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Kotak Banking & Financial Svcs Reg Gr

India Fund Sector - Financial Services · Kotak Mahindra Asset Management Co Ltd · INF174KA1MA7 · holdings as of 2026-07-11

How this fund's holdings score on the six lenses, weighted by holding weight — plus what the manager is actively buying and selling. A transparency roll-up of the stock atom — descriptive, not a forecast of outperformance.

What's a “leader”? A holding that ranks in the top two deciles (D9 / D10) of its size cohort on BOTH active conviction lenses — Technical and Flow. Leadership-breadth is the share of the fund's weight sitting in those leaders.

Leadership-breadth
11%
6 of 30 lead ≥2 lenses
Holdings
30
scored look-through names
NAV
₹16.36
2026-07-09
Expense
2.23%
regular-plan TER

Risk & return

How the fund has performed

Compound returns and the risk taken to earn them, from the fund's own NAV history.

1Y return
+7.0%
3Y CAGR
+12.1%
5Y CAGR
—
CAGR · 3.3y
+15.5%
since earliest NAV
Volatility
15.5%
annualised
Sharpe
0.58
rf 6.5%
Sortino
0.93
rf 6.5%
Max drawdown
-15.2%
From NAV history 2023-03-31 → 2026-07-09 · 40 monthly observations. Risk-free 6.5% for Sharpe/Sortino.
Composition

Sector mix of the holdings

Where the fund is invested, by sector — each holding’s weight summed into its sector. From the latest disclosed portfolio.
Banking56.8%13
Financial Services26.0%12
Capital Markets9.9%5
3 sectors · 93% of the portfolio mapped to a sector (rest = cash / unclassified).
Composition · over time

How the sector mix has shifted

The fund’s sector weights at each of its last few disclosed holdings snapshots, so you can see where the manager has been adding or trimming. Δ = latest − earliest weight.
Sector29 Mar06 Apr04 May26 Jun06 Jul11 JulΔ
Banking63.763.760.259.459.459.9-3.8
Financial Services27.927.927.827.327.328.0+0.1
Capital Markets7.27.28.511.511.59.9+2.7
Weights are % of the portfolio at each disclosed snapshot. Δ = latest − earliest. A dot (·) = the fund did not hold the sector in that snapshot.

Glass box

How the score is built

Click a lens to expand its holdings, ranked by contribution (weight × decile); each name links to its own evidence. Descriptive, not a forecast.

Leadership breadth
11%
= 6 of 30 holdings lead ≥2 lenses (weighted) · lenses below are holdings-weighted
Technical72/100›
Fundamental56/100›
Catalyst43/100›
Flow55/100›
Valuation32/100›
Differentiator

Active movement · since 2026-07-06

Active movementWhat the manager bought and sold between the last two monthly disclosures — and whether the net move added top-decile leaders.
+0 leaders added0 leaders dropped

Added ↑

LTFL&T Finance Ltd0.80%0/2

Exited ↓

—

Look-through

Look-through holdings

Look-through holdingsEvery holding by weight, with each name’s lens deciles, leadership and 3-month RS. Click a symbol for its full evidence.
SymbolSectorWeightTchFndCatFlwValLeadRS 3M
ICICIBANKBanking12.34%554850/2+1.2%
HDFCBANKBanking10.63%642870/2-2.4%
SBINBanking8.67%756480/2-7.5%
AXISBANKBanking8.21%735860/2-7.2%
BAJFINANCEFinancial Services6.17%9931030/2+5.3%
SHRIRAMFINFinancial Services4.99%899560/2-2.9%
KOTAKBANKBanking3.38%432870/2-2.6%
BSECapital Markets2.93%9104120/2+12.7%
POONAWALLAFinancial Services2.44%669530/2+12.6%
CHOLAFINFinancial Services2.35%1092931/2+10.0%
INDUSINDBKBanking2.32%1018331/2+18.9%
NAM-INDIACapital Markets2.30%9106520/2+24.2%
MAHABANKBanking2.27%896180/2+12.9%
J&KBANKBanking2.17%1055491/2+33.4%
PFCFinancial Services2.15%4827100/2-10.4%
BANKBARODABanking1.96%3356100/2-11.9%
GROWWCapital Markets1.94%41011030/2-0.8%
SBILIFEFinancial Services1.88%3—28100/2-8.6%
KARURVYSYABanking1.83%9410940/2+1.7%
NUVAMACapital Markets1.83%1064541/2+44.8%
APTUSFinancial Services1.69%5103790/2+21.9%
RBLBANKBanking1.57%10381031/2+9.3%
PIRAMALFINFinancial Services1.42%4510330/2+17.8%
INDIANBBanking1.39%4753100/2-19.6%
MFSLFinancial Services0.91%416540/2-8.0%
CAMSCapital Markets0.89%768530/2+5.1%
LTFFinancial Services0.80%968450/2+12.0%
HOMEFIRSTFinancial Services0.76%9105670/2+7.2%
PAYTMFinancial Services0.41%1038921/2+9.1%
FEDERALBNKBanking0.01%935450/2+9.1%
Native from atlas_foundation — the lens journal looked through de_mf_holdings; identity + NAV from Morningstar (de_mf_master / de_mf_nav_daily). ← Back to Funds

Performance · 3.3y

Growth & relative strength vs the market

Over the last 3.3 years ₹100 in the fund grew to ₹163 (+63%), vs ₹154 for Nifty 500 (+54%) and ₹135 for Nifty 50 (+35%). Its relative-strength line ended at 121 vs Nifty 50 and 106 vs Nifty 500 — above 100, sustained outperformance.

Growth of ₹100
Fund NAV vs Nifty 50 / 500 · rebased to 100
as of 2026-07-09
FundNifty 500Nifty 50
Relative strength
Fund ÷ benchmark × 100 · above 100 = outperforming
as of 2026-07-09
vs Nifty 50vs Nifty 500Parity = 100