← Kotak Mutual Fund

Kotak Manufacture in India Fund - Direct Plan Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
58
Jul 2026
Equity Holdings
₹2,925.72 Cr
Equity only, excl. debt & cash
AAUM
₹2,683.56 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.6%
Diversified
Top 10 Weight
35.8%
Diversified
Changes
51
5 new · 1 exits
Top Sector
Pharmaceuticals & Biotechnology
16.8% of portfolio
Launch Date
01 Feb 2022
4 years old

AAUM (Average Assets Under Management) of ₹2,683.56 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 Manufacture in India Fund made 5 new additions and exited 1 stock this month. The biggest new buy was Indo-MIM Limited (Industrial Manufacturing) at 2.17% weight. Indian Oil Corporation Limited was the biggest exit (Petroleum Products), which was held at 0.99%. Among existing holdings, TVS Motor Company Limited saw the biggest increase — now at 3.65% of the portfolio. Hindustan Petroleum Corporation Limited was trimmed the most, now at 1.85%. Sun Pharmaceutical Industries Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 16.8%. ↓ 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
Pharmaceuticals & Biotechnology 15.2% 16.4% +1.2%
Automobiles 15.2% 15.1% -0.1%
Industrial Products 12.5% 12.3% -0.1%
Petroleum Products 9.7% 9.0% -0.6%
Auto Components 5.5% 5.8% +0.4%
Ferrous Metals 5.5% 4.8% -0.7%
Industrial Manufacturing 4.3% 4.8% +0.5%
Cement & Cement Products 4.4% 4.2% -0.2%
Food Products 2.3% 3.5% +1.2%
Consumer Durables 3.0% 3.0% +0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 16.4% 16.8% +0.4%
Automobiles 15.1% 16.0% +0.9%
Industrial Products 12.3% 11.6% -0.8%
Industrial Manufacturing 4.8% 8.8% +4.0%
Petroleum Products 9.0% 6.7% -2.4%
Auto Components 5.8% 5.6% -0.3%
Ferrous Metals 4.8% 4.7% -0.2%
Cement & Cement Products 4.2% 4.2% +0.0%
Food Products 3.5% 3.3% -0.2%
Consumer Durables 3.0% 3.3% +0.2%
🟢
Biggest New Buy
Indo-MIM Limited
2.17% weight · Industrial Manufacturing
🔴
Biggest Exit
Indian Oil Corporation Limited
0.99% was held · Petroleum Products
Biggest Add
TVS Motor Company Limited
+0.56% · now 3.65%
Biggest Trim
Hindustan Petroleum Corporation Limited
-0.68% · now 1.85%
🤝 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
Laser Power And Infra Limited 15 funds
Laser Power And Infra Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Kotak Energy Opportunities Fund-Direct-Growth
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth + more
Lohia Corp Ltd 14 funds
Lohia Corp Ltd
Motilal Oswal Focused Fund - Direct Plan Growth Option
Tata Business Cycle Fund-Direct Plan-Growth
Motilal Oswal Small Cap Fund - Direct - Growth + more
MV ELECTROSYSTEMS LTD 2 funds
MV ELECTROSYSTEMS LTD
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Rossell Techsys Ltd 2 funds
Rossell Techsys Ltd
Kotak MNC Fund-Direct Plan-Growth
Kotak Aggressive Hybrid Fund - Direct Plan -Growth
👋 Other funds also exited
Indian Oil Corporation Limited 23 funds
Indian Oil Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Groww Nifty PSE ETF FOF
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 1 Exit ↑ 14 Increased ↓ 31 Decreased
#StockSectorWeight (Jul 2026)
1
Indo-MIM Limited
₹64.03 Cr
Industrial Manufacturing 2.17%
2
Lohia Corp Ltd
₹42.81 Cr
Industrial Manufacturing 1.45%
3
Rossell Techsys Ltd
₹32.44 Cr
N.A. 1.10%
4
Laser Power And Infra Limited
₹20.98 Cr
Industrial Products 0.71%
5
MV ELECTROSYSTEMS LTD
₹14.32 Cr
Industrial Manufacturing 0.49%
#StockSectorLast Weight (Jun 2026)
1
Indian Oil Corporation Limited
₹27.88 Cr
Petroleum Products 0.99%
#StockSectorJun 2026Jul 2026Change
1
TVS Motor Company Limited
₹107.83 Cr
Automobiles 3.09% 3.65% +0.56%
2
Page Industries Limited
₹46.43 Cr
Textiles & Apparels 1.11% 1.57% +0.46%
3
Divi's Laboratories Limited
₹80.56 Cr
Pharmaceuticals & Biotechnology 2.35% 2.73% +0.38%
4
Dixon Technologies (India) Limited
₹70.25 Cr
Consumer Durables 2.13% 2.38% +0.25%
5
Mahindra & Mahindra Limited
₹127.44 Cr
Automobiles 4.10% 4.32% +0.22%
6
Balrampur Chini Mills Limited
₹41.03 Cr
Agricultural Food & other Products 1.19% 1.39% +0.20%
7
Hero MotoCorp Limited
₹86.18 Cr
Automobiles 2.74% 2.92% +0.18%
8
Eicher Motors Limited
₹58.75 Cr
Automobiles 1.89% 1.99% +0.10%
9
Sun Pharmaceutical Industries Limited
₹139.34 Cr
Pharmaceuticals & Biotechnology 4.65% 4.72% +0.07%
10
Rubicon Research Limited
₹124.20 Cr
Pharmaceuticals & Biotechnology 4.17% 4.21% +0.04%
#StockSectorJun 2026Jul 2026Change
1
Hindustan Petroleum Corporation Limited
₹54.57 Cr
Petroleum Products 2.53% 1.85% -0.68%
2
Bharat Petroleum Corporation Limited
₹44.77 Cr
Petroleum Products 2.06% 1.52% -0.54%
3
KSH International Limited
₹44.28 Cr
Industrial Products 1.92% 1.50% -0.42%
4
Powerica Ltd.
₹53.63 Cr
Industrial Products 2.23% 1.82% -0.41%
5
Bharat Electronics Limited
₹78.54 Cr
Aerospace & Defense 2.97% 2.66% -0.31%
6
Cummins India Limited
₹75.89 Cr
Industrial Products 2.78% 2.57% -0.21%
7
Emmvee Photovoltaic Power Ltd
₹43.13 Cr
Electrical Equipment 1.66% 1.46% -0.20%
8
KEI Industries Limited
₹39.99 Cr
Industrial Products 1.55% 1.36% -0.19%
9
Tata Steel Limited
₹110.02 Cr
Ferrous Metals 3.89% 3.73% -0.16%
10
Avanti Feeds Limited
₹49.48 Cr
Food Products 1.83% 1.68% -0.15%

What Stocks Does This Fund Hold?

58 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹139.34 Cr
Pharmaceuticals & Biotechnology
4.72%
2
₹127.44 Cr
Automobiles
4.32%
3
₹124.20 Cr
Pharmaceuticals & Biotechnology
4.21%
4
₹110.02 Cr
Ferrous Metals
3.73%
5
₹107.83 Cr
Automobiles
3.65%
6
₹98.09 Cr
Petroleum Products
3.32%
7
₹92.52 Cr
Automobiles
3.13%
8
₹91.60 Cr
Industrial Manufacturing
3.10%
9
₹86.18 Cr
Automobiles
2.92%
10
₹80.56 Cr
Pharmaceuticals & Biotechnology
2.73%
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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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