
Kotak Emerging Equity Scheme
Portfolio as of Sep 2025
Mid-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| Poonawalla Fincorp Limited | Non Banking Financial Company (NBFC) | 1.084 | Sep 2025 | 0.720 |
Stocks exited in Sep 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|
| Tech Mahindra | Computers - Software & Consulting | 0.000 | 0.000 | -100 |
| Balkrishna Industries | Tyres & Rubber Products | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Dalmia Bharat | Cement & Cement Products | 1.462 | Aug 2025 | 1.050 | 640.89 |
| L&T Finance Holdings | Non Banking Financial Company (NBFC) | 1.106 | Aug 2025 | 1.180 | 20.07 |
| Aster DM Healthcare | Hospital | 1.083 | Mar 2025 | 0.600 | 10.16 |
| India Shelter Finance Corporation | Housing Finance Company | 4.753 | Jul 2025 | 0.780 | 9.88 |
| Indian Bank | Public Sector Bank | 1.261 | Jun 2025 | 2.190 | 4.25 |
| Cholamandalam Investment & Finance Company | Non Banking Financial Company (NBFC) | 0.782 | Jul 2025 | 1.830 | 3.64 |
| Bharti Hexacom Ltd | Telecom - Cellular & Fixed line services | 1.481 | Apr 2024 | 2.080 | 1.16 |
| MRF | Tyres & Rubber Products | 1.136 | Mar 2018 | 1.200 | 0.41 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Bharat Forge | Auto Components & Equipments | 0.991 | Jan 2022 | 0.990 | -18.51 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| Fortis Healthcare | Hospital | 3.275 | Mar 2024 | 4.110 |
| GE T & D India | Heavy Electrical Equipment | 3.031 | Nov 2024 | 3.940 |
| Dixon Technologies (India) | Consumer Electronics | 1.824 | Jan 2023 | 3.090 |
| Mphasis | Computers - Software & Consulting | 3.466 | Jan 2024 | 3.000 |
| IPCA Laboratories | Pharmaceuticals | 4.652 | Mar 2021 | 2.760 |
| JK Cement | Cement & Cement Products | 3.140 | Mar 2020 | 2.620 |
| Bharat Electronics | Aerospace & Defense | 0.459 | Dec 2018 | 2.330 |
| Solar Industries India | Explosives | 1.089 | Jul 2011 | 2.250 |
| KEI Industries | Cables - Electricals | 3.384 | Oct 2024 | 2.250 |
| Coromandel International | Fertilizers | 1.942 | Dec 2013 | 2.210 |
| Oracle Financial Services Software | Software Products | 1.760 | May 2024 | 2.210 |
| Oberoi Realty | Residential- Commercial Projects | 2.203 | Mar 2015 | 2.170 |
| Schaeffler India | Auto Components & Equipments | 1.856 | Mar 2014 | 2.090 |
| Zomato | E-Retail/ E-Commerce | 0.349 | Nov 2024 | 1.880 |
| Hindustan Petroleum Corporation | Refineries & Marketing | 1.140 | Aug 2019 | 1.850 |
| Persistent Systems | Computers - Software & Consulting | 1.387 | Jul 2013 | 1.800 |
| Power Finance Corporation | Financial Institution | 0.749 | Jan 2024 | 1.740 |
| SRF | Commodity Chemicals | 1.205 | Aug 2015 | 1.710 |
| PI Industries | Pesticides & Agrochemicals | 1.866 | Apr 2018 | 1.710 |
| Blue Star | Household Appliances | 2.586 | May 2020 | 1.710 |
| Global Health | Hospital | 2.797 | Mar 2024 | 1.690 |
| Metro Brands | Footwear | 2.593 | Dec 2021 | 1.560 |
| Wipro | Computers - Software & Consulting | 0.360 | Sep 2024 | 1.550 |
| Minda Industries | Auto Components & Equipments | 1.201 | Mar 2023 | 1.540 |
| JB Chemicals & Pharmaceuticals | Pharmaceuticals | 3.102 | Mar 2024 | 1.410 |
| ICICI Lombard General Insurance Company | General Insurance | 0.857 | Jun 2024 | 1.380 |
| Max Financial Services | Life Insurance | 1.457 | Feb 2019 | 1.350 |
| Apar Industries | Other Electrical Equipment | 2.334 | Sep 2024 | 1.320 |
| Nuvama Wealth Management | Stockbroking & Allied | 3.227 | Dec 2024 | 1.260 |
| Deepak Nitrite | Specialty Chemicals | 2.918 | Jul 2024 | 1.250 |
| Polycab India | Cables - Electricals | 0.655 | Sep 2024 | 1.230 |
| Voltas | Household Appliances | 1.569 | Jul 2018 | 1.200 |
| Federal Bank | Private Sector Bank | 1.429 | Oct 2010 | 1.160 |
| Birlasoft | Computers - Software & Consulting | 6.654 | Aug 2024 | 1.120 |
| Oil India | Oil Exploration & Production | 0.936 | Feb 2024 | 1.080 |
| Emami | Personal Care | 2.656 | Jul 2017 | 1.070 |
| Max Healthcare Institute | Hospital | 0.549 | Jan 2025 | 1.020 |
| Jindal Steel & Power | Iron & Steel | 0.506 | Jul 2025 | 0.940 |
| Apollo Tyres | Tyres & Rubber Products | 1.748 | Dec 2024 | 0.900 |
| Prudent Corporate Advisory Services | Financial Products Distributor | 4.475 | May 2024 | 0.840 |
| APL Apollo Tubes | Iron & Steel Products | 1.006 | Dec 2017 | 0.810 |
| ZF Commercial Vehicle Control Systems India | Auto Components & Equipments | 1.885 | Mar 2021 | 0.800 |
| Ratnamani Metals & Tubes | Iron & Steel Products | 2.704 | Jan 2019 | 0.780 |
| Home First Finance Company India | Housing Finance Company | 3.525 | Aug 2025 | 0.760 |
| BSE | Pesticides & Agrochemicals | 0.505 | Feb 2025 | 0.720 |
| V Guard Industries | Household Appliances | 2.499 | Mar 2014 | 0.700 |
| LIC Housing Finance | Housing Finance Company | 1.190 | Jan 2024 | 0.630 |
| Techno Electric & Engineering Company | Civil Construction | 2.187 | Jul 2024 | 0.580 |
| REC Limited | Financial Institution | 0.311 | Mar 2024 | 0.520 |