← Kotak Mutual Fund

Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
30
Aug 2026
Equity Holdings
₹99.20 Cr
Equity only, excl. debt & cash
AAUM
₹95.90 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
42.8%
High concentration
Top 10 Weight
63.4%
High concentration
Changes
29
0 new · 0 exits
Top Sector
Finance
56.3% of portfolio
Launch Date
24 Jul 2023
3 years old

AAUM (Average Assets Under Management) of ₹95.90 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, Life Insurance Corporation Of India saw the biggest increase — now at 2.92% of the portfolio. Bajaj Finance Limited was trimmed the most, now at 15.60%. Bajaj Finance Limited remains the top holding with Finance the dominant sector at 56.3%. ↓ 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 56.9% 58.8% +1.9%
Capital Markets 21.6% 20.2% -1.5%
Insurance 15.2% 14.6% -0.6%
Financial Technology (Fintech) 6.0% 6.2% +0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Finance 58.8% 56.3% -2.6%
Capital Markets 20.2% 20.2% +0.1%
Insurance 14.6% 16.0% +1.4%
Financial Technology (Fintech) 6.2% 7.6% +1.3%
Biggest Add
Life Insurance Corporation Of India
+1.87% · now 2.92%
Biggest Trim
Bajaj Finance Limited
-1.41% · now 15.60%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 13 Increased ↓ 16 Decreased
#StockSectorJul 2026Aug 2026Change
1
Life Insurance Corporation Of India
₹2.90 Cr
Insurance 1.05% 2.92% +1.87%
2
Multi Commodity Exchange of India Limited
₹4.74 Cr
Capital Markets 3.82% 4.78% +0.96%
3
One 97 Communications Limited
₹3.95 Cr
Financial Technology (Fintech) 3.14% 3.98% +0.84%
4
PB Fintech Limited
₹3.54 Cr
Financial Technology (Fintech) 3.08% 3.57% +0.49%
5
Shriram Finance Limited
₹8.49 Cr
Finance 8.15% 8.56% +0.41%
6
Max Financial Services Limited
₹2.28 Cr
Insurance 2.21% 2.30% +0.09%
7
PNB Housing Finance Limited
₹1.18 Cr
Finance 1.10% 1.19% +0.09%
8
Central Depository Services (India) Limited
₹1.36 Cr
Capital Markets 1.32% 1.38% +0.06%
9
Bajaj Holdings & Investment Limited
₹2.75 Cr
Finance 2.73% 2.78% +0.05%
10
360 One WAM Limited
₹1.66 Cr
Capital Markets 1.64% 1.68% +0.04%
#StockSectorJul 2026Aug 2026Change
1
Bajaj Finance Limited
₹15.48 Cr
Finance 17.01% 15.60% -1.41%
2
BSE Limited
₹7.33 Cr
Capital Markets 8.29% 7.39% -0.90%
3
Power Finance Corporation Limited
₹2.67 Cr
Finance 3.44% 2.70% -0.74%
4
SBI Life Insurance Company Limited
₹4.27 Cr
Insurance 4.70% 4.31% -0.39%
5
REC Limited
₹2.21 Cr
Finance 2.59% 2.22% -0.37%
6
Jio Financial Services Limited
₹4.33 Cr
Finance 4.68% 4.36% -0.32%
7
Muthoot Finance Limited
₹1.74 Cr
Finance 1.86% 1.76% -0.10%
8
Bajaj Finserv Limited
₹6.39 Cr
Finance 6.53% 6.44% -0.09%
9
ICICI Lombard General Insurance Company Limited
₹2.08 Cr
Insurance 2.19% 2.10% -0.09%
10
Indian Railway Finance Corporation Limited
₹91.57 L
Finance 1.00% 0.92% -0.08%

What Stocks Does This Fund Hold?

30 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹15.48 Cr
Finance
15.60%
2
₹8.49 Cr
Finance
8.56%
3
₹7.33 Cr
Capital Markets
7.39%
4
₹6.39 Cr
Finance
6.44%
5
₹4.74 Cr
Capital Markets
4.78%
6
₹4.39 Cr
Finance
4.43%
7
₹4.33 Cr
Finance
4.36%
8
₹4.27 Cr
Insurance
4.31%
9
₹3.95 Cr
Financial Technology (Fintech)
3.98%
10
₹3.54 Cr
Financial Technology (Fintech)
3.57%
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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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