Kotak ELSS Tax Saver Fund

Kotak Mahindra Mutual FundEquityPortfolio as of 31 July 2026

Kotak ELSS Tax Saver Fund holds 54 instruments (99.47% equity), led by HDFC Bank Limited (7.08%), ICICI Bank Limited (5.21%) and State Bank of India (5.1%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
54
Equity Allocation
99.47%
AMC
Kotak Mahindra Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Kotak ELSS Tax Saver Fund, managed by Kotak Mahindra Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 54 instruments with an equity allocation of 99.47%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Kotak ELSS Tax Saver Fund's top 10 holdings account for 37.89% of its portfolio, in line with the Equity category average of 37.5%. Financial Services is its largest sector exposure at 31.82% of net assets, spread across 11 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 2 positions, with Swiggy Limited seeing the largest move (+0.75pp to 0.96%).

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.

1 new entry2 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Swiggy Limited0.21% → 0.96%▲ +0.75
Divi's Laboratories Limited1.58% → 2.22%▲ +0.64
Tech Mahindra Limited2.72% → 3.12%▲ +0.4
ETERNAL LIMITED2.56% → 2.86%▲ +0.3
Bajaj Finance Limited2.55% → 2.83%▲ +0.28
Dixon Technologies (India) Limited1.73% → 1.99%▲ +0.26
Hero MotoCorp Limited2.32% → 2.55%▲ +0.23
TVS Motor Company Limited0.98% → 1.19%▲ +0.21
Bharti Airtel Limited3.63% → 3.78%▲ +0.15
Mahindra & Mahindra Limited1.73% → 1.88%▲ +0.15

Biggest Weight Reductions

StockWeightChange
HDFC Bank Limited7.73% → 7.08%▼ -0.65
Linde India Limited2.36% → 2.13%▼ -0.23
Axis Bank Limited2.17% → 1.94%▼ -0.23
Bank of Baroda1.67% → 1.45%▼ -0.22
Larsen & Toubro Limited2.67% → 2.48%▼ -0.19
Kalpataru Projects International Limited1.93% → 1.78%▼ -0.15
NTPC Limited2.99% → 2.85%▼ -0.14
Data Patterns (India) Limited1.82% → 1.69%▼ -0.13
InterGlobe Aviation Limited1.95% → 1.83%▼ -0.12
Piramal Finance Limited1.66% → 1.54%▼ -0.12

Top Holdings — Weight Trend

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

Feb: 8.38%, Mar: 7.86%, Apr: 7.58%, May: 7.42%, Jun: 7.73%, Jul: 7.08%
7.08%
Feb: 4.99%, Mar: 4.96%, Apr: 4.75%, May: 4.8%, Jun: 5.1%, Jul: 5.21%
5.21%
Feb: 5.96%, Mar: 5.52%, Apr: 5.51%, May: 5.05%, Jun: 5.22%, Jul: 5.1%
5.1%
Feb: 3.6%, Mar: 3.88%, Apr: 3.75%, May: 3.69%, Jun: 3.63%, Jul: 3.78%
3.78%
Feb: 2.88%, Mar: 3.34%, Apr: 2.89%, May: 2.96%, Jun: 2.72%, Jul: 3.12%
3.12%

Full Portfolio (54 holdings)

#HoldingSector% to NAV
1HDFC Bank LimitedFinancial Services7.08%
2ICICI Bank LimitedFinancial Services5.21%
3State Bank of IndiaFinancial Services5.1%
4Bharti Airtel LimitedTelecommunication3.78%
5Tech Mahindra LimitedInformation Technology3.12%
6ETERNAL LIMITEDConsumer Discretionary2.86%
7NTPC LimitedUtilities2.85%
8Bajaj Finance LimitedFinancial Services2.83%
9Hero MotoCorp LimitedConsumer Discretionary2.55%
10Sun Pharmaceutical Industries LimitedHealthcare2.51%
11Larsen & Toubro LimitedIndustrials2.48%
12Britannia Industries LimitedConsumer Staples2.43%
13Hindustan Petroleum Corporation LimitedEnergy2.3%
14Bosch LimitedConsumer Discretionary2.27%
15Divi's Laboratories LimitedHealthcare2.22%
16Linde India LimitedMaterials2.13%
17Bharat Petroleum Corporation LimitedEnergy2.02%
18Dixon Technologies (India) LimitedConsumer Discretionary1.99%
19Axis Bank LimitedFinancial Services1.94%
20Mahindra & Mahindra LimitedConsumer Discretionary1.88%
21InterGlobe Aviation LimitedServices1.83%
22DEE Development Engineers LimitedIndustrials1.82%
23UltraTech Cement LimitedMaterials1.78%
24Kalpataru Projects International LimitedIndustrials1.78%
25Solar Industries India LimitedMaterials1.74%
26JINDAL STEEL LIMITEDMaterials1.74%
27Reliance Industries LimitedEnergy1.69%
28Data Patterns (India) LimitedIndustrials1.69%
29Piramal Finance LimitedFinancial Services1.54%
30MphasiS LimitedInformation Technology1.48%
31Bank of BarodaFinancial Services1.45%
32IndusInd Bank LimitedFinancial Services1.44%
33Power Grid Corporation of India LimitedUtilities1.39%
34Kotak Mahindra Bank LimitedFinancial Services1.38%
35Lenskart Solutions LimitedConsumer Discretionary1.33%
36Park Medi World LimitedHealthcare1.21%
37TVS Motor Company LimitedConsumer Discretionary1.19%
38Engineers India LimitedIndustrials1.12%
39Crisil LimitedFinancial Services1.1%
40United Spirits LimitedConsumer Staples1.08%
41Billionbrains Garage Ventures LimitedFinancial Services1.07%
42Voltas LimitedConsumer Discretionary1.05%
43Page Industries LimitedConsumer Discretionary1.02%
44ABB India LimitedIndustrials0.98%
45Swiggy LimitedConsumer Discretionary0.96%
46Aptus Value Housing Finance India LimitedFinancial Services0.88%
47Indus Towers LimitedTelecommunication0.86%
48SRF LimitedMaterials0.83%
49Poonawalla Fincorp LimitedFinancial Services0.8%
50Midwest LimitedConsumer Discretionary0.71%
51Lupin LimitedHealthcare0.57%
52Garware Technical Fibres LimitedConsumer Discretionary0.41%
53Triparty Repotreps0.33%
54Net Current Assets/(Liabilities)other0.2%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 7.08% of Kotak ELSS Tax Saver Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 5.21% of Kotak ELSS Tax Saver Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, State Bank of India is 5.1% of Kotak ELSS Tax Saver Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 3.78% of Kotak ELSS Tax Saver Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Tech Mahindra Limited is 3.12% of Kotak ELSS Tax Saver 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.