What Kotak Balanced Advantage Fund bought and sold in September 2026
This compares the fund's portfolio at the end of September 2026 with the month before. Both come from the monthly portfolio statement of Kotak Mahindra Mutual Fund.
Kotak Balanced Advantage Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
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| ICICI BANK LTD. | Added | +0.2% | 4.93% |
|---|---|---|---|
| STATE BANK OF INDIA. | Reduced | −0.1% | 3.64% |
| RELIANCE INDUSTRIES LTD. | Added | +1.0% | 3.36% |
| HDFC BANK LTD. | Added | +2.8% | 3.16% |
| BHARTI AIRTEL LTD. | Reduced | −1.8% | 2.38% |
| BAJAJ FINANCE LTD. | Reduced | −0.6% | 1.75% |
| Infosys Ltd. | Reduced | −3.8% | 1.48% |
| Ultratech Cement Ltd. | Reduced | −1.8% | 1.55% |
| ETERNAL LIMITED | Reduced | −14.7% | 1.35% |
| Adani Ports and Special Economic Zone Limited | Reduced | −3.3% | 1.40% |
| Mahindra & Mahindra Ltd. | Added | +0.1% | 1.29% |
| AXIS BANK LTD. | Reduced | −0.9% | 1.30% |
| Maruti Suzuki India Limited | Added | +1.0% | 1.23% |
| Sansera Engineering Ltd | Reduced | −2.5% | 1.27% |
| Mphasis Ltd | Reduced | −1.1% | 0.99% |
| Adani Enterprises Ltd | Reduced | −2.2% | 1.02% |
| ITC Ltd. | Reduced | −1.3% | 0.86% |
| Tech Mahindra Ltd. | Added | +5.7% | 0.81% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Reduced | −4.9% | 0.64% |
| TATA CONSULTANCY SERVICES LTD. | Added | +1.9% | 0.64% |
| NTPC LTD | Reduced | −0.0% | 0.70% |
| Power Grid Corporation of India Ltd. | Reduced | −1.6% | 0.70% |
| Hindustan Unilever Ltd. | Reduced | −1.8% | 0.62% |
| Hindalco Industries Ltd. | Reduced | −3.7% | 0.58% |
| PB Fintech Ltd. | Reduced | −52.9% | 0.17% |
| SHRIRAM FINANCE LIMITED | Added | +1.4% | 0.53% |
| Oberoi Realty Limited | Reduced | −7.3% | 0.47% |
| Bajaj Auto Ltd. | Added | +2.5% | 0.48% |
| TITAN COMPANY LTD. | Reduced | −2.2% | 0.42% |
| APTUS VALUE HOUSING FINANCE | Reduced | −25.5% | 0.33% |
| Bharat Electronics Ltd. | Reduced | −2.2% | 0.40% |
| Indus Towers Ltd. | Reduced | −3.7% | 0.40% |
| Persistent Systems Limited | Reduced | −7.1% | 0.37% |
| Coal India Limited | Added | +18.9% | 0.38% |
| Oil And Natural Gas Corporation Ltd. | Reduced | −6.8% | 0.31% |
| Apollo Hospitals Enterprise Ltd. | Reduced | −7.6% | 0.28% |
| GODREJ PROPERTIES LIMITED | Reduced | −5.8% | 0.25% |
| AXISCADES TECHNOLOGIES LTD | New | New | 0.30% |
| DR.Lal Pathlabs Ltd | Sold out | −100% | was 0.27% |
| ADANI ENERGY SOLUTIONS LTD. | Added | +14.1% | 0.26% |
| Cipla Ltd. | Reduced | −12.0% | 0.22% |
| DLF LIMITED | Reduced | −33.3% | 0.15% |
| PINE LABS LTD. | New | New | 0.22% |
| Glenmark Pharmaceuticals Ltd | Reduced | −18.9% | 0.10% |
| Grasim Industries Ltd. | Sold out | −100% | was 0.12% |
| Hindustan Aeronautics Ltd. | Reduced | −17.6% | 0.09% |
| Exide Industries Ltd. | New | New | 0.11% |
| BANK OF BARODA | Reduced | −30.0% | 0.07% |
| JIO FINANCIAL SERVICES LTD | Added | +7.8% | 0.09% |
| Eicher Motors Ltd. | Reduced | −51.3% | 0.04% |
