KYC is one time exercise with a SEBI registered intermediary while dealing in securities markets (Broker/ DP/ Mutual Fund etc.). | No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.   |   Prevent unauthorized transactions in your account – Update your mobile numbers / email ids with your stock brokers. Receive information of your transactions directly from exchange on your mobile / email at the EOD | Filing Complaint on SCORES - QUICK & EASY a) Register on SCORES b) Mandatory details for filing complaints on SCORE - Name, PAN, Email, Address and Mob. no. c) Benefits - speedy redressal & Effective communication   |   BSE Prices delayed by 5 minutes...<< Prices as on Jul 15, 2026 - 3:59PM >>  ABB India 7203.05  [ 4.43% ]  ACC 1384.1  [ 1.66% ]  Ambuja Cements 435.2  [ 1.23% ]  Asian Paints 2669  [ 1.09% ]  Axis Bank 1312.7  [ -0.43% ]  Bajaj Auto 10318.4  [ 1.53% ]  Bank of Baroda 248.1  [ 0.61% ]  Bharti Airtel 1921.9  [ -0.67% ]  Bharat Heavy 418.15  [ 3.52% ]  Bharat Petroleum 309.8  [ 1.42% ]  Britannia Industries 5320  [ 0.71% ]  Cipla 1437.95  [ -0.04% ]  Coal India 427.5  [ -0.72% ]  Colgate Palm 2009  [ 0.04% ]  Dabur India 430.45  [ -0.90% ]  DLF 657.6  [ -2.04% ]  Dr. Reddy's Lab. 1230  [ -1.26% ]  GAIL (India) 173.3  [ 1.08% ]  Grasim Industries 3081.95  [ -0.97% ]  HCL Technologies 1167.8  [ 0.07% ]  HDFC Bank 815.35  [ 0.77% ]  Hero MotoCorp 4890  [ 0.11% ]  Hindustan Unilever 2102.35  [ -0.85% ]  Hindalco Industries 955.5  [ -1.92% ]  ICICI Bank 1415.85  [ 0.58% ]  Indian Hotels Co. 741.4  [ 1.04% ]  IndusInd Bank 1009.05  [ 1.22% ]  Infosys 1076.4  [ -1.41% ]  ITC 276.45  [ 0.33% ]  Jindal Steel 1042.7  [ 0.22% ]  Kotak Mahindra Bank 378.4  [ -0.11% ]  L&T 3783.9  [ -1.69% ]  Lupin 2495.8  [ 1.07% ]  Mahi. & Mahi 3083.5  [ -0.30% ]  Maruti Suzuki India 13580.1  [ 0.62% ]  MTNL 28.35  [ -0.70% ]  Nestle India 1424  [ -0.10% ]  NIIT 95.9  [ -1.34% ]  NMDC 84.91  [ -0.09% ]  NTPC 344.15  [ -1.12% ]  ONGC 247  [ -0.68% ]  Punj. NationlBak 105.7  [ 0.71% ]  Power Grid Corpn. 280.9  [ -1.73% ]  Reliance Industries 1295.4  [ 0.34% ]  SBI 1030.05  [ 1.50% ]  Vedanta 260.6  [ -2.60% ]  Shipping Corpn. 287.8  [ 0.68% ]  Sun Pharmaceutical 1954.15  [ 0.72% ]  Tata Chemicals 697.75  [ -0.62% ]  Tata Consumer 1082  [ -1.39% ]  Tata Motors Passenge 333  [ -0.10% ]  Tata Steel 185.25  [ -1.65% ]  Tata Power Co. 380.8  [ 0.89% ]  Tata Consult. Serv. 2188.9  [ -0.55% ]  Tech Mahindra 1498.65  [ 1.01% ]  UltraTech Cement 11810.35  [ 2.77% ]  United Spirits 1373.45  [ -0.92% ]  Wipro 174.6  [ -1.41% ]  Zee Entertainment 101.9  [ -1.21% ]  

Mutual Fund

Indian Indices

  • Loading....

Global Indices

  • Loading....

