← Kotak Mutual Fund

Kotak Nifty200 Value 30 Index Fund - Direct - Growth

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
30
Aug 2026
Equity Holdings
₹13.17 Cr
Equity only, excl. debt & cash
AAUM
₹27.97 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.4%
Moderate
Top 10 Weight
48.3%
Moderate
Changes
30
0 new · 0 exits
Top Sector
Banks
24.9% of portfolio
Launch Date
15 Jan 2026
0 years old

AAUM (Average Assets Under Management) of ₹27.97 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, Grasim Industries Limited saw the biggest increase — now at 4.42% of the portfolio. Power Finance Corporation Limited was trimmed the most, now at 3.95%. State Bank of India remains the top holding with Banks the dominant sector at 24.9%. ↓ 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
Banks 23.5% 23.7% +0.2%
Petroleum Products 12.8% 13.0% +0.2%
Finance 9.6% 9.6% 0.0%
Power 9.6% 9.5% -0.2%
Oil 6.0% 6.3% +0.3%
Ferrous Metals 5.2% 5.2% +0.0%
Automobiles 5.1% 4.9% -0.2%
Diversified FMCG 5.0% 4.9% -0.1%
Consumable Fuels 5.0% 4.7% -0.3%
Non - Ferrous Metals 4.6% 4.7% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 23.7% 24.9% +1.2%
Petroleum Products 13.0% 13.1% +0.2%
Power 9.5% 9.1% -0.4%
Finance 9.6% 8.3% -1.2%
Oil 6.3% 6.3% 0.0%
Ferrous Metals 5.2% 5.4% +0.1%
Non - Ferrous Metals 4.7% 5.0% +0.3%
Consumable Fuels 4.7% 4.7% 0.0%
Automobiles 4.9% 4.6% -0.3%
Diversified FMCG 4.9% 4.6% -0.3%
Biggest Add
Grasim Industries Limited
+0.46% · now 4.42%
Biggest Trim
Power Finance Corporation Limited
-0.91% · now 3.95%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 19 Increased ↓ 11 Decreased
#StockSectorJul 2026Aug 2026Change
1
Grasim Industries Limited
₹58.22 L
Cement & Cement Products 3.96% 4.42% +0.46%
2
Hindalco Industries Limited
₹65.69 L
Non - Ferrous Metals 4.66% 4.98% +0.32%
3
Vedanta Limited
₹56.61 L
Diversified Metals 3.98% 4.30% +0.32%
4
State Bank of India
₹70.10 L
Banks 5.02% 5.32% +0.30%
5
Union Bank of India
₹30.51 L
Banks 2.05% 2.32% +0.27%
6
Bharat Petroleum Corporation Limited
₹70.03 L
Petroleum Products 5.12% 5.31% +0.19%
7
Steel Authority of India Limited
₹13.59 L
Ferrous Metals 0.87% 1.03% +0.16%
8
Indian Bank
₹20.70 L
Banks 1.43% 1.57% +0.14%
9
Canara Bank
₹38.09 L
Banks 2.77% 2.89% +0.12%
10
Punjab National Bank
₹35.81 L
Banks 2.61% 2.72% +0.11%
#StockSectorJul 2026Aug 2026Change
1
Power Finance Corporation Limited
₹52.10 L
Finance 4.86% 3.95% -0.91%
2
REC Limited
₹41.73 L
Finance 3.57% 3.17% -0.40%
3
ITC Limited
₹60.21 L
Diversified FMCG 4.90% 4.57% -0.33%
4
Tata Motors Passenger Vehicles Limited
₹60.43 L
Automobiles 4.91% 4.59% -0.32%
5
Power Grid Corporation of India Limited
₹56.96 L
Power 4.54% 4.32% -0.22%
6
NTPC Limited
₹62.74 L
Power 4.92% 4.76% -0.16%
7
Hindustan Petroleum Corporation Limited
₹42.00 L
Petroleum Products 3.31% 3.19% -0.12%
8
Oil & Natural Gas Corporation Limited
₹66.09 L
Oil 5.11% 5.01% -0.10%
9
UPL Limited
₹13.88 L
Fertilizers & Agrochemicals 1.10% 1.05% -0.05%
10
Coal India Limited
₹62.23 L
Consumable Fuels 4.74% 4.72% -0.02%

What Stocks Does This Fund Hold?

30 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹70.10 L
Banks
5.32%
2
₹70.03 L
Petroleum Products
5.31%
3
₹66.09 L
Oil
5.01%
4
₹65.69 L
Non - Ferrous Metals
4.98%
5
₹62.74 L
Power
4.76%
6
₹62.23 L
Consumable Fuels
4.72%
7
₹61.18 L
Petroleum Products
4.64%
8
₹60.43 L
Automobiles
4.59%
9
₹60.21 L
Diversified FMCG
4.57%
10
₹58.22 L
Cement & Cement Products
4.42%
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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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