
Kotak Tax Saver-Scheme
Portfolio as of Sep 2025
ELSS (Tax Savings)
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| Aptus Value Housing Finance India | Housing Finance Company | 0.425 | Sep 2025 | 1.080 |
| Lupin | Pharmaceuticals | 0.033 | Sep 2025 | 0.460 |
Stocks exited in Sep 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|
| Wipro | Computers - Software & Consulting | 0.000 | 0.000 | -100 |
| GAIL (India) | Gas Transmission/Marketing | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Mahindra & Mahindra | Passenger Cars & Utility Vehicles | 0.028 | Jan 2025 | 1.910 | 16.67 |
| Britannia Industries | Packaged Foods | 0.114 | Jun 2025 | 2.620 | 10 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Data Patterns (India) | Aerospace & Defense | 0.447 | Mar 2023 | 1.020 | -23.08 |
| Axis Bank | Private Sector Bank | 0.055 | Mar 2013 | 3.060 | -2.86 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| HDFC Bank | Private Sector Bank | 0.039 | Jul 2023 | 9.090 |
| ICICI Bank | Private Sector Bank | 0.036 | Oct 2009 | 5.580 |
| State Bank of India | Public Sector Bank | 0.029 | Feb 2021 | 3.750 |
| Bharti Airtel | Telecom - Cellular & Fixed line services | 0.022 | Feb 2021 | 3.710 |
| Infosys | Computers - Software & Consulting | 0.036 | Dec 2005 | 3.440 |
| Tech Mahindra | Computers - Software & Consulting | 0.138 | Aug 2023 | 3.010 |
| NTPC | Power Generation | 0.052 | Sep 2022 | 2.710 |
| Hindustan Petroleum Corporation | Refineries & Marketing | 0.176 | Feb 2024 | 2.650 |
| Bosch | Auto Components & Equipments | 0.136 | Feb 2023 | 2.430 |
| Hero MotoCorp | 2/3 Wheelers | 0.137 | Jan 2024 | 2.400 |
| Zomato | E-Retail/ E-Commerce | 0.048 | Jul 2024 | 2.390 |
| Larsen & Toubro | Civil Construction | 0.029 | Feb 2014 | 2.330 |
| Bharat Petroleum Corporation | Refineries & Marketing | 0.092 | Feb 2024 | 2.160 |
| Interglobe Aviation | Airline | 0.058 | Apr 2025 | 2.000 |
| Linde India | Industrial Gases | 0.235 | Oct 2016 | 1.990 |
| Reliance Industries | Refineries & Marketing | 0.007 | Jun 2006 | 1.960 |
| Sun Pharmaceutical Industries | Pharmaceuticals | 0.031 | Sep 2021 | 1.900 |
| Mphasis | Computers - Software & Consulting | 0.237 | Aug 2024 | 1.900 |
| Kalpataru Power Transmission | Civil Construction | 0.512 | Apr 2019 | 1.750 |
| Coromandel International | Fertilizers | 0.161 | May 2019 | 1.700 |
| Jindal Steel & Power | Iron & Steel | 0.098 | Feb 2018 | 1.690 |
| Kaynes Technology India | Industrial Products | 0.224 | Dec 2023 | 1.680 |
| UltraTech Cement | Cement & Cement Products | 0.029 | Mar 2014 | 1.650 |
| Dabur India | Personal Care | 0.107 | Aug 2024 | 1.490 |
| Ambuja Cements | Cement & Cement Products | 0.065 | Sep 2021 | 1.450 |
| Bank of Baroda | Public Sector Bank | 0.068 | Jul 2022 | 1.440 |
| Kotak Mahindra Bank | Private Sector Bank | 0.023 | May 2024 | 1.430 |
| Power Grid Corporation of India | Power - Transmission | 0.033 | Jan 2024 | 1.380 |
| Divi's Laboratories | Pharmaceuticals | 0.056 | May 2025 | 1.340 |
| Solar Industries India | Explosives | 0.066 | Feb 2013 | 1.270 |
| CRISIL | Other Financial Services | 0.219 | Oct 2023 | 1.130 |
| Voltas | Household Appliances | 0.151 | Jan 2024 | 1.080 |
| SRF | Commodity Chemicals | 0.068 | Apr 2016 | 0.900 |
| United Spirits | Breweries & Distilleries | 0.058 | Sep 2021 | 0.900 |
| Zydus Lifesciences | Pharmaceuticals | 0.057 | Mar 2014 | 0.900 |
| Engineers India | Civil Construction | 0.498 | Jun 2025 | 0.860 |
| Dee Development Engineers Ltd | Industrial Products | 2.675 | Jun 2024 | 0.790 |
| ABB India | Heavy Electrical Equipment | 0.040 | Nov 2018 | 0.700 |
| Carborundum Universal | Abrasives & Bearings | 0.218 | Dec 2021 | 0.610 |
| Nuvama Wealth Management | Stockbroking & Allied | 0.145 | Dec 2024 | 0.520 |
| Sun TV Network | TV Broadcasting & Software Production | 0.152 | Aug 2023 | 0.500 |
| Garware Technical Fibres | Other Textile Products | 0.362 | Jun 2023 | 0.420 |
| Hawkins Cookers | Houseware | 0.284 | Feb 2013 | 0.210 |
| Bharti Airtel Ltd. - (Partly Paid up Equity S | Pesticides & Agrochemicals | 0.009 | Oct 2021 | 0.080 |