
Kotak Small Cap Fund
Portfolio as of Oct 2025
Small-Cap
Stocks added for the first time:
No available stocks
Stocks exited in Oct 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|
| Solar Industries India | Explosives | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Karur Vysya Bank | Private Sector Bank | 0.593 | Jun 2025 | 0.770 | 154.2 |
| Axis Bank | Private Sector Bank | 0.059 | Jun 2025 | 1.260 | 95.76 |
| Crompton Greaves Consumer Electricals | Household Appliances | 1.286 | Aug 2025 | 1.300 | 62.4 |
| CMS Info Systems | Diversified Commercial Services | 3.494 | Feb 2024 | 1.180 | 26.74 |
| Devyani International | Restaurants | 1.043 | Jul 2025 | 1.150 | 25.37 |
| ICICI Lombard General Insurance Company | General Insurance | 0.241 | Jun 2024 | 1.330 | 20 |
| ICICI Bank | Private Sector Bank | 0.019 | Oct 2018 | 1.020 | 17.16 |
| Five-Star Business Finance | Non Banking Financial Company (NBFC) | 1.260 | Jul 2025 | 1.340 | 4.61 |
| Jubilant Ingrevia | Specialty Chemicals | 2.279 | Jun 2025 | 1.390 | 3.4 |
| Kalpataru Power Transmission | Civil Construction | 2.092 | Jan 2023 | 2.490 | 2.88 |
| Minda Corporation | Auto Components & Equipments | 2.187 | Feb 2024 | 1.630 | 2.51 |
| Metropolis Healthcare | Healthcare Service Provider | 2.431 | Feb 2025 | 1.360 | 0.22 |
| Aptus Value Housing Finance India | Housing Finance Company | 1.612 | Sep 2025 | 1.420 | 0.13 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Great Eastern Shipping Company | Shipping | 1.410 | Aug 2018 | 1.230 | -13.76 |
| Blue Dart Express | Logistics Solution Provider | 1.781 | Oct 2019 | 1.540 | -4.96 |
| Carborundum Universal | Abrasives & Bearings | 1.381 | Jun 2018 | 1.310 | -3.45 |
| Jupiter Life Line Hospitals | Hospital | 0.390 | Sep 2023 | 0.230 | -0.29 |
| Nilkamal | Plastic Products - Consumer | 4.771 | May 2018 | 0.600 | -0.1 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| Aster DM Healthcare | Hospital | 2.269 | Jul 2024 | 4.420 |
| Krishna Institute of Medical Sciences Ltd | Hospital | 2.113 | Dec 2023 | 3.380 |
| Vijaya Diagnostic Centre | Healthcare Service Provider | 5.279 | Mar 2024 | 2.970 |
| Century Plyboards (India) | Plywood Boards/ Laminates | 2.959 | Oct 2018 | 2.770 |
| Techno Electric & Engineering Company | Civil Construction | 3.132 | Dec 2018 | 2.670 |
| Brigade Enterprises | Residential- Commercial Projects | 1.682 | Aug 2024 | 2.370 |
| Sansera Engineering | Auto Components & Equipments | 4.262 | Sep 2021 | 2.200 |
| Cyient | IT Enabled Services | 2.981 | Dec 2019 | 2.140 |
| Garware Technical Fibres | Other Textile Products | 4.901 | Jun 2021 | 2.010 |
| Alembic Pharmaceuticals | Pharmaceuticals | 1.744 | Jan 2022 | 1.710 |
| Ajanta Pharma | Pharmaceuticals | 0.976 | May 2023 | 1.670 |
| Blue Star | Household Appliances | 0.736 | May 2018 | 1.620 |
| GE T & D India | Heavy Electrical Equipment | 0.375 | Sep 2024 | 1.620 |
| V Guard Industries | Household Appliances | 1.840 | Oct 2018 | 1.610 |
| V-Mart Retail | Diversified Retail | 4.417 | Feb 2021 | 1.610 |
| Medplus Health Services | Pharmacy Retail | 2.986 | Nov 2024 | 1.510 |
| VST Tillers Tractors | Tractors | 5.210 | Oct 2016 | 1.500 |
| Bharti Hexacom Ltd | Telecom - Cellular & Fixed line services | 0.285 | Apr 2024 | 1.450 |
| Avenue Supermarts | Diversified Retail | 0.091 | Dec 2023 | 1.370 |
| Ratnamani Metals & Tubes | Iron & Steel Products | 1.342 | Jan 2018 | 1.270 |
| Mahindra Lifespace Developers | Residential- Commercial Projects | 2.755 | May 2018 | 1.260 |
| Shoppers Stop | Diversified Retail | 3.888 | May 2018 | 1.220 |
| JB Chemicals & Pharmaceuticals | Pharmaceuticals | 0.835 | Mar 2025 | 1.210 |
| KFin Technologies | Depositories- Clearing Houses and Other Intermediaries | 1.109 | May 2025 | 1.160 |
| Schaeffler India | Auto Components & Equipments | 0.326 | Apr 2015 | 1.140 |
| Cello World | Houseware | 1.403 | Jul 2024 | 1.130 |
| Balrampur Chini Mills | Sugar | 2.156 | Dec 2022 | 1.110 |
| JK Cement | Cement & Cement Products | 0.404 | Jul 2014 | 1.080 |
| Mankind Pharma | Pharmaceuticals | 0.193 | Dec 2023 | 1.050 |
| Dhanuka Agritech | Pesticides & Agrochemicals | 2.977 | Jan 2020 | 1.020 |
| KEI Industries | Cables - Electricals | 0.433 | Nov 2024 | 0.930 |
| Torrent Pharmaceuticals | Pharmaceuticals | 0.137 | Jan 2011 | 0.920 |
| Happy Forgings | Castings & Forgings | 1.694 | Dec 2023 | 0.910 |
| G R Infraprojects | Civil Construction | 1.403 | Sep 2022 | 0.880 |
| Hawkins Cookers | Houseware | 3.363 | Aug 2011 | 0.870 |
| Home First Finance Company India | Housing Finance Company | 1.202 | Aug 2025 | 0.830 |
| RR Kabel | Cables - Electricals | 0.881 | Sep 2023 | 0.780 |
| Bansal Wire Industries Ltd | Iron & Steel Products | 2.947 | Jul 2024 | 0.780 |
| Sheela Foam | Furniture- Home Furnishing | 1.773 | Jun 2018 | 0.750 |
| Orient Electric | Household Appliances | 2.956 | Aug 2020 | 0.730 |
| Somany Ceramics | Ceramics | 6.976 | Jan 2021 | 0.720 |
| PVR | Film Production- Distribution & Exhibition | 0.983 | Dec 2023 | 0.650 |
| Max Estates | Residential- Commercial Projects | 1.468 | Sep 2024 | 0.620 |
| Medi Assist Healthcare Services | Insurance Distributors | 2.708 | Aug 2025 | 0.600 |
| Sandhar Technologies | Auto Components & Equipments | 3.213 | Apr 2019 | 0.550 |
| Atul | Specialty Chemicals | 0.509 | Jul 2014 | 0.480 |
| Apollo Pipes | Plastic Products - Industrial | 3.463 | Jan 2018 | 0.260 |
| Kewal Kiran Clothing | Garments & Apparels | 1.486 | Jul 2012 | 0.260 |