← Kotak Mutual Fund

Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
46
Jul 2026
Equity Holdings
₹726.80 Cr
Equity only, excl. debt & cash
AAUM
₹739.42 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.6%
Moderate
Top 10 Weight
49.4%
Moderate
Changes
46
2 new · 2 exits
Top Sector
Banks
22.5% of portfolio
Launch Date
20 Nov 2020
6 years old

AAUM (Average Assets Under Management) of ₹739.42 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 ESG Exclusionary Strategy Fund made 2 new additions and exited 2 stocks this month. The biggest new buy was Vishal Mega Mart Limited (Retailing) at 0.94% weight. Kotak Mahindra Bank Limited was the biggest exit (Banks), which was held at 1.31%. Among existing holdings, Bosch Limited saw the biggest increase — now at 3.26% of the portfolio. Eternal Limited was trimmed the most, now at 3.60%. Bharti Airtel Limited remains the top holding with Banks the dominant sector at 22.5%. ↓ 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 22.0% 24.8% +2.8%
Finance 8.6% 8.8% +0.3%
Telecom - Services 8.8% 8.6% -0.1%
Retailing 8.0% 8.1% +0.2%
IT - Software 9.3% 7.6% -1.6%
Cement & Cement Products 6.0% 5.8% -0.2%
Chemicals & Petrochemicals 4.7% 4.7% +0.0%
Auto Components 5.4% 4.6% -0.9%
Construction 4.5% 4.5% +0.0%
Automobiles 4.1% 4.1% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 24.8% 22.5% -2.3%
Finance 8.8% 10.1% +1.3%
Telecom - Services 8.6% 9.0% +0.4%
IT - Software 7.6% 8.7% +1.1%
Retailing 8.1% 7.7% -0.5%
Cement & Cement Products 5.8% 5.9% +0.2%
Auto Components 4.6% 4.6% +0.1%
Automobiles 4.1% 4.4% +0.3%
Chemicals & Petrochemicals 4.7% 4.4% -0.4%
Construction 4.5% 4.2% -0.3%
🟢
Biggest New Buy
Vishal Mega Mart Limited
0.94% weight · Retailing
🔴
Biggest Exit
Kotak Mahindra Bank Limited
1.31% was held · Banks
Biggest Add
Bosch Limited
+0.85% · now 3.26%
Biggest Trim
Eternal Limited
-1.37% · now 3.60%
🤝 Other funds also bought this month
Vishal Mega Mart Limited 13 funds
Vishal Mega Mart Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
DSP Mid Cap Fund
SBI Nifty Midcap150 ETF + more
Schaeffler India Limited 12 funds
Schaeffler India Limited
Nippon India MNC Fund
DSP Mid Cap Fund
DSP Nifty Midcap 150 Qlty 50 Index Fund + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 67 funds
Kotak Mahindra Bank Limited
Mirae Asset Nifty Bank ETF
Mirae Asset Nifty Financial Services ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Bharat Forge Limited 27 funds
Bharat Forge Limited
Groww Nifty India Defence ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Bandhan Multi-Factor Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 2 Exits ↑ 25 Increased ↓ 17 Decreased
#StockSectorWeight (Jul 2026)
1
Vishal Mega Mart Limited
₹7.13 Cr
Retailing 0.94%
2
Schaeffler India Limited
₹3.81 Cr
Auto Components 0.50%
#StockSectorLast Weight (Jun 2026)
1
Kotak Mahindra Bank Limited
₹9.81 Cr
Banks 1.31%
2
Bharat Forge Limited
₹9.65 Cr
Auto Components 1.29%
#StockSectorJun 2026Jul 2026Change
1
Bosch Limited
₹24.65 Cr
Auto Components 2.41% 3.26% +0.85%
2
Power Finance Corporation Limited
₹14.00 Cr
Finance 1.02% 1.85% +0.83%
3
Bajaj Finance Limited
₹34.24 Cr
Finance 4.04% 4.52% +0.48%
4
Infosys Limited
₹33.90 Cr
IT - Software 4.02% 4.48% +0.46%
5
Bharti Airtel Limited
₹59.16 Cr
Telecom - Services 7.45% 7.82% +0.37%
6
Balrampur Chini Mills Limited
₹5.28 Cr
Agricultural Food & other Products 0.33% 0.70% +0.37%
7
Tata Consultancy Services Limited
₹15.61 Cr
IT - Software 1.80% 2.06% +0.26%
8
HCL Technologies Limited
₹9.43 Cr
IT - Software 1.01% 1.25% +0.24%
9
Hero MotoCorp Limited
₹18.58 Cr
Automobiles 2.22% 2.45% +0.23%
10
ICICI Bank Limited
₹51.67 Cr
Banks 6.64% 6.83% +0.19%
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹27.22 Cr
Retailing 4.97% 3.60% -1.37%
2
HDFC Bank Limited
₹44.89 Cr
Banks 6.42% 5.93% -0.49%
3
Axis Bank Limited
₹33.20 Cr
Banks 4.87% 4.39% -0.48%
4
Linde India Limited
₹24.28 Cr
Chemicals & Petrochemicals 3.53% 3.21% -0.32%
5
Larsen & Toubro Limited
₹31.91 Cr
Construction 4.50% 4.22% -0.28%
6
Bank of Baroda
₹5.46 Cr
Banks 0.82% 0.72% -0.10%
7
Avenue Supermarts Limited
₹14.12 Cr
Retailing 1.94% 1.86% -0.08%
8
SRF Limited
₹8.65 Cr
Chemicals & Petrochemicals 1.21% 1.14% -0.07%
9
State Bank of India
₹27.74 Cr
Banks 3.72% 3.66% -0.06%
10
Shriram Finance Limited
₹28.26 Cr
Finance 3.77% 3.73% -0.04%

What Stocks Does This Fund Hold?

46 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹59.16 Cr
Telecom - Services
7.82%
2
₹51.67 Cr
Banks
6.83%
3
₹44.89 Cr
Banks
5.93%
4
₹34.24 Cr
Finance
4.52%
5
₹33.90 Cr
IT - Software
4.48%
6
₹33.20 Cr
Banks
4.39%
7
₹31.91 Cr
Construction
4.22%
8
₹28.57 Cr
Cement & Cement Products
3.77%
9
₹28.26 Cr
Finance
3.73%
10
₹27.74 Cr
Banks
3.66%
🏆 Top stocks held by Equity 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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