Kotak Technology Fund Direct-Growth
Kotak
Detailed equity portfolio holdings for Kotak Technology Fund Direct-Growth, showing each stock's allocation percentage, monthly changes in weight, sector breakdown, and whether the fund has been increasing or decreasing its position.
25 holdings· 98.31% in equity
Equity holdings as last captured from the fund's monthly portfolio disclosure. Funds publish with a lag, so this can trail the latest disclosure by a month. Changes compare with the previous different capture.
| Stock | Allocation % | Change (pp) | Sector | Trend |
|---|---|---|---|---|
| Infosys Ltd INFY | 16.51% | +1.15 pp | Information Technology | Increased |
| Bharti Airtel Ltd BHARTIARTL | 11.93% | -5.37 pp | Telecom | Decreased |
| Tech Mahindra Ltd TECHM | 7.59% | +0.41 pp | Information Technology | Increased |
| Eternal Ltd ETERNAL | 6.98% | -0.16 pp | Retail | Decreased |
| Coforge Ltd COFORGE | 4.65% | +1.07 pp | Information Technology | Increased |
| Persistent Systems Ltd PERSISTENT | 4.39% | +0.33 pp | Information Technology | Increased |
| Mphasis Ltd MPHASIS | 4.14% | +0.41 pp | Information Technology | Increased |
| Lenskart Solutions Ltd LENSKART | 3.68% | +0.54 pp | Retail | Increased |
| Bharti Hexacom Ltd BHARTIHEXA | 3.64% | +0.11 pp | Telecom | Increased |
| Dixon Technologies (India) Ltd DIXON | 3.26% | +0.38 pp | Consumer Goods | Increased |
| US1924461023 | 3.18% | +0.64 pp | — | Increased |
| Tata Consultancy Services Ltd TCS | 3.15% | -2.84 pp | Information Technology | Decreased |
| Swiggy Ltd SWIGGY | 3.09% | +0.43 pp | Retail | Increased |
| Indus Towers Ltd INDUSTOWER | 2.97% | +0.19 pp | Telecom | Increased |
| HCL Technologies Ltd HCLTECH | 2.94% | +0.13 pp | Information Technology | Increased |
| Shiprocket Ltd SHIPROCKET | 2.69% | +2.69 pp | Services | New |
| Billionbrains Garage Ventures Ltd GROWW | 2.08% | +0.11 pp | Capital Markets | Increased |
| Sagility Ltd SAGILITY | 1.84% | +0.26 pp | Information Technology | Increased |
| TBO Tek Ltd TBOTEK | 1.80% | +0.32 pp | Leisure Services | Increased |
| FSN E-Commerce Ventures Ltd NYKAA | 1.63% | -0.13 pp | Retail | Decreased |
| LTM Ltd LTM | 1.59% | +0.16 pp | Information Technology | Increased |
| Firstsource Solutions Ltd FSL | 1.31% | -0.09 pp | Commercial Services | Decreased |
| Delhivery Ltd DELHIVERY | 1.16% | +0.02 pp | Logistics & Cargo | Increased |
| Oracle Financial Services Software Ltd OFSS | 1.15% | +0.19 pp | Information Technology | Increased |
| Capillary Technologies India Ltd CAPILLARY | 0.96% | +0.06 pp | Information Technology | Increased |