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 Infrastructure & Economic Reform Fund - Standard Plan-Growth - Portfolio Analysis

Equity
Infrastructure
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 99.04%Others: 0.96%

Market Cap

Large Cap: 44.93%Small Cap: 38.52%Mid Cap: 15.59%

Number of stocks

Top 10 Holdings

84.10% of portfolio

Market Cap of Equity

Large Cap

44.9300%

Small Cap

38.5200%

Mid Cap

15.5900%

Companies Allocation of Equity

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-15.72%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-14.14%

RELIANCE INDUSTRIES LIMITED EQ11.40%

INDUS TOWERS LIMITED EQ6.38%

KALPATARU POWER TRANSMISSION LTD EQ NEW F.V RS.2/-6.36%

V.S.T. TILLERS TRACTORS LIMITED EQ6.16%

CUMMINS INDIA LIMITED EQ FV RS.26.04%

SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-6.04%

SHREE CEMENT LIMITED EQ6.00%

ULTRATECH CEMENT LIMITED EQ5.86%

Sector Allocation of Equity

Construction18.29%

Telecom - Services10.26%

Petroleum Products7.74%

Agricultural, Commercial & Construction Vehicles5.08%

Industrial Products8.11%

Chemicals & Petrochemicals3.02%

Cement & Cement Products5.93%

Auto Components11.30%

Transport Services5.68%

Consumer Durables4.99%

Aerospace & Defense2.91%

Finance2.71%

Industrial Manufacturing2.80%

Realty2.15%

Power2.06%

Electrical Equipment4.30%

Gas0.87%

Other Utilities0.61%

Consumable Fuels0.23%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.