← Kotak Mutual Fund

Kotak Focused Fund- Direct Plan- Growth option

Focused Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
30
Jul 2026
Equity Holdings
₹4,267.95 Cr
Equity only, excl. debt & cash
AAUM
₹4,062.39 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.3%
Moderate
Top 10 Weight
46.3%
Moderate
Changes
31
2 new · 2 exits
Top Sector
Banks
17.6% of portfolio
Launch Date
25 Jun 2019
7 years old

AAUM (Average Assets Under Management) of ₹4,062.39 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 Focused Fund made 2 new additions and exited 2 stocks this month. The biggest new buy was Billionbrains Garage Ventures Ltd (Capital Markets) at 2.70% weight. Axis Bank Limited was the biggest exit (Banks), which was held at 3.04%. Among existing holdings, Dixon Technologies (India) Limited saw the biggest increase — now at 2.59% of the portfolio. HDFC Bank Limited was trimmed the most, now at 5.38%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 17.6%. ↓ 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 18.7% 21.1% +2.4%
Finance 7.1% 7.6% +0.5%
Aerospace & Defense 6.4% 6.7% +0.3%
Healthcare Services 6.3% 6.4% +0.2%
Automobiles 6.0% 5.9% -0.1%
Telecom - Services 4.8% 4.7% -0.1%
Retailing 4.2% 4.5% +0.3%
Industrial Products 3.9% 3.9% -0.1%
Petroleum Products 4.1% 3.8% -0.3%
Consumer Durables 1.9% 3.7% +1.8%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 21.1% 17.6% -3.5%
Finance 7.6% 7.9% +0.3%
Aerospace & Defense 6.7% 6.3% -0.4%
Healthcare Services 6.4% 6.1% -0.3%
Automobiles 5.9% 6.0% +0.2%
Retailing 4.5% 4.9% +0.5%
Telecom - Services 4.7% 4.8% +0.1%
Consumer Durables 3.7% 4.4% +0.7%
IT - Software 3.6% 4.2% +0.6%
Petroleum Products 3.8% 3.7% -0.1%
🟢
Biggest New Buy
Billionbrains Garage Ventures Ltd
2.70% weight · Capital Markets
🔴
Biggest Exit
Axis Bank Limited
3.04% was held · Banks
Biggest Add
Dixon Technologies (India) Limited
+0.73% · now 2.59%
Biggest Trim
HDFC Bank Limited
-0.57% · now 5.38%
🤝 Other funds also bought this month
Billionbrains Garage Ventures Ltd 22 funds
Billionbrains Garage Ventures Ltd
Edel BSE Capital Markets & Insurance ETF
Motilal Oswal Asset Management Company Limited
JM Multi Asset Allocation Fund + more
Piramal Finance Ltd 8 funds
Piramal Finance Ltd
quant ESG Integration Strategy Fund
Motilal Oswal Financial Services Fund- Direct Growth
Tata Banking And Financial Services Fund-Direct Plan-Growth + more
👋 Other funds also exited
Axis Bank Limited 55 funds
Axis Bank Limited
Mirae Asset Nifty Financial Services ETF
Mirae Asset Nifty Bank ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
BSE Limited 33 funds
BSE Limited
Groww Nifty Capital Markets ETF FOF
Invesco India Midcap Fund - Direct Plan - Growth Option
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 2 Exits ↑ 12 Increased ↓ 15 Decreased
#StockSectorWeight (Jul 2026)
1
Billionbrains Garage Ventures Ltd
₹120.51 Cr
Capital Markets 2.70%
2
Piramal Finance Ltd
₹17.78 Cr
Finance 0.40%
#StockSectorLast Weight (Jun 2026)
1
Axis Bank Limited
₹130.67 Cr
Banks 3.04%
2
BSE Limited
₹40.97 Cr
Capital Markets 0.95%
#StockSectorJun 2026Jul 2026Change
1
Dixon Technologies (India) Limited
₹115.62 Cr
Consumer Durables 1.86% 2.59% +0.73%
2
Divi's Laboratories Limited
₹142.99 Cr
Pharmaceuticals & Biotechnology 2.49% 3.21% +0.72%
3
Eternal Limited
₹218.52 Cr
Retailing 4.45% 4.90% +0.45%
4
Tech Mahindra Limited
₹117.22 Cr
IT - Software 2.32% 2.63% +0.31%
5
Persistent Systems Limited
₹71.58 Cr
IT - Software 1.30% 1.61% +0.31%
6
ICICI Bank Limited
₹319.70 Cr
Banks 6.92% 7.17% +0.25%
7
Hero MotoCorp Limited
₹133.57 Cr
Automobiles 2.77% 3.00% +0.23%
8
Radico Khaitan Limited
₹156.65 Cr
Beverages 3.31% 3.51% +0.20%
9
Bharti Airtel Limited
₹212.78 Cr
Telecom - Services 4.65% 4.77% +0.12%
10
UltraTech Cement Limited
₹120.58 Cr
Cement & Cement Products 2.65% 2.71% +0.06%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹239.84 Cr
Banks 5.95% 5.38% -0.57%
2
KEI Industries Limited
₹152.62 Cr
Industrial Products 3.85% 3.42% -0.43%
3
Bharat Electronics Limited
₹139.90 Cr
Aerospace & Defense 3.46% 3.14% -0.32%
4
InterGlobe Aviation Limited
₹127.47 Cr
Transport Services 3.08% 2.86% -0.22%
5
Larsen & Toubro Limited
₹105.48 Cr
Construction 2.58% 2.37% -0.21%
6
State Bank of India
₹224.08 Cr
Banks 5.21% 5.03% -0.18%
7
Fortis Healthcare Limited
₹162.05 Cr
Healthcare Services 3.82% 3.64% -0.18%
8
NTPC Limited
₹123.97 Cr
Power 2.96% 2.78% -0.18%
9
SRF Limited
₹87.35 Cr
Chemicals & Petrochemicals 2.12% 1.96% -0.16%
10
Shriram Finance Limited
₹211.96 Cr
Finance 4.91% 4.76% -0.15%

What Stocks Does This Fund Hold?

30 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹319.70 Cr
Banks
7.17%
2
₹239.84 Cr
Banks
5.38%
3
₹224.08 Cr
Banks
5.03%
4
₹218.52 Cr
Retailing
4.90%
5
₹212.78 Cr
Telecom - Services
4.77%
6
₹211.96 Cr
Finance
4.76%
7
₹165.28 Cr
Petroleum Products
3.71%
8
₹162.05 Cr
Healthcare Services
3.64%
9
₹156.65 Cr
Beverages
3.51%
10
₹152.62 Cr
Industrial Products
3.42%
🏆 Top stocks held by Focused funds
See which stocks all active Focused 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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