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 Contra Fund - Payout of Income Distribution cum capital withdrawal option - Portfolio Analysis

Equity
Contra
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.84%Others: 1.16%

Market Cap

Large Cap: 55.57%Mid Cap: 24.28%Small Cap: 18.99%

Number of stocks

Top 10 Holdings

98.84% of portfolio

Market Cap of Equity

Large Cap

55.57%

Mid Cap

24.28%

Small Cap

18.99%

Companies Allocation of Equity

HDFC Bank Ltd5.610%

ICICI Bank Ltd4.518%

State Bank of India3.632%

Reliance Industries Ltd3.280%

NTPC Ltd2.928%

Larsen & Toubro Ltd2.691%

Bharti Airtel Ltd2.625%

Hero MotoCorp Ltd2.619%

Shriram Finance Ltd2.614%

Fortis Healthcare Ltd2.392%

Maruti Suzuki India Ltd2.346%

Axis Bank Ltd2.148%

Tech Mahindra Ltd2.093%

Mphasis Ltd1.995%

Poonawalla Fincorp Ltd1.985%

UltraTech Cement Ltd1.970%

Bajaj Finance Ltd1.969%

Park Medi World Ltd1.900%

Swiggy Ltd1.835%

Infosys Ltd1.812%

GE Vernova T&D India Ltd1.807%

Bharat Electronics Ltd1.680%

Radico Khaitan Ltd1.618%

Ipca Laboratories Ltd1.510%

Jindal Steel Ltd1.502%

Indus Towers Ltd Ordinary Shares1.487%

IndusInd Bank Ltd1.466%

Dalmia Bharat Ltd1.458%

Piramal Finance Ltd1.417%

Bank of Maharashtra1.401%

SRF Ltd1.333%

Bank of Baroda1.332%

Coal India Ltd1.322%

Aptus Value Housing Finance India Ltd1.293%

Tata Steel Ltd1.267%

Century Plyboards (India) Ltd1.233%

Global Health Ltd1.212%

Godrej Consumer Products Ltd1.201%

Hindalco Industries Ltd1.198%

Ashok Leyland Ltd1.176%

KEI Industries Ltd1.169%

InterGlobe Aviation Ltd1.144%

Indian Bank1.135%

Voltas Ltd1.088%

Kalpataru Projects International Ltd1.083%

Jubilant Pharmova Ltd1.040%

Astra Microwave Products Ltd1.035%

UNO Minda Ltd1.030%

Jammu & Kashmir Bank Ltd1.001%

J.B. Chemicals & Pharmaceuticals Ltd0.994%

Metropolis Healthcare Ltd0.973%

Power Finance Corp Ltd0.957%

Ajanta Pharma Ltd0.938%

Vishal Mega Mart Ltd0.807%

LG Electronics India Ltd0.727%

ITC Ltd0.671%

Happy Forgings Ltd0.654%

Tenneco Clean Air India Ltd0.622%

Kotak Mahindra Bank Ltd0.539%

Bharat Petroleum Corp Ltd0.355%

Sector Allocation of Equity

Financial Services33.02%

Energy4.96%

Utilities2.93%

Industrials12.74%

Communication Services4.11%

Consumer Cyclical10.35%

Healthcare10.96%

Technology7.66%

Basic Materials8.63%

Consumer Defensive3.49%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Contra Fund - Payout of Income Distribution cum capital withdrawal 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.