Forex

  • Loading....

PORTFOLIO COMPOSITION

  • Search Scheme 
Kotak Balanced Advantage Fund
Fund Kotak Mahindra Mutual Fund
Category Hybrid - Equity Oriented
Type Open Ended
NAV(14/07/2026) 20.9980
Percentage Returns
1 Month Ago 2.23%
3 Months Ago 3.6%
1 Year Ago 1.69%
 
Portfolio Details as on 30 Jun. 2026
Company Name Sector Amount (Rs. Crs.) Percentage (%)
Equity
ICICI BANK LTD.Finance - Banks - Private Sector 771.604.44
STATE BANK OF INDIA.Finance - Banks - Public Sector 655.183.77
RELIANCE INDUSTRIES LTD.Refineries 596.683.43
HDFC BANK LTD.Finance - Banks - Private Sector 544.213.13
BHARTI AIRTEL LTD.Telecom Services 394.262.27
Larsen and Toubro Ltd.Construction, Contracting & Engineering 373.302.15
BAJAJ FINANCE LTD.Non-Banking Financial Company (NBFC) 306.241.76
Solar Industries India LimitedIndustrial Explosives 272.181.57
Mahindra & Mahindra Ltd.Auto - Cars & Jeeps 252.111.45
ETERNAL LIMITEDE-Commerce/E-Retail 251.651.45
AXIS BANK LTD.Finance - Banks - Private Sector 244.711.41
Maruti Suzuki India LimitedAuto - Cars & Jeeps 239.561.38
Adani Ports and Special Economic Zone LimitedPort & Port Services 236.631.36
GE VERNOVA T&D INDIA LIMITEDPower - Transmission/Equipment 228.791.32
Inter Globe Aviation LtdAirlines 195.661.13
KOTAK MAHINDRA BANK LTD.Finance - Banks - Private Sector 194.881.12
BROOKFIELD REITReal Estate Investment Trusts (REIT) 190.201.09
Adani Enterprises LtdTrading & Distributors 181.341.04
Mphasis LtdIT Consulting & Software 175.971.01
Sansera Engineering LtdEngineering - General 160.770.93
Ami Organics LtdPharmaceuticals 158.680.91
ITC Ltd.Cigarettes & Tobacco Products 154.150.89
Ultratech Cement Ltd.Cement 153.130.88
Coromandel International LimitedFertilisers 147.040.85
Power Grid Corporation of India Ltd.Power - Transmission/Equipment 142.030.82
NTPC LTDPower - Generation/Distribution 129.020.74
Schaeffler India LtdBearings 127.790.74
SUN PHARMACEUTICAL INDUSTRIES LTD.Pharmaceuticals 127.560.73
Tech Mahindra Ltd.IT Consulting & Software 120.080.69
Hindustan Unilever Ltd.Personal Care 115.920.67
BHARAT PETROLEUM CORPORATION LTD.Refineries 108.660.63
ICICI Lombard General Insurance Company LtdFinance - Non Life Insurance 106.590.61
Hindalco Industries Ltd.Aluminium 106.520.61
TATA CONSULTANCY SERVICES LTD.IT Consulting & Software 104.010.60
United Spirits LtdBeverages & Distilleries 101.760.59
Power Finance Corporation Ltd.Finance - Term Lending Institutions 100.300.58
KRISHNA INSTITUTE OF MEDICALHospitals & Medical Services 95.670.55
YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTDHospitals & Medical Services 94.910.55
AMBUJA CEMENTS LTD.Cement 92.690.53
SHRIRAM FINANCE LIMITEDNon-Banking Financial Company (NBFC) 92.410.53
Bosch LimitedAuto Ancl - Engine Parts 91.910.53
PB Fintech Ltd.Financial Technologies (Fintech) 91.570.53
APTUS VALUE HOUSING FINANCEFinance - Housing 88.970.51
V-Guard Industries Ltd.Domestic Appliances 88.330.51
