Kotak Equity Hybrid
Individual investor · data to Jun 2025
Disclosed value
₹3,947 Cr
Jun 2025 closes
At current prices
…
Current holdings
2
Tracked since
Jun 2018
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Jun 2025)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| Fortis Healthcare Ltd | 5.14% | NEW | ₹3,134 Cr |
| Oil India Ltd | 1.12% | 0.21 | ₹813 Cr |
Portfolio Summary
Jun 2025As of Jun 2025, Kotak Equity Hybrid — an individual investor tracked through public shareholding filings — disclosed 2 holdings in Indian listed companies worth ₹3,947 crore. The same holdings-at-filing-value basis put it at ₹7,451 crore in Mar 2025 (−47%). Solomo carries these filings back to Jun 2018.
Largest disclosed positions in Jun 2025: Fortis Healthcare Ltd (FORTIS — 5.14% of the company, ₹3,134 crore); Oil India Ltd (OIL — 1.12% of the company, ₹813 crore).
Changes in the Jun 2025 filings: newly disclosed — Fortis Healthcare Ltd. Stake reduced in Oil India Ltd (−0.21 pp). No longer disclosed after the previous quarter: SRF Ltd, Power Finance Corporation Ltd, Vishal Mega Mart Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2025 | ₹3,947 Cr | −47% |
| Mar 2025 | ₹7,451 Cr | +125.2% |
| Dec 2024 | ₹3,308 Cr | −43.8% |
| Sep 2024 | ₹5,885 Cr | +39.2% |
| Jun 2024 | ₹4,228 Cr | −42.4% |
| Mar 2024 | ₹7,342 Cr | +132.8% |
| Dec 2023 | ₹3,154 Cr | +8.5% |
| Sep 2023 | ₹2,907 Cr | −43.1% |