Kotak Contra Fund
Institution · data to Jun 2026
Disclosed value
₹1,934 Cr
Jun 2026 closes
At current prices
…
Current holdings
2
Tracked since
Sep 2025
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Jun 2026)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| Global Health Ltd | 3.53% | 0.19 | ₹1,283 Cr |
| Park Medi World Ltd | 5.11% | 0.04 | ₹651 Cr |
Portfolio Summary
Jun 2026As of Jun 2026, Kotak Contra Fund — an institution tracked through public shareholding filings — disclosed 2 holdings in Indian listed companies worth ₹1,934 crore. The same holdings-at-filing-value basis put it at ₹1,330 crore in Mar 2026 (+45.4%). Solomo carries these filings back to Sep 2025.
Largest disclosed positions in Jun 2026: Global Health Ltd (MEDANTA — 3.53% of the company, ₹1,283 crore); Park Medi World Ltd (PARKHOSPS — 5.11% of the company, ₹651 crore).
Changes in the Jun 2026 filings: Stake raised in Global Health Ltd (+0.19 pp), Park Medi World Ltd (+0.04 pp).
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2026 | ₹1,934 Cr | +45.4% |
| Mar 2026 | ₹1,330 Cr | +50.2% |
| Dec 2025 | ₹885 Cr | −43.2% |
| Sep 2025 | ₹1,558 Cr | - |