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 Aggressive Hybrid Fund - Growth - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 79.10%Others: 8.78%Debt: 12.12%

Market Cap

Large Cap: 37.44%Mid Cap: 28.20%Others: 6.36%Small Cap: 7.10%

Number of stocks

115

Top 10 Holdings

79.09% of portfolio

Market Cap of Equity

Large Cap

37.44%

Mid Cap

28.20%

Others

6.36%

Small Cap

7.10%

Companies Allocation of Equity

Eternal Ltd3.810%

GE Vernova T&D India Ltd3.484%

Bharti Airtel Ltd3.474%

Fortis Healthcare Ltd3.419%

HDFC Bank Ltd3.386%

State Bank of India3.091%

Cholamandalam Investment and Finance Co Ltd2.835%

UltraTech Cement Ltd2.410%

Bajaj Finance Ltd2.158%

Power Finance Corp Ltd2.128%

Bharat Electronics Ltd2.122%

Shriram Finance Ltd1.990%

Infosys Ltd1.826%

Oracle Financial Services Software Ltd1.800%

Apar Industries Ltd1.716%

Mphasis Ltd1.638%

ICICI Bank Ltd1.521%

Solar Industries India Ltd1.340%

Century Plyboards (India) Ltd1.257%

Avanti Feeds Ltd1.250%

Jindal Steel Ltd1.248%

Techno Electric & Engineering Co Ltd1.182%

Ipca Laboratories Ltd1.167%

Nippon Life India Asset Management Ltd Ordinary Shares1.159%

SRF Ltd1.143%

Bank of Baroda1.092%

United Spirits Ltd1.079%

Swiggy Ltd1.065%

BSE Ltd1.053%

Tata Power Co Ltd1.029%

LG Electronics India Ltd1.000%

Havells India Ltd0.998%

Poonawalla Fincorp Ltd0.977%

Bank of Maharashtra0.963%

Sun Pharmaceuticals Industries Ltd0.942%

PI Industries Ltd0.937%

Reliance Industries Ltd0.893%

UNO Minda Ltd0.888%

REC Ltd0.883%

ICICI Lombard General Insurance Co Ltd0.821%

NTPC Ltd0.821%

JK Cement Ltd0.816%

J.B. Chemicals & Pharmaceuticals Ltd0.784%

Indian Bank0.784%

Schaeffler India Ltd0.766%

Bharat Petroleum Corp Ltd0.748%

Polycab India Ltd0.740%

Prudent Corporate Advisory Services Ltd0.736%

Vishal Mega Mart Ltd0.725%

Deepak Nitrite Ltd0.717%

Tata Capital Ltd0.607%

Nuvama Wealth Management Ltd0.606%

Oberoi Realty Ltd0.593%

Birlasoft Ltd0.584%

Tech Mahindra Ltd0.544%

Max Healthcare Institute Ltd Ordinary Shares0.524%

MRF Ltd0.500%

VST Tillers Tractors Ltd0.326%

Sector Allocation of Equity

Consumer Cyclical7.75%

Industrials11.71%

Communication Services3.47%

Healthcare6.84%

Financial Services26.79%

Basic Materials8.72%

Technology7.39%

Consumer Defensive2.33%

Utilities1.85%

Energy1.64%

Real Estate0.59%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Aggressive Hybrid Fund - Growth

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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.