Kotak Mahindra Mutual Fund
| Instrument | Industry / rating | Quantity | Value (₹ Cr) | % to NAV |
|---|---|---|---|---|
| Pidilite Industries Ltd.PIDILITIND | Chemicals and Petrochemicals | 94,824 | 16 | 14.03% |
| Solar Industries India LimitedSOLARINDS | Chemicals and Petrochemicals | 7,453 | 14.99 | 13.14% |
| SRF LTD.SRF | Chemicals and Petrochemicals | 44,439 | 11.38 | 9.97% |
| NAVIN FLUORINE INTERNATIONAL LTD.NAVINFLUOR | Chemicals and Petrochemicals | 11,262 | 9.77 | 8.56% |
| UPL LtdUPL | Fertilizers and Agrochemicals | 1.72 L | 9.65 | 8.46% |
| Coromandel International LimitedCOROMANDEL | Fertilizers and Agrochemicals | 36,584 | 6.97 | 6.11% |
| Gujarat Fluorochemicals Ltd.FLUOROCHEM | Chemicals and Petrochemicals | 12,903 | 6.06 | 5.31% |
| P I Industries LtdPIIND | Fertilizers and Agrochemicals | 24,789 | 5.88 | 5.15% |
| HIMADRI SPECIALITY CHEMICAL LTD.HSCL | Chemicals and Petrochemicals | 71,869 | 4.74 | 4.15% |
| Linde India Ltd.LINDEINDIA | Chemicals and Petrochemicals | 6,444 | 4.11 | 3.61% |
| Deepak Nitrite Ltd.DEEPAKNTR | Chemicals and Petrochemicals | 21,005 | 3.67 | 3.22% |
| Aarti Industries Ltd.AARTIIND | Chemicals and Petrochemicals | 62,957 | 3.3 | 2.89% |
| Atul Ltd.ATUL | Chemicals and Petrochemicals | 4,874 | 3.12 | 2.73% |
| Tata Chemicals Ltd.TATACHEM | Chemicals and Petrochemicals | 47,886 | 3.08 | 2.7% |
| Deepak Fertilizers & Petrochemicals Corp. Ltd.DEEPAKFERT | Chemicals and Petrochemicals | 20,508 | 2.89 | 2.53% |
| SUMITOMO CHEMICAL INDIA LTD.SUMICHEM | Fertilizers and Agrochemicals | 37,565 | 1.94 | 1.7% |
| Chambal Fertilisers & Chemicals Ltd.CHAMBLFERT | Fertilizers and Agrochemicals | 45,515 | 1.86 | 1.63% |
| PCBL LTDPCBL | Chemicals and Petrochemicals | 53,689 | 1.7 | 1.49% |
| Bayer Crop Science LtdBAYERCROP | Fertilizers and Agrochemicals | 3,897 | 1.55 | 1.36% |
| SWAN ENERGY LTDSWANCORP | Chemicals and Petrochemicals | 42,691 | 1.25 | 1.1% |
Percentages are the AMC’s own filed figures. Rows without a ticker are instruments outside the listed equity universe — government securities, money-market paper, TREPS and net receivables — and are kept so the portfolio still totals 100%.