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 Large & Midcap Fund - Growth - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.90%Others: 1.10%

Market Cap

Large Cap: 46.83%Mid Cap: 38.91%Others: 6.53%Small Cap: 6.63%

Number of stocks

Top 10 Holdings

98.90% of portfolio

Market Cap of Equity

Large Cap

46.83%

Mid Cap

38.91%

Others

6.53%

Small Cap

6.63%

Companies Allocation of Equity

HDFC Bank Ltd4.974%

State Bank of India4.415%

Bharat Electronics Ltd3.992%

Eternal Ltd2.940%

ICICI Bank Ltd2.924%

Axis Bank Ltd2.599%

Larsen & Toubro Ltd2.455%

BSE Ltd2.407%

Bharti Airtel Ltd2.370%

Ashok Leyland Ltd2.250%

Linde India Ltd2.117%

Bharat Forge Ltd2.115%

Jindal Steel Ltd2.103%

Coromandel International Ltd2.096%

Bajaj Finance Ltd2.091%

Hero MotoCorp Ltd2.065%

Sun Pharmaceuticals Industries Ltd1.913%

Hindustan Petroleum Corp Ltd1.733%

Shriram Finance Ltd1.704%

Reliance Industries Ltd1.703%

Infosys Ltd1.692%

Indian Bank1.690%

Mphasis Ltd1.656%

Cummins India Ltd1.567%

Tech Mahindra Ltd1.559%

Biocon Ltd1.546%

IndusInd Bank Ltd1.514%

SRF Ltd1.457%

Piramal Finance Ltd1.456%

Fortis Healthcare Ltd1.434%

Motilal Oswal Financial Services Ltd1.429%

Dalmia Bharat Ltd1.402%

Torrent Power Ltd1.377%

ABB India Ltd1.374%

UltraTech Cement Ltd1.341%

Apollo Tyres Ltd1.282%

Ipca Laboratories Ltd1.270%

Power Grid Corp Of India Ltd1.263%

Blue Star Ltd1.141%

Poonawalla Fincorp Ltd1.116%

JK Cement Ltd1.092%

NTPC Ltd1.056%

Schaeffler India Ltd1.001%

India Cements Ltd0.995%

InterGlobe Aviation Ltd0.994%

United Spirits Ltd0.953%

Bharat Petroleum Corp Ltd0.944%

Kotak Mahindra Bank Ltd0.919%

Voltas Ltd0.898%

CRISIL Ltd0.886%

Maruti Suzuki India Ltd0.880%

Astra Microwave Products Ltd0.856%

GlaxoSmithKline Pharmaceuticals Ltd0.850%

Bank of Maharashtra0.777%

Kalpataru Projects International Ltd0.661%

Swiggy Ltd0.625%

Tata Chemicals Ltd0.552%

Thermax Ltd0.505%

Oberoi Realty Ltd0.502%

Sun TV Network Ltd0.480%

Ajanta Pharma Ltd0.467%

Petronet LNG Ltd0.457%

OBEROI REALTY LTD-MAY20260.383%

Honeywell Automation India Ltd0.380%

One97 Communications Ltd0.362%

BEML Ltd0.358%

Bosch Ltd0.238%

Gujarat State Petronet Ltd0.216%

VOLTAS LTD.-MAY20260.047%

BLUE STAR LTD.-MAY20260.037%

Sector Allocation of Equity

Financial Services30.90%

Industrials17.13%

Consumer Cyclical12.04%

Communication Services2.85%

Basic Materials11.70%

Healthcare7.48%

Energy4.84%

Technology6.12%

Utilities3.91%

Consumer Defensive0.95%

Real Estate0.50%

Equity0.47%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Large & Midcap 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.