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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 services1643.37.10%
Shree CementCement & cement products1024.64.43%
Ultratech CementCement & cement products758.43.28%
Larsen & ToubroCivil construction986.74.27%
Solar Industries IndiaExplosives744.93.22%
Kajaria CeramicsCeramics616.92.67%
Kalpataru Power TransmissionCivil construction799.33.46%
Mahindra LogisticsLogistics solution provider628.42.72%
Greenpanel IndustriesPlywood boards/ laminates5352.31%
Power Finance CorporationFinancial institution379.71.64%
Cummins IndiaCompressors, pumps & diesel engines612.22.65%
Container Corporation Of IndiaLogistics solution provider3561.54%
Zen TechnologiesAerospace & defense262.71.14%
Ashoka BuildconCivil construction4321.87%
Jyoti CNC AutomationIndustrial products333.91.44%
VST Tillers TractorsTractors6912.99%
InterGlobe AviationAirline508.12.20%
Ratnamani Metals & TubesIron & steel products358.81.55%
G R InfraprojectsCivil construction450.91.95%
AIA EngineeringCastings & forgings348.41.51%
Motherson Sumi SystemsAuto components & equipments325.61.41%
Exide IndustriesAuto components & equipments233.81.01%
Gujarat State PetronetGas transmission/marketing274.21.19%
V-Guard IndustriesHousehold appliances3271.41%
ABB IndiaHeavy electrical equipment252.51.09%
Ashok LeylandCommercial vehicles380.91.65%
Azad EngineeringAerospace & defense220.30.95%
GAIL (India)Gas transmission/marketing299.20.00%
Bharat ForgeCastings & forgings199.20.86%
Mahindra Lifespace DevelopersResidential, commercial projects298.31.29%
Bharti HexacomTelecom - equipment & accessories4982.15%
Schaeffler IndiaAuto components & equipments328.71.42%
Ceigall IndiaCivil construction88.30.38%
HG Infra EngineeringCivil construction191.80.83%
Bharat ElectronicsAerospace & defense369.41.60%
Tega IndustriesIndustrial products272.41.18%
Sansera EngineeringAuto components & equipments244.91.06%
ThermaxHeavy electrical equipment163.50.00%
Astra Microwave ProductsAerospace & defense307.21.33%
PNC InfratechCivil construction164.10.71%
Supreme IndustriesPlastic products - industrial124.40.00%
Rolex RingsAuto components & equipments115.80.50%
Carborundum UniversalAbrasives & bearings328.21.42%
WPILCompressors, pumps & diesel engines186.40.81%
JNK IndiaIndustrial products77.20.33%
National Thermal Power CorporationPower generation147.40.64%
Ambuja CementsCement & cement products185.10.00%
SKF IndiaAbrasives & bearings123.20.00%
Premier EnergiesOther electrical equipment259.30.00%
Apollo TyresTyres & rubber products374.41.62%
Reliance IndustriesRefineries & marketing1172.65.07%
Power Grid Corporation of IndiaPower - transmission313.40.00%
BoschAuto components & equipments699.33.02%
Gujarat GasGas transmission/marketing196.90.00%
Indian Oil CorporationRefineries & marketing409.91.77%
Brigade EnterprisesResidential, commercial projects158.40.68%
NTPC Green EnergyPower generation476.62.06%
Concord Enviro SystemsWaste management191.10.83%
Concord Enviro SystemsWaste management2471.02%
Engineers IndiaCivil construction3571.54%
Engineers IndiaCivil construction321.61.47%
Mahindra Lifespace Developers - RightsResidential, commercial projects20.90.00%
Indus TowersTelecom - infrastructure304.71.32%
Coal IndiaCoal303.61.31%
M&B EngineeringCivil construction2230.96%
Mahindra Logistics - RightsLogistics solution provider25.50.00%