Kotak Bluechip

Kotak Bluechip

Portfolio as of Jun 2025
Large-Cap
Stocks added for the first time:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
India CementsCement & Cement Products0.120Jun 20250.120
Adani Ports & Special Economic ZonePort & Port services0.003Jun 20250.080
Stocks exited in Jun 2025:
Name
Industry
Ownership (%)
Portfolio (%)
MoM Change (%)
Zydus LifesciencesPharmaceuticals0.0000.000-100
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Bayer CropsciencePesticides & Agrochemicals0.114May 20250.31063.83
Torrent PharmaceuticalsPharmaceuticals0.049May 20250.53038.43
Mahindra Lifespace DevelopersResidential- Commercial Projects0.409Mar 20190.31037.5
Apollo Hospitals EnterpriseHospital0.070Mar 20240.68025.4
MphasisComputers - Software & Consulting0.155Jun 20240.81022.55
Hindalco IndustriesAluminium0.047Jul 20210.70015.19
HDFC BankPrivate Sector Bank0.053Jul 20237.83010.77
Godrej Consumer ProductsPersonal Care0.106Dec 20201.22010.1
HDFC Life Insurance CompanyLife Insurance0.051Dec 20180.8504.8
Bharti AirtelTelecom - Cellular & Fixed line services0.034Oct 20193.7402.48
Reliance IndustriesRefineries & Marketing0.034Apr 20066.6901.35
Interglobe AviationAirline0.103Sep 20212.2800.3
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Bharat ForgeAuto Components & Equipments0.080Dec 20200.480-28.04
Larsen & Toubro InfotechComputers - Software & Consulting0.025Oct 20240.380-22.77
United SpiritsBreweries & Distilleries0.112Dec 20221.120-18.68
Hindustan UnileverDiversified FMCG0.020Sep 20191.040-17.36
Hindustan AeronauticsAerospace & Defense0.021Apr 20240.660-13.97
Tech MahindraComputers - Software & Consulting0.083May 20221.340-10.7
Cummins IndiaCompressors- Pumps & Diesel Engines0.092Feb 20240.830-7.25
Mahindra & MahindraPassenger Cars & Utility Vehicles0.079Jun 20203.000-5.04
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
ICICI BankPrivate Sector Bank0.075Oct 20097.370
InfosysComputers - Software & Consulting0.065Oct 20044.240
Larsen & ToubroCivil Construction0.077Mar 20123.710
Axis BankPrivate Sector Bank0.086Feb 20133.080
State Bank of IndiaPublic Sector Bank0.043Jun 20213.000
ITCDiversified FMCG0.054Jun 20062.660
Sun Pharmaceutical IndustriesPharmaceuticals0.065Sep 20222.470
NTPCPower Generation0.076Oct 20232.380
UltraTech CementCement & Cement Products0.063Jan 20142.150
Maruti Suzuki IndiaPassenger Cars & Utility Vehicles0.052Jul 20131.950
Solar Industries IndiaExplosives0.125Aug 20161.920
Tata Consultancy ServicesComputers - Software & Consulting0.016Aug 20171.890
Kotak Mahindra BankPrivate Sector Bank0.041Feb 20191.680
Coromandel InternationalFertilizers0.233Aug 20181.630
Tata SteelIron & Steel0.076Jul 20231.460
ZomatoE-Retail/ E-Commerce0.057Jul 20211.390
Bharat Petroleum CorporationRefineries & Marketing0.093Jun 20111.310
HCL TechnologiesComputers - Software & Consulting0.028Sep 20211.250
Apollo TyresTyres & Rubber Products0.353Dec 20220.970
Power Finance CorporationFinancial Institution0.069Jan 20240.950
Persistent SystemsComputers - Software & Consulting0.086Jun 20190.770
V Guard IndustriesHousehold Appliances0.470Jul 20210.760
Hero MotoCorp2/3 Wheelers0.089Nov 20230.730
Poonawalla Fincorp LimitedNon Banking Financial Company (NBFC)0.203Sep 20240.730
Samvardhana Motherson InternationalAuto Components & Equipments0.045Apr 20170.710
BoschAuto Components & Equipments0.075Dec 20220.690
Oberoi RealtyResidential- Commercial Projects0.097Sep 20200.660
Gujarat State PetronetGas Transmission/Marketing0.353Jan 20200.640
Schaeffler IndiaAuto Components & Equipments0.099Apr 20160.620
Avenue SupermartsDiversified Retail0.022Oct 20240.590
Bharat ElectronicsAerospace & Defense0.019May 20250.550
Brainbees Solutions LtdE-Retail/ E-Commerce0.246Aug 20240.470
Astra Micro Wave ProductsAerospace & Defense0.406Apr 20240.380
Bharti Airtel Ltd. - (Partly Paid up Equity SPesticides & Agrochemicals0.023Oct 20210.130
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