Kotak Business Cycle Fund

KotakEquity - Other54 holdings

Top Holdings

#StockSectorWeight %
1ICICI BANK LTD.Banks6.32%
2AXIS BANK LTD.Banks4.44%
3ASTER DM HEALTHCARE LTDHealthcare Services3.73%
4BHARTI HEXACOM LTD.Telecom - Services3.32%
5ADITYA INFOTECH LIMITEDIndustrial Manufacturing3.05%
6HDFC BANK LTD.Banks3.02%
7Maruti Suzuki India LimitedAutomobiles2.90%
8SHRIRAM FINANCE LIMITEDFinance2.65%
9KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD.Healthcare Services2.63%
10GODREJ CONSUMER PRODUCTS LTD.Personal Products2.60%
11ETERNAL LIMITEDRetailing2.55%
12INDIAN BANKBanks2.54%
13VIJAYA DIAGNOSTIC CENTRE PVTHealthcare Services2.43%
14VISHAL MEGA MART LIMITEDRetailing2.41%
15Mahindra & Mahindra Ltd.Automobiles2.39%
16SBI Life Insurance Company LtdInsurance2.22%
17Ultratech Cement Ltd.Cement and Cement Products2.16%
18ICICI Lombard General Insurance Company LtdInsurance2.16%
19Century Plyboards (India) Ltd.Consumer Durables2.05%
20Infosys Ltd.IT - Software2.03%

Showing top 20 of 54 holdings

Sector Breakdown

Banks
16.3% (4)
Healthcare Services
8.8% (3)
Retailing
7.3% (4)
Automobiles
6.5% (3)
IT - Software
5.5% (4)
Insurance
5.2% (3)
Realty
4.0% (3)
Finance
3.8% (2)
Auto Components
3.7% (3)
Construction
3.5% (2)
Telecom - Services
3.3% (1)
Consumer Durables
3.2% (2)
Industrial Manufacturing
3.0% (1)
Pharmaceuticals and Biotechnology
3.0% (3)
Personal Products
2.6% (1)

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