Moneycontrol.com - various mutual funds that have shares of sector in their top 10 holdings
Sectors attracting Fund Managers
    Kotak Mahindra MF holdings in Sector
    SECTORS:
     
Mutual Fund/Stocks Jun '21 Mar '21 Dec '20 Sep '20 Jun '20 Mar '20 Asset
 
Investment
(Rs. cr.)
Weightage
(%)
Investment
(Rs. cr.)
Investment
(Rs. cr.)
Investment
(Rs. cr.)
Investment
(Rs. cr.)
Investment
(Rs. cr.)
Jun '21
(Rs. cr.)
Bharat Elec - - - - - 4.4 -  
Supreme Ind 6.9 2.5% 7.0 - 9.1 7.3 -  
Bharat Elec - - - - - 0.5 -  
Supreme Ind 1.9 2.5% 1.5 - 1.1 0.9 -  
Bharat Elec - - - - - 9.0 -  
Bharat Forge 18.5 1.0% 13.4 - - - -  
Max Financial 18.5 1.0% 16.1 - 14.6 11.9 -  
Page Industries 18.5 1.0% 20.5 - 15.7 7.3 -  
Bharat Elec 1.3 0.3% - - - - -  
Dixon Technolog 0.6 0.1% 0.6 - 0.4 - -  
Huhtamaki India - - - - - 0.8 -  
SRF - - 1.4 - 1.1 1.3 -  
Bharat Elec 123.6 2.4% 68.7 - 55.5 38.8 -  
Bharat Forge 85.2 1.6% 70.1 - - - -  
Max Financial 106.2 2.0% 90.1 - 68.1 49.6 -  
Page Industries 68.4 1.3% 73.6 - 54.6 47.7 -  
SRF 174.1 3.3% 135.6 - 109.5 89.4 -  
Supreme Ind 54.2 1.0% 53.5 - 38.8 29.3 -  
Dixon Technolog 56.4 1.8% 64.9 - 42.6 32.6 -  
Garware Technic 4.4 0.1% - - - - -  
Lux Industries 101.6 3.3% 51.1 - 39.5 25.9 -  
Nilkamal 70.5 2.3% 56.0 - 34.3 29.6 -  
Supreme Ind 87.3 2.8% 83.8 - 45.9 22.8 -  
VIP Industries 26.8 0.9% 14.9 - - - -  
Zicom - - 3.7 - - - -  
Bharat Elec 11.8 1.4% 8.8 - 7.6 6.9 -  
Dixon Technolog - - 7.3 - 4.2 - -  
Max Financial 16.6 2.0% 16.5 - 12.1 11.1 -  
Page Industries - - - - 9.0 7.7 -  
SRF 14.1 1.7% 11.1 - 8.7 6.9 -  
Supreme Ind 20.5 2.5% 21.2 - 14.9 10.9 -  
Bharat Elec 37.5 0.4% 52.3 - 29.9 0.8 -  
Bharat Forge 43.4 0.5% 4.5 - 29.1 - -  
Max Financial 23.0 0.3% 28.4 - 6.6 - -  
Page Industries 19.6 0.2% 15.7 - 9.1 4.6 -  
Bharat Forge 22.5 1.3% 15.9 - - - -  
Max Financial 17.8 1.0% 14.2 - 10.8 7.2 -  
Page Industries 15.5 0.9% 15.6 - 11.8 10.2 -  
SRF 61.2 3.5% 44.6 - 38.2 31.1 -  
Bharat Elec 230.5 2.4% 128.2 - 89.7 78.8 -  
Lux Industries 186.3 1.9% 101.2 - 86.2 64.2 -  
Max Financial 172.6 1.8% 139.6 - 90.8 78.8 -  
Page Industries 156.9 1.6% 172.3 - 137.7 94.4 -  
RamkrishnaForge - - - - - 4.7 -  
SRF 175.5 1.8% 140.4 - 113.4 95.8 -  
Supreme Ind 490.4 5.0% 473.5 - 332.7 245.4 -  
Bharat Elec 0.8 1.2% - - - 4.0 -  
SRF - - 2.9 - 6.5 6.2 -  
Bharat Elec 0.1 1.2% - - - 0.1 -  
