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-IDCW option - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 97.73%Others: 2.27%

Market Cap

Large Cap: 46.92%Small Cap: 27.93%Mid Cap: 22.88%

Number of stocks

Top 10 Holdings

67.14% of portfolio

Market Cap of Equity

Large Cap

46.9200%

Small Cap

27.9300%

Mid Cap

22.8800%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-10.70%

ASTER DM HEALTHCARE LIMITED EQ7.56%

Bharti Hexacom Limited7.28%

HDFC BANK LIMITED EQ NEW FV RE. 1/-6.84%

AXIS BANK LIMITED EQ NE FV RS. 2/-6.34%

ZOMATO LIMITED EQ6.20%

VISHAL MEGA MART PRIVATE LIMITED EQ6.06%

GE T&D INDIA LIMITED EQ NEW RS. 2/-5.64%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.55.28%

UNO MINDA LIMITED EQ NEW FV RS. 2/-5.24%

Sector Allocation of Equity

Banks14.16%

Healthcare Services8.58%

Telecom - Services3.64%

Retailing8.69%

Electrical Equipment2.82%

Automobiles5.17%

Auto Components3.98%

IT - Software7.80%

Personal Products2.44%

Consumer Durables3.46%

Insurance5.29%

Petroleum Products1.82%

Realty4.73%

Construction3.34%

Pharmaceuticals & Biotechnology4.99%

Cement & Cement Products3.04%

Beverages1.63%

Industrial Manufacturing1.54%

Finance1.96%

Diversified FMCG1.19%

Power1.17%

Chemicals & Petrochemicals1.14%

Industrial Products2.87%

Commercial Services & Supplies1.01%

Aerospace & Defense0.89%

Transport Services0.38%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Business Cycle Fund-Regular Plan-IDCW option

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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.