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

Equity
Mid Cap
Status: Open

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 98.88%Others: 1.12%

Market Cap

Mid Cap: 70.07%Large Cap: 13.85%Small Cap: 14.96%

Number of stocks

Top 10 Holdings

57.66% of portfolio

Market Cap of Equity

Mid Cap

70.0700%

Large Cap

13.8500%

Small Cap

14.9600%

Companies Allocation of Equity

FORTIS HEALTHCARE LIMITED. EQ8.38%

GE T&D INDIA LIMITED EQ NEW RS. 2/-7.90%

MPHASIS LIMITED EQ6.04%

DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-5.66%

VISHAL MEGA MART PRIVATE LIMITED EQ5.32%

IPCA LABORATORIES LIMITED EQ NEW FV RE .1/-5.06%

J.K.CEMENT LIMITED EQ5.00%

INDIAN BANK EQ4.84%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-4.74%

OBEROI REALTY LIMITED EQ4.72%

Sector Allocation of Equity

Healthcare Services7.67%

Electrical Equipment5.50%

IT - Software9.95%

Consumer Durables7.47%

Retailing6.77%

Pharmaceuticals & Biotechnology4.09%

Cement & Cement Products3.86%

Banks3.80%

Aerospace & Defense2.37%

Realty2.36%

Telecom - Services2.28%

Chemicals & Petrochemicals5.26%

Industrial Products5.01%

Fertilizers & Agrochemicals3.70%

Auto Components7.19%

Petroleum Products1.91%

Finance10.27%

Insurance2.69%

Capital Markets3.02%

Oil1.09%

Personal Products1.02%

Ferrous Metals0.91%

Construction0.56%

Equity0.13%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Midcap 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.