Kotak Mahindra Mutual Fund

Mutual fund

1%+ in 16 companies · ₹64,590 Cr at today’s prices · latest filings Sep 2026

Also filed as: Kotak Midcap Fund, Kotak Aggressive Hybrid Fund, KOTAK MAHINDRA through its various accounts…

As of Sep 2026, Kotak Mahindra Mutual Fund is a holder of 1% or more in 16 listed companies, with stakes worth about ₹64,590 Cr at current prices. In the latest quarter it added 2 new 1%+ stakes (Gland Pharma and AXISCADES Technologies) and fell below 1% in 1 company (Cummins India); it also raised its stake in 7 companies and cut it in 6. Its largest holdings by value are HDFC Bank at 1.30%, ICICI Bank at 1.33% and State Bank of India at 1.16%; 7 of the 16 companies are in Financial Services.

As of Sep 2026 filingsStakes come from shareholding filings; values use current market prices.How we calculate this

Holdings

Company	Industry	Dec '24	Mar '25	Jun '25	Sep '25	Dec '25	Mar '26	Jun '26
HDFC Bank via Kotak Flexicap Fund	Financial Services	–	–	–	–	–	1.30	1.17	1.30	plus 0.13 pp	15,814
ICICI Bank via Kotak Mutual Fund	Financial Services	–	–	1.40	1.52	1.38	1.14	1.21	1.33	plus 0.12 pp	15,006
State Bank of India via Kotak Mutual Fund Schemes	Financial Services	–	–	1.09	1.07	1.11	1.04	1.04	1.16	plus 0.12 pp	10,906
Shriram Finance via Kotak Mahindra Mutual Fund (Under Different Sub Accounts)	Financial Services	–	–	1.48	2.09	1.94	2.32	1.71	1.63	minus 0.08 pp	3,687
GE Vernova T&D India via Kotak Midcap Fund	Capital Goods	–	–	4.29	4.60	4.84	4.28	2.45	2.67	plus 0.22 pp	2,747
Piramal Finance via Kotak Midcap Fund	Financial Services	–	–	–	–	1.21	3.98	4.32	4.97	plus 0.65 pp	2,541
Bank of Baroda via Kotak Debt Hybrid	Financial Services	–	–	1.27	1.37	1.58	1.58	1.93	1.85	minus 0.08 pp	2,395
Swiggy via Kotak Midcap Fund	Consumer Services	–	–	3.05	2.99	3.03	2.87	3.22	4.59	plus 1.37 pp	2,301
Lenskart Solutions via Kotak Mahindra Trustee Co Ltd A/C Kotak Technology Fund	Consumer Services	–	–	–	–	–	–	1.72	1.76	plus 0.04 pp	2,210
Radico Khaitan via Kotak Mahindra Trustee Co Ltd	Fast Moving Consumer Goods	–	–	2.82	2.98	2.95	3.58	3.64	2.83	minus 0.81 pp	1,712
Gland Pharma via Kotak Midcap Fund	Healthcare	–	–	–	–	–	–	–	2.42	New	1,266
MRF via KOTAK MAHINDRA through its various accounts	Automobile and Auto Components	–	–	1.79	2.07	2.10	2.25	2.16	2.14	minus 0.02 pp	1,137
Petronet LNG via Kotak Mahindra Trustee Co Ltd A/C Kotak Nifty Midcap 150 Index Fund	Oil Gas & Consumable Fuels	–	–	2.65	2.60	2.66	2.15	2.33	2.16	minus 0.17 pp	1,027
360 ONE WAM via Kotak Mahindra Trustee Co Ltd A/C Kotak Business Cycle Fund	Financial Services	–	–	–	–	–	1.58	1.88	1.64	minus 0.24 pp	805
Techno Electric & Engineering Company via Kotak Aggressive Hybrid Fund	Construction	–	–	6.18	6.14	6.14	6.14	6.14	6.14	0.00 pp	663
AXISCADES Technologies via Kotak Contra Fund	Construction	–	–	–	–	–	–	–	4.90	New	373

Public holdings are disclosed only at 1% or more, so a stake that falls below 1% shows as exited. Fund houses show the total of their schemes that hold 1% or more.