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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 services1643.66.78%
Shree CementCement & cement products990.94.09%
Ultratech CementCement & cement products716.82.96%
Larsen & ToubroCivil construction13065.39%
Solar Industries IndiaExplosives749.43.09%
Kajaria CeramicsCeramics607.42.50%
Kalpataru Power TransmissionCivil construction8043.32%
Mahindra LogisticsLogistics solution provider6852.82%
Greenpanel IndustriesPlywood boards/ laminates563.62.32%
Power Finance CorporationFinancial institution362.91.50%
Cummins IndiaCompressors, pumps & diesel engines695.12.87%
Container Corporation Of IndiaLogistics solution provider3681.52%
Zen TechnologiesAerospace & defense183.20.76%
Ashoka BuildconCivil construction499.82.06%
Jyoti CNC AutomationIndustrial products316.61.31%
VST Tillers TractorsTractors782.63.23%
InterGlobe AviationAirline455.61.88%
Ratnamani Metals & TubesIron & steel products349.21.44%
G R InfraprojectsCivil construction420.91.74%
AIA EngineeringCastings & forgings321.71.33%
Motherson Sumi SystemsAuto components & equipments369.91.53%
Exide IndustriesAuto components & equipments225.30.93%
Gujarat State PetronetGas transmission/marketing2230.92%
V-Guard IndustriesHousehold appliances3261.34%
ABB IndiaHeavy electrical equipment263.61.09%
Ashok LeylandCommercial vehicles424.61.75%
Azad EngineeringAerospace & defense244.31.01%
GAIL (India)Gas transmission/marketing299.20.00%
Bharat ForgeCastings & forgings238.50.98%
Mahindra Lifespace DevelopersResidential, commercial projects328.91.36%
Bharti HexacomTelecom - equipment & accessories522.32.15%
Schaeffler IndiaAuto components & equipments341.81.41%
Ceigall IndiaCivil construction48.70.20%
HG Infra EngineeringCivil construction182.20.75%
Bharat ElectronicsAerospace & defense426.11.76%
Tega IndustriesIndustrial products2861.18%
Sansera EngineeringAuto components & equipments291.81.20%
ThermaxHeavy electrical equipment163.50.00%
Astra Microwave ProductsAerospace & defense312.71.29%
PNC InfratechCivil construction151.40.62%
Supreme IndustriesPlastic products - industrial124.40.00%
Rolex RingsAuto components & equipments103.70.43%
Carborundum UniversalAbrasives & bearings324.21.34%
WPILCompressors, pumps & diesel engines196.40.81%
JNK IndiaIndustrial products76.50.32%
National Thermal Power CorporationPower generation151.60.63%
Ambuja CementsCement & cement products185.10.00%
SKF IndiaAbrasives & bearings123.20.00%
Premier EnergiesOther electrical equipment259.30.00%
Apollo TyresTyres & rubber products406.21.68%
Reliance IndustriesRefineries & marketing1284.35.30%
Power Grid Corporation of IndiaPower - transmission313.40.00%
BoschAuto components & equipments651.82.69%
Gujarat GasGas transmission/marketing196.90.00%
Indian Oil CorporationRefineries & marketing497.72.05%
Brigade EnterprisesResidential, commercial projects1780.73%
NTPC Green EnergyPower generation412.51.70%
Concord Enviro SystemsWaste management170.80.70%
Concord Enviro SystemsWaste management2471.02%
Engineers IndiaCivil construction363.91.50%
Engineers IndiaCivil construction321.61.47%
Mahindra Lifespace Developers - RightsResidential, commercial projects20.90.00%
Indus TowersTelecom - infrastructure327.21.35%
Coal IndiaCoal244.91.01%
M&B EngineeringCivil construction240.90.99%
Mahindra Logistics - RightsLogistics solution provider25.50.00%
Atlanta ElectricalsHeavy electrical equipment263.41.09%
Shriram FinanceNon banking financial company (nbfc)307.11.27%