change
1
Swiggy Limited
₹126.17 Cr
Retailing 1.57% 2.32% +0.75%
2
ICICI Bank Limited
₹334.89 Cr
Banks 5.54% 6.14% +0.60%
3
Tech Mahindra Limited
₹124.18 Cr
IT - Software 1.78% 2.28% +0.50%
4
Infosys Limited
₹97.65 Cr
IT - Software 1.48% 1.79% +0.31%
5
Hero MotoCorp Limited
₹142.57 Cr
Automobiles 2.38% 2.62% +0.24%
6
Bajaj Finance Limited
₹123.57 Cr
Finance 2.04% 2.27% +0.23%
7
Indian Bank
₹87.97 Cr
Banks 1.38% 1.61% +0.23%
8
Schaeffler India Limited
₹76.98 Cr
Auto Components 1.18% 1.41% +0.23%
9
L&T Finance Limited
₹39.42 Cr
Finance 0.54% 0.72% +0.18%
10
Mphasis Limited
₹105.79 Cr
IT - Software 1.83% 1.94% +0.11%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹227.95 Cr
Banks 5.31% 4.18% -1.13%
2
Axis Bank Limited
₹77.21 Cr
Banks 2.20% 1.42% -0.78%
3
Park Medi World Limited
₹98.09 Cr
Healthcare Services 2.38% 1.80% -0.58%
4
Bank of Maharashtra
₹52.45 Cr
Banks 1.31% 0.96% -0.35%
5
GE Vernova T&D India Limited
₹63.36 Cr
Electrical Equipment 1.36% 1.16% -0.20%
6
Larsen & Toubro Limited
₹136.11 Cr
Construction 2.69% 2.50% -0.19%
7
Radico Khaitan Limited
₹86.08 Cr
Beverages 1.72% 1.58% -0.14%
8
NTPC Limited
₹137.34 Cr
Power 2.65% 2.52% -0.13%
9
Bharat Electronics Limited
₹77.84 Cr
Aerospace & Defense 1.55% 1.43% -0.12%
10
KEI Industries Limited
₹61.99 Cr
Industrial Products 1.26% 1.14% -0.12%

What Stocks Does This Fund Hold?

61 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹334.89 Cr
Banks
6.14%
2
₹227.95 Cr
Banks
4.18%
3
₹180.00 Cr
Banks
3.30%
4
₹154.54 Cr
Petroleum Products
2.84%
5
₹150.44 Cr
Finance
2.76%
6
₹142.57 Cr
Automobiles
2.62%
7
₹141.42 Cr
Telecom - Services
2.59%
8
₹137.34 Cr
Power
2.52%
9
₹136.11 Cr
Construction
2.50%
10
₹126.21 Cr
Healthcare Services
2.32%
🏆 Top stocks held by Value/Contra funds
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🏦 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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