Kotak Infrastructure and Economic Reform Fund
Kotak Mutual Fund
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
49
Concentrated
Top 10 weight
46%
Concentration
Active share
85%
Highly Differentiated
Equity
-
Asset allocation
Portfolio
20Sectors
14High-conviction bets
19%Top sector wt.
-Cash
Market-cap allocation
Large cap47%
Mid cap13%
Small cap40%
Asset allocation
Asset mix not available.
Top holdings
Larsen and Toubro Ltd.EQUITY
10.4%RELIANCE INDUSTRIES LTD.EQUITY
8.0%BHARTI AIRTEL LTD.EQUITY
5.2%Indus Towers Ltd.EQUITY
4.2%4.1%
3.5%
Ultratech Cement Ltd.EQUITY
2.9%Cummins India Ltd.EQUITY
2.7%Bosch LimitedEQUITY
2.7%KSH INTERNATIONALEQUITY
2.6%Shree Cement Ltd.EQUITY
2.6%2.5%
2.2%
Mahindra Logistics LtdEQUITY
2.0%Ashok Leyland Ltd.EQUITY
2.0%SHRIRAM FINANCE LIMITEDEQUITY
1.8%1.8%
Engineers India LtdEQUITY
1.8%Bharat Electronics Ltd.EQUITY
1.7%1.7%
1.7%
Kajaria Ceramics Ltd.EQUITY
1.6%1.6%
1.5%
ABB India Ltd.EQUITY
1.5%Inter Globe Aviation LtdEQUITY
1.5%1.5%
Schaeffler India LtdEQUITY
1.5%1.4%
1.4%
AIA Engineering LimitedEQUITY
1.4%1.3%
1.3%
Ashoka Buildcon LimitedEQUITY
1.3%AZAD ENGINEERING LTDEQUITY
1.2%Sansera Engineering LtdEQUITY
1.2%1.2%
V-Guard Industries Ltd.EQUITY
1.2%NTPC LTDEQUITY
1.1%Exide Industries Ltd.EQUITY
1.0%Petronet LNG Ltd.EQUITY
0.9%JYOTI CNC AUTOMATION LTDEQUITY
0.9%Oil India LimitedEQUITY
0.9%Apollo Tyres Ltd.EQUITY
0.9%WPIL LTDEQUITY
0.8%M&B ENGINEERING LTDEQUITY
0.8%0.5%
0.5%
0.4%
Triparty RepoCASH_EQUIVALENT
0.2%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Small-cap heavy (40%) - higher volatility.
- Concentrated in Construction - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
JioBlackRock Sector Rotation Fund290 holdings · 36% AS
Franklin India Multi-Factor Fund93 holdings · 84% AS
Bandhan Business Cycle Fund93 holdings · 65% AS
WhiteOak Capital Special Opportunities Fund90 holdings · 73% AS
UTI Quant Fund89 holdings · 66% AS
Axis India Manufacturing Fund86 holdings · 73% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
19.5%
10.6%
9.4%
8.9%
8.0%
6.7%
5.5%
4.9%
4.4%
4.2%
4.1%
3.5%
3.1%
1.7%