Kotak Infrastructure & Economic Reform-SP (IDCW) Equity Theme - Infrastructure
Plan: OPEN | Option: Dividend | Nalin Rasik Bhatt
12 Aug 25 | 12:00 AM
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Plan: OPEN | Option: Dividend | Nalin Rasik Bhatt
12 Aug 25 | 12:00 AM
Stock
31 Jul 25 | 12:00 AM
Stock wise breakup
Stock | Current Monthly Holding | Previous Monthly Holding |
---|---|---|
Bharti Airtel | 7.43% | 7.60% |
Reliance Industr | 5.24% | 5.51% |
Larsen & Toubro | 4.72% | 4.64% |
Shree Cement | 4.52% | 4.43% |
Solar Industries | 3.22% | 5.17% |
UltraTech Cem. | 3.08% | 2.96% |
Kalpataru Proj. | 3.08% | 3.21% |
Bosch | 2.96% | 2.33% |
Kajaria Ceramics | 2.51% | 2.65% |
VST Till. Tract. | 2.50% | 1.96% |
Interglobe Aviat | 2.45% | 3.29% |
Greenpanel Inds. | 2.43% | 2.17% |
Cummins India | 2.38% | 2.22% |
Bharti Hexacom | 2.17% | 2.24% |
Ashoka Buildcon | 2.11% | 2.17% |
Mahindra Logis. | 2.03% | 1.98% |
NTPC Green Ene. | 2.02% | 1.98% |
G R Infraproject | 1.84% | 1.94% |
I O C L | 1.83% | 1.80% |
Power Fin.Corpn. | 1.72% | 2.18% |
Ratnamani Metals | 1.66% | 1.79% |
Container Corpn. | 1.63% | 2.23% |
Engineers India | 1.61% | 1.77% |
Bharat Electron | 1.60% | 1.72% |
Jyoti CNC Auto. | 1.57% | 1.58% |
Apollo Tyres | 1.53% | 1.48% |
Ashok Leyland | 1.52% | 1.54% |
AIA Engineering | 1.50% | 1.54% |
Schaeffler India | 1.47% | 1.40% |
V-Guard Industri | 1.44% | 1.42% |
Samvardh. Mothe. | 1.43% | 1.48% |
Indus Towers | 1.37% | 0% |
Mahindra Life. | 1.33% | 1.26% |
Guj.St.Petronet | 1.31% | 1.33% |
Coal India | 1.28% | 0% |
Astra Microwave | 1.21% | 1.27% |
Tega Inds. | 1.18% | 0.94% |
A B B | 1.17% | 1.25% |
Azad Engineering | 1.11% | 1.53% |
Zen Technologies | 1.10% | 1.46% |
Sansera Enginee. | 1.08% | 1.09% |
Carborundum Uni. | 1.05% | 0.51% |
Exide Inds. | 0.95% | 0.93% |
Concord Enviro | 0.92% | 0.83% |
Bharat Forge | 0.88% | 1.19% |
H.G. Infra Engg. | 0.86% | 0.87% |
WPIL | 0.83% | 0.75% |
M & B Engineer. | 0.79% | 0% |
Brigade Enterpr. | 0.72% | 0.78% |
PNC Infratech | 0.71% | 0.68% |
NTPC | 0.63% | 0.62% |
Rolex Rings | 0.51% | 0.56% |
Ceigall India | 0.40% | 0.86% |
JNK | 0.35% | 0.37% |
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