
Kotak Tax Saver-Scheme
Portfolio as of Jun 2025
ELSS (Tax Savings)
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Britannia Industries | Packaged Foods | 0.102 | Jun 2025 | 2.250 |
Engineers India | Civil Construction | 0.230 | Jun 2025 | 0.490 |
Stocks exited in Jun 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|
Hindustan Unilever | Diversified FMCG | 0.000 | 0.000 | -100 |
Gujarat State Petronet | Gas Transmission/Marketing | 0.000 | 0.000 | -100 |
PG ELECTROPLAST LTD. | Consumer Electronics | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Divi's Laboratories | Pharmaceuticals | 0.056 | May 2025 | 1.560 | 18.72 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Infosys | Computers - Software & Consulting | 0.035 | Dec 2005 | 3.700 | -6.25 |
Coromandel International | Fertilizers | 0.188 | May 2019 | 2.120 | -4.35 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
HDFC Bank | Private Sector Bank | 0.039 | Jul 2023 | 9.250 |
ICICI Bank | Private Sector Bank | 0.036 | Oct 2009 | 5.790 |
Bharti Airtel | Telecom - Cellular & Fixed line services | 0.022 | Feb 2021 | 3.840 |
Tech Mahindra | Computers - Software & Consulting | 0.134 | Aug 2023 | 3.510 |
State Bank of India | Public Sector Bank | 0.030 | Feb 2021 | 3.410 |
Axis Bank | Private Sector Bank | 0.056 | Mar 2013 | 3.230 |
Larsen & Toubro | Civil Construction | 0.036 | Feb 2014 | 2.830 |
NTPC | Power Generation | 0.051 | Sep 2022 | 2.580 |
Hindustan Petroleum Corporation | Refineries & Marketing | 0.171 | Feb 2024 | 2.530 |
Reliance Industries | Refineries & Marketing | 0.007 | Jun 2006 | 2.080 |
Interglobe Aviation | Airline | 0.058 | Apr 2025 | 2.070 |
Bharat Petroleum Corporation | Refineries & Marketing | 0.090 | Feb 2024 | 2.050 |
Linde India | Industrial Gases | 0.229 | Oct 2016 | 2.050 |
Bosch | Auto Components & Equipments | 0.135 | Feb 2023 | 2.010 |
Mphasis | Computers - Software & Consulting | 0.234 | Aug 2024 | 1.970 |
Sun Pharmaceutical Industries | Pharmaceuticals | 0.031 | Sep 2021 | 1.940 |
Zomato | E-Retail/ E-Commerce | 0.047 | Jul 2024 | 1.880 |
GAIL (India) | Gas Transmission/Marketing | 0.089 | Dec 2023 | 1.760 |
Kalpataru Power Transmission | Civil Construction | 0.494 | Apr 2019 | 1.650 |
Solar Industries India | Explosives | 0.065 | Feb 2013 | 1.630 |
UltraTech Cement | Cement & Cement Products | 0.029 | Mar 2014 | 1.580 |
Kotak Mahindra Bank | Private Sector Bank | 0.023 | May 2024 | 1.500 |
CRISIL | Other Financial Services | 0.209 | Oct 2023 | 1.490 |
Mahindra & Mahindra | Passenger Cars & Utility Vehicles | 0.024 | Jan 2025 | 1.470 |
Hero MotoCorp | 2/3 Wheelers | 0.111 | Jan 2024 | 1.470 |
Wipro | Computers - Software & Consulting | 0.034 | Jan 2025 | 1.460 |
Jindal Steel & Power | Iron & Steel | 0.098 | Feb 2018 | 1.450 |
Data Patterns (India) | Aerospace & Defense | 0.559 | Mar 2023 | 1.450 |
Power Grid Corporation of India | Power - Transmission | 0.033 | Jan 2024 | 1.430 |
Dabur India | Personal Care | 0.107 | Aug 2024 | 1.420 |
Ambuja Cements | Cement & Cement Products | 0.064 | Sep 2021 | 1.420 |
Kaynes Technology India | Industrial Products | 0.235 | Dec 2023 | 1.410 |
Bank of Baroda | Public Sector Bank | 0.067 | Jul 2022 | 1.340 |
Voltas | Household Appliances | 0.148 | Jan 2024 | 1.010 |
SRF | Commodity Chemicals | 0.065 | Apr 2016 | 1.000 |
United Spirits | Breweries & Distilleries | 0.057 | Sep 2021 | 0.930 |
Dee Development Engineers Ltd | Industrial Products | 2.662 | Jun 2024 | 0.920 |
Zydus Lifesciences | Pharmaceuticals | 0.057 | Mar 2014 | 0.880 |
ABB India | Heavy Electrical Equipment | 0.040 | Nov 2018 | 0.800 |
Sun TV Network | TV Broadcasting & Software Production | 0.199 | Aug 2023 | 0.740 |
Nuvama Wealth Management | Stockbroking & Allied | 0.137 | Dec 2024 | 0.660 |
Carborundum Universal | Abrasives & Bearings | 0.213 | Dec 2021 | 0.620 |
Garware Technical Fibres | Other Textile Products | 0.343 | Jun 2023 | 0.500 |
JK Tyre & Industries | Tyres & Rubber Products | 0.294 | Dec 2023 | 0.450 |
Hawkins Cookers | Houseware | 0.340 | Feb 2013 | 0.240 |
Bharti Airtel Ltd. - (Partly Paid up Equity S | Pesticides & Agrochemicals | 0.009 | Oct 2021 | 0.080 |