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Kotak Infrastructure & Economic Reform Fund (Jan to Mar 2025)

Nav 1: 63.887

Date : 19-May-2025

Average AUM : 131205.36

Stock Name Sector Value Mn % of Total Holdings More Details
Bharti AirtelTelecom - cellular & fixed line services1681.37.07%
Shree CementCement & cement products712.83.00%
Ultratech CementCement & cement products6962.93%
Larsen & ToubroCivil construction18687.86%
Solar Industries IndiaExplosives716.73.02%
Kajaria CeramicsCeramics384.21.62%
Kalpataru Power TransmissionCivil construction755.83.18%
Mahindra LogisticsLogistics solution provider527.52.22%
Greenpanel IndustriesPlywood boards/ laminates492.92.07%
Power Finance CorporationFinancial institution261.11.10%
Cummins IndiaCompressors, pumps & diesel engines716.73.02%
Container Corporation Of IndiaLogistics solution provider345.11.45%
Zen TechnologiesAerospace & defense183.20.00%
Ashoka BuildconCivil construction4321.82%
Jyoti CNC AutomationIndustrial products370.21.56%
VST Tillers TractorsTractors731.93.08%
InterGlobe AviationAirline4782.01%
Ratnamani Metals & TubesIron & steel products341.61.44%
G R InfraprojectsCivil construction387.81.63%
AIA EngineeringCastings & forgings382.41.61%
Motherson Sumi SystemsAuto components & equipments408.31.72%
Exide IndustriesAuto components & equipments221.10.93%
Gujarat State PetronetGas transmission/marketing2070.87%
V-Guard IndustriesHousehold appliances309.91.30%
ABB IndiaHeavy electrical equipment261.31.10%
Ashok LeylandCommercial vehicles474.42.00%
Azad EngineeringAerospace & defense2421.02%
GAIL (India)Gas transmission/marketing299.20.00%
Bharat ForgeCastings & forgings258.11.09%
Mahindra Lifespace DevelopersResidential, commercial projects357.51.50%
Bharti HexacomTelecom - equipment & accessories522.30.00%
Schaeffler IndiaAuto components & equipments331.51.39%
Ceigall IndiaCivil construction48.70.00%
HG Infra EngineeringCivil construction170.90.72%
Bharat ElectronicsAerospace & defense411.81.73%
Tega IndustriesIndustrial products261.31.10%
Sansera EngineeringAuto components & equipments337.21.42%
ThermaxHeavy electrical equipment163.50.00%
Astra Microwave ProductsAerospace & defense279.71.18%
PNC InfratechCivil construction133.60.56%
Supreme IndustriesPlastic products - industrial124.40.00%
Rolex RingsAuto components & equipments81.60.34%
Carborundum UniversalAbrasives & bearings308.51.30%
WPILCompressors, pumps & diesel engines174.80.74%
JNK IndiaIndustrial products32.30.14%
National Thermal Power CorporationPower generation146.90.62%
Ambuja CementsCement & cement products185.10.00%
SKF IndiaAbrasives & bearings123.20.00%
Premier EnergiesOther electrical equipment259.30.00%
Apollo TyresTyres & rubber products416.31.75%
Reliance IndustriesRefineries & marketing1354.35.70%
Power Grid Corporation of IndiaPower - transmission313.40.00%
BoschAuto components & equipments631.92.66%
Gujarat GasGas transmission/marketing196.90.00%
Indian Oil CorporationRefineries & marketing485.32.04%
Brigade EnterprisesResidential, commercial projects153.60.65%
NTPC Green EnergyPower generation341.81.44%
Concord Enviro SystemsWaste management145.10.61%
Concord Enviro SystemsWaste management2471.02%
Engineers IndiaCivil construction354.31.49%
Engineers IndiaCivil construction321.61.47%
Mahindra Lifespace Developers - RightsResidential, commercial projects20.90.00%
Indus TowersTelecom - infrastructure7583.19%
Coal IndiaCoal55.70.23%
M&B EngineeringCivil construction245.81.03%
Mahindra Logistics - RightsLogistics solution provider25.50.00%
Atlanta ElectricalsHeavy electrical equipment252.51.06%
Shriram FinanceNon banking financial company (nbfc)383.21.61%
Emmvee Photovoltaic PowerOther electrical equipment266.81.12%