Markets › Super Investors › Kotak Midcap Fund
KF
Kotak Midcap Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹36,359 Cr
Today
+₹548.2 Cr +1.53%
Companies
23
As of
13 Apr 2026
Returns vs NIFTY current basket, 1 year
This portfolio +8.4% NIFTY 50 -4.4%ahead of NIFTY by 12.8 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
Portfolio X-ray
Top-5 weight
39%
Wtd P/E
50.6
Wtd ROE
22.2%
Holdings
23
By market cap
Large 94% Mid 6% Small 0%
Bought / added last quarter
POONAWALLA FINCORP+1.49pp
Dalmia Bharat Ltd+0.28pp
Apar Industries Ltd+0.25pp
Rubicon Research Ltd+0.18pp
Metro Brands Ltd+0.15pp
Sold / trimmed last quarter
Persistent Systems Ltd-0.70pp
Oberoi Realty Ltd-0.68pp
GE VERNOVA T&D INDIA-0.56pp
Nuvama Wealth Management Ltd-0.45pp
UNO Minda Ltd-0.18pp
Holdings · 23
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| GE VERNOVA T&D INDIA GVT&D · Capital Goods | 4.28% | ₹5,262.9 Cr | -2.77% | ▼ -0.56pp | 99.8 | 55% |
| IPCA LABORATORIES IPCALAB · Healthcare | 6.28% | ₹2,509.8 Cr | -0.46% | ▼ -0.06pp | 33.8 | 16% |
| POONAWALLA FINCORP POONAWALLA · Financial Services | 6.40% | ₹2,251.2 Cr | +1.94% | ▲ +1.49pp | 64.9 | 6% |
| Schaeffler India Ltd SCHAEFFLER · Automobile and Auto Components | 3.27% | ₹2,064.8 Cr | -0.36% | ▲ +0.00pp | 52.0 | 20% |
| Dalmia Bharat Ltd DALBHARAT · Construction Materials | 6.34% | ₹2,045.4 Cr | +3.63% | ▲ +0.28pp | 27.9 | 7% |
| Swiggy Ltd SWIGGY · Consumer Services | 2.87% | ₹2,036.9 Cr | +2.92% | ▼ -0.16pp | – | -29% |
| Apar Industries Ltd APARINDS · Capital Goods | 3.17% | ₹2,032.5 Cr | +5.03% | ▲ +0.25pp | 65.7 | 20% |
| Piramal Finance Ltd PIRAMALFIN · Financial Services | 3.98% | ₹1,811 Cr | -0.38% | NEW | 30.3 | 5% |
| Hindustan Petroleum Corporation Ltd HINDPETRO · Oil, Gas & Consumable Fuels | 2.11% | ₹1,803.7 Cr | +3.28% | ▼ -0.76pp | 4.7 | 31% |
| JB Chemicals & Pharmaceuticals Ltd JBCHEPHARM · Healthcare | 4.40% | ₹1,565.8 Cr | -1.77% | ▼ -0.01pp | 50.2 | 19% |
| Blue Star Ltd BLUESTARCO · Consumer Durables | 4.47% | ₹1,482.5 Cr | +1.73% | ▼ -0.01pp | 62.8 | 16% |
| Oberoi Realty Ltd OBEROIRLTY · Realty | 2.38% | ₹1,445.9 Cr | +2.87% | ▼ -0.68pp | 24.2 | 15% |
| L&T Finance Ltd LTF · Financial Services | 1.90% | ₹1,393.5 Cr | +6.27% | ▲ +0.10pp | 24.6 | 11% |
| Nuvama Wealth Management Ltd NUVAMA · Financial Services | 4.03% | ₹1,218.5 Cr | +4.58% | ▼ -0.45pp | 29.1 | 27% |
| HDB Financial Services Ltd HDBFS · Financial Services | 1.94% | ₹1,117 Cr | +8.44% | ▲ +0.06pp | 22.7 | 12% |
| Persistent Systems Ltd PERSISTENT · Information Technology | 1.43% | ₹1,105.7 Cr | +1.65% | ▼ -0.70pp | 41.4 | 26% |
| UNO Minda Ltd UNOMINDA · Automobile and Auto Components | 1.42% | ₹920.9 Cr | +6.43% | ▼ -0.18pp | 50.6 | 20% |
| RATNAMANI MET & TUB RATNAMANI · Capital Goods | 4.79% | ₹869.4 Cr | +0.31% | ▼ -0.04pp | 34.0 | 14% |
| Metro Brands Ltd METROBRAND · Consumer Durables | 2.74% | ₹751.1 Cr | +0.40% | ▲ +0.15pp | 78.8 | 19% |
| Deepak Nitrite Ltd DEEPAKNTR · Chemicals | 3.23% | ₹734.3 Cr | -0.19% | ▲ +0.05pp | 41.3 | 10% |
| Prudent Corporate Advisory Services Ltd PRUDENT · Financial Services | 5.29% | ₹658.3 Cr | +3.25% | – | 56.0 | 29% |
| Birlasoft Ltd BSOFT · Information Technology | 7.12% | ₹644.7 Cr | +2.50% | ▼ -0.10pp | 17.5 | 14% |
| Rubicon Research Ltd RUBICON · Healthcare | 2.85% | ₹633.4 Cr | +3.77% | ▲ +0.18pp | 90.0 | 19% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 |
|---|---|---|---|
| GE VERNOVA T&D INDIA | 4.28 | 4.84 | · |
| IPCA LABORATORIES | 6.28 | 6.34 | 6.27 |
| POONAWALLA FINCORP | 4.91 | · | · |
| Schaeffler India Ltd | 3.27 | 3.27 | 3.25 |
| Dalmia Bharat Ltd | 6.34 | 6.06 | · |
| Swiggy Ltd | 2.87 | 3.03 | 2.99 |
| Apar Industries Ltd | 3.17 | 2.92 | 2.57 |
| Piramal Finance Ltd | 3.98 | · | · |
| Hindustan Petroleum Corporation Ltd | 2.11 | 2.87 | 3.16 |
| JB Chemicals & Pharmaceuticals Ltd | 4.40 | 4.60 | 4.90 |
| Blue Star Ltd | 4.47 | 4.48 | · |
| Oberoi Realty Ltd | 2.38 | 3.06 | 3.12 |
| L&T Finance Ltd | 1.90 | 1.80 | 1.31 |
| Nuvama Wealth Management Ltd | 4.03 | 4.48 | 4.76 |
| HDB Financial Services Ltd | 1.94 | 1.88 | 1.54 |
| Persistent Systems Ltd | 1.43 | 2.13 | 2.33 |
| UNO Minda Ltd | 1.42 | 1.60 | 1.60 |
| RATNAMANI MET & TUB | 4.79 | 4.83 | 4.84 |
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.