GUJARAT ENERGY LIMITEDGas Transmission/Marketing 88.040.51
GODREJ CONSUMER PRODUCTS LTD.Personal Care 83.870.48
JB Chemicals & Pharmaceuticals Ltd.Pharmaceuticals 80.740.46
Oberoi Realty LimitedRealty 79.770.46
Indus Towers Ltd.Telecom Equipment 77.060.44
VEDANTA ALUMINIUM METAL LTDAluminium 77.020.44
Bharat Heavy Electricals Ltd.Engineering - Heavy 76.690.44
MAHINDRA LIFESPACE DEVELOPERS LTDRealty 75.420.43
One 97 Communications LtdFinancial Technologies (Fintech) 75.020.43
Ratnamani Metals & Tubes Ltd.Steel - Tubes/Pipes 72.670.42
Apollo Tyres Ltd.Tyres & Tubes 71.600.41
Bharat Electronics Ltd.Aerospace & Defense 70.760.41
TITAN COMPANY LTD.Gems, Jewellery & Precious Metals 66.860.38
Carborundum Universal Ltd.Abrasives And Grinding Wheels 65.270.38
TML COMMERCIAL VEHICLES LIMITEDAuto - LCVs/HCVs 57.720.33
KEI Industries Ltd.Cables - Power/Others 57.120.33
Jindal Steel & Power LtdSteel - Sponge Iron 55.720.32
SAMVARDHANA MOTHERSON INTERNATIONAL LTDAuto Ancl - Electrical 54.970.32
Coal India LimitedMining/Minerals 54.340.31
HDFC Life Insurance Company LtdFinance - Life Insurance 53.770.31
Oil And Natural Gas Corporation Ltd.Oil Drilling And Exploration 53.200.31
Apollo Hospitals Enterprise Ltd.Hospitals & Medical Services 51.980.30
SRF LTD.Chemicals - Others 51.320.30
GODREJ PROPERTIES LIMITEDRealty 49.760.29
Kajaria Ceramics Ltd.Ceramics/Tiles/Sanitaryware 48.160.28
Cipla Ltd.Pharmaceuticals 47.080.27
Bajaj Auto Ltd.Auto - 2 & 3 Wheelers 46.410.27
Asian Paints(India) Ltd.Paints/Varnishes 43.110.25
DR.Lal Pathlabs LtdHospitals & Medical Services 40.030.23
TATA MOTORS PASSENGER VEHICLES LTDAuto - LCVs/HCVs 38.110.22
MINDSPACE BUSINESS PARKS REITReal Estate Investment Trusts (REIT) 34.440.20
Amber Enterprises India LtdDomestic Appliances 34.200.20
JSW ENERGY LTD.Power - Generation/Distribution 33.170.19
HDB FINANCIAL SERVICES LTD.Finance & Investments 33.050.19
Jubilant Foodworks LimitedHotels, Resorts & Restaurants 32.990.19
TATA COMMUNICATIONS LTDTelecom Services 32.460.19
JYOTI CNC AUTOMATION LTDEngineering - Heavy 31.480.18
RAINBOW CHILDRENS MEDICARE LTDHospitals & Medical Services 30.980.18
SAI LIFE SCIENCES LIMITEDPharmaceuticals 27.150.16
Godrej Agrovet Ltd.Animal/Shrimp Feed 26.230.15
NUVAMA WEALTH MANAGEMENT LIMITEDFinance & Investments 25.610.15
NTPC GREEN ENERGY LIMITEDPower - Generation/Distribution 24.450.14
Grasim Industries Ltd.Cement 23.720.14
Hindustan Aeronautics Ltd.Aerospace & Defense 23.000.13
TATA CAPITAL LTD.Finance & Investments 22.450.13
CREDITACCESS GRAMEEN LTD.Microfinance Institutions 21.940.13
BIOCON LTD.Pharmaceuticals 20.990.12
KALYAN JEWELLERS INDIA LTD.Gems, Jewellery & Precious Metals 19.990.12
Deepak Nitrite Ltd.Chemicals - Inorganic - Others 19.680.11
PIRAMAL FINANCE LTDNon-Banking Financial Company (NBFC) 19.320.11
DLF LIMITEDRealty 19.300.11
Glenmark Pharmaceuticals LtdPharmaceuticals 19.260.11
