← Kotak Mutual Fund

Kotak Large & Midcap Fund - Direct- Growth

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
68
Jul 2026
Equity Holdings
₹31,147.24 Cr
Equity only, excl. debt & cash
AAUM
₹29,808.12 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.5%
Diversified
Top 10 Weight
30.2%
Diversified
Changes
67
3 new · 1 exits
Top Sector
Banks
18.9% of portfolio
Launch Date
10 Sep 2004
10+ year track record

AAUM (Average Assets Under Management) of ₹29,808.12 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 Large & Midcap Fund made 3 new additions and exited 1 stock this month. The biggest new buy was Adani Enterprises Limited (Metals & Minerals Trading) at 1.05% weight. Gujarat Gas Limited was the biggest exit (Gas), which was held at 0.15%. Among existing holdings, ABB India Limited saw the biggest increase — now at 1.31% of the portfolio. Oberoi Realty Limited was trimmed the most, now at 0.03%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 18.9%. ↓ 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 19.3% 19.7% +0.4%
Finance 7.0% 7.5% +0.5%
Pharmaceuticals & Biotechnology 6.3% 7.0% +0.6%
Aerospace & Defense 4.9% 5.0% +0.1%
Auto Components 4.6% 4.9% +0.3%
Cement & Cement Products 4.7% 4.5% -0.2%
IT - Software 3.6% 4.2% +0.7%
Petroleum Products 4.4% 4.2% -0.2%
Chemicals & Petrochemicals 4.3% 4.2% -0.1%
Capital Markets 4.3% 4.1% -0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 19.7% 18.9% -0.8%
Finance 7.5% 7.7% +0.2%
Pharmaceuticals & Biotechnology 7.0% 7.1% +0.1%
Auto Components 4.9% 4.8% -0.1%
Aerospace & Defense 5.0% 4.7% -0.3%
IT - Software 4.2% 4.7% +0.4%
Cement & Cement Products 4.5% 4.6% +0.1%
Petroleum Products 4.2% 3.9% -0.3%
Chemicals & Petrochemicals 4.2% 3.8% -0.3%
Capital Markets 4.1% 3.7% -0.4%
🟢
Biggest New Buy
Adani Enterprises Limited
1.05% weight · Metals & Minerals Trading
🔴
Biggest Exit
Gujarat Gas Limited
0.15% was held · Gas
Biggest Add
ABB India Limited
+1.25% · now 1.31%
Biggest Trim
Oberoi Realty Limited
-0.88% · now 0.03%
🤝 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
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
GSPL Transmission Limited 53 funds
GSPL Transmission Limited
SBI Energy Opportunities Fund - Direct Plan - Growth
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth + more
👋 Other funds also exited
Gujarat Gas Limited 8 funds
Gujarat Gas Limited
Mirae Asset Focused Fund Direct Plan Growth
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Mirae Asset Multicap Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 1 Exit ↑ 25 Increased ↓ 38 Decreased
#StockSectorWeight (Jul 2026)
1
Adani Enterprises Limited
₹335.87 Cr
Metals & Minerals Trading 1.05%
2
Indo-MIM Limited
₹196.81 Cr
Industrial Manufacturing 0.61%
3
GSPL Transmission Limited
₹7.00 Cr
Gas 0.02%
#StockSectorLast Weight (Jun 2026)
1
Gujarat Gas Limited
₹45.79 Cr
Gas 0.15%
#StockSectorJun 2026Jul 2026Change
1
ABB India Limited
₹418.86 Cr
Electrical Equipment 0.06% 1.31% +1.25%
2
Eternal Limited
₹1,088.82 Cr
Retailing 3.05% 3.40% +0.35%
3
Bajaj Finance Limited
₹770.31 Cr
Finance 2.17% 2.40% +0.23%
4
Tech Mahindra Limited
₹528.42 Cr
IT - Software 1.44% 1.65% +0.21%
5
Hero MotoCorp Limited
₹659.79 Cr
Automobiles 1.88% 2.06% +0.18%
6
Infosys Limited
₹452.04 Cr
IT - Software 1.28% 1.41% +0.13%
7
IndusInd Bank Limited
₹506.23 Cr
Banks 1.48% 1.58% +0.10%
8
Bharti Airtel Limited
₹749.36 Cr
Telecom - Services 2.25% 2.34% +0.09%
9
Mphasis Limited
₹515.31 Cr
IT - Software 1.52% 1.61% +0.09%
10
United Spirits Limited
₹329.71 Cr
Beverages 0.94% 1.03% +0.09%
#StockSectorJun 2026Jul 2026Change
1
Oberoi Realty Limited
₹8.16 Cr
Realty 0.91% 0.03% -0.88%
2
HDFC Bank Limited
₹1,458.89 Cr
Banks 4.98% 4.55% -0.43%
3
Swiggy Limited
₹36.66 Cr
Retailing 0.54% 0.11% -0.43%
4
Bharat Electronics Limited
₹1,085.98 Cr
Aerospace & Defense 3.69% 3.39% -0.30%
5
One 97 Communications Limited
₹22.77 Cr
Financial Technology (Fintech) 0.37% 0.07% -0.30%
6
Axis Bank Limited
₹762.29 Cr
Banks 2.67% 2.38% -0.29%
7
Motilal Oswal Financial Services Limited
₹460.05 Cr
Capital Markets 1.64% 1.44% -0.20%
8
BSE Limited
₹729.24 Cr
Capital Markets 2.47% 2.28% -0.19%
9
Larsen & Toubro Limited
₹728.70 Cr
Construction 2.45% 2.27% -0.18%
10
Linde India Limited
₹636.04 Cr
Chemicals & Petrochemicals 2.16% 1.98% -0.18%

What Stocks Does This Fund Hold?

68 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹1,458.89 Cr
Banks
4.55%
2
₹1,284.25 Cr
Banks
4.01%
3
₹1,088.82 Cr
Retailing
3.40%
4
₹1,085.98 Cr
Aerospace & Defense
3.39%
5
₹1,004.78 Cr
Banks
3.14%
6
₹770.31 Cr
Finance
2.40%
7
₹762.29 Cr
Banks
2.38%
8
₹749.36 Cr
Telecom - Services
2.34%
9
₹747.93 Cr
Auto Components
2.33%
10
₹729.24 Cr
Capital Markets
2.28%
🏆 Top stocks held by Mid Cap 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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