MarketsSuper InvestorsKOTAK INFRASTRUCTURE & ECONOMIC REFORM FUND
KF

KOTAK INFRASTRUCTURE & ECONOMIC REFORM FUND

Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹3,251 Cr
Today
+₹97.6 Cr +3.10%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-14.1%-4.4%JunSeptDecMarJun
This portfolio -14.1% NIFTY 50 -4.4%behind NIFTY by 9.7 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Consumer Services82.7%
Realty10.3%
Capital Goods4.6%
Services1.8%
Construction0.6%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
75.4
Wtd ROE
10.0%
Holdings
5
By market cap
Large 83% Mid 15% Small 2%
Bought / added last quarter
Sold / trimmed last quarter
Holdings · 5
CompanyStakeValueTodayQ/QP/EROE
InterGlobe Aviation Ltd
INDIGO · Consumer Services
1.42%₹2,688.7 Cr+3.62%NEW-29%
Brigade Enterprises Ltd
BRIGADE · Realty
2.01%₹336 Cr+0.81%▲ +0.00pp23.112%
Azad Engineering Ltd
AZAD · Capital Goods
1.09%₹149.2 Cr-1.31%▼ -0.01pp102.69%
Mahindra Logistics Ltd
MAHLOG · Services
1.68%₹58.1 Cr+3.11%▼ -0.17pp326.91%
M & B Engineering Ltd
MBEL · Construction
1.10%₹19.3 Cr+6.85%▼ -0.57pp18.914%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
InterGlobe Aviation Ltd1.42···
Brigade Enterprises Ltd2.012.012.01·
Azad Engineering Ltd1.091.101.101.22
Mahindra Logistics Ltd1.681.853.143.14
M & B Engineering Ltd1.101.67··

Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.