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 Flexicap Fund - Growth - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.46%Others: 2.54%

Market Cap

Large Cap: 73.21%Mid Cap: 19.97%Small Cap: 4.26%Equity: 0.02%

Number of stocks

Top 10 Holdings

85.14% of portfolio

Market Cap of Equity

Large Cap

73.2100%

Mid Cap

19.9700%

Small Cap

4.2600%

Equity

0.0200%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-13.86%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-11.32%

ICICI BANK LIMITED EQ NEW FV RS. 2/-10.46%

STATE BANK OF INDIA EQ NEW RE. 1/-8.28%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-7.66%

AXIS BANK LIMITED EQ NE FV RS. 2/-7.20%

JINDAL STEEL & POWER LIMITED EQ. NEW RS.17.10%

SRF LIMITED EQ6.80%

ZOMATO LIMITED EQ6.30%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.16%

Sector Allocation of Equity

Banks22.91%

Aerospace & Defense5.66%

Construction4.42%

Ferrous Metals3.55%

Chemicals & Petrochemicals6.08%

Retailing3.41%

Telecom - Services3.21%

IT - Software6.94%

Cement & Cement Products6.02%

Petroleum Products4.95%

Transport Services2.42%

Automobiles4.41%

Finance2.25%

Auto Components3.95%

Pharmaceuticals & Biotechnology2.82%

Gas2.37%

Capital Markets2.58%

Non - Ferrous Metals1.18%

Electrical Equipment1.18%

Diversified FMCG1.07%

Power2.13%

Insurance0.80%

Industrial Products0.76%

Agricultural, Commercial & Construction Vehicles0.63%

Fertilizers & Agrochemicals0.60%

Beverages0.60%

Personal Products0.54%

Food Products0.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Flexicap 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.