← Kotak Mutual Fund

Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
100
Aug 2026
Equity Holdings
₹48.62 Cr
Equity only, excl. debt & cash
AAUM
₹41.67 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
6.4%
Diversified
Top 10 Weight
12.3%
Diversified
Changes
95
0 new · 0 exits
Top Sector
Finance
10.8% of portfolio
Launch Date
02 Dec 2024
2 years old

AAUM (Average Assets Under Management) of ₹41.67 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 Among existing holdings, Bosch Limited saw the biggest increase — now at 1.23% of the portfolio. Power Finance Corporation Limited was trimmed the most, now at 0.76%. Divi's Laboratories Limited remains the top holding with Finance the dominant sector at 10.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Finance 11.0% 11.2% +0.2%
Banks 8.9% 8.5% -0.4%
Automobiles 7.0% 7.6% +0.5%
IT - Software 5.8% 6.6% +0.8%
Pharmaceuticals & Biotechnology 6.1% 6.1% +0.1%
Power 5.9% 5.7% -0.2%
Cement & Cement Products 4.0% 4.0% 0.0%
Electrical Equipment 4.1% 3.8% -0.2%
Ferrous Metals 3.0% 3.0% 0.0%
Retailing 3.1% 2.9% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Finance 11.2% 10.8% -0.4%
Banks 8.5% 8.8% +0.3%
Automobiles 7.6% 7.6% +0.0%
IT - Software 6.6% 6.7% +0.1%
Pharmaceuticals & Biotechnology 6.1% 6.4% +0.3%
Power 5.7% 5.2% -0.5%
Electrical Equipment 3.8% 4.0% +0.2%
Cement & Cement Products 4.0% 3.9% -0.1%
Ferrous Metals 3.0% 3.1% +0.1%
Retailing 2.9% 3.0% +0.1%
Biggest Add
Bosch Limited
+0.24% · now 1.23%
Biggest Trim
Power Finance Corporation Limited
-0.19% · now 0.76%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 53 Increased ↓ 42 Decreased
#StockSectorJul 2026Aug 2026Change
1
Bosch Limited
₹59.50 L
Auto Components 0.99% 1.23% +0.24%
2
Divi's Laboratories Limited
₹66.93 L
Pharmaceuticals & Biotechnology 1.16% 1.38% +0.22%
3
Samvardhana Motherson International Limited
₹56.19 L
Auto Components 1.02% 1.16% +0.14%
4
Eternal Limited
₹61.10 L
Retailing 1.15% 1.26% +0.11%
5
Solar Industries India Limited
₹53.89 L
Chemicals & Petrochemicals 1.00% 1.11% +0.11%
6
Hindustan Zinc Limited
₹52.45 L
Non - Ferrous Metals 0.97% 1.08% +0.11%
7
Union Bank of India
₹51.50 L
Banks 0.95% 1.06% +0.11%
8
Tata Motors Ltd
₹54.66 L
Agricultural, Commercial & Construction Vehicles 1.03% 1.13% +0.10%
9
Siemens Limited
₹54.04 L
Electrical Equipment 1.03% 1.12% +0.09%
10
Jindal Steel Limited
₹52.26 L
Ferrous Metals 0.99% 1.08% +0.09%
#StockSectorJul 2026Aug 2026Change
1
Power Finance Corporation Limited
₹36.73 L
Finance 0.95% 0.76% -0.19%
2
Godrej Consumer Products Limited
₹42.15 L
Personal Products 1.02% 0.87% -0.15%
3
Adani Energy Solutions Limited
₹45.23 L
Power 1.07% 0.93% -0.14%
4
REC Limited
₹42.32 L
Finance 1.00% 0.87% -0.13%
5
Shree Cement Limited
₹42.46 L
Cement & Cement Products 0.98% 0.88% -0.10%
6
Adani Green Energy Limited
₹38.03 L
Power 0.88% 0.79% -0.09%
7
Tata Motors Passenger Vehicles Limited
₹42.16 L
Automobiles 0.95% 0.87% -0.08%
8
Bajaj Finance Limited
₹50.92 L
Finance 1.12% 1.05% -0.07%
9
SBI Life Insurance Company Limited
₹46.99 L
Insurance 1.04% 0.97% -0.07%
10
Bharti Airtel Limited
₹46.06 L
Telecom - Services 1.02% 0.95% -0.07%

What Stocks Does This Fund Hold?

100 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹66.93 L
Pharmaceuticals & Biotechnology
1.38%
2
₹61.01 L
Realty
1.26%
3
₹61.10 L
Retailing
1.26%
4
₹60.26 L
Automobiles
1.25%
5
₹59.44 L
Automobiles
1.23%
6
₹59.50 L
Auto Components
1.23%
7
₹56.98 L
IT - Software
1.18%
8
₹56.19 L
Auto Components
1.16%
9
₹56.23 L
IT - Software
1.16%
10
₹56.33 L
Consumer Durables
1.16%
🏆 Top stocks held by Equity funds
See which stocks all active Equity 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.