← Kotak Mutual Fund

Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option

Index/ETF Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
30
Jul 2026
Equity Holdings
₹587.19 Cr
Equity only, excl. debt & cash
AAUM
₹533.88 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.9%
Moderate
Top 10 Weight
49.2%
Moderate
Changes
30
0 new · 0 exits
Top Sector
Electrical Equipment
15.6% of portfolio
Launch Date
25 May 2023
3 years old

AAUM (Average Assets Under Management) of ₹533.88 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, Laurus Labs Limited saw the biggest increase — now at 5.79% of the portfolio. GE Vernova T&D India Limited was trimmed the most, now at 4.29%. Laurus Labs Limited remains the top holding with Electrical Equipment the dominant sector at 15.6%. ↓ 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
Electrical Equipment 0.0% 16.6% +16.6%
Power 0.0% 15.1% +15.1%
Capital Markets 6.1% 9.9% +3.8%
Industrial Products 3.8% 9.7% +5.8%
Pharmaceuticals & Biotechnology 1.5% 9.0% +7.5%
Non - Ferrous Metals 6.6% 7.4% +0.8%
Finance 19.4% 7.4% -12.0%
Ferrous Metals 0.0% 6.5% +6.5%
Auto Components 0.0% 6.3% +6.3%
Diversified Metals 0.0% 4.4% +4.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Electrical Equipment 16.6% 15.6% -1.0%
Power 15.1% 15.0% -0.1%
Pharmaceuticals & Biotechnology 9.0% 10.3% +1.4%
Capital Markets 9.9% 9.5% -0.4%
Industrial Products 9.7% 9.2% -0.4%
Non - Ferrous Metals 7.4% 7.6% +0.2%
Finance 7.4% 7.5% +0.1%
Ferrous Metals 6.5% 6.5% +0.1%
Auto Components 6.3% 6.5% +0.2%
Diversified Metals 4.4% 4.2% -0.2%
Biggest Add
Laurus Labs Limited
+1.00% · now 5.79%
Biggest Trim
GE Vernova T&D India Limited
-0.57% · now 4.29%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 14 Increased ↓ 16 Decreased
#StockSectorJun 2026Jul 2026Change
1
Laurus Labs Limited
₹34.00 Cr
Pharmaceuticals & Biotechnology 4.79% 5.79% +1.00%
2
The Federal Bank Limited
₹23.99 Cr
Banks 3.72% 4.08% +0.36%
3
Adani Energy Solutions Limited
₹19.80 Cr
Power 3.02% 3.37% +0.35%
4
Torrent Pharmaceuticals Limited
₹17.22 Cr
Pharmaceuticals & Biotechnology 2.62% 2.93% +0.31%
5
Hindalco Industries Limited
₹29.41 Cr
Non - Ferrous Metals 4.87% 5.00% +0.13%
6
Bharat Forge Limited
₹20.68 Cr
Auto Components 3.40% 3.52% +0.12%
7
National Aluminium Company Limited
₹15.43 Cr
Non - Ferrous Metals 2.52% 2.63% +0.11%
8
Tata Steel Limited
₹29.40 Cr
Ferrous Metals 4.91% 5.00% +0.09%
9
ABB India Limited
₹11.26 Cr
Electrical Equipment 1.83% 1.92% +0.09%
10
Samvardhana Motherson International Limited
₹17.49 Cr
Auto Components 2.90% 2.98% +0.08%
#StockSectorJun 2026Jul 2026Change
1
GE Vernova T&D India Limited
₹25.22 Cr
Electrical Equipment 4.86% 4.29% -0.57%
2
CG Power and Industrial Solutions Limited
₹17.39 Cr
Electrical Equipment 3.23% 2.96% -0.27%
3
BSE Limited
₹27.65 Cr
Capital Markets 4.94% 4.71% -0.23%
4
Adani Power Limited
₹27.11 Cr
Power 4.84% 4.61% -0.23%
5
Polycab India Limited
₹15.93 Cr
Industrial Products 2.94% 2.71% -0.23%
6
Vedanta Limited
₹24.61 Cr
Diversified Metals 4.41% 4.19% -0.22%
7
Hitachi Energy India Limited
₹17.27 Cr
Electrical Equipment 3.16% 2.94% -0.22%
8
Multi Commodity Exchange of India Limited
₹27.94 Cr
Capital Markets 4.96% 4.75% -0.21%
9
Vodafone Idea Limited
₹11.51 Cr
Telecom - Services 2.16% 1.96% -0.20%
10
Adani Green Energy Limited
₹12.70 Cr
Power 2.31% 2.16% -0.15%

What Stocks Does This Fund Hold?

30 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹34.00 Cr
Pharmaceuticals & Biotechnology
5.79%
2
₹30.28 Cr
Finance
5.15%
3
₹29.41 Cr
Non - Ferrous Metals
5.00%
4
₹29.40 Cr
Ferrous Metals
5.00%
5
₹29.28 Cr
Industrial Products
4.98%
6
₹28.67 Cr
Power
4.88%
7
₹27.94 Cr
Capital Markets
4.75%
8
₹27.65 Cr
Capital Markets
4.71%
9
₹27.11 Cr
Power
4.61%
10
₹25.22 Cr
Electrical Equipment
4.29%
🏆 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.