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Sectoral / Thematic · Kotak Mahindra Mutual Fund · AMFI code 153753Kotak Active Momentum Fund
Disclosed for 3 months, Jul 2026 to Sep 2026.
Portfolio value
₹1,659 Cr
up ₹34.6 Cr vs Jul 2026
- Stocks held
- 50
- up 4 vs Jul 2026
- Top 10 weight
- 27.8%
- of the portfolio in its ten largest
- Cash & debt
- 3.6%
- cash, money market and debt
- Moves this month
- 35 in · 31 out
- added to 6, trimmed 9
Kotak Active Momentum Fund is an active equity fund in the Sectoral / Thematic category from Kotak Mahindra Mutual Fund. In August 2026 it disclosed 50 stocks worth ₹1,659 Cr, up ₹34.6 Cr from Jul 2026. Its largest positions were Laurus Labs Limited (4.0%), Bharat Forge Limited (2.9%), National Aluminium Company Limited (2.7%); the ten largest together made up 27.8% of the portfolio, and Electrical Equipment was the biggest sector at 12.0% of its equity. Cash and debt stood at 3.6%. Compared with Jul 2026 the fund entered 35 new stocks and exited 31.
Against 229 other Sectoral / Thematic funds
Concentration
3%
Top-10 weight is higher than 3% of peers
Breadth
64%
Holds more stocks than 64% of peers
Cash
52%
Holds more cash than 52% of peers
What these mean: concentration · cash
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Laurus Labs Limited | 3.95% | down 1.44 pts | ₹65.6 Cr | down ₹22.1 Cr | Trimmed |
| Cash, TREPS & receivables | 3.57% | down 2.20 pts | ₹59.2 Cr | down ₹34.5 Cr | Trimmed |
| Bharat Forge Limited | 2.93% | up 2.93 pts | ₹48.6 Cr | up ₹48.6 Cr | New |
| National Aluminium Company Limited | 2.71% | up 2.71 pts | ₹45 Cr | up ₹45 Cr | New |
| Sona BLW Precision Forgings Limited | 2.70% | up 2.70 pts | ₹44.9 Cr | up ₹44.9 Cr | New |
| Bharat Heavy Electricals Limited | 2.63% | up 2.63 pts | ₹43.6 Cr | up ₹43.6 Cr | New |
| Aurobindo Pharma Limited | 2.61% | up 0.87 pts | ₹43.3 Cr | up ₹15.1 Cr | Added |
| Apar Industries Limited | 2.59% | up 2.59 pts | ₹43 Cr | up ₹43 Cr | New |
| TVS Motor Company Limited | 2.55% | down 0.50 pts | ₹42.4 Cr | down ₹7.3 Cr | Trimmed |
| FSN E-Commerce Ventures Limited | 2.55% | up 2.55 pts | ₹42.3 Cr | up ₹42.3 Cr | New |
| GE Vernova T&D India Limited | 2.52% | up 2.52 pts | ₹41.8 Cr | up ₹41.8 Cr | New |
| Bajaj Auto Limited | 2.49% | up 1.12 pts | ₹41.3 Cr | up ₹19.1 Cr | Added |
| Radico Khaitan Limited | 2.47% | down 0.45 pts | ₹41 Cr | down ₹6.4 Cr | Trimmed |
| Adani Energy Solutions Limited | 2.42% | up 2.42 pts | ₹40.1 Cr | up ₹40.1 Cr | New |
| Hitachi Energy India Limited | 2.36% | up 0.09 pts | ₹39.2 Cr | up ₹2.3 Cr | Added |
| Eicher Motors Limited | 2.35% | up 2.35 pts | ₹39 Cr | up ₹39 Cr | New |
| L&T Finance Limited | 2.28% | down 1.65 pts | ₹37.8 Cr | down ₹25.9 Cr | Trimmed |
| Aegis Logistics Limited | 2.16% | up 2.16 pts | ₹35.8 Cr | up ₹35.8 Cr | New |
| Polycab India Limited | 2.12% | up 2.12 pts | ₹35.2 Cr | up ₹35.2 Cr | New |
| Steel Authority of India Limited | 2.11% | up 2.11 pts | ₹35 Cr | up ₹35 Cr | New |
| Apollo Hospitals Enterprise Limited | 2.09% | up 2.09 pts | ₹34.6 Cr | up ₹34.6 Cr | New |
| Aster DM Healthcare Limited | 2.02% | up 2.02 pts | ₹33.6 Cr | up ₹33.6 Cr | New |
| Nestle India Limited | 2.00% | down 0.17 pts | ₹33.1 Cr | down ₹2 Cr | Trimmed |
| Mahindra & Mahindra Financial Services Limited | 1.96% | down 0.58 pts | ₹32.6 Cr | down ₹8.8 Cr | Trimmed |
| AIA Engineering Limited | 1.95% | up 1.95 pts | ₹32.4 Cr | up ₹32.4 Cr | New |
| Hindustan Zinc Limited | 1.93% | up 0.49 pts | ₹32.1 Cr | up ₹8.6 Cr | Added |
| Gujarat Fluorochemicals Limited | 1.93% | up 1.93 pts | ₹32 Cr | up ₹32 Cr | New |
| Union Bank of India | 1.93% | up 1.93 pts | ₹32 Cr | up ₹32 Cr | New |
| Marico Limited | 1.91% | up 1.91 pts | ₹31.8 Cr | up ₹31.8 Cr | New |
