Analysis

Kotak Mutual Fund: Infosys, RIL, and HDFC Bank among top 10 stock holdings in July

Kotak fund house
Agencies
1/8
Kotak fund house
Kotak Mutual Fund had an AUM of Rs 6.31 lakh crore as of July 2026 and managed 163 funds. Here are the top 10 stock holdings of the fund house, according to a report by Motilal Oswal Financial Services.
HDFC Bank and ICICI Bank
IANS
2/8
HDFC Bank and ICICI Bank
The fund house had an allocation of 3.3% and 3.1% in HDFC Bank and ICICI Bank respectively. The weight of HDFC Bank declined by 0.2% and that of ICICI Bank declined by 0.3% compared to previous month.
SBI
Agencies
3/8
SBI
The fund house had an allocation of 2.9% in SBI. Around 66.70 lakh shares of SBI were added in the portfolio leading to an increase in weight by 0.1% compared to the previous month.
Eternal
ETMarkets.com
4/8
Eternal
The fund house had an allocation of 2.4% in Eternal. Around 41.03 lakh shares of Eternal were sold out from the portfolio leading to an increase in weight by 0.2% compared to previous month.
Bharti Airtel
Agencies
5/8
Bharti Airtel
The fund house had an allocation of 2% in Bharti Airtel. Around 18.36 lakh shares of Bharti Airtel were added to the portfolio leading to an increase in weight by 0.2% compared to previous month.
Axis Bank
ANI
6/8
Axis Bank
The fund house had an allocation of 1.9% in Axis Bank leading to no change in weight compared to the previous month.
RIL and BEL
ETMarkets.com
7/8
RIL and BEL
The fund house had an allocation of 1.8% each in RIL and BEL. The weight of Reliance Industries declined by 0.1% and that of BEL declined by 0.2% compared to previous month.
L&T and Maruti Suzuki
Agencies
8/8
L&T and Maruti Suzuki
The fund house had an allocation of 1.6% and 1.5% in L&T and Maruti Suzuki respectively. The weight of L&T remained unchanged whereas that of Maruti Suzuki declined by 0.2% compared to the previous month.
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