BROOKFIELD INDIA REAL ESTATE TRUST
Held by 25 mutual fund schemes, ₹804.87Cr between them.
The largest single position is Kotak Balanced Advantage Fund (Kotak Mahindra), which holds 1.1% of its portfolio in BROOKFIELD INDIA REAL ESTATE TRUST — ₹191.96Cr, or 23.8% of all the mutual fund money in this stock.
The five largest holders account for 68% of it, across 25 schemes in total.
5 of the 25 largest holdings sit in dynamic asset allocation or balanced advantage funds, the most of any category here.
Funds holding BROOKFIELD INDIA REAL ESTATE TRUST
25Largest rupee position first. One row per scheme — a fund’s Direct and Regular plans hold the same portfolio, so the Direct plan stands for both.
| Fund | Category | Weight | Position | Fund size |
|---|---|---|---|---|
| Kotak Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 1.13% | ₹191.96Cr | ₹16,987Cr |
| Tata Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 1.66% | ₹147.29Cr | ₹8,873Cr |
| Aditya Birla Sun Life Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 0.86% | ₹79.49Cr | ₹9,211Cr |
| DSP Multi Asset Allocation Fund | Multi Asset Allocation | 0.70% | ₹66.61Cr | ₹9,515Cr |
| Kotak Equity Savings Fund | Equity Savings | 0.59% | ₹58.59Cr | ₹9,931Cr |
| Aditya Birla Sun Life Multi Asset Allocation Fund | Multi Asset Allocation | 0.73% | ₹48.29Cr | ₹6,638Cr |
| Kotak Medium Term Fund | Medium Duration Fund | 2.22% | ₹40.43Cr | ₹1,821Cr |
| Tata Flexi Cap Fund | Flexi Cap Fund | 1.12% | ₹39.71Cr | ₹3,545Cr |
| Edelweiss Aggressive Hybrid Fund | Aggressive Hybrid Fund | 0.93% | ₹33.88Cr | ₹3,643Cr |
| Edelweiss Equity Savings Fund | Equity Savings | 1.27% | ₹17.07Cr | ₹1,344Cr |
| Tata Infrastructure Fund | Sectoral/ Thematic | 0.97% | ₹16.99Cr | ₹1,751Cr |
| Sundaram Aggressive Hybrid Fund | Aggressive Hybrid Fund | 0.63% | ₹13.56Cr | ₹2,139Cr |
| Kotak Credit Risk Fund | Credit Risk Fund | 1.67% | ₹12.36Cr | ₹739.85Cr |
| Sundaram Dividend Yield Fund | Dividend Yield Fund | 1.11% | ₹8.71Cr | ₹782.23Cr |
| Tata Dividend Yield Fund | Dividend Yield Fund | 0.67% | ₹7.03Cr | ₹1,049Cr |
| Tata Childrens Fund | Children’s Fund | 2.06% | ₹6.79Cr | ₹329.57Cr |
| 360 ONE Multi Asset Allocation Fund | Multi Asset Allocation | 1.39% | ₹6.10Cr | ₹439.81Cr |
| PGIM India Equity Savings Fund | Equity Savings | 4.96% | ₹2.99Cr | ₹60.31Cr |
| PGIM India Multi Asset Allocation Fund | Multi Asset Allocation | 1.01% | ₹2.73Cr | ₹270.36Cr |
| Aditya Birla Sun Life Equity Savings Fund | Equity Savings | 0.20% | ₹2.22Cr | ₹1,097Cr |
| Kotak Services Fund | Sectoral/ Thematic | 0.28% | ₹2.08Cr | ₹742.33Cr |
| Edelweiss Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 0.00% | ₹0 | ₹12,896Cr |
| Edelweiss Nifty REITs & Realty Index Fund | Index Funds | 15.91% | — | — |
| Kotak Dynamic Term Fund | Dynamic Bond | 1.00% | — | — |
| Sundaram Dynamic Asset Allocation Fund | Dynamic Asset Allocation or Balanced Advantage | 0.73% | — | — |
Weights come from each fund’s most recent disclosed portfolio, which SEBI requires monthly — positions can have changed since. “Position” is the weight applied to the scheme’s AUM, available for 22 of the 25 holders. Nothing here is advice, and a stock being widely held is not an argument for owning it.
Frequently asked questions
Which mutual fund holds the most BROOKFIELD INDIA REAL ESTATE TRUST?
By rupee value, Kotak Balanced Advantage Fund from Kotak Mahindra — ₹191.96Cr, at 1.1% of that scheme's portfolio. Weights come from each fund's most recent disclosed portfolio; SEBI requires monthly disclosure, so a fund that has traded since its last filing may hold more or less than this.
Which fund has the highest weight in BROOKFIELD INDIA REAL ESTATE TRUST?
Edelweiss Nifty REITs & Realty Index Fund carries the largest weight at 15.9% of its portfolio. That is a different question from the largest rupee position — a small fund can hold a much bigger share of itself in one stock than a large fund does.
How many mutual funds hold BROOKFIELD INDIA REAL ESTATE TRUST?
25 schemes, holding ₹804.87Cr between them across the 22 whose AUM is on record. One row per scheme: a fund's Direct and Regular plans hold the same portfolio, so the Direct plan stands for both rather than counting twice.
Does a fund holding BROOKFIELD INDIA REAL ESTATE TRUST make it a good investment?
No. This page reports what funds disclosed they own, not a view on the stock or on any scheme holding it. A widely held stock is a popular one, which is a fact about other people's positions rather than about future returns. Nothing here is investment advice.