| Grasim Industries Limited | 1.87% | up 1.87 pts | ₹30.9 Cr | up ₹30.9 Cr | New |
| IDFC First Bank Limited | 1.75% | down 0.83 pts | ₹29 Cr | down ₹12.9 Cr | Trimmed |
| Canara Bank | 1.73% | up 1.73 pts | ₹28.6 Cr | up ₹28.6 Cr | New |
| Asian Paints Limited | 1.71% | up 1.37 pts | ₹28.3 Cr | up ₹22.9 Cr | Added |
| Pidilite Industries Limited | 1.70% | up 1.70 pts | ₹28.3 Cr | up ₹28.3 Cr | New |
| Yes Bank Limited | 1.70% | down 0.41 pts | ₹28.1 Cr | down ₹6.1 Cr | Trimmed |
| Bajaj Finance Limited | 1.64% | down 1.74 pts | ₹27.2 Cr | down ₹27.6 Cr | Trimmed |
| GMR Airports Limited | 1.51% | up 1.51 pts | ₹25.1 Cr | up ₹25.1 Cr | New |
| Thermax Limited | 1.50% | up 1.50 pts | ₹24.9 Cr | up ₹24.9 Cr | New |
| Poonawalla Fincorp Limited | 1.46% | up 1.13 pts | ₹24.2 Cr | up ₹18.8 Cr | Added |
| Punjab National Bank | 1.39% | up 1.39 pts | ₹23.1 Cr | up ₹23.1 Cr | New |
| Dixon Technologies (India) Limited | 1.35% | up 1.35 pts | ₹22.4 Cr | up ₹22.4 Cr | New |
| ICICI Bank Limited | 1.28% | up 1.28 pts | ₹21.2 Cr | up ₹21.2 Cr | New |
| Hindustan Petroleum Corporation Limited | 1.19% | up 1.19 pts | ₹19.8 Cr | up ₹19.8 Cr | New |
| Berger Paints (I) Limited | 1.17% | up 1.17 pts | ₹19.3 Cr | up ₹19.3 Cr | New |
| Info Edge (India) Limited | 1.16% | up 1.16 pts | ₹19.2 Cr | up ₹19.2 Cr | New |
| HCL Technologies Limited | 1.14% | up 1.14 pts | ₹18.9 Cr | up ₹18.9 Cr | New |
| SRF Limited | 1.07% | up 1.07 pts | ₹17.8 Cr | up ₹17.8 Cr | New |
| NTPC Green Energy Limited | 1.06% | up 1.06 pts | ₹17.6 Cr | up ₹17.6 Cr | New |
| UPL Limited | 1.03% | up 1.03 pts | ₹17 Cr | up ₹17 Cr | New |
| Page Industries Limited | 0.97% | up 0.97 pts | ₹16 Cr | up ₹16 Cr | New |
What changed, Jul 2026 to Aug 2026
New New positions (35)
- Bharat Forge Limited2.9% · ₹48.6 Cr
- National Aluminium Company Limited2.7% · ₹45 Cr
- Sona BLW Precision Forgings Limited2.7% · ₹44.9 Cr
- Bharat Heavy Electricals Limited2.6% · ₹43.6 Cr
- Apar Industries Limited2.6% · ₹43 Cr
- FSN E-Commerce Ventures Limited2.6% · ₹42.3 Cr
- GE Vernova T&D India Limited2.5% · ₹41.8 Cr
- Adani Energy Solutions Limited2.4% · ₹40.1 Cr
- Eicher Motors Limited
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Jul 2026, the weight rose most in Electrical Equipment (+9.6 pts) and Industrial Products (+5.9 pts), and fell most in IT - Software (−11.7 pts) and Pharmaceuticals & Biotechnology (−6.1 pts).
- Electrical Equipment2.4% → 12.0%+9.6 pts
- Industrial Products1.4% → 7.3%+5.9 pts
- Healthcare Services0.0% → 4.3%new+4.3 pts
- Auto Components0.0% → 2.8%new+2.8 pts
- Gas0.0% → 2.2%new+2.2 pts
- Non - Ferrous Metals2.7% → 4.8%+2.1 pts
- IT - Software12.9% → 1.2%−11.7 pts
- Pharmaceuticals & Biotechnology13.0% → 6.8%−6.1 pts
- Finance10.8% → 7.6%−3.2 pts
- Capital Markets2.9% → 0.0%exited−2.9 pts
- Realty2.2% → 0.0%exited−2.2 pts
- Telecom - Services2.1% → 0.0%exited−2.1 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Jul 2026 | Aug 2026 |
|---|---|---|
| Electrical Equipment | 2.4% | 12.0% |
| Banks | 11.4% | 10.1% |
| Automobiles | 6.9% | 7.7% |
| Finance | 10.8% | 7.6% |
| Industrial Products | 1.4% | 7.3% |
| Pharmaceuticals & Biotechnology | 13.0% | 6.8% |
| Chemicals & Petrochemicals | 3.7% | 4.9% |
| Non - Ferrous Metals | 2.7% | 4.8% |
| Consumer Durables | 3.0% | 4.4% |
| Healthcare Services | — | 4.3% |
Allocation in Aug 2026change vs Jul 2026
- Electrical Equipment (5)12.0%▲ 9.6 pts
- Banks (6)10.1%▼ 1.3 pts
- Automobiles (3)7.7%▲ 0.7 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Aug 2026
3.6%
▼ 2.2 pts vs Jul 2026
- Cash alone
- 3.6%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 3.6% – 5.8%
- lowest to highest · record 5.8% in Jul 2026
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.