
Kotak Small Cap Fund
Portfolio as of Jun 2025
Small-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Jubilant Ingrevia | Specialty Chemicals | 2.084 | Jun 2025 | 1.480 |
Axis Bank | Private Sector Bank | 0.032 | Jun 2025 | 0.670 |
Karur Vysya Bank | Private Sector Bank | 0.024 | Jun 2025 | 0.030 |
Stocks exited in Jun 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|
Supreme Industries | Plastic Products - Industrial | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Mahindra Lifespace Developers | Residential- Commercial Projects | 2.691 | May 2018 | 1.180 | 37.5 |
VST Tillers Tractors | Tractors | 5.138 | Oct 2016 | 0.920 | 19.98 |
Metropolis Healthcare | Healthcare Service Provider | 2.358 | Feb 2025 | 1.190 | 16.2 |
Kalpataru Power Transmission | Civil Construction | 1.856 | Jan 2023 | 2.240 | 4.43 |
Minda Corporation | Auto Components & Equipments | 1.759 | Feb 2024 | 1.220 | 4.18 |
Garware Technical Fibres | Other Textile Products | 4.640 | Jun 2021 | 2.450 | 2.36 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Exide Industries | Auto Components & Equipments | 0.152 | Sep 2022 | 0.280 | -76.08 |
JK Cement | Cement & Cement Products | 0.402 | Jul 2014 | 1.080 | -23.96 |
Bharti Hexacom Ltd | Telecom - Cellular & Fixed line services | 0.275 | Apr 2024 | 1.530 | -11.3 |
Solar Industries India | Explosives | 0.217 | Aug 2011 | 1.950 | -8.84 |
Amara Raja Batteries | Auto Components & Equipments | 0.353 | May 2023 | 0.350 | -2.96 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Aster DM Healthcare | Hospital | 2.221 | Jul 2024 | 3.890 |
Techno Electric & Engineering Company | Civil Construction | 3.113 | Dec 2018 | 3.280 |
Krishna Institute of Medical Sciences Ltd | Hospital | 2.039 | Dec 2023 | 3.160 |
Century Plyboards (India) | Plywood Boards/ Laminates | 2.977 | Oct 2018 | 2.790 |
Vijaya Diagnostic Centre | Healthcare Service Provider | 4.446 | Mar 2024 | 2.610 |
Cyient | IT Enabled Services | 3.223 | Dec 2019 | 2.550 |
Brigade Enterprises | Residential- Commercial Projects | 1.677 | Aug 2024 | 2.530 |
Ratnamani Metals & Tubes | Iron & Steel Products | 1.836 | Jan 2018 | 2.160 |
Sansera Engineering | Auto Components & Equipments | 4.488 | Sep 2021 | 2.150 |
Alembic Pharmaceuticals | Pharmaceuticals | 1.708 | Jan 2022 | 1.980 |
Amber Enterprises India | Household Appliances | 1.411 | Jan 2018 | 1.820 |
V Guard Industries | Household Appliances | 1.919 | Oct 2018 | 1.800 |
Medplus Health Services | Pharmacy Retail | 3.020 | Nov 2024 | 1.800 |
BEML | Construction Vehicles | 1.692 | Jun 2018 | 1.800 |
Ajanta Pharma | Pharmaceuticals | 10.235 | May 2023 | 1.740 |
V-Mart Retail | Diversified Retail | 4.399 | Feb 2021 | 1.670 |
Blue Dart Express | Logistics Solution Provider | 1.833 | Oct 2019 | 1.580 |
Great Eastern Shipping Company | Shipping | 1.968 | Aug 2018 | 1.550 |
Blue Star | Household Appliances | 0.780 | May 2018 | 1.470 |
Carborundum Universal | Abrasives & Bearings | 1.397 | Jun 2018 | 1.460 |
Avenue Supermarts | Diversified Retail | 0.091 | Dec 2023 | 1.440 |
KFin Technologies | Depositories- Clearing Houses and Other Intermediaries | 1.060 | May 2025 | 1.440 |
Balrampur Chini Mills | Sugar | 2.136 | Dec 2022 | 1.430 |
GE T & D India | Heavy Electrical Equipment | 0.396 | Sep 2024 | 1.370 |
Dhanuka Agritech | Pesticides & Agrochemicals | 3.012 | Jan 2020 | 1.300 |
JB Chemicals & Pharmaceuticals | Pharmaceuticals | 0.837 | Mar 2025 | 1.210 |
Shoppers Stop | Diversified Retail | 3.897 | May 2018 | 1.190 |
Schaeffler India | Auto Components & Equipments | 0.316 | Apr 2015 | 1.140 |
ICICI Lombard General Insurance Company | General Insurance | 0.203 | Jun 2024 | 1.130 |
Rolex Rings | Auto Components & Equipments | 4.455 | Jul 2021 | 1.100 |
Cello World | Houseware | 1.372 | Jul 2024 | 1.050 |
PNB Housing Finance | Housing Finance Company | 0.619 | May 2025 | 1.030 |
CMS Info Systems | Diversified Commercial Services | 2.157 | Feb 2024 | 1.020 |
Mankind Pharma | Pharmaceuticals | 0.194 | Dec 2023 | 1.020 |
Bansal Wire Industries Ltd | Iron & Steel Products | 2.955 | Jul 2024 | 1.000 |
G R Infraprojects | Civil Construction | 1.363 | Sep 2022 | 0.990 |
ICICI Bank | Private Sector Bank | 0.016 | Oct 2018 | 0.930 |
Torrent Pharmaceuticals | Pharmaceuticals | 0.140 | Jan 2011 | 0.880 |
Somany Ceramics | Ceramics | 6.702 | Jan 2021 | 0.880 |
KEI Industries | Cables - Electricals | 0.431 | Nov 2024 | 0.870 |
Happy Forgings | Castings & Forgings | 1.672 | Dec 2023 | 0.850 |
Hawkins Cookers | Houseware | 3.363 | Aug 2011 | 0.840 |
Sheela Foam | Furniture- Home Furnishing | 1.777 | Jun 2018 | 0.780 |
Orient Electric | Household Appliances | 3.038 | Aug 2020 | 0.780 |
RR Kabel | Cables - Electricals | 0.851 | Sep 2023 | 0.750 |
Nilkamal | Plastic Products - Consumer | 4.963 | May 2018 | 0.710 |
Max Estates | Residential- Commercial Projects | 1.454 | Sep 2024 | 0.670 |
Atul | Specialty Chemicals | 0.511 | Jul 2014 | 0.620 |
Sandhar Technologies | Auto Components & Equipments | 3.116 | Apr 2019 | 0.580 |
PVR | Film Production- Distribution & Exhibition | 0.972 | Dec 2023 | 0.520 |
Apollo Pipes | Plastic Products - Industrial | 3.416 | Jan 2018 | 0.360 |
Go Fashion (India) | Speciality Retail | 1.116 | Nov 2021 | 0.300 |
KNR Constructions | Civil Construction | 0.717 | Sep 2022 | 0.260 |
Kewal Kiran Clothing | Garments & Apparels | 1.468 | Jul 2012 | 0.260 |
Jupiter Life Line Hospitals | Hospital | 0.389 | Sep 2023 | 0.210 |