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 Business Cycle Fund-Regular Plan--Growth - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.06%Others: 2.94%

Market Cap

Large Cap: 42.49%Others: 10.86%Small Cap: 25.61%Mid Cap: 18.09%

Number of stocks

Top 10 Holdings

97.06% of portfolio

Market Cap of Equity

Large Cap

42.49%

Others

10.86%

Small Cap

25.61%

Mid Cap

18.09%

Companies Allocation of Equity

ICICI Bank Ltd8.184%

Axis Bank Ltd4.226%

Aditya Infotech Ltd3.864%

Aster DM Healthcare Ltd Ordinary Shares3.820%

Eternal Ltd3.238%

Krishna Institute of Medical Sciences Ltd3.217%

Bharti Hexacom Ltd3.129%

HDFC Bank Ltd2.795%

Vijaya Diagnostic Centre Ltd2.720%

Shriram Finance Ltd2.633%

Maruti Suzuki India Ltd2.594%

Vishal Mega Mart Ltd2.493%

Avenue Supermarts Ltd2.299%

Godrej Consumer Products Ltd2.271%

360 One Wam Ltd Ordinary Shares2.228%

Century Plyboards (India) Ltd2.222%

Mahindra & Mahindra Ltd2.173%

Indian Bank2.173%

ICICI Lombard General Insurance Co Ltd1.993%

SBI Life Insurance Co Ltd1.976%

UltraTech Cement Ltd1.966%

Infosys Ltd1.843%

Mphasis Ltd1.716%

Reliance Industries Ltd1.658%

Brigade Enterprises Ltd1.610%

Kalpataru Projects International Ltd1.595%

United Spirits Ltd1.492%

Mankind Pharma Ltd1.476%

Oberoi Realty Ltd1.467%

NTPC Ltd1.435%

UNO Minda Ltd1.412%

Sagility Ltd1.284%

Happy Forgings Ltd1.283%

Aptus Value Housing Finance India Ltd1.251%

Mahindra Lifespace Developers Ltd1.188%

LG Electronics India Ltd1.178%

ICICI Prudential Asset Management Co Ltd1.164%

Jubilant Ingrevia Ltd Ordinary Shares1.147%

TVS Motor Co Ltd1.091%

Tenneco Clean Air India Ltd1.022%

Hexaware Technologies Ltd Ordinary Shares1.005%

ITC Ltd0.925%

Hindustan Aeronautics Ltd Ordinary Shares0.850%

CMS Info Systems Ltd0.828%

Tech Mahindra Ltd0.769%

Medi Assist Healthcare Services Ltd0.728%

Vedanta Ltd0.709%

Bansal Wire Industries Ltd0.677%

Brainbees Solutions Ltd0.445%

Western Carriers (India) Ltd0.335%

Malco Energy Limited0.316%

Talwandi Sabo Power Ltd.0.316%

Vedanta Aluminium Metal Ltd0.316%

Vedanta Iron & Steel Ltd0.316%

Sector Allocation of Equity

Financial Services28.62%

Industrials8.76%

Healthcare13.24%

Consumer Cyclical14.47%

Communication Services3.13%

Consumer Defensive6.99%

Basic Materials6.72%

Technology6.51%

Energy1.66%

Real Estate4.27%

Utilities1.43%

Equity1.26%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Business Cycle Fund-Regular Plan--Growth

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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.