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 Equity Savings Fund - Regular - Growth - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 66.61%Debt: 12.86%

Market Cap

Large Cap: 48.49%Mid Cap: 12.00%Small Cap: 6.12%

Number of stocks

198

Top 10 Holdings

68.82% of portfolio

Market Cap of Equity

Large Cap

48.4900%

Mid Cap

12.0000%

Small Cap

6.1200%

Companies Allocation of Equity

STATE BANK OF INDIA EQ NEW RE. 1/-13.68%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-11.16%

MARUTI SUZUKI INDIA LIMITED EQ7.46%

INDUS TOWERS LIMITED EQ7.28%

HERO MOTOCORP LIMITED EQ FV RS 26.40%

ITC LIMITED EQ NEW FV RE.1/-5.14%

ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-4.86%

NTPC LIMITED EQ4.62%

RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-4.16%

RELIANCE INDUSTRIES LIMITED EQ4.06%

Sector Allocation of Equity

Banks13.02%

Telecom - Services9.90%

Automobiles7.56%

Diversified FMCG2.73%

Transport Infrastructure2.44%

Power3.84%

Beverages2.22%

Petroleum Products2.69%

Diversified Metals2.02%

Finance5.84%

Retailing2.57%

Aerospace & Defense1.16%

Cement & Cement Products2.00%

Leisure Services1.06%

IT - Software2.47%

Electrical Equipment0.65%

Metals & Minerals Trading0.50%

Insurance0.56%

Realty0.34%

Entertainment0.30%

Ferrous Metals0.66%

Industrial Manufacturing0.28%

Pharmaceuticals & Biotechnology0.76%

Minerals & Mining0.25%

Non - Ferrous Metals0.23%

Construction0.33%

Healthcare Services0.10%

Consumer Durables0.10%

Fertilizers & Agrochemicals0.02%

Transport Services0.01%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Equity Savings Fund - Regular - Growth

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Frequently Asked Questions

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.