SRF - - 0.1 - 0.2 0.2 -  
Bharat Forge - - 11.2 - 6.5 4.5 -  
Page Industries - - 7.1 - 0.8 - -  
SRF - - 12.7 - 9.4 9.1 -  
Bharat Forge - - 0.4 - 0.2 0.1 -  
Page Industries - - 0.2 - 0.0 - -  
SRF - - 0.4 - 0.3 0.3 -  
Bharat Elec 3.2 0.0% 3.2 - 2.8 31.1 -  
Bharat Forge 0.8 0.0% 0.6 - 0.8 - -  
Max Financial 29.4 0.4% 25.9 - 25.1 28.1 -  
Page Industries 20.6 0.3% 20.9 - 13.1 8.5 -  
Supreme Ind 18.3 0.2% 18.3 - 14.3 13.2 -  
Bharat Elec 0.2 0.0% 0.2 - 0.1 1.4 -  
Bharat Forge 0.1 0.0% 0.0 - 0.0 - -  
Max Financial 2.0 0.4% 1.6 - 1.3 1.2 -  
Page Industries 1.4 0.3% 1.3 - 0.7 0.4 -  
Supreme Ind 1.2 0.2% 1.2 - 0.7 0.6 -  
SRF 1.4 3.6% 1.1 - 0.8 0.7 -  
Supreme Ind 1.3 3.4% 1.3 - 0.9 0.7 -  
SRF 0.1 3.6% 0.1 - 0.1 0.1 -  
Supreme Ind 0.1 3.4% 0.1 - 0.1 0.1 -  
Bharat Elec - - - - - 2.1 -  
Bharat Forge 5.6 1.0% 3.4 - - - -  
Max Financial 5.6 1.0% 4.1 - 3.3 2.8 -  
Page Industries 5.6 1.0% 5.2 - 3.5 1.7 -  
Dixon Technolog 16.5 1.8% 15.6 - 7.8 6.4 -  
Garware Technic 1.3 0.1% - - - - -  
Lux Industries 29.7 3.3% 12.3 - 7.2 5.1 -  
Nilkamal 20.6 2.3% 13.4 - 6.3 5.8 -  
Supreme Ind 25.5 2.8% 20.1 - 8.4 4.5 -  
VIP Industries 7.8 0.9% 3.6 - - - -  
Zicom - - 0.9 - - - -  
Bharat Forge 2.5 1.3% 1.6 - - - -  
Max Financial 2.0 1.0% 1.5 - 1.0 0.7 -  
Page Industries 1.7 0.9% 1.6 - 1.1 0.9 -  
SRF 6.7 3.5% 4.6 - 3.6 2.8 -  
Bharat Elec 19.6 2.4% 9.8 - 6.6 4.4 -  
Bharat Forge 13.5 1.6% 10.0 - - - -  
Max Financial 16.8 2.0% 12.8 - 8.1 5.6 -  
Page Industries 10.8 1.3% 10.5 - 6.5 5.4 -  
SRF 27.6 3.3% 19.3 - 13.0 10.0 -  
Supreme Ind 8.6 1.0% 7.6 - 4.6 3.3 -  
Bharat Elec 49.5 0.4% 60.8 - 25.0 0.6 -  
Bharat Forge 57.4 0.5% 5.2 - 24.3 - -  
Max Financial 30.4 0.3% 33.0 - 5.6 - -  
Page Industries 25.9 0.2% 18.2 - 7.6 3.4 -  
Bharat Elec 55.8 2.4% 30.3 - 20.6 18.2 -  
Lux Industries 45.1 1.9% 23.9 - 19.8 14.8 -  
Max Financial 41.8 1.8% 33.0 - 20.9 18.2 -  
Page Industries 38.0 1.6% 40.7 - 31.7 21.8 -  
RamkrishnaForge - - - - - 1.1 -  
SRF 42.5 1.8% 33.2 - 26.1 22.1 -  
Supreme Ind 118.8 5.0% 111.9 - 76.6 56.6 -  
Bharat Elec 2.1 1.4% 1.5 - 1.3 1.1 -  
Dixon Technolog - - 1.3 - 0.7 - -  
Max Financial 3.0 2.0% 2.9 - 2.0 1.7 -  
Page Industries - - - - 1.5 1.2 -  
SRF 2.6 1.7% 1.9 - 1.4 1.1 -  
Supreme Ind 3.7 2.5% 3.7 - 2.5 1.7 -  
Bharat Elec 0.1 0.3% - - - - -  
Dixon Technolog 0.1 0.1% 0.0 - 0.0 - -  
