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Mutual Fund

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PORTFOLIO COMPOSITION

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Kotak Balanced Advantage Fund
Fund Kotak Mahindra Mutual Fund
Category Hybrid - Equity Oriented
Type Open Ended
NAV(16/01/2026) 20.8500
Percentage Returns
1 Month Ago -0.18%
3 Months Ago -0.02%
1 Year Ago 6.71%
 
Portfolio Details as on 31 Dec. 2025
Company Name Sector Amount (Rs. Crs.) Percentage (%)
Equity
RELIANCE INDUSTRIES LTD.Refineries 712.713.99
ICICI BANK LTD.Finance - Banks - Private Sector 692.383.88
HDFC BANK LTD.Finance - Banks - Private Sector 630.033.53
STATE BANK OF INDIA.Finance - Banks - Public Sector 457.552.56
Infosys Ltd.IT Consulting & Software 436.302.44
BHARTI AIRTEL LTD.Telecom Services 395.212.21
Larsen and Toubro Ltd.Construction, Contracting & Engineering 360.052.02
Mphasis LtdIT Consulting & Software 322.251.81
Mahindra & Mahindra Ltd.Auto - Cars & Jeeps 301.011.69
ITC Ltd.Cigarettes & Tobacco Products 300.031.68
ETERNAL LIMITEDE-Commerce/E-Retail 284.671.59
Maruti Suzuki India LimitedAuto - Cars & Jeeps 283.381.59
BAJAJ FINANCE LTD.Non-Banking Financial Company (NBFC) 269.011.51
AXIS BANK LTD.Finance - Banks - Private Sector 255.271.43
Inter Globe Aviation LtdAirlines 222.591.25
KOTAK MAHINDRA BANK LTD.Finance - Banks - Private Sector 218.711.23
VEDANTA LTD.Mining/Minerals 208.241.17
Adani Ports and Special Economic Zone LimitedPort & Port Services 192.131.08
Solar Industries India LimitedIndustrial Explosives 187.561.05
BHARAT PETROLEUM CORPORATION LTD.Refineries 184.661.03
SUN PHARMACEUTICAL INDUSTRIES LTD.Pharmaceuticals 171.950.96
TATA CONSULTANCY SERVICES LTD.IT Consulting & Software 169.770.95
GE VERNOVA T&D INDIA LIMITEDPower - Transmission/Equipment 164.730.92
One 97 Communications LtdFinancial Technologies (Fintech) 161.720.91
Coromandel International LimitedFertilisers 160.140.90
Ultratech Cement Ltd.Cement 157.380.88
Persistent Systems LimitedIT Consulting & Software 151.230.85
Tech Mahindra Ltd.IT Consulting & Software 140.770.79
Power Grid Corporation of India Ltd.Power - Transmission/Equipment 134.530.75
NTPC LTDPower - Generation/Distribution 133.250.75
AMBUJA CEMENTS LTD.Cement 122.030.68
ICICI Lombard General Insurance Company LtdFinance - Non Life Insurance 120.080.67
Schaeffler India LtdBearings 118.310.66
GUJARAT STATE PETRONET LTD.Gas Transmission/Marketing 113.460.64
United Spirits LtdBeverages & Distilleries 109.540.61
Hindalco Industries Ltd.Aluminium 108.250.61
PB Fintech Ltd.Financial Technologies (Fintech) 103.670.58
GODREJ CONSUMER PRODUCTS LTD.Personal Care 101.490.57
V-Guard Industries Ltd.Domestic Appliances 96.570.54
Power Finance Corporation Ltd.Finance - Term Lending Institutions 93.250.52
Bosch LimitedAuto Ancl - Engine Parts 92.030.52
SHRIRAM FINANCE LIMITEDNon-Banking Financial Company (NBFC) 91.540.51
Hindustan Unilever Ltd.Personal Care 91.220.51
SAMVARDHANA MOTHERSON INTERNATIONAL LTDAuto Ancl - Electrical 91.060.51
APTUS VALUE HOUSING FINANCEFinance - Housing 89.050.50
Sansera Engineering LtdEngineering - General 84.350.47
YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTDHospitals & Medical Services 83.930.47
