Kotak Dividend Yield Fund

Kotak Mahindra Mutual FundEquityPortfolio as of 31 July 2026

Kotak Dividend Yield Fund holds 53 instruments (97.53% equity), led by ICICI Bank Limited (6.08%), HDFC Bank Limited (4.88%) and Bharti Airtel Limited (3.33%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
53
Equity Allocation
97.53%
AMC
Kotak Mahindra Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Kotak Dividend Yield Fund, managed by Kotak Mahindra Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 53 instruments with an equity allocation of 97.53%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Kotak Dividend Yield Fund's top 10 holdings account for 34.9% of its portfolio, more diversified than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 32.82% of net assets, spread across 11 sectors in total. Since its 30 June 2026 disclosure, the fund added 2 new positions and exited 0 positions, with Bank of Baroda seeing the largest move (-0.77pp to 1.29%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

2 new entries10 increased10 reduced

Biggest Weight Increases

StockWeightChange
IndusInd Bank Limited1.9% → 2.54%▲ +0.64
TVS Motor Company Limited1.91% → 2.33%▲ +0.42
Cholamandalam Investment and Finance Company Limited1.9% → 2.19%▲ +0.29
Persistent Systems Limited1.1% → 1.38%▲ +0.28
United Spirits Limited2.49% → 2.73%▲ +0.24
Tata Consultancy Services Limited1.36% → 1.55%▲ +0.19
Tech Mahindra Limited1.25% → 1.43%▲ +0.18
Ujjivan Small Finance Bank Limited0.88% → 1.04%▲ +0.16
Infosys Limited1.41% → 1.56%▲ +0.15
Titan Company Limited1.87% → 2.02%▲ +0.15

Biggest Weight Reductions

StockWeightChange
Bank of Baroda2.06% → 1.29%▼ -0.77
Coal India Limited1.64% → 1%▼ -0.64
BSE Limited1.43% → 0.94%▼ -0.49
HDFC Bank Limited5.32% → 4.88%▼ -0.44
Bank of Maharashtra2.52% → 2.14%▼ -0.38
Axis Bank Limited2.3% → 2.05%▼ -0.25
Larsen & Toubro Limited3.24% → 3.01%▼ -0.23
Bharat Electronics Limited1.74% → 1.6%▼ -0.14
Max Healthcare Institute Limited2.85% → 2.71%▼ -0.14
NTPC Limited2.81% → 2.68%▼ -0.13

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 5.42%, Mar: 5.44%, Apr: 5.13%, May: 5.07%, Jun: 5.96%, Jul: 6.08%
6.08%
Feb: 6.31%, Mar: 5.63%, Apr: 5.35%, May: 5.13%, Jun: 5.32%, Jul: 4.88%
4.88%
Feb: 3.46%, Mar: 3.56%, Apr: 3.39%, May: 3.26%, Jun: 3.2%, Jul: 3.33%
3.33%
Feb: 3.32%, Mar: 3.97%, Apr: 3.8%, May: 3.49%, Jun: 3.31%, Jul: 3.27%
3.27%
Feb: 3.88%, Mar: 3.43%, Apr: 3.37%, May: 3.02%, Jun: 3.12%, Jul: 3.05%
3.05%

Full Portfolio (53 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services6.08%
2HDFC Bank LimitedFinancial Services4.88%
3Bharti Airtel LimitedTelecommunication3.33%
4Reliance Industries LimitedEnergy3.27%
5State Bank of IndiaFinancial Services3.05%
6Apollo Hospitals Enterprise LimitedHealthcare3.05%
7Larsen & Toubro LimitedIndustrials3.01%
8Solar Industries India LimitedMaterials2.79%
9United Spirits LimitedConsumer Staples2.73%
10Max Healthcare Institute LimitedHealthcare2.71%
11Sun Pharmaceutical Industries LimitedHealthcare2.69%
12NTPC LimitedUtilities2.68%
13IndusInd Bank LimitedFinancial Services2.54%
14TVS Motor Company LimitedConsumer Discretionary2.33%
15Triparty Repotreps2.32%
16Maruti Suzuki India LimitedConsumer Discretionary2.22%
17Cholamandalam Investment and Finance Company LimitedFinancial Services2.19%
18Indus Towers LimitedTelecommunication2.18%
19Bank of MaharashtraFinancial Services2.14%
20UltraTech Cement LimitedMaterials2.07%
21Axis Bank LimitedFinancial Services2.05%
22Titan Company LimitedConsumer Discretionary2.02%
23HDFC Asset Management Company LimitedFinancial Services1.97%
24Shriram Finance LimitedFinancial Services1.78%
25Bharat Forge LimitedConsumer Discretionary1.78%
26Power Grid Corporation of India LimitedUtilities1.77%
27Tata Steel LimitedMaterials1.76%
28Britannia Industries LimitedConsumer Staples1.73%
29Bharat Electronics LimitedIndustrials1.6%
30Infosys LimitedInformation Technology1.56%
31Bajaj Finance LimitedFinancial Services1.55%
32Tata Consultancy Services LimitedInformation Technology1.55%
33Tech Mahindra LimitedInformation Technology1.43%
34Persistent Systems LimitedInformation Technology1.38%
35Ajanta Pharma LimitedHealthcare1.35%
36Power Finance Corporation LimitedFinancial Services1.32%
37Bank of BarodaFinancial Services1.29%
38Hindalco Industries LimitedMaterials1.19%
39Mahindra & Mahindra LimitedConsumer Discretionary1.17%
40Torrent Pharmaceuticals LimitedHealthcare1.06%
41Ashok Leyland LimitedIndustrials1.05%
42Ujjivan Small Finance Bank LimitedFinancial Services1.04%
43Coal India LimitedEnergy1%
44Aster DM Healthcare LimitedHealthcare0.96%
45BSE LimitedFinancial Services0.94%
46DLF LimitedReal Estate0.93%
47Hero MotoCorp LimitedConsumer Discretionary0.86%
48Petronet LNG LimitedUtilities0.85%
49Oil & Natural Gas Corporation LimitedEnergy0.81%
50MRF LimitedConsumer Discretionary0.8%
51Hindustan Petroleum Corporation LimitedEnergy0.78%
52Teamlease Services LimitedIndustrials0.26%
53Net Current Assets/(Liabilities)other0.15%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 6.08% of Kotak Dividend Yield Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 4.88% of Kotak Dividend Yield Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 3.33% of Kotak Dividend Yield Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 3.27% of Kotak Dividend Yield Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, State Bank of India is 3.05% of Kotak Dividend Yield Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Kotak Mahindra Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.