| PUNJAB NATIONAL BANK | Reduced | −2.0% | 0.08% |
| PHOENIX MILLS LTD. | Reduced | −13.2% | 0.08% |
| TML COMMERCIAL VEHICLES LIMITED | New | New | 0.07% |
| TVS Motor Company Ltd. | Reduced | −33.1% | 0.05% |
| SWIGGY LTD | New | New | 0.05% |
| Varun Beverages Limited | Reduced | −26.1% | 0.03% |
| ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD | New | New | 0.04% |
| JSW Steel Ltd. | Reduced | −41.1% | 0.02% |
| TATA CONSUMER PRODUCTS LTD. | Reduced | −55.0% | 0.01% |
| MANKIND PHARMA LTD | Reduced | −17.3% | 0.02% |
| PNB HOUSING FINANCE LTD. | Reduced | −28.6% | 0.01% |
| Max Healthcare Institute Ltd. | Reduced | −94.9% | 0.00% |
| Fortis Healthcare India Ltd | Reduced | −45.0% | 0.00% |
| Tata Steel Ltd. | Added | +11.4% | 0.01% |
| SBI Life Insurance Company Ltd | Reduced | −5.6% | 0.01% |
| ORCHID PHARMA LIMITED | Reduced | −34.8% | 0.01% |
| Nestle India Ltd. | New | New | 0.01% |
| Bajaj Finserv Ltd. | New | New | 0.01% |
| HCL Technologies Ltd. | Sold out | −100% | was 0.01% |
| TATA CAPITAL LTD. | Sold out | −100% | was 0.01% |
| Prestige Estates Projects Limited | Added | +800.0% | 0.00% |
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Frequently Asked Questions
Which new stocks did Kotak Balanced Advantage Fund buy in September 2026?
It bought 8 new stocks: AXISCADES TECHNOLOGIES LTD (0.30%), PINE LABS LTD (0.22%), Exide Industries Ltd (0.11%), TML COMMERCIAL VEHICLES LIMITED (0.07%), SWIGGY LTD (0.05%), ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD (0.04%), Nestle India Ltd (0.01%) and Bajaj Finserv Ltd (0.01%). Each figure is the stock's share of the fund at the end of September 2026.
Which stocks did Kotak Balanced Advantage Fund sell completely in September 2026?
It sold all its shares in DR.Lal Pathlabs Ltd (0.27%), Grasim Industries Ltd (0.12%), HCL Technologies Ltd (0.01%) and TATA CAPITAL LTD (0.01%). Each figure is the stock's share of the fund at the end of August 2026.
Which stocks did Kotak Balanced Advantage Fund buy more of in September 2026?
The largest increases in shares held were Prestige Estates Projects Limited (+800.0%), Coal India Limited (+18.9%), ADANI ENERGY SOLUTIONS LTD (+14.1%), Tata Steel Ltd (+11.4%) and JIO FINANCIAL SERVICES LTD (+7.8%). It added to 9 more.
Which stocks did Kotak Balanced Advantage Fund sell part of in September 2026?
The largest cuts in shares held were Max Healthcare Institute Ltd (−94.9%), TATA CONSUMER PRODUCTS LTD (−55.0%), PB Fintech Ltd (−52.9%), Eicher Motors Ltd (−51.3%) and Fortis Healthcare India Ltd (−45.0%). It reduced 40 more.
How are these changes worked out?
WealthGamma compares the number of shares Kotak Balanced Advantage Fund held on 30-09-2026 with 31-08-2026. Both figures come from the monthly portfolio statement of Kotak Mahindra Mutual Fund. A change in share price alone does not count as buying or selling.
See NAV, expense ratio and full holdings of Kotak Balanced Advantage Fund
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.