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 - Monthly Payout of Income Distribution cum capital withdrawal option - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 71.78%Debt: 10.48%

Market Cap

Large Cap: 47.12%Mid Cap: 17.38%Small Cap: 7.28%

Number of stocks

196

Top 10 Holdings

72.94% of portfolio

Market Cap of Equity

Large Cap

47.1200%

Mid Cap

17.3800%

Small Cap

7.2800%

Companies Allocation of Equity

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-14.84%

STATE BANK OF INDIA EQ NEW RE. 1/-13.02%

INDUS TOWERS LIMITED EQ7.84%

MARUTI SUZUKI INDIA LIMITED EQ7.20%

HERO MOTOCORP LIMITED EQ FV RS 25.62%

ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-5.32%

MPHASIS LIMITED EQ5.24%

VEDANTA LIMITED EQ NEW RS.1/-4.64%

ITC LIMITED EQ NEW FV RE.1/-4.62%

ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-4.60%

Sector Allocation of Equity

Telecom - Services12.09%

Banks12.48%

Automobiles7.41%

Financial Technology (Fintech)2.66%

IT - Software4.46%

Diversified Metals2.32%

Diversified FMCG2.31%

Transport Infrastructure2.31%

Power3.47%

Beverages2.18%

Petroleum Products2.52%

Finance5.24%

Retailing3.64%

Electrical Equipment1.36%

Cement & Cement Products1.79%

Aerospace & Defense0.99%

Leisure Services0.91%

Construction0.53%

Entertainment0.30%

Industrial Manufacturing0.30%

Realty0.29%

Minerals & Mining0.26%

Ferrous Metals0.43%

Pharmaceuticals & Biotechnology0.75%

Non - Ferrous Metals0.23%

Insurance0.19%

Capital Markets0.11%

Healthcare Services0.09%

Consumer Durables0.08%

Metals & Minerals Trading0.06%

Transport Services0.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option

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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.