Kotak Bluechip

Kotak Bluechip

Portfolio as of May 2025
Large-Cap
Stocks added for the first time:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Bharat ElectronicsAerospace & Defense0.019May 20250.520
Torrent PharmaceuticalsPharmaceuticals0.035May 20250.370
Bayer CropsciencePesticides & Agrochemicals0.070May 20250.180
Stocks exited in May 2025:
Name
Industry
Ownership (%)
Portfolio (%)
MoM Change (%)
ABB IndiaHeavy Electrical Equipment0.0000.000-100
Balkrishna IndustriesTyres & Rubber Products0.0000.000-100
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
HDFC Life Insurance CompanyLife Insurance0.048Dec 20180.80030.25
HCL TechnologiesComputers - Software & Consulting0.028Sep 20211.22026.53
Sun Pharmaceutical IndustriesPharmaceuticals0.065Sep 20222.56020.4
Hindustan AeronauticsAerospace & Defense0.025Apr 20240.82015.59
Apollo TyresTyres & Rubber Products0.356Dec 20221.05010.37
InfosysComputers - Software & Consulting0.067Oct 20044.2903.72
ICICI BankPrivate Sector Bank0.076Oct 20097.6502.68
BoschAuto Components & Equipments0.075Dec 20220.6900.57
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Zydus LifesciencesPharmaceuticals0.028Jun 20140.260-69.36
Hindustan UnileverDiversified FMCG0.025Sep 20191.330-28.53
Coromandel InternationalFertilizers0.232Aug 20181.540-9.32
Samvardhana Motherson InternationalAuto Components & Equipments0.069Apr 20170.730-7.65
Maruti Suzuki IndiaPassenger Cars & Utility Vehicles0.053Jul 20132.010-5.71
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
HDFC BankPrivate Sector Bank0.049Jul 20237.130
Reliance IndustriesRefineries & Marketing0.034Apr 20066.480
Larsen & ToubroCivil Construction0.077Mar 20123.860
Bharti AirtelTelecom - Cellular & Fixed line services0.034Oct 20193.500
Axis BankPrivate Sector Bank0.087Feb 20133.180
State Bank of IndiaPublic Sector Bank0.043Jun 20213.080
Mahindra & MahindraPassenger Cars & Utility Vehicles0.084Jun 20203.060
ITCDiversified FMCG0.054Jun 20062.770
NTPCPower Generation0.077Oct 20232.460
Interglobe AviationAirline0.104Sep 20212.100
UltraTech CementCement & Cement Products0.063Jan 20142.070
Tata Consultancy ServicesComputers - Software & Consulting0.016Aug 20171.960
Solar Industries IndiaExplosives0.127Aug 20161.830
Bajaj FinanceNon Banking Financial Company (NBFC)0.032Nov 20191.800
Kotak Mahindra BankPrivate Sector Bank0.041Feb 20191.670
Tata SteelIron & Steel0.077Jul 20231.530
United SpiritsBreweries & Distilleries0.140Dec 20221.520
Tech MahindraComputers - Software & Consulting0.095May 20221.450
Bharat Petroleum CorporationRefineries & Marketing0.096Jun 20111.300
ZomatoE-Retail/ E-Commerce0.057Jul 20211.300
Godrej Consumer ProductsPersonal Care0.097Dec 20201.200
Power Finance CorporationFinancial Institution0.071Jan 20240.930
Cummins IndiaCompressors- Pumps & Diesel Engines0.100Feb 20240.890
Hero MotoCorp2/3 Wheelers0.091Nov 20230.770
V Guard IndustriesHousehold Appliances0.471Jul 20210.770
Persistent SystemsComputers - Software & Consulting0.086Jun 20190.750
Schaeffler IndiaAuto Components & Equipments0.102Apr 20160.660
Poonawalla Fincorp LimitedNon Banking Financial Company (NBFC)0.212Sep 20240.660
Gujarat State PetronetGas Transmission/Marketing0.363Jan 20200.660
Bharat ForgeAuto Components & Equipments0.112Dec 20200.650
Oberoi RealtyResidential- Commercial Projects0.100Sep 20200.630
MphasisComputers - Software & Consulting0.128Jun 20240.620
Hindalco IndustriesAluminium0.041Jul 20210.580
Avenue SupermartsDiversified Retail0.022Oct 20240.560
Apollo Hospitals EnterpriseHospital0.055Mar 20240.530
Larsen & Toubro InfotechComputers - Software & Consulting0.033Oct 20240.490
Brainbees Solutions LtdE-Retail/ E-Commerce0.248Aug 20240.440
Astra Micro Wave ProductsAerospace & Defense0.404Apr 20240.410
Mahindra Lifespace DevelopersResidential- Commercial Projects0.305Mar 20190.220
Bharti Airtel Ltd. - (Partly Paid up Equity SPesticides & Agrochemicals0.023Oct 20210.120
Dumb Investing © 2025