Wipro Ltd.IT Consulting & Software 83.230.47
Apollo Tyres Ltd.Tyres & Tubes 83.210.47
Indus Towers Ltd.Telecom Equipment 82.390.46
MAHINDRA LIFESPACE DEVELOPERS LTDRealty 81.210.45
Oberoi Realty LimitedRealty 80.120.45
TML COMMERCIAL VEHICLES LIMITEDAuto - LCVs/HCVs 78.950.44
Jubilant Foodworks LimitedHotels, Resorts & Restaurants 77.650.43
Ami Organics LtdPharmaceuticals 76.720.43
Adani Enterprises LtdTrading & Distributors 75.100.42
Oil And Natural Gas Corporation Ltd.Oil Drilling And Exploration 71.220.40
HDFC Life Insurance Company LtdFinance - Life Insurance 70.020.39
Ratnamani Metals & Tubes Ltd.Steel - Tubes/Pipes 68.920.39
Bajaj Auto Ltd.Auto - 2 & 3 Wheelers 67.710.38
Bharat Electronics Ltd.Aerospace & Defense 67.700.38
JB Chemicals & Pharmaceuticals Ltd.Pharmaceuticals 64.000.36
KRISHNA INSTITUTE OF MEDICALHospitals & Medical Services 62.760.35
SRF LTD.Chemicals - Others 57.620.32
Jindal Steel & Power LtdSteel - Sponge Iron 55.390.31
BHARTI AIRTEL LTD.Telecom Services 50.620.28
Cipla Ltd.Pharmaceuticals 48.470.27
GODREJ PROPERTIES LIMITEDRealty 48.280.27
Carborundum Universal Ltd.Abrasives And Grinding Wheels 47.420.27
KEI Industries Ltd.Cables - Power/Others 46.940.26
Coal India LimitedMining/Minerals 43.350.24
Apollo Hospitals Enterprise Ltd.Hospitals & Medical Services 43.220.24
JYOTI CNC AUTOMATION LTDEngineering - Heavy 40.180.23
DR.Lal Pathlabs LtdHospitals & Medical Services 36.060.20
TATA COMMUNICATIONS LTDTelecom Services 30.070.17
ZEN TECHNOLOGIES LTDAerospace & Defense 28.830.16
Computer Age Management Services LimitedFinance & Investments 26.700.15
RAINBOW CHILDRENS MEDICARE LTDHospitals & Medical Services 26.400.15
NTPC GREEN ENERGY LIMITEDPower - Generation/Distribution 25.420.14
NUVAMA WEALTH MANAGEMENT LIMITEDFinance & Investments 20.990.12
TATA CAPITAL LTD.Finance & Investments 20.970.12
DLF LIMITEDRealty 20.930.12
BANK OF BARODAFinance - Banks - Public Sector 20.430.11
Grasim Industries Ltd.Cement 20.370.11
HYUNDAI MOTORS INDIA LTDAuto - Cars & Jeeps 19.060.11
Glenmark Pharmaceuticals LtdPharmaceuticals 19.000.11
CREDITACCESS GRAMEEN LTD.Microfinance Institutions 18.760.11
Havells India Ltd.Consumer Electronics 17.860.10
Amber Enterprises India LtdDomestic Appliances 17.370.10
Techno Electric & Engineering Company LimitedEngineering - Heavy 17.000.10
PUNJAB NATIONAL BANKFinance - Banks - Public Sector 16.910.09
PIRAMAL PHARMA LIMITEDPharmaceuticals 15.070.08
PIRAMAL FINANCE LTDNon-Banking Financial Company (NBFC) 14.670.08
HDB FINANCIAL SERVICES LTD.Finance & Investments 13.660.08
BANK OF MAHARASHTRAFinance - Banks - Public Sector 13.450.08
TATA MOTORS PASSENGER VEHICLES LTDAuto - LCVs/HCVs 11.760.07
Cummins India Ltd.Engines 10.470.06
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.Finance - Mutual Funds 10.300.06
ZF Commercial Vehicle Control Systems India LtdAuto Ancl - Susp. & Braking - Others 8.980.05
Adani Enterprises LtdTrading & Distributors 8.220.05
Zydus Lifesciences Ltd.Pharmaceuticals 5.430.03
Dalmia Bharat LimitedCement 4.590.03
DEVYANI INTERNATIONAL LIMITEDHotels, Resorts & Restaurants 2.240.01
TITAN COMPANY LTD.Gems, Jewellery & Precious Metals 1.910.01
Kwality Wall's (India) Ltd.Personal Care 1.580.00
