Kotak Infrastructure and Economic Reform Fund — Portfolio Holdings (Kotak Mahindra Mutual Fund)

Equity positions

Portfolio coverage

99.38%

Latest month

Sep 2026

Top equity holdings

Stock	Value	% of AUM	MoM
LT · Larsen & Toubro Limited	₹203.04 Cr	8.70%	▼ Trimmed
BHARTIARTL · Bharti Airtel Limited	₹173.94 Cr	7.45%	▼ Trimmed
RELIANCE · Reliance Industries Limited	₹170.93 Cr	7.32%	→ Held
KPIL · Kalpataru Projects International Limited	₹86.98 Cr	3.73%	→ Held
ENGINERSIN · Engineers India Limited	₹86.69 Cr	3.71%	→ Held
INDUSTOWER · Indus Towers Limited	₹83.97 Cr	3.60%	→ Held
SOLARINDS · Solar Industries India Limited	₹70.92 Cr	3.04%	▼ Trimmed
KAJARIACER · Kajaria Ceramics Limited	₹66.70 Cr	2.86%	→ Held
ULTRACEMCO · UltraTech Cement Limited	₹65.74 Cr	2.82%	→ Held
MAHLOG · Mahindra Logistics Limited	₹61.98 Cr	2.66%	→ Held
VSTTILLERS · V.S.T Tillers Tractors Limited	₹56.63 Cr	2.43%	→ Held
SHREECEM · SHREE CEMENT LIMITED	₹54.30 Cr	2.33%	→ Held
INDIGO · InterGlobe Aviation Limited	₹53.83 Cr	2.31%	→ Held
ASHOKLEY · Ashok Leyland Limited	₹46.26 Cr	1.98%	→ Held
MVELECTRO · MV Electrosystems Limited	₹45.93 Cr	1.97%	→ Held

Showing the top 15 of 48 equity holdings. Access the full portfolio via the API →

Top 15 equity holdings by market value. Source: the fund house's monthly portfolio disclosures (via AMFI). Figures in Cr (crore).

Every holding, every month, plus quantity changes — via one REST API call.