Kotak Mahindra Bank Ltd.

Held by 689 funds in our universe · avg weight 2.93% · range -3.01% to 21.60%

Fundamentals

Current price ₹430.5

Market cap ₹4,35,767 cr

P/E (TTM) 21.5

P/B 2.4

ROE 10.6%

Debt / equity —

Revenue growth +21.0%

Profit margin 28.5%

Dividend yield 0.15%

P/E history band: 19-19 · currently expensive vs own history

Technicals · split/bonus-adjusted

From 52-wk high -3.9%

52-week high ₹447.9

52-week low ₹82.8

200-day MA ₹383.1

vs 200D MA +12.4%

Worst drop 3y -17.9%

Worst drop all-time -17.9%

Market-cap class Large Cap

Price as of 2026-10-23

Funds by category

All (689) Other – Index Funds (106) Equity – Sectoral/ Thematic (79) Other – Other ETFs (57) Hybrid – Arbitrage Fund (43) Equity – Flexi Cap Fund (37) Equity – Large Cap Fund (33) Hybrid – Dynamic Asset Allocation or Balanced Advantage (31) Exchange Traded Funds (ETFs) – Equity ETF (30) Equity – ELSS (30) Hybrid – Multi Asset Allocation (29) Equity – Growth (legacy) (24) Equity – Large & Mid Cap Fund (24) Hybrid – Aggressive Hybrid Fund (24) Hybrid – Equity Savings (22) Equity – Multi Cap Fund (20) Solution Oriented – Retirement Fund (19) Equity – Value Fund (14) Equity – Focused Fund (12) Solution Oriented – Children’s Fund (10) Hybrid – Conservative Hybrid Fund (10) Equity – Dividend Yield Fund (7) Hybrid – Balanced Hybrid Fund (5) Equity – Small Cap Fund (5) Equity – ELSS (legacy) (4) Other – FoF Domestic (4) Equity – Contra Fund (4) Solution Oriented – Childrens' Fund (1) Exchange Traded Funds (ETFs) – Other ETF (1) Solution Oriented – Life Cycle Fund with Maturity of 5 Years (1) Solution Oriented – Life Cycle Fund with Maturity of 10 Years (1) Solution Oriented – Life Cycle Fund with Maturity of 15 Years (1) Debt – Banking and PSU Debt Fund (1)

Showing only Hybrid – Dynamic Asset Allocation or Balanced Advantage funds. clear filter

31 Hybrid – Dynamic Asset Allocation or Balanced Advantage funds holding this stock , sorted by the stock's weight in each fund

Fund	Category	% of fund in this stock	As of
Helios Balanced Advantage Fund - Direct Plan - Growth Helios Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	6.30%	2026-09-30
Motilal Oswal Balanced Advantage Fund - Direct Plan - Growth Motilal Oswal Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	4.35%	2026-09-30
Invesco India Balanced Advantage Fund - Direct Plan - Growth Invesco Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	3.46%	2026-09-30
UTI Balanced Advantage Fund - Direct Plan - Growth UTI Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	3.37%	2026-09-30
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - GROWTH Sundaram Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	3.24%	2026-09-30
quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option quant Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	3.10%	2026-07-31
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTH Aditya Birla Sun Life Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	2.95%	2026-09-30
HSBC Balanced Advantage Fund - Direct Plan - Growth HSBC Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	2.52%	2026-08-31
Axis Balanced Advantage Fund - Direct Plan - Growth Option Axis Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	2.39%	2026-09-30
Nippon India Balanced Advantage Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	2.27%	2026-09-30
WhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth Option WhiteOak Capital Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.88%	2026-09-30
NJ Balanced Advantage Fund - Direct Plan - Growth Option NJ Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.84%	2026-09-30
Baroda BNP Paribas Balanced Advantage Fund - Direct Plan - Growth Option Baroda BNP Paribas Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.63%	2026-09-30
BANDHAN Balanced Advantage Fund - Direct Plan - Growth Bandhan Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.62%	2026-03-31
HDFC Balanced Advantage Fund - Direct Plan - Growth Option HDFC Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.58%	2026-09-30
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.57%	2026-09-30
Canara Robeco Balanced Advantage Fund - Direct Plan - Growth Option Canara Robeco Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.51%	2026-09-30
UTI - Unit Linked Insurance Plan - Direct Plan - Growth UTI Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.51%	2026-09-30
Shriram Balanced Advantage Fund - Direct Plan - Growth Shriram Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.46%	2026-09-30
Union Balanced Advantage Fund - Direct Plan - Growth Option Union Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.28%	2026-09-30
Kotak Balanced Advantage Fund - Direct Plan - Growth Option Kotak Mahindra Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.25%	2026-09-30
The Wealth Company Balanced Advantage Fund - Direct Plan - Growth The Wealth Company Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.18%	2026-03-31
Mirae Asset Balanced Advantage Fund - Direct Plan - Growth Mirae Asset Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.12%	2026-09-30
SBI Balanced Advantage Fund - Direct Plan - Growth SBI Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.10%	2026-09-30
PGIM India Balanced Advantage Fund - Direct Plan - Direct Growth PGIM India Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.05%	2026-09-30
DSP Dynamic Asset Allocation Fund - Direct Plan - Growth DSP Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	1.00%	2026-09-30
BANK OF INDIA BALANCED ADVANTAGE FUND - Direct Plan - Growth Bank of India Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	0.92%	2026-09-30
Edelweiss Balanced Advantage Fund - Direct Plan - Growth Edelweiss Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	0.86%	2026-09-30
Parag Parikh Dynamic Asset Allocation Fund - Direct Plan - Growth PPFAS Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	0.72%	2026-09-30
UNIFI DYNAMIC ASSET ALLOCATION FUND - Direct Plan - GROWTH Unifi Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	0.51%	2026-09-30
Bajaj Finserv Balanced Advantage Fund - Direct Plan - Growth Bajaj Finserv Mutual Fund	Hybrid · Dynamic Asset Allocation or Balanced Advantage	0.25%	2026-07-31

Holdings sourced from scheme portfolios as published by their AMCs each month under SEBI rules. "% of fund in this stock" is the position weight inside each fund, NOT the rupee value of any individual investor's exposure.