Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme

Portfolio as of Mar 2025
Mid-Cap
Stocks added for the first time:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Aster DM HealthcareHospital0.701Mar 20250.350
Stocks exited in Mar 2025:
No available stocks
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Max Healthcare InstituteHospital0.791Jan 20251.7503.36
WiproComputers - Software & Consulting0.360Sep 20242.0602.72
MphasisComputers - Software & Consulting3.127Jan 20243.0901.96
GE T & D IndiaHeavy Electrical Equipment2.592Nov 20242.1501.59
Minda IndustriesAuto Components & Equipments1.205Mar 20231.2601.24
Persistent SystemsComputers - Software & Consulting1.392Jul 20132.4901.17
Coromandel InternationalFertilizers2.632Dec 20133.1900.49
Metro BrandsFootwear2.351Dec 20211.3500.34
IPCA LaboratoriesPharmaceuticals4.332Mar 20213.4300.11
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Sundram FastenersAuto Components & Equipments0.126Feb 20230.050-90.42
Amber Enterprises IndiaHousehold Appliances2.255Apr 20201.140-15.98
APL Apollo TubesIron & Steel Products1.006Dec 20170.880-8.21
ThermaxHeavy Electrical Equipment1.318Mar 20171.190-4.95
Supreme IndustriesPlastic Products - Industrial1.883Feb 20151.700-1.29
JK CementCement & Cement Products3.284Mar 20202.600-0.43
Solar Industries IndiaExplosives1.221Jul 20112.580-0.1
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Fortis HealthcareHospital3.275Mar 20243.590
Oberoi RealtyResidential- Commercial Projects2.203Mar 20152.730
Oracle Financial Services SoftwareSoftware Products1.762May 20242.500
Blue StarHousehold Appliances2.432May 20202.220
Bharti Hexacom LtdTelecom - Cellular & Fixed line services1.457Apr 20242.220
Bharat ElectronicsAerospace & Defense0.459Dec 20182.100
Dixon Technologies (India)Consumer Electronics1.254Jan 20232.060
Schaeffler IndiaAuto Components & Equipments1.856Mar 20142.040
Power Finance CorporationFinancial Institution0.718Jan 20242.040
PI IndustriesPesticides & Agrochemicals1.866Apr 20182.020
Global HealthHospital2.794Mar 20241.870
Hindustan Petroleum CorporationRefineries & Marketing1.140Aug 20191.820
Exide IndustriesAuto Components & Equipments2.638Apr 20181.680
Deepak NitriteSpecialty Chemicals2.918Jul 20241.640
ICICI Lombard General Insurance CompanyGeneral Insurance0.860Jun 20241.590
SRFSpecialty Chemicals0.855Aug 20151.550
LIC Housing FinanceHousing Finance Company2.305Jan 20241.490
VoltasHousehold Appliances1.444Jul 20181.450
BirlasoftComputers - Software & Consulting6.490Aug 20241.450
Bharat ForgeAuto Components & Equipments1.217Jan 20221.410
Federal BankPrivate Sector Bank1.431Oct 20101.410
EmamiPersonal Care2.656Jul 20171.400
JB Chemicals & PharmaceuticalsPharmaceuticals2.510Mar 20241.320
Ramco Cements LimitedCement & Cement Products2.926Aug 20131.290
Oil IndiaOil Exploration & Production0.936Feb 20241.220
Max Financial ServicesLife Insurance1.443Feb 20191.190
Kajaria CeramicsCeramics4.052Dec 20161.150
Torrent PharmaceuticalsPharmaceuticals0.492Jan 20111.120
KEI IndustriesCables - Electricals1.886Oct 20241.080
Apar IndustriesOther Electrical Equipment2.334Sep 20241.080
Polycab IndiaCables - Electricals0.656Sep 20241.060
Nuvama Wealth ManagementStockbroking & Allied2.287Dec 20241.040
Ratnamani Metals & TubesIron & Steel Products2.704Jan 20191.020
BSEPesticides & Agrochemicals0.665Feb 20251.020
MRFTyres & Rubber Products1.002Mar 20180.990
ZF Commercial Vehicle Control Systems IndiaAuto Components & Equipments1.894Mar 20210.970
Apollo TyresTyres & Rubber Products1.622Dec 20240.910
Prudent Corporate Advisory ServicesFinancial Products Distributor4.530May 20240.910
Mahindra & Mahindra Financial ServicesNon Banking Financial Company (NBFC)1.189Jul 20150.860
V Guard IndustriesHousehold Appliances2.503Mar 20140.810
ZomatoE-Retail/ E-Commerce0.174Nov 20240.700
Balkrishna IndustriesTyres & Rubber Products0.655Nov 20190.670
Tech MahindraComputers - Software & Consulting0.222Sep 20230.640
REC LimitedFinancial Institution0.273Mar 20240.640
Techno Electric & Engineering CompanyCivil Construction2.187Jul 20240.530
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