BIOCON LTD.Pharmaceuticals 1.180.01
Steel Authority of India Ltd.Iron & Steel 0.760.00
Fortis Healthcare India LtdHospitals & Medical Services 0.620.00
Equity
Container Corporation of India Ltd.Logistics - Warehousing/Supply Chain/Others 0.070.00
CBLO/Reverse Repo
AMC REPO CLEARING LTD 250.001.40
Current Assets
Net Current Assets/(Liabilities) 119.530.67
JTPM METAL TRADERS PVT LTD - 206.321.16
6.80% National Housing Bank 197.261.10
9.35% TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD. 90.390.51
7.96% MINDSPACE BUSINESS PARKS REIT 76.930.43
8.65% BHARTI TELECOM LTD. 76.420.43
7.06% BROOKFIELD REIT 74.850.42
9.35% TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD. 53.060.30
9.09% MUTHOOT FINANCE LTD. 51.700.29
9.35% TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD. 48.450.27
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 27.830.16
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 27.800.16
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 27.770.16
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 27.770.16
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 27.770.16
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 27.670.15
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 27.660.15
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 27.600.15
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 27.540.15
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 27.530.15
7.71% HDFC BANK LTD. 25.560.14
8.00% ADITYA BIRLA CAPITAL LTDFinance & Investments 17.060.10
7.64% Power Finance Corporation Ltd. 15.350.09
7.59% Power Finance Corporation Ltd. 10.150.06
8.47% TATA PROJECTS LTD. 5.040.03
7.68% TATA CAPITAL LTD. 5.030.03
7.43% PUNJAB NATIONAL BANK 5.020.03
8.13% Power Grid Corporation of India Ltd. 3.600.02
Debentures
6.40% LIC HOUSING FINANCE LTD. 1.490.01
7.34% Central Government - 2064 1157.506.48
7.09% Central Government - 2054 279.041.56
7.30% Central Government - 2053 257.041.44
6.90% Central Government - 2065 239.111.34
7.09% Central Government - 2074 235.961.32
7.25% Central Government - 2063 148.100.83
6.88% Bihar State Govt - 2035 - Bihar 23.850.13
GS CG 25/05/2036 - (STRIPS) 15.260.09
GS CG 15/10/2037 - (STRIPS) 13.280.07
GS CG 15/10/2039 - (STRIPS) 11.430.06
GS CG 15/04/2040- (STRIPS) 10.990.06
GS CG 15/10/2040 - (STRIPS) 10.550.06
GS CG 15/10/2041 - (STRIPS) 9.660.05
GS CG 15/10/2044 - (STRIPS) 7.710.04
GS CG 15/10/2045 - (STRIPS) 7.160.04
GS CG 25/11/2042 - (STRIPS) 6.040.03
8.14% Haryana State Govt - 2028 - Haryana 5.600.03
8.03% Uttar Pradesh State Govt - 2026 - Uttar Pradesh 3.640.02
7.86% Rajasthan State Govt - 2027 - Rajasthan 2.060.01
6.79% Central Government - 2029 1.020.01
7.18% Central Government - 2033 0.000.00
6.67% Central Government - 2050Others - Not Mentioned 0.000.00
Government Securities
Central Government - 2033 0.000.00
Mutual Fund Units
Kotak Liquid Direct Growth 125.110.70
BROOKFIELD REITReal Estate Investment Trusts (REIT) 190.521.07
CAPITAL INFRA TRUSTInvestment Trust 48.670.27
MINDSPACE BUSINESS PARKS REITReal Estate Investment Trusts (REIT) 34.550.19
Others
INDUS INFRA TRUSTInvestment Trust 21.400.12
Treps/Reverse Repo
Triparty Repo 908.545.09
REC LTD- (ZCB) 98.730.55
Total17852.25100.00