Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme

Portfolio as of Jun 2025
Mid-Cap
Stocks added for the first time:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Indian BankPublic Sector Bank0.687Jun 20251.070
Stocks exited in Jun 2025:
No available stocks
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
KEI IndustriesCables - Electricals3.211Oct 20242.05043.75
SRFCommodity Chemicals1.146Aug 20152.00038.76
Dixon Technologies (India)Consumer Electronics1.818Jan 20232.90014.4
Metro BrandsFootwear2.600Dec 20211.4109.54
Aster DM HealthcareHospital0.884Mar 20250.4909.11
VoltasHousehold Appliances1.535Jul 20181.1907.93
MphasisComputers - Software & Consulting3.429Jan 20243.2905.46
IPCA LaboratoriesPharmaceuticals4.597Mar 20212.9004.73
ZomatoE-Retail/ E-Commerce0.326Nov 20241.4703.25
Blue StarHousehold Appliances2.548May 20201.5202.3
Nuvama Wealth ManagementStockbroking & Allied2.647Dec 20241.4501.83
Global HealthHospital2.788Mar 20241.4900.03
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
ThermaxHeavy Electrical Equipment0.132Mar 20170.100-84.81
Max Healthcare InstituteHospital0.675Jan 20251.450-15.54
Solar Industries IndiaExplosives1.073Jul 20113.040-10.64
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Fortis HealthcareHospital3.271Mar 20243.440
GE T & D IndiaHeavy Electrical Equipment2.675Nov 20242.930
Oberoi RealtyResidential- Commercial Projects2.139Mar 20152.670
JK CementCement & Cement Products3.072Mar 20202.610
Coromandel InternationalFertilizers1.955Dec 20132.510
Bharat ElectronicsAerospace & Defense0.456Dec 20182.480
Oracle Financial Services SoftwareSoftware Products1.696May 20242.410
Persistent SystemsComputers - Software & Consulting1.381Jul 20132.300
Bharti Hexacom LtdTelecom - Cellular & Fixed line services1.275Apr 20242.240
Schaeffler IndiaAuto Components & Equipments1.799Mar 20142.060
PI IndustriesPesticides & Agrochemicals1.856Apr 20182.040
Hindustan Petroleum CorporationRefineries & Marketing1.106Aug 20191.860
Power Finance CorporationFinancial Institution0.736Jan 20241.850
WiproComputers - Software & Consulting0.356Sep 20241.760
ICICI Lombard General Insurance CompanyGeneral Insurance0.865Jun 20241.520
Exide IndustriesAuto Components & Equipments2.566Apr 20181.520
Max Financial ServicesLife Insurance1.443Feb 20191.440
Apar IndustriesOther Electrical Equipment2.292Sep 20241.430
BirlasoftComputers - Software & Consulting6.663Aug 20241.410
Deepak NitriteSpecialty Chemicals2.887Jul 20241.380
LIC Housing FinanceHousing Finance Company2.276Jan 20241.370
Minda IndustriesAuto Components & Equipments1.209Mar 20231.340
Bharat ForgeAuto Components & Equipments1.204Jan 20221.330
Federal BankPrivate Sector Bank1.399Oct 20101.310
Kajaria CeramicsCeramics4.022Dec 20161.220
JB Chemicals & PharmaceuticalsPharmaceuticals2.593Mar 20241.180
Oil IndiaOil Exploration & Production0.911Feb 20241.160
EmamiPersonal Care2.635Jul 20171.160
Polycab IndiaCables - Electricals0.645Sep 20241.130
MRFTyres & Rubber Products0.991Mar 20181.060
BSEPesticides & Agrochemicals0.488Feb 20251.000
Ratnamani Metals & TubesIron & Steel Products2.618Jan 20190.970
Prudent Corporate Advisory ServicesFinancial Products Distributor4.405May 20240.890
APL Apollo TubesIron & Steel Products0.921Dec 20170.850
ZF Commercial Vehicle Control Systems IndiaAuto Components & Equipments1.891Mar 20210.840
Apollo TyresTyres & Rubber Products1.608Dec 20240.810
V Guard IndustriesHousehold Appliances2.500Mar 20140.740
Techno Electric & Engineering CompanyCivil Construction2.146Jul 20240.710
Tech MahindraComputers - Software & Consulting0.216Sep 20230.640
REC LimitedFinancial Institution0.308Mar 20240.580
Balkrishna IndustriesTyres & Rubber Products0.645Nov 20190.540
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