What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Kotak Large Cap Fund - Payout of Income Distribution cumcapital withdrawal option - Portfolio Analysis

Equity
Large Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.85%Others: 3.15%

Market Cap

Large Cap: 77.55%Others: 7.69%Mid Cap: 7.98%Small Cap: 3.63%

Number of stocks

Top 10 Holdings

97.08% of portfolio

Market Cap of Equity

Large Cap

77.55%

Others

7.69%

Mid Cap

7.98%

Small Cap

3.63%

Companies Allocation of Equity

ICICI Bank Ltd6.953%

Reliance Industries Ltd6.878%

HDFC Bank Ltd6.284%

State Bank of India4.509%

Larsen & Toubro Ltd4.174%

Bharti Airtel Ltd4.064%

NTPC Ltd3.257%

Axis Bank Ltd3.166%

Infosys Ltd3.162%

Bajaj Finance Ltd3.048%

Mahindra & Mahindra Ltd2.582%

Tata Steel Ltd2.277%

Maruti Suzuki India Ltd2.229%

ITC Ltd2.096%

UltraTech Cement Ltd2.090%

Solar Industries India Ltd1.842%

Sun Pharmaceuticals Industries Ltd1.809%

Shriram Finance Ltd1.776%

Tata Consultancy Services Ltd1.773%

InterGlobe Aviation Ltd1.736%

Kotak Mahindra Bank Ltd1.474%

Eternal Ltd1.431%

Bharat Electronics Ltd1.378%

Hindalco Industries Ltd1.349%

Torrent Pharmaceuticals Ltd1.279%

United Spirits Ltd1.203%

Bharat Petroleum Corp Ltd1.201%

Cummins India Ltd1.189%

Tech Mahindra Ltd1.188%

Apollo Hospitals Enterprise Ltd1.184%

Hindustan Unilever Ltd1.174%

Coromandel International Ltd1.122%

Godrej Consumer Products Ltd1.097%

Power Finance Corp Ltd0.989%

Samvardhana Motherson International Ltd0.894%

Bharat Forge Ltd0.877%

Apollo Tyres Ltd0.872%

Britannia Industries Ltd0.777%

Bosch Ltd0.760%

HDFC Life Insurance Co Ltd0.695%

LG Electronics India Ltd0.660%

Schaeffler India Ltd0.647%

V-Guard Industries Ltd0.639%

Mphasis Ltd0.636%

Poonawalla Fincorp Ltd0.613%

Persistent Systems Ltd0.609%

Oberoi Realty Ltd0.575%

Gujarat State Petronet Ltd0.552%

Hero MotoCorp Ltd0.512%

Vishal Mega Mart Ltd0.491%

Anthem Biosciences Ltd0.471%

Hindustan Aeronautics Ltd Ordinary Shares0.410%

Astra Microwave Products Ltd0.408%

Polycab India Ltd0.386%

Swiggy Ltd0.353%

India Cements Ltd0.347%

Mahindra Lifespace Developers Ltd0.287%

Lenskart Solutions Ltd0.258%

Tata Motors Passenger Vehicles Ltd0.246%

Brainbees Solutions Ltd0.144%

Sector Allocation of Equity

Financial Services29.51%

Energy8.08%

Industrials9.91%

Communication Services4.06%

Utilities3.81%

Technology8.43%

Consumer Cyclical12.04%

Basic Materials9.03%

Consumer Defensive6.35%

Healthcare5.00%

Real Estate0.86%

Equity-0.23%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Large Cap Fund - Payout of Income Distribution cumcapital withdrawal option

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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.