₹13.37 0.063%
30-04-202434.43%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Large Cap | 58.26 |
| Mid Cap | 20.3 |
| Small Cap | 19.71 |
| Others | 1.14 |
Financial
Automobile
Services
Materials
Consumer Staples
Capital Goods
Construction
Healthcare
Technology
Consumer Discretionary
Metals & Mining
Energy
Insurance
Diversified
Chemicals
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 30-Apr-2024 |
Holdings | PE Ratio 30-Apr-2024 |
1Y Return |
|---|---|---|---|---|---|
| ICICI Bank Ltd. | Large Cap | Financial (19.95) | 5.25% | 19.03 | 25.3% |
| HDFC Bank Ltd. | Large Cap | Financial (19.95) | 3.56% | 17.99 | -10.13% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 3.48% | 28.68 | 29.81% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (33.22) | 3.23% | 29.94 | 49.09% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.88) | 3.2% | 40.47 | 52.24% |
| Reliance Industries Ltd. | Large Cap | Energy (42.19) | 3.09% | 28.49 | 21.11% |
| Larsen & Toubro Ltd. | Large Cap | Construction (48.1) | 2.85% | 39.92 | 51.9% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 2.67% | 0 | 0% |
| Bajaj Finance Ltd. | Large Cap | Financial (30.24) | 2.62% | 29.69 | 10.36% |
| Infosys Ltd. | Large Cap | Technology (31.65) | 2.62% | 22.49 | 13.46% |
| Century Plyboards (India) Ltd. | Small Cap | Materials (28.7) | 2.54% | 39.04 | 21.92% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (56.88) | 2.47% | 54.85 | 0% |
| Godrej Consumer Products Ltd. | Large Cap | Consumer Staples (59.03) | 2.4% | 70.32 | 35.4% |
| Bosch Ltd. | Mid Cap | Automobile (46.85) | 2.28% | 37.24 | 51.68% |
| Carborundum Universal Ltd. | Small Cap | Metals & Mining (73.35) | 2.26% | 58.59 | 32.5% |
| SBI Life Insurance Company Ltd. | Large Cap | Insurance (24.57) | 2.18% | 0 | 25.88% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 2.13% | 8.72 | 63.23% |
| Ambuja Cements Ltd. | Large Cap | Materials (26.26) | 2.05% | 0 | 0% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 1.96% | 44.61 | 34.3% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 1.94% | 0 | 0% |
| SRF Ltd. | Large Cap | Diversified (37.48) | 1.91% | 52.6 | 3.12% |
| Mahindra Lifespace Developers Ltd. | Small Cap | Construction (117.18) | 1.9% | 4827.92 | 61.74% |
| Zomato Ltd. | Large Cap | Services (36.51) | 1.81% | -10.49 | 85.47% |
| Whirlpool Of India Ltd. | Small Cap | Consumer Discretionary (135.44) | 1.71% | 94.13 | 13.5% |
| Oberoi Realty Ltd. | Mid Cap | Construction (106.85) | 1.7% | 33.21 | 61.61% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 1.68% | 28.3 | 41.05% |
| AU Small Finance Bank Ltd. | Mid Cap | Financial (17.76) | 1.66% | 0 | 95.96% |
| Blue Star Ltd. | Small Cap | Consumer Discretionary (77.43) | 1.65% | 59.97 | 102.23% |
| UNO Minda Ltd. | Mid Cap | Automobile (95.28) | 1.62% | 73.31 | 30.06% |
| SKF India Ltd. | Mid Cap | Capital Goods (45.59) | 1.6% | 43.01 | -3.49% |
| ITC Ltd. | Large Cap | Consumer Staples (29.02) | 1.55% | 26.51 | 2.46% |
| Honeywell Automation India Ltd. | Mid Cap | Capital Goods (104.5) | 1.54% | 0 | 26.64% |
| Dabur India Ltd. | Large Cap | Consumer Staples (59.03) | 1.52% | 50.38 | -4.7% |
| Indusind Bank Ltd. | Large Cap | Financial (19.95) | 1.4% | 13.14 | 31.56% |
| Cummins India Ltd. | Mid Cap | Capital Goods (67.95) | 1.39% | 59.33 | 108.13% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 1.35% | 33.85 | 6.16% |
| Indian Bank | Mid Cap | Financial (17.17) | 1.34% | 9.66 | 70.13% |
| Thermax Ltd. | Mid Cap | Capital Goods (62.7) | 1.33% | 91.28 | 104.36% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (52.6) | 1.33% | 44.92 | 10.4% |
| Computer Age Management Services Ltd. | Small Cap | Services (30.24) | 1.24% | 48.5 | 55.43% |
| Happy Forgings Ltd. | Small Cap | Metals & Mining (32.09) | 1.15% | 0 | -100% |
| Medi Assist Healthcare Services Ltd. | Services (220.41) | 1.14% | 61.47 | 0% | |
| Tech Mahindra Ltd. | Large Cap | Technology (31.65) | 1.08% | 52.28 | 23.27% |
| Bata India Ltd. | Small Cap | Consumer Discretionary (75.27) | 1.07% | 66.47 | -7.27% |
| CMS Info Systems Ltd. | Small Cap | Services (47.25) | 1.05% | 20.17 | 42.5% |
| Container Corporation Of India Ltd. | Mid Cap | Services (37.91) | 1.03% | 51.23 | 67.97% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 0.93% | 26.45 | -0.13% |
| Inox India Ltd. | Small Cap | Metals & Mining (62.7) | 0.91% | 67.92 | 0% |
| Ipca Laboratories Ltd. | Mid Cap | Healthcare (56.88) | 0.78% | 60.12 | 88.4% |
| Hero Motocorp Ltd. | Mid Cap | Automobile (38.44) | 0.75% | 25.12 | 77.79% |
| VIP Industries Ltd. | Small Cap | Consumer Discretionary (24.33) | 0.65% | 105.37 | -7.55% |
| Elin Electronics Ltd. | Small Cap | Capital Goods (62.91) | 0.61% | 69.5 | 24.06% |
| Cyient Ltd. | Small Cap | Technology (31.65) | 0.6% | 29.46 | 53.39% |
| Azad Engineering Ltd. | Small Cap | Capital Goods (52.12) | 0.6% | 0 | 0% |
| PI Industries Ltd. | Mid Cap | Chemicals (36.02) | 0.47% | 34.79 | 7.95% |
| Minda Corporation Ltd. | Small Cap | Automobile (46.01) | 0.44% | 0 | 0% |
| Vedant Fashions Ltd. | Mid Cap | Services (9.67) | 0.14% | 0 | 100.72% |
| Allocation | |
|---|---|
| Others | 0.59 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.7% | 0% | ||
| Others | Others | -0.11% | 0% |
Frequently Asked Questions’s
What is Market cap allocation in the portfolio?
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.
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.
Top 5 holdings for Kotak Business Cycle Fund?
The top holdings of this fund are ICICI Bank Ltd., HDFC Bank Ltd., Axis Bank Ltd., Maruti Suzuki India Ltd., Sun Pharmaceutical Industries Ltd.
Top 5 Sector for Kotak Business Cycle Fund?
The major sectors of this fund are Financial, Automobile, Services, Materials, Consumer Staples.
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.