Huhtamaki India - - - - - 0.0 -  
SRF - - 0.1 - 0.1 0.1 -  
Bharat Elec 4.7 0.4% 0.6 - 0.5 - -  
Bharat Forge 0.1 0.0% 0.1 - - - -  
Max Financial 1.0 0.1% 0.9 - 0.6 - -  
SRF 0.6 0.1% 0.5 - 0.4 0.4 -  
Bharat Elec 0.5 0.4% 0.1 - 0.0 - -  
Bharat Forge 0.0 0.0% 0.0 - - - -  
Max Financial 0.1 0.1% 0.1 - 0.1 - -  
SRF 0.1 0.1% 0.0 - 0.0 0.0 -  
Dixon Technolog 5.6 0.4% 6.8 - 9.4 - -  
Page Industries 6.0 0.4% 6.8 - 20.2 - -  
Supreme Ind 26.6 1.8% 27.1 - 25.9 13.6 -  
Dixon Technolog 0.3 0.4% 0.3 - 0.4 - -  
Page Industries 0.3 0.4% 0.3 - 0.8 - -  
Supreme Ind 1.4 1.8% 1.3 - 1.0 0.5 -  
Bharat Elec 57.6 2.1% 42.5 37.4 - 35.7 -  
Bharat Forge 8.6 0.3% 31.9 25.8 - 10.2 -  
CG Consumer 45.7 1.7% 43.3 38.4 - - -  
Max Financial 39.2 1.5% 33.4 14.4 - - -  
Page Industries 28.9 1.1% 31.3 28.4 - - -  
SRF 54.3 2.0% 57.6 54.5 - 38.7 -  
Bharat Elec 164.9 1.9% 115.9 104.8 - 69.2 -  
Bharat Forge 134.2 1.5% 152.4 187.4 - 97.1 -  
CG Consumer 73.7 0.8% 69.7 52.7 - - -  
Dixon Technolog 128.9 1.5% 112.7 126.3 - 78.0 -  
Lux Industries 61.4 0.7% - - - - -  
Max Financial 266.6 3.0% 214.0 176.2 - 85.7 -  
Page Industries 62.3 0.7% 67.3 74.9 - 50.6 -  
RamkrishnaForge - - - - - 1.5 -  
SRF 248.2 2.8% 207.5 201.9 - 109.5 -  
Supreme Ind - - 9.7 - - 4.1 -  
Vardhman Text 148.2 1.7% 170.2 138.1 - 90.9 -  
VIP Industries - - - 8.3 - - -  
Max Financial - - 57.7 51.5 - 49.1 -  
Bharat Elec 104.3 7.8% 80.6 75.7 - 48.8 -  
Supreme Ind 7.8 0.6% 7.6 - - - -  
CG Consumer 0.3 0.3% - - - - -  
Dixon Technolog 1.4 1.2% 3.4 2.9 - 3.3 -  
Page Industries 2.0 1.7% 2.6 2.2 - - -  
TCNS Clothing C - - - - - 0.6 -  
Bharat Elec 29.5 0.9% 20.9 21.2 - - -  
Bharat Forge 26.9 0.8% 28.1 37.3 - 17.6 -  
Max Financial 24.3 0.7% 20.0 14.7 - - -  
Page Industries 7.2 0.2% 7.5 7.1 - - -  
Vardhman Text 21.6 0.7% 36.8 32.7 - 19.1 -  
Bharat Elec 62.8 0.7% 58.7 53.6 - - -  
Bharat Forge 113.6 1.3% 125.7 96.8 - 89.7 -  
CG Consumer 54.2 0.6% - - - - -  
Mahindra CIE 37.9 0.4% - - - - -  
Max Financial 232.4 2.7% 263.0 219.0 - 92.3 -  
Page Industries 28.4 0.3% - - - - -  
Bharat Elec 64.3 1.9% 48.0 47.5 - 32.6 -  
Bharat Forge - - - 29.2 - 16.3 -  
CG Consumer 30.6 0.9% 29.1 26.6 - - -  
Dixon Technolog 114.6 3.3% 110.5 75.8 - 32.2 -  
Max Financial 72.9 2.1% 62.4 34.1 - 20.4 -  
SRF 30.3 0.9% 32.7 31.5 - 20.2 -  
Bharat Elec - - - 18.4 - 17.7 -  
