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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 services1774.67.43%
Shree CementCement & cement products1078.44.52%
Ultratech CementCement & cement products734.93.08%
Larsen & ToubroCivil construction1127.34.72%
Solar Industries IndiaExplosives767.93.22%
Kajaria CeramicsCeramics600.32.51%
Kalpataru Power TransmissionCivil construction734.33.08%
Mahindra LogisticsLogistics solution provider484.72.03%
Greenpanel IndustriesPlywood boards/ laminates581.32.43%
Power Finance CorporationFinancial institution4101.72%
Cummins IndiaCompressors, pumps & diesel engines568.92.38%
Container Corporation Of IndiaLogistics solution provider390.31.63%
Zen TechnologiesAerospace & defense263.51.10%
Ashoka BuildconCivil construction503.32.11%
Jyoti CNC AutomationIndustrial products373.81.57%
VST Tillers TractorsTractors597.12.50%
InterGlobe AviationAirline585.12.45%
Ratnamani Metals & TubesIron & steel products397.31.66%
G R InfraprojectsCivil construction439.51.84%
AIA EngineeringCastings & forgings357.11.50%
Motherson Sumi SystemsAuto components & equipments341.11.43%
Exide IndustriesAuto components & equipments226.70.95%
Gujarat State PetronetGas transmission/marketing312.31.31%
V-Guard IndustriesHousehold appliances343.91.44%
ABB IndiaHeavy electrical equipment278.31.17%
Ashok LeylandCommercial vehicles363.21.52%
Azad EngineeringAerospace & defense265.31.11%
GAIL (India)Gas transmission/marketing299.20.00%
Bharat ForgeCastings & forgings210.40.88%
Mahindra Lifespace DevelopersResidential, commercial projects317.61.33%
Bharti HexacomTelecom - equipment & accessories518.62.17%
Schaeffler IndiaAuto components & equipments350.41.47%
Ceigall IndiaCivil construction94.70.40%
HG Infra EngineeringCivil construction205.10.86%
Bharat ElectronicsAerospace & defense383.11.60%
Tega IndustriesIndustrial products281.11.18%
Sansera EngineeringAuto components & equipments257.41.08%
ThermaxHeavy electrical equipment163.50.00%
Astra Microwave ProductsAerospace & defense287.91.21%
PNC InfratechCivil construction169.20.71%
Supreme IndustriesPlastic products - industrial124.40.00%
Rolex RingsAuto components & equipments121.50.51%
Carborundum UniversalAbrasives & bearings251.31.05%
WPILCompressors, pumps & diesel engines198.80.83%
JNK IndiaIndustrial products84.30.35%
National Thermal Power CorporationPower generation150.40.63%
Ambuja CementsCement & cement products185.10.00%
SKF IndiaAbrasives & bearings123.20.00%
Premier EnergiesOther electrical equipment259.30.00%
Apollo TyresTyres & rubber products364.31.53%
Reliance IndustriesRefineries & marketing1251.25.24%
Power Grid Corporation of IndiaPower - transmission313.40.00%
BoschAuto components & equipments706.72.96%
Gujarat GasGas transmission/marketing196.90.00%
Indian Oil CorporationRefineries & marketing436.91.83%
Brigade EnterprisesResidential, commercial projects172.90.72%
NTPC Green EnergyPower generation482.82.02%
Concord Enviro SystemsWaste management219.40.92%
Concord Enviro SystemsWaste management2471.02%
Engineers IndiaCivil construction384.81.61%
Engineers IndiaCivil construction321.61.47%
Mahindra Lifespace Developers - RightsResidential, commercial projects20.90.00%
Indus TowersTelecom - infrastructure326.71.37%
Coal IndiaCoal304.81.28%
M&B EngineeringCivil construction187.50.79%
Mahindra Logistics - RightsLogistics solution provider25.50.11%