Brookfield India Real Estate Trust
Held by 31 mutual fund schemes, ₹666.40Cr 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 — ₹190.35Cr, or 28.6% of all the mutual fund money in this stock.
The five largest holders account for 69% of it, across 31 schemes in total.
9 of the 31 largest holdings sit in index funds, the most of any category here.
Funds holding Brookfield India Real Estate Trust
31Largest 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 | 1.10% | ₹190.35Cr | ₹17,304Cr |
| Aditya Birla Sun Life Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 0.82% | ₹80.86Cr | ₹9,895Cr |
| DSP Multi Asset Allocation Fund | Multi Asset Allocation | 0.65% | ₹69.82Cr | ₹10,742Cr |
| Kotak Equity Savings Fund | Equity Savings | 0.57% | ₹59.95Cr | ₹10,518Cr |
| Sundaram Aggressive Hybrid Fund | Aggressive Hybrid Fund | 0.62% | ₹56.73Cr | ₹9,137Cr |
| Aditya Birla Sun Life Multi Asset Allocation Fund | Multi Asset Allocation | 0.69% | ₹51.01Cr | ₹7,410Cr |
| Kotak Medium Term Fund | Medium Duration Fund | 2.11% | ₹38.01Cr | ₹1,802Cr |
| Edelweiss Aggressive Hybrid Fund | Aggressive Hybrid Fund | 0.93% | ₹36.44Cr | ₹3,918Cr |
| Edelweiss Equity Savings Fund | Equity Savings | 1.27% | ₹20.22Cr | ₹1,592Cr |
| Sundaram Dynamic Asset Allocation Fund | Dynamic Asset Allocation or Balanced Advantage | 0.72% | ₹12.02Cr | ₹1,671Cr |
| Edelweiss Nifty REITs & Realty Index Fund | Index Funds | 15.91% | ₹10.02Cr | ₹63.00Cr |
| DSP Equity Savings Fund | Equity Savings | 0.30% | ₹9.85Cr | ₹3,334Cr |
| Sundaram Dividend Yield Fund | Dividend Yield Fund | 1.10% | ₹8.91Cr | ₹809.59Cr |
| 360 ONE Multi Asset Allocation Fund | Multi Asset Allocation | 1.26% | ₹6.32Cr | ₹500.19Cr |
| PGIM India Equity Savings Fund | Equity Savings | 4.79% | ₹2.83Cr | ₹59.05Cr |
| PGIM India Multi Asset Allocation Fund | Multi Asset Allocation | 0.89% | ₹2.72Cr | ₹305.47Cr |
| Kotak Credit Risk Fund | Credit Risk Fund | 0.33% | ₹2.54Cr | ₹770.34Cr |
| Aditya Birla Sun Life Equity Savings Fund | Equity Savings | 0.19% | ₹2.10Cr | ₹1,126Cr |
| Kotak Services Fund | Sectoral/ Thematic | 0.27% | ₹2.03Cr | ₹750.09Cr |
| JM Multi Asset Allocation Fund | Multi Asset Allocation | 0.83% | ₹1.11Cr | ₹133.93Cr |
| Bandhan Nifty Smallcap 250 Index Fund | Index Funds | 1.00% | ₹1.00Cr | ₹100.16Cr |
| Kotak Nifty SmallCap 250 Index Fund | Index Funds | 1.00% | ₹77.77L | ₹77.77Cr |
| Axis Nifty 500 Index Fund | Index Funds | 0.11% | ₹35.14L | ₹319.47Cr |
| DSP Nifty Smallcap 250 Index Fund | Index Funds | 1.00% | ₹16.47L | ₹16.47Cr |
| DSP Nifty Smallcap 250 ETF | Other ETFs | 1.00% | ₹7.71L | ₹7.71Cr |
| Angel One Nifty Total Market Index Fund | Index Funds | 0.11% | ₹6.57L | ₹61.83Cr |
| Bandhan Nifty Total Market Index Fund | Index Funds | 0.11% | ₹5.26L | ₹47.80Cr |
| Angel One Nifty Total Market ETF | Other ETFs | 0.11% | ₹4.61L | ₹43.37Cr |
| DSP Nifty 500 Index Fund | Index Funds | 0.11% | ₹1.75L | ₹15.95Cr |
| Edelweiss Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 0.00% | ₹0 | ₹13,230Cr |
| Kotak Nifty 500 Index Fund | Index Funds | 0.11% | — | — |
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 30 of the 31 holders. Nothing here is advice, and a stock being widely held is not an argument for owning it.
Funds buying and selling Brookfield India Real Estate Trust
In their latest monthly disclosure, 3 funds bought and 7 sold, judged by share count.
| Fund | Move | Weight | Value |
|---|---|---|---|
| Kotak Credit Risk Fund | Cut | 1.65% → 0.33% | -₹9.43Cr |
| PGIM India Equity Savings Fund | Added | 4.97% → 4.79% | ₹28.32L |
| DSP Nifty 500 Index Fund | Cut | 0.23% → 0.11% | -₹1.75L |
| DSP Nifty Smallcap 250 Index Fund | Added | 1.00% → 1.00% | ₹1.32L |
| Angel One Nifty Total Market ETF | Added | 0.11% → 0.11% | ₹41.54K |
| Tata Balanced Advantage Fund | Exited | 1.74% → — | — |
| Tata Childrens Fund | Exited | 2.14% → — | — |
| Tata Flexi Cap Fund | Exited | 1.17% → — | — |
| Tata Infrastructure Fund | Exited | 0.98% → — | — |
| Tata Dividend Yield Fund | Exited | 0.69% → — | — |
Frequently asked questions
Which mutual fund holds the most Brookfield India Real Estate Trust?
By rupee value, Kotak Balanced Advantage Fund from Kotak Mahindra — ₹190.35Cr, 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?
31 schemes, holding ₹666.40Cr between them across the 30 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.