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 ACTIVE MOMENTUM FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 94.44%Others: 5.56%

Market Cap

Mid Cap: 65.34%Large Cap: 28.92%Small Cap: 0.18%

Number of stocks

Top 10 Holdings

57.54% of portfolio

Market Cap of Equity

Mid Cap

65.3400%

Large Cap

28.9200%

Small Cap

0.1800%

Companies Allocation of Equity

MUTHOOT FINANCE LIMITED EQ7.08%

BSE LIMITED EQ NEW FV RS. 2/-6.88%

LAURUS LABS LIMITED EQ NEW FV RS. 2/-6.32%

ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-6.14%

GE T&D INDIA LIMITED EQ NEW RS. 2/-5.46%

EICHER MOTORS LIMITED EQ NEW FV RE. 1/-5.38%

Canara Bank5.28%

ADITYA BIRLA CAPITAL LIMITED EQ5.28%

RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-5.28%

NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-4.44%

Sector Allocation of Equity

Finance8.68%

Capital Markets6.69%

Pharmaceuticals & Biotechnology11.29%

Financial Technology (Fintech)3.07%

Electrical Equipment4.88%

Automobiles7.63%

Banks6.74%

Beverages4.24%

Non - Ferrous Metals3.61%

Petroleum Products6.07%

Industrial Products5.31%

Fertilizers & Agrochemicals1.99%

Transport Infrastructure2.11%

Diversified Metals1.80%

Telecom - Services1.77%

IT - Software7.84%

Minerals & Mining1.67%

Leisure Services1.45%

Insurance1.44%

Consumer Durables1.77%

Cement & Cement Products1.24%

Healthcare Services0.79%

Chemicals & Petrochemicals0.61%

Ferrous Metals0.22%

Agricultural, Commercial & Construction Vehicles0.21%

Auto Components0.34%

Industrial Manufacturing0.19%

Transport Services0.18%

Aerospace & Defense0.17%

Food Products0.17%

Retailing0.14%

Power0.13%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

KOTAK ACTIVE MOMENTUM FUND REGULAR PLAN IDCW REINVESTMENT

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Everything You Need To Know To Get Started With Confidence

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.