Kotak India Eq Contra Fund
Institution · data to Jun 2025
Disclosed value
₹1,302 Cr
Jun 2025 closes
At current prices
…
Current holdings
2
Tracked since
Sep 2020
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 |
|---|---|---|---|
| Global Health Ltd | 2.93% | flat | ₹931 Cr |
| Zen Technologies Ltd | 2.12% | 1.51 | ₹370 Cr |
Portfolio Summary
Jun 2025As of Jun 2025, Kotak India Eq Contra Fund — an institution tracked through public shareholding filings — disclosed 2 holdings in Indian listed companies worth ₹1,302 crore. The same holdings-at-filing-value basis put it at ₹1,446 crore in Mar 2025 (−10%). Solomo carries these filings back to Sep 2020.
Largest disclosed positions in Jun 2025: Global Health Ltd (MEDANTA — 2.93% of the company, ₹931 crore); Zen Technologies Ltd (ZENTEC — 2.12% of the company, ₹370 crore).
Changes in the Jun 2025 filings: Stake reduced in Zen Technologies Ltd (−1.51 pp).
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2025 | ₹1,302 Cr | −10% |
| Mar 2025 | ₹1,446 Cr | +98.7% |
| Dec 2024 | ₹728 Cr | +52.1% |
| Sep 2024 | ₹479 Cr | +88.6% |
| Jun 2024 | ₹254 Cr | - |
| Dec 2023 | ₹221 Cr | - |
| Mar 2023 | ₹2,849 Cr | +10555.8% |
| Dec 2022 | ₹27 Cr | - |