Krishna Thakur
10K posts

Krishna Thakur
@KrishAlpha7
🫡 Soldier 🇮🇳 Mindset |📉Swing & Long-term Investor | 20-40-40 (Gold, Momentum, Midcap) | Psychology & System over Prediction | Avoid FNO |Not SEBI Registered













#Kotak Multicap Portfolio Update (Feb 2026) 📊 Let's take a look at the Kotak multicap fund! Managing a portfolio of 70 stocks, here is a breakdown of their latest moves for February. 🧐 🟢 6 Fresh Buys (Bandhan Bank Ltd., Aditya Birla Sun Life AMC Ltd, Tata Steel Ltd, Happy Forgings Ltd., Larsen And Toubro Ltd., Hindalco Industries Ltd.) 🔴 3 Full Exits 📉 Canara Bank, LIC Housing Finance Ltd., Hindustan Petroleum Corporation 📈 24 Increase in Holdings (Accumulating: UltraTech Cement Ltd, SRF Ltd., Bharti Airtel Ltd, Ashok Leyland Ltd, Hero Motocorp Ltd, Indus Towers Ltd, Power Finance Corporation Ltd.) 📉 6 Decrease in Holdings (State Bank Of India, Jubilant Foodworks Ltd, Shriram Finance Ltd, Mphasis Limited., FSN Ecommerce Ventures Limited, Tata Motors Commercial Vehicles) ⏸️ 34 Companies - No Change (Held steady on core positions: Infosys Ltd, Reliance Industries Ltd, Tata Consultancy Services Ltd, Life Insurance Corporation Of India) Detailed breakdown and FinAlpha 1-Pager attached. 📄 #KotakMutualFund #Multicap #MutualFunds #StockMarket #FinAlpha #FinAlpha1Pager






