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

Equity
Infrastructure
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 99.80%Others: 0.20%

Market Cap

Large Cap: 41.89%Mid Cap: 16.64%Small Cap: 31.90%Others: 9.37%

Number of stocks

Top 10 Holdings

99.80% of portfolio

Market Cap of Equity

Large Cap

41.89%

Mid Cap

16.64%

Small Cap

31.90%

Others

9.37%

Companies Allocation of Equity

Larsen & Toubro Ltd10.268%

Bharti Airtel Ltd5.367%

Reliance Industries Ltd4.763%

Indus Towers Ltd Ordinary Shares3.887%

Solar Industries India Ltd3.513%

Kalpataru Projects International Ltd3.319%

Cummins India Ltd3.236%

UltraTech Cement Ltd2.929%

VST Tillers Tractors Ltd2.835%

Shree Cement Ltd2.753%

Bosch Ltd2.655%

Mahindra Logistics Ltd2.418%

KSH International Ltd2.181%

Ashok Leyland Ltd2.049%

Sansera Engineering Ltd2.013%

Atlanta Electricals Ltd1.972%

Engineers India Ltd1.911%

Bharat Electronics Ltd1.817%

Kajaria Ceramics Ltd1.802%

Shriram Finance Ltd1.778%

Greenpanel Industries Ltd Ordinary Shares1.736%

Ratnamani Metals & Tubes Ltd1.605%

ABB India Ltd1.539%

Schaeffler India Ltd1.478%

InterGlobe Aviation Ltd1.466%

Container Corporation of India Ltd1.447%

Carborundum Universal Ltd1.444%

Bharat Forge Ltd1.427%

Samvardhana Motherson International Ltd1.425%

G R Infraprojects Ltd1.425%

Astra Microwave Products Ltd1.423%

Ashoka Buildcon Ltd1.375%

Power Finance Corp Ltd1.361%

Emmvee Photovoltaic Power Ltd1.358%

Azad Engineering Ltd1.314%

V-Guard Industries Ltd1.252%

Mahindra Lifespace Developers Ltd1.223%

Park Medi World Ltd1.198%

AIA Engineering Ltd1.198%

NTPC Ltd1.181%

Jyoti CNC Automation Ltd1