Kotak Infrastructure & Economic Reform Fund
Institution · data to Jun 2026
Disclosed value
₹3,392 Cr
Jun 2026 closes
At current prices
…
Current holdings
4
Tracked since
Mar 2021
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 |
|---|---|---|---|
| Indus Towers Ltd | 3.13% | NEW | ₹3,160 Cr |
| Azad Engineering Ltd | 1.05% | 0.04 | ₹146 Cr |
| Mahindra Logistics Ltd | 1.68% | flat | ₹66 Cr |
| M & B Engineering Ltd | 1.10% | flat | ₹20 Cr |
Portfolio Summary
Jun 2026As of Jun 2026, Kotak Infrastructure & Economic Reform Fund — an institution tracked through public shareholding filings — disclosed 4 holdings in Indian listed companies worth ₹3,392 crore. The same holdings-at-filing-value basis put it at ₹2,747 crore in Mar 2026 (+23.5%). Solomo carries these filings back to Mar 2021.
Largest disclosed positions in Jun 2026: Indus Towers Ltd (INDUSTOWER — 3.13% of the company, ₹3,160 crore); Azad Engineering Ltd (AZAD — 1.05% of the company, ₹146 crore); Mahindra Logistics Ltd (MAHLOG — 1.68% of the company, ₹66 crore); M & B Engineering Ltd (MBEL — 1.10% of the company, ₹20 crore).
Changes in the Jun 2026 filings: newly disclosed — Indus Towers Ltd. Stake reduced in Azad Engineering Ltd (−0.04 pp). No longer disclosed after the previous quarter: Interglobe Aviation Ltd, Brigade Enterprises 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 2026 | ₹3,392 Cr | +23.5% |
| Mar 2026 | ₹2,747 Cr | −48.7% |
| Dec 2025 | ₹5,351 Cr | +740.7% |
| Sep 2025 | ₹636 Cr | −13.9% |
| Jun 2025 | ₹739 Cr | +646.5% |
| Mar 2025 | ₹99 Cr | −33.5% |
| Dec 2024 | ₹149 Cr | −8.6% |
| Sep 2024 | ₹163 Cr | −67.1% |