
Kotak Tax Saver-Scheme
Portfolio as of May 2025
ELSS (Tax Savings)
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Divi's Laboratories | Pharmaceuticals | 0.047 | May 2025 | 1.320 |
Stocks exited in May 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|
Cipla | Pharmaceuticals | 0.000 | 0.000 | -100 |
KNR Constructions | Civil Construction | 0.000 | 0.000 | -100 |
Ashoka Buildcon | Civil Construction | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Mahindra & Mahindra | Passenger Cars & Utility Vehicles | 0.024 | Jan 2025 | 1.430 | 50 |
Bharti Airtel | Telecom - Cellular & Fixed line services | 0.022 | Feb 2021 | 3.670 | 19.24 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Infosys | Computers - Software & Consulting | 0.039 | Dec 2005 | 3.990 | -11.11 |
Gujarat State Petronet | Gas Transmission/Marketing | 0.213 | Sep 2017 | 0.630 | -11.11 |
Larsen & Toubro | Civil Construction | 0.036 | Feb 2014 | 2.930 | -9.09 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
HDFC Bank | Private Sector Bank | 0.039 | Jul 2023 | 9.310 |
ICICI Bank | Private Sector Bank | 0.037 | Oct 2009 | 6.000 |
State Bank of India | Public Sector Bank | 0.030 | Feb 2021 | 3.500 |
Tech Mahindra | Computers - Software & Consulting | 0.138 | Aug 2023 | 3.390 |
Axis Bank | Private Sector Bank | 0.057 | Mar 2013 | 3.330 |
NTPC | Power Generation | 0.052 | Sep 2022 | 2.660 |
Hindustan Petroleum Corporation | Refineries & Marketing | 0.176 | Feb 2024 | 2.460 |
Linde India | Industrial Gases | 0.235 | Oct 2016 | 2.400 |
Bajaj Finance | Non Banking Financial Company (NBFC) | 0.024 | Jan 2025 | 2.200 |
Coromandel International | Fertilizers | 0.195 | May 2019 | 2.100 |
Reliance Industries | Refineries & Marketing | 0.007 | Jun 2006 | 2.040 |
Bharat Petroleum Corporation | Refineries & Marketing | 0.092 | Feb 2024 | 2.030 |
Sun Pharmaceutical Industries | Pharmaceuticals | 0.031 | Sep 2021 | 2.010 |
Bosch | Auto Components & Equipments | 0.136 | Feb 2023 | 2.010 |
Hindustan Unilever | Diversified FMCG | 0.022 | Oct 2022 | 1.970 |
Interglobe Aviation | Airline | 0.058 | Apr 2025 | 1.910 |
Mphasis | Computers - Software & Consulting | 0.237 | Aug 2024 | 1.840 |
GAIL (India) | Gas Transmission/Marketing | 0.091 | Dec 2023 | 1.820 |
Zomato | E-Retail/ E-Commerce | 0.048 | Jul 2024 | 1.750 |
Kalpataru Power Transmission | Civil Construction | 0.512 | Apr 2019 | 1.590 |
Hero MotoCorp | 2/3 Wheelers | 0.112 | Jan 2024 | 1.550 |
Solar Industries India | Explosives | 0.066 | Feb 2013 | 1.540 |
UltraTech Cement | Cement & Cement Products | 0.029 | Mar 2014 | 1.520 |
Jindal Steel & Power | Iron & Steel | 0.098 | Feb 2018 | 1.510 |
Kotak Mahindra Bank | Private Sector Bank | 0.023 | May 2024 | 1.490 |
Data Patterns (India) | Aerospace & Defense | 0.581 | Mar 2023 | 1.480 |
Dabur India | Personal Care | 0.107 | Aug 2024 | 1.460 |
Power Grid Corporation of India | Power - Transmission | 0.033 | Jan 2024 | 1.430 |
Kaynes Technology India | Industrial Products | 0.234 | Dec 2023 | 1.430 |
Wipro | Computers - Software & Consulting | 0.034 | Jan 2025 | 1.420 |
Ambuja Cements | Cement & Cement Products | 0.065 | Sep 2021 | 1.410 |
Bank of Baroda | Public Sector Bank | 0.068 | Jul 2022 | 1.390 |
CRISIL | Other Financial Services | 0.219 | Oct 2023 | 1.340 |
United Spirits | Breweries & Distilleries | 0.058 | Sep 2021 | 1.030 |
Voltas | Household Appliances | 0.151 | Jan 2024 | 1.010 |
SRF | Commodity Chemicals | 0.067 | Apr 2016 | 0.910 |
Dee Development Engineers Ltd | Industrial Products | 2.706 | Jun 2024 | 0.870 |
Zydus Lifesciences | Pharmaceuticals | 0.057 | Mar 2014 | 0.850 |
ABB India | Heavy Electrical Equipment | 0.040 | Nov 2018 | 0.810 |
Sun TV Network | TV Broadcasting & Software Production | 0.203 | Aug 2023 | 0.800 |
Carborundum Universal | Abrasives & Bearings | 0.218 | Dec 2021 | 0.660 |
Nuvama Wealth Management | Stockbroking & Allied | 0.145 | Dec 2024 | 0.600 |
JK Tyre & Industries | Tyres & Rubber Products | 0.301 | Dec 2023 | 0.490 |
Garware Technical Fibres | Other Textile Products | 0.355 | Jun 2023 | 0.480 |
Hawkins Cookers | Houseware | 0.340 | Feb 2013 | 0.230 |
PG ELECTROPLAST LTD. | Consumer Electronics | 0.053 | Dec 2024 | 0.180 |
Bharti Airtel Ltd. - (Partly Paid up Equity S | Pesticides & Agrochemicals | 0.009 | Oct 2021 | 0.080 |