# Kotak drops TCS, DLF from model portfolio, adds Adani Ports 2026-08-17T08:16:59+00:00 | Business & Economy | Indian Opinion Desk Corroboration: 1 independent outlet Kotak Institutional Equities has removed Tata Consultancy Services (TCS), DLF and Macrotech Developers (Lodha) from its model portfolio. The brokerage has replaced them with Adani Ports, Eternal (formerly known as Britannia Industries) and infrastructure stocks, as per its latest monthly review. The move comes as valuations in the IT and realty sectors turn shaky, NDTV Profit reports. The brokerage has rotated into sectors such as ports, insurance and infrastructure, betting on better earnings visibility and valuation comfort. The refreshed portfolio now includes Adani Ports, ICICI Prudential Life Insurance, and Larsen & Toubro among other picks. Kotak's model portfolio is tracked by institutional investors for its sectoral allocation shifts. ## Coverage - ndtvprofit.com This story was synthesised by AI from the source linked above. Tags: Adani Ports, DLF, Kotak Institutional Equities, Larsen & Toubro, TCS Canonical: https://indianopinion.org/kotak-drops-tcs-dlf-from-model-portfolio-adds-adani-ports/ License: Summary and commentary (c) Indian Opinion, reusable with attribution. Facts belong to the linked sources. Cite: https://indianopinion.org/kotak-drops-tcs-dlf-from-model-portfolio-adds-adani-ports/#story-in-brief Review state: restored archive article, accurate at time of publication, not offered to search indexes. How this brief was made: an AI model read the report linked above and wrote this summary and analysis, which were published automatically. Published briefs are sampled every hour by an automated quality check; the editor verifies its findings and approves corrections, and corrected briefs carry a dated correction line. We do no original reporting. Methodology: https://indianopinion.org/ai-use-policy/