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 Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option - Portfolio Analysis

Equity
Focused
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.09%Others: 4.91%

Market Cap

Large Cap: 61.98%Others: 6.38%Mid Cap: 18.89%Small Cap: 7.83%

Number of stocks

Top 10 Holdings

95.09% of portfolio

Market Cap of Equity

Large Cap

61.98%

Others

6.38%

Mid Cap

18.89%

Small Cap

7.83%

Companies Allocation of Equity

HDFC Bank Ltd6.317%

ICICI Bank Ltd5.393%

Bharti Airtel Ltd4.988%

State Bank of India4.741%

Shriram Finance Ltd4.651%

Reliance Industries Ltd4.430%

Eternal Ltd4.173%

Bharat Electronics Ltd3.812%

KEI Industries Ltd3.634%

Fortis Healthcare Ltd3.629%

NTPC Ltd3.491%

Maruti Suzuki India Ltd3.296%

Hero MotoCorp Ltd3.254%

Radico Khaitan Ltd3.140%

BSE Ltd3.095%

Axis Bank Ltd3.017%

UltraTech Cement Ltd2.876%

GE Vernova T&D India Ltd2.846%

Poonawalla Fincorp Ltd2.693%

Larsen & Toubro Ltd2.634%

InterGlobe Aviation Ltd2.594%

Divi's Laboratories Ltd2.589%

Tech Mahindra Ltd2.563%

Blue Star Ltd2.113%

SRF Ltd2.055%

Astra Microwave Products Ltd1.999%

Godrej Consumer Products Ltd1.814%

ICICI Prudential Asset Management Co Ltd1.733%

Persistent Systems Ltd1.517%

Sector Allocation of Equity

Financial Services31.64%

Communication Services4.99%

Energy4.43%

Consumer Cyclical10.72%

Industrials19.69%

Healthcare6.22%

Utilities3.49%

Consumer Defensive4.95%

Basic Materials2.88%

Technology6.08%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option

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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.