Kotak has increased exposure to Axis Bank and State Bank of India while reducing its holding in Infosys Ltd.

India

Who

Kotak

What

When

Wed, 17 Jun 2026 03:10:33 GMT · 2h 4m ago

Where

India ·

Why

Kotak believes lower energy prices could improve India’s macroeconomic fundamentals and earnings growth.

The Frontline Impact

How this affects you

Kotak's portfolio adjustment reflects a view that lower oil prices will strengthen India's economy, benefiting banks and other sectors, despite concerns about a weak monsoon affecting future growth and inflation.

Story chain

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Verified Sources & Citations

The Financial Express
https://www.financialexpress.com/market/kotak-just-increased-bets-on-axis-bank-amp-sbi-whats-fuelling-the-big-bet-on-banks-4269346/
HIGH

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