BANK OF BARODAFinance - Banks - Public Sector 18.800.11
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.Non-Banking Financial Company (NBFC) 18.790.11
Varun Beverages LimitedNon-Alcoholic Beverages 17.150.10
Techno Electric & Engineering Company LimitedEngineering - Heavy 16.560.10
HYUNDAI MOTORS INDIA LTDAuto - Cars & Jeeps 15.800.09
PHOENIX MILLS LTD.Realty 15.070.09
PIRAMAL PHARMA LIMITEDPharmaceuticals 14.710.08
PUNJAB NATIONAL BANKFinance - Banks - Public Sector 14.600.08
Alkem Laboratories Ltd.Pharmaceuticals 13.910.08
Cummins India Ltd.Engines 13.360.08
TVS Motor Company Ltd.Auto - 2 & 3 Wheelers 12.110.07
Eicher Motors Ltd.Auto - 2 & 3 Wheelers 11.250.06
Havells India Ltd.Consumer Electronics 11.170.06
JUBILANT INGREVIA LTD.Agricultural Products 10.150.06
Nestle India Ltd.Food Processing & Packaging 9.130.05
ABB India Ltd.Electric Equipment - General 8.910.05
Linde India Ltd.Industrial Gases 8.840.05
Persistent Systems LimitedIT Consulting & Software 8.490.05
BSE LTDExchange Platform 8.110.05
Infosys Ltd.IT Consulting & Software 7.370.04
Prestige Estates Projects LimitedRealty 6.410.04
TATA CONSUMER PRODUCTS LTD.Tea & Coffee 5.920.03
Tata Steel Ltd.Iron & Steel 5.380.03
MANKIND PHARMA LTDPharmaceuticals 4.770.03
ASTRAL LTD.Plastics - Pipes & Fittings 3.410.02
PNB HOUSING FINANCE LTD.Finance - Housing 2.430.01
ORCHID PHARMA LIMITEDPharmaceuticals 2.400.01
Nippon Life Asset Management LtdFinance - Mutual Funds 2.110.01
Sona BLW Precision Forgings LtdForgings 1.820.01
GAIL (India) Ltd.Gas Transmission/Marketing 1.660.01
Fortis Healthcare India LtdHospitals & Medical Services 1.480.01
UPL LtdAgro Chemicals/Pesticides 1.470.01
Exide Industries Ltd.Auto Ancl - Batteries 1.190.01
Steel Authority of India Ltd.Iron & Steel 0.900.01
SWIGGY LTDE-Commerce/E-Retail 0.700.00
NMDC Ltd.Mining/Minerals 0.520.00
DEVYANI INTERNATIONAL LIMITEDHotels, Resorts & Restaurants 0.390.00
TALWANDI SABO POWER LTD.Power - Generation/Distribution 0.260.00
VEDANTA IRON & STEEL LTDIron & Steel 0.230.00
Aurobindo Pharma Ltd.Pharmaceuticals 0.090.00
Equity
Divis Laboratories Ltd.Pharmaceuticals 0.070.00
BANK OF BARODAFinance - Banks - Public Sector 238.791.37
PUNJAB NATIONAL BANKFinance - Banks - Public Sector 143.240.82
NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENTFinance - Banks - Public Sector 105.800.61
HDFC BANK LTD.Finance - Banks - Private Sector 96.900.56
BANK OF BARODAFinance - Banks - Public Sector 95.970.55
UNION BANK OF INDIAFinance - Banks - Public Sector 49.770.29
PUNJAB NATIONAL BANKFinance - Banks - Public Sector 48.040.28
HDFC BANK LTD.Finance - Banks - Private Sector 47.940.28
Certificate of Deposits
HDFC BANK LTD.Finance - Banks - Private Sector 24.650.14
Bahadur Chand Investments Private Limited 96.800.56
DSP FINANCE PRIVATE LIMITED 94.940.55
Commercial Paper
HERO FINCORP LTD.Finance & Investments 24.800.14
Current Assets
Net Current Assets/(Liabilities) -18.26-0.12