Bharat Elec 1.4 0.9% 1.0 0.9 - - -  
Bharat Forge 1.3 0.8% 1.4 1.6 - 0.7 -  
Max Financial 1.2 0.7% 1.0 0.7 - - -  
Page Industries 0.3 0.2% 0.4 0.3 - - -  
Vardhman Text 1.0 0.7% 1.8 1.4 - 0.8 -  
Max Financial - - 0.1 0.1 - 0.0 -  
SRF - - - - - 0.1 -  
Supreme Ind 0.1 2.0% 0.1 0.1 - - -  
Bharat Elec 48.5 0.5% 22.6 20.7 - - -  
Bharat Forge - - - - - 24.7 -  
SRF - - - 26.1 - - -  
Bharat Elec - - - 1.4 - 1.3 -  
Bharat Elec 4.4 1.9% 3.2 3.0 - 2.0 -  
Bharat Forge - - - 1.9 - 1.0 -  
CG Consumer 2.1 0.9% 1.9 1.7 - - -  
Dixon Technolog 7.9 3.3% 7.3 4.8 - 1.9 -  
Max Financial 5.0 2.1% 4.1 2.2 - 1.2 -  
SRF 2.1 0.9% 2.2 2.0 - 1.2 -  
Page Industries - - - - - 0.0 -  
Dixon Technolog - - 66.0 102.4 - 84.8 -  
Max Financial - - 42.0 62.1 - 77.7 -  
CG Consumer 0.4 1.7% 0.3 0.2 - 0.1 -  
Page Industries 0.2 1.1% 0.2 0.2 - 0.2 -  
Bharat Elec 0.0 1.1% 0.0 0.0 - 0.0 -  
Bharat Elec - - 16.4 59.0 - - -  
Bharat Forge 78.6 0.9% 86.9 77.8 - 110.7 -  
Max Financial 118.7 1.4% 103.3 71.8 - 76.4 -  
Bharat Elec 32.7 1.7% 24.0 20.2 - 11.7 -  
CG Consumer 16.1 0.8% 13.2 11.5 - - -  
Dixon Technolog 30.4 1.6% 21.2 15.1 - 5.5 -  
Page Industries 13.6 0.7% 17.5 14.3 - - -  
SRF 16.7 0.9% 15.6 14.4 - 9.5 -  
Sundram 14.7 0.8% 16.9 6.0 - - -  
Bharat Elec 1.0 1.7% 0.7 0.6 - 0.3 -  
CG Consumer 0.5 0.8% 0.4 0.3 - - -  
Dixon Technolog 0.9 1.6% 0.6 0.4 - 0.2 -  
Page Industries 0.4 0.7% 0.5 0.4 - - -  
SRF 0.5 0.9% 0.5 0.4 - 0.3 -  
Sundram 0.4 0.8% 0.5 0.2 - - -  
Indian Terrain - - - - - 0.1 -  
Indian Terrain - - - - - 0.0 -  
Bharat Elec - - - - - 4.3 -  
Indian Terrain - - - - - 1.6 -  
Bharat Elec - - - - - 0.3 -  
Indian Terrain - - - - - 0.1 -  
Max Financial - - 0.4 0.4 - 0.2 -  
SRF - - - - - 0.3 -  
Supreme Ind 0.4 2.0% 0.4 0.3 - - -  
Asahi India 30.6 0.3% 29.1 25.8 - 14.5 -  
Bharat Elec 116.6 1.0% 86.3 49.1 - - -  
Dixon Technolog 202.6 1.8% 177.4 166.5 - 101.7 -  
Genus Power 66.8 0.6% 48.5 39.1 - 22.7 -  
KPR Mill 97.3 0.9% 71.7 57.4 - 22.7 -  
Lux Industries 136.9 1.2% - - - - -  
Mahindra CIE 32.8 0.3% - - - - -  
Polyplex Corp 135.8 1.2% 90.2 75.8 - 62.2 -  
Raymond 48.7 0.4% 44.6 41.6 - 34.3 -  
Siyaram Silk - - - - - 13.9 -  
Vardhman Text 40.7 0.4% 28.1 19.1 - - -  
VIP Industries 60.0 0.5% 56.2 96.6 - 55.8 -  
West Coast Pap 82.6 0.7% 80.5 58.3 - 59.3 -  
Bharat Elec 8.8 0.2% 12.4 0.4 - - -  
