Kotak India Focus- Series 1
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
SHRIRAM FINANCE LTD10.53%
FORTIS HEALTHCARE LTD6.76%
HDFC BANK LTD6.49%
HERO MOTOCORP LTD6.03%
KEI INDUSTRIES LTD5.95%
STATE BANK OF INDIA5.89%
BHARTI AIRTEL LTD5.77%
ITC LTD4.28%
BRITANNIA INDUSTRIES LTD4.28%
HEXAWARE TECHNOLOGIES LIMITED4.23%