solomo.ai
Star Portfolios

Kotak Mahindra Mutual Fund

Institution · data to Jun 2026

Disclosed value

₹4,747 Cr

Jun 2026 closes

At current prices

Current holdings

4

Tracked since

Dec 2017

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Jun 2026)

NEW₹2,875 Cr
+0.03pp₹1,435 Cr
0.00pp₹279 Cr
0.00pp₹159 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, Kotak Mahindra Mutual Fund — an institution tracked through public shareholding filings — disclosed 4 holdings in Indian listed companies worth ₹4,747 crore. The same holdings-at-filing-value basis put it at ₹1,312 crore in Mar 2026 (+261.7%). Solomo carries these filings back to Dec 2017.

Largest disclosed positions in Jun 2026: Ipca Laboratories Ltd (IPCALAB6.36% of the company, ₹2,875 crore); Nippon Life India Asset Management Ltd (NAM-INDIA1.84% of the company, ₹1,435 crore); Subros Ltd (SUBROS5.03% of the company, ₹279 crore); Hawkins Cookers Ltd (HAWKINCOOK3.36% of the company, ₹159 crore).

Changes in the Jun 2026 filings: newly disclosed — Ipca Laboratories Ltd. Stake raised in Nippon Life India Asset Management Ltd (+0.03 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
Jun 2026₹4,747 Cr+261.7%
Mar 2026₹1,312 Cr+6.7%
Dec 2025₹1,230 Cr+137.4%
Sep 2025₹518 Cr−40.9%
Jun 2025₹877 Cr+146.4%
Mar 2025₹356 Cr−10.8%
Dec 2024₹399 Cr−35.6%
Sep 2024₹620 Cr−17.4%
All star portfolios 10 further positions appear in earlier filings but not in Jun 2026.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.