Kotak Bluechip

Kotak Bluechip

Portfolio as of Oct 2025
Large-Cap
Stocks added for the first time:
No available stocks
Stocks exited in Oct 2025:
Name
Industry
Ownership (%)
Portfolio (%)
MoM Change (%)
HCL TechnologiesComputers - Software & Consulting0.0000.000-100
Tata ChemicalsCommodity Chemicals0.0000.000-100
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Avenue SupermartsDiversified Retail0.019Oct 20240.46076.98
Persistent SystemsComputers - Software & Consulting0.116Jun 20190.98024.42
Tata Consultancy ServicesComputers - Software & Consulting0.019Aug 20171.91019.1
Cummins IndiaCompressors- Pumps & Diesel Engines0.100Feb 20241.1108.9
Axis BankPrivate Sector Bank0.091Feb 20133.2004.86
ICICI BankPrivate Sector Bank0.078Oct 20096.9103.87
Solar Industries IndiaExplosives0.137Aug 20161.5803.1
ZomatoE-Retail/ E-Commerce0.059Jul 20211.6702.79
ITCDiversified FMCG0.059Jun 20062.8402.06
State Bank of IndiaPublic Sector Bank0.045Jun 20213.5501.42
HDFC BankPrivate Sector Bank0.056Jul 20237.7700.62
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Hero MotoCorp2/3 Wheelers0.081Nov 20230.820-13.69
Mahindra & MahindraPassenger Cars & Utility Vehicles0.072Jun 20202.870-7.32
Poonawalla Fincorp LimitedNon Banking Financial Company (NBFC)0.200Sep 20240.690-5.64
Reliance IndustriesRefineries & Marketing0.035Apr 20066.530-2.74
Maruti Suzuki IndiaPassenger Cars & Utility Vehicles0.057Jul 20132.680-1.71
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Larsen & ToubroCivil Construction0.078Mar 20123.980
InfosysComputers - Software & Consulting0.067Oct 20043.790
Bharti AirtelTelecom - Cellular & Fixed line services0.035Oct 20193.740
Sun Pharmaceutical IndustriesPharmaceuticals0.067Sep 20222.510
NTPCPower Generation0.081Oct 20232.430
Interglobe AviationAirline0.102Sep 20212.030
UltraTech CementCement & Cement Products0.061Jan 20141.960
Tata SteelIron & Steel0.081Jul 20231.700
Kotak Mahindra BankPrivate Sector Bank0.041Feb 20191.570
Bharat Petroleum CorporationRefineries & Marketing0.100Jun 20111.420
Bharat ElectronicsAerospace & Defense0.043May 20251.220
Hindustan UnileverDiversified FMCG0.023Sep 20191.210
Coromandel InternationalFertilizers0.204Aug 20181.170
Godrej Consumer ProductsPersonal Care0.107Dec 20201.120
United SpiritsBreweries & Distilleries0.114Dec 20221.090
Tech MahindraComputers - Software & Consulting0.082May 20221.050
Apollo TyresTyres & Rubber Products0.356Dec 20221.040
Apollo Hospitals EnterpriseHospital0.090Mar 20240.920
Power Finance CorporationFinancial Institution0.071Jan 20240.860
HDFC Life Insurance CompanyLife Insurance0.058Dec 20180.840
Hindalco IndustriesAluminium0.047Jul 20210.830
Britannia IndustriesPackaged Foods0.058Jul 20250.750
MphasisComputers - Software & Consulting0.156Jun 20240.750
BoschAuto Components & Equipments0.071Dec 20220.710
V Guard IndustriesHousehold Appliances0.470Jul 20210.680
Bharat ForgeAuto Components & Equipments0.107Dec 20200.620
Oberoi RealtyResidential- Commercial Projects0.100Sep 20200.600
Schaeffler IndiaAuto Components & Equipments0.102Apr 20160.590
Gujarat State PetronetGas Transmission/Marketing0.363Jan 20200.580
Torrent PharmaceuticalsPharmaceuticals0.050May 20250.560
India CementsCement & Cement Products0.427Jun 20250.490
Samvardhana Motherson InternationalAuto Components & Equipments0.044Apr 20170.450
Brainbees Solutions LtdE-Retail/ E-Commerce0.247Aug 20240.410
Astra Micro Wave ProductsAerospace & Defense0.404Apr 20240.370
Mahindra Lifespace DevelopersResidential- Commercial Projects0.419Mar 20190.320
Computer Age Management ServicesDepositories- Clearing Houses and Other Intermediaries0.159Sep 20250.280
Bayer CropsciencePesticides & Agrochemicals0.083May 20250.170
Bharti Airtel Ltd. - (Partly Paid up Equity SPesticides & Agrochemicals0.023Oct 20210.130
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