Kotak Infrastructure and Economic Reform Fund

KotakSectoral - Infra51 holdings

Top Holdings

#StockSectorWeight %
1Larsen and Toubro Ltd.Construction11.19%
2BHARTI AIRTEL LTD.Telecom - Services6.07%
3RELIANCE INDUSTRIES LTD.Petroleum Products4.72%
4Indus Towers Ltd.Telecom - Services4.38%
5KALPATARU PROJECTS INTERNATIONAL LIMITEDConstruction3.34%
6Ultratech Cement Ltd.Cement and Cement Products3.25%
7V.S.T Tillers Tractors LtdAgricultural, Commercial and Constr3.23%
8Solar Industries India LimitedChemicals and Petrochemicals3.12%
9Cummins India Ltd.Industrial Products3.05%
10Shree Cement Ltd.Cement and Cement Products3.01%
11Bosch LimitedAuto Components2.72%
12Ashok Leyland Ltd.Agricultural, Commercial and Constr2.71%
13Mahindra Logistics LtdTransport Services2.52%
14SHRIRAM FINANCE LIMITEDFinance2.08%
15Sansera Engineering LtdAuto Components1.93%
16Bharat Electronics Ltd.Aerospace and Defense1.90%
17Engineers India LtdConstruction1.71%
18Inter Globe Aviation LtdTransport Services1.67%
19SAMVARDHANA MOTHERSON INTERNATIONAL LTDAuto Components1.59%
20Schaeffler India LtdAuto Components1.58%

Showing top 20 of 51 holdings

Sector Breakdown

Construction
20.3% (7)
Auto Components
11.2% (7)
Telecom - Services
10.4% (2)
Industrial Products
9.0% (6)
Cement and Cement Products
6.3% (2)
Agricultural, Commercial and Constr
5.9% (2)
Transport Services
5.6% (3)
Petroleum Products
4.7% (1)
Electrical Equipment
4.5% (4)
Consumer Durables
4.3% (3)
Finance
3.4% (2)
Aerospace and Defense
3.1% (2)
Chemicals and Petrochemicals
3.1% (1)
Realty
1.8% (2)
Gas
1.6% (2)

Most Similar Funds

37.0%
12 stocks
Mirae Asset Infrastructure Fund
Mirae · Sectoral - Infra
36.0%
17 stocks
35.2%
12 stocks
SBI Infrastructure Fund
SBI · Sectoral - Infra
30.9%
9 stocks
Kotak Large Cap Fund
Kotak · Large Cap
30.3%
20 stocks

Most Unique From

ICICI Prudential Quality Fund
ICICI · Equity - Other
5.2%
5 stocks
NIPPON INDIA SMALL CAP FUND
Nippon · Small Cap
5.2%
15 stocks
Axis Small Cap Fund
Axis · Small Cap
5.3%
10 stocks
Axis Conservative Hybrid Fund
Axis · Conservative Hybrid
5.3%
5 stocks
Motilal Oswal Multi Cap Fund
Motilal · Multi Cap
5.3%
2 stocks

All Comparisons