Bharat Forge 29.8 0.5% 16.8 7.5 - - -  
Max Financial - - - 11.4 - - -  
Page Industries 3.3 0.1% 3.4 - - 5.2 -  
SRF 4.4 0.1% 4.3 - - - -  
Bharat Elec 9.2 0.2% 12.4 0.4 - - -  
Bharat Forge 31.2 0.5% 16.7 6.0 - - -  
Max Financial - - - 9.1 - - -  
Page Industries 3.5 0.1% 3.3 - - 3.7 -  
SRF 4.6 0.1% 4.3 - - - -  
Max Financial - - 9.1 8.4 - 7.7 -  
Bharat Elec 5.0 7.8% 3.9 3.6 - 2.3 -  
Supreme Ind 0.4 0.6% 0.4 - - - -  
Bharat Elec 5.0 0.7% 4.6 4.3 - - -  
Bharat Forge 9.1 1.3% 9.9 7.8 - 11.5 -  
CG Consumer 4.3 0.6% - - - - -  
Mahindra CIE 3.0 0.4% - - - - -  
Max Financial 18.6 2.7% 20.8 17.6 - 11.8 -  
Page Industries 2.3 0.3% - - - - -  
Bharat Elec 14.0 1.9% 10.1 8.8 - 5.9 -  
Bharat Forge 11.4 1.5% 13.3 15.8 - 8.3 -  
CG Consumer 6.3 0.8% 6.1 4.5 - - -  
Dixon Technolog 11.0 1.5% 9.8 10.7 - 6.7 -  
Lux Industries 5.2 0.7% - - - - -  
Max Financial 22.7 3.0% 18.6 14.9 - 7.3 -  
Page Industries 5.3 0.7% 5.9 6.3 - 4.3 -  
RamkrishnaForge - - - - - 0.1 -  
SRF 21.1 2.8% 18.1 17.0 - 9.4 -  
Supreme Ind - - 0.8 - - 0.4 -  
Vardhman Text 12.6 1.7% 14.8 11.7 - 7.8 -  
VIP Industries - - - 0.7 - - -  
Asahi India 6.6 0.3% 6.1 5.2 - 2.9 -  
Bharat Elec 25.3 1.0% 18.0 9.9 - - -  
Dixon Technolog 43.9 1.8% 37.1 33.7 - 20.1 -  
Genus Power 14.5 0.6% 10.1 7.9 - 4.5 -  
KPR Mill 21.1 0.9% 15.0 11.6 - 4.5 -  
Lux Industries 29.7 1.2% - - - - -  
Mahindra CIE 7.1 0.3% - - - - -  
Polyplex Corp 29.4 1.2% 18.8 15.3 - 12.3 -  
Raymond 10.5 0.4% 9.3 8.4 - 6.8 -  
Siyaram Silk - - - - - 2.8 -  
Vardhman Text 8.8 0.4% 5.9 3.9 - - -  
VIP Industries 13.0 0.5% 11.7 19.5 - 11.0 -  
West Coast Pap 17.9 0.7% 16.8 11.8 - 11.7 -  
Bharat Elec 3.9 0.5% 1.8 1.7 - - -  
Bharat Forge - - - - - 2.0 -  
SRF - - - 2.1 - - -  
Bharat Elec - - 3.4 11.5 - - -  
Bharat Forge 16.9 0.9% 18.2 15.2 - 23.1 -  
Max Financial 25.5 1.4% 21.6 14.0 - 15.9 -  
Bharat Elec 4.1 2.1% 3.2 2.9 - 2.7 -  
Bharat Forge 0.6 0.3% 2.4 2.0 - 0.8 -  
CG Consumer 3.3 1.7% 3.3 2.9 - - -  
Max Financial 2.8 1.5% 2.5 1.1 - - -  
Page Industries 2.1 1.1% 2.4 2.2 - - -  
SRF 3.9 2.0% 4.3 4.2 - 3.0 -  
CG Consumer 0.0 0.3% - - - - -  
Dixon Technolog 0.2 1.2% 0.4 0.3 - 0.3 -  
Page Industries 0.2 1.7% 0.3 0.2 - - -  
TCNS Clothing C - - - - - 0.1 -  
Dixon Technolog - - 4.6 7.4 - 6.4 -  
Max Financial - - 2.9 4.5 - 5.9 -  
Total 8,200.1 6,935.9 3,670.2 2,065.9 3,684.7 0.0 148,972.23