MarketsSuper InvestorsKotak Mahindra Trustee Co Ltd A/C Kotak Multi Asset Allocation Fund
KF

Kotak Mahindra Trustee Co Ltd A/C Kotak Multi Asset Allocation Fund

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

Disclosed value
₹903 Cr
Today
+₹20.8 Cr +2.36%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-23.2%-4.4%JunSeptDecMarJun
This portfolio -23.2% NIFTY 50 -4.4%behind NIFTY by 18.8 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
Media, Entertainment & Publication44.6%
Capital Goods34.6%
Consumer Services17.7%
Power3.1%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
38.9
Wtd ROE
8.3%
Holdings
4
By market cap
Large 0% Mid 97% Small 3%
Bought / added last quarter
Sold / trimmed last quarter
Holdings · 4
CompanyStakeValueTodayQ/QP/EROE
PVR Inox Ltd
PVRINOX · Media, Entertainment & Publication
4.35%₹402.9 Cr+0.03%NEW27.95%
KSH International Ltd
KSHINTL · Capital Goods
5.34%₹312.7 Cr+5.32%▼ -0.04pp53.114%
Sapphire Foods India Ltd
SAPPHIRE · Consumer Services
2.86%₹159.6 Cr+2.48%▼ -0.50pp-2%
Concord Enviro Systems Ltd
CEWATER · Power
5.00%₹27.8 Cr+3.90%38.23%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
PVR Inox Ltd4.35···
KSH International Ltd5.345.38··
Sapphire Foods India Ltd2.863.363.363.36
Concord Enviro Systems Ltd5.005.005.005.00

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.