JTPM METAL TRADERS PVT LTD - 214.351.23
6.80% National Housing Bank 196.691.13
7.44% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT 100.610.58
7.96% MINDSPACE BUSINESS PARKS REIT 76.220.44
7.75% BHARTI TELECOM LTD. 74.750.43
7.06% BROOKFIELD REIT 74.380.43
9.35% TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD. 52.900.30
9.09% MUTHOOT FINANCE LTD. 51.020.29
360 ONE PRIME LTD.Finance & Investments 50.110.29
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 49.880.29
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 46.710.27
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 41.450.24
7.71% HDFC BANK LTD. 25.350.15
8.28% PNB HOUSING FINANCE LTD. 25.130.14
7.98% BAJAJ HOUSING FINANCE LTD. 25.030.14
6.27% Power Finance Corporation Ltd. 24.780.14
9.15% ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITED 20.700.12
8.00% ADITYA BIRLA CAPITAL LTDFinance & Investments 16.980.10
7.64% Power Finance Corporation Ltd. 15.250.09
8.42% GODREJ INDUSTRIES LTD 10.070.06
7.59% Power Finance Corporation Ltd. 10.060.06
8.47% TATA PROJECTS LTD. 5.010.03
7.68% TATA CAPITAL LTD. 5.000.03
7.43% PUNJAB NATIONAL BANK 4.940.03
8.13% Power Grid Corporation of India Ltd. 3.570.02
8.12% Kotak Mahindra Prime Ltd. 2.010.01
8.29% TATA CAPITAL LTD. 1.510.01
Debentures
6.40% LIC HOUSING FINANCE LTD. 1.490.01
7.34% Central Government - 2064 1033.385.95
7.19% Karnataka State Govt - 2032 - KarnatakaFinance & Investments 188.551.09
7.25% Central Government - 2063 146.550.84
7.31% Tamil Nadu State Govt - 2033 - Tamil NaduFinance & Investments 133.320.77
7.09% Central Government - 2054 133.060.77
7.39% Tamil Nadu State Govt - 2034 - Tamil NaduFinance & Investments 70.180.40
6.90% Central Government - 2065 62.290.36
7.58% Karnataka State Govt - 2040 - Karnataka 45.240.26
7.59% Bihar State Govt - 2027 - Bihar 30.330.17
6.88% Bihar State Govt - 2035 - BiharFinance & Investments 23.990.14
7.62% Uttar Pradesh State Govt - 2041 - Uttar Pradesh 20.060.12
GS CG 25/05/2036 - (STRIPS) 15.650.09
GS CG 15/10/2037 - (STRIPS) 13.790.08
GS CG 15/10/2039 - (STRIPS) 11.790.07
GS CG 15/04/2040- (STRIPS) 11.270.06
GS CG 15/10/2040 - (STRIPS) 10.850.06
GS CG 15/10/2041 - (STRIPS) 10.030.06
GS CG 15/10/2044 - (STRIPS) 7.770.04
GS CG 15/10/2045 - (STRIPS) 7.120.04
7.30% Central Government - 2053 6.740.04
GS CG 25/11/2042 - (STRIPS) 6.190.04
8.14% Haryana State Govt - 2028 - Haryana 5.540.03
7.86% Rajasthan State Govt - 2027 - Rajasthan 2.040.01
7.09% Central Government - 2074 1.800.01
6.79% Central Government - 2029 1.020.01
8.60% Central Government - 2028 0.260.00
6.48% Central Government - 2035 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 129.260.74
CAPITAL INFRA TRUSTInvestment Trust 48.230.28
INDUS INFRA TRUSTInvestment Trust 23.120.13
Others
RAAJMARG INFRA INVESTMENT TRUSTInvestment Trust 15.270.09
Treps/Reverse Repo
Triparty Repo 866.204.99
REC LTD- (ZCB) 72.520.42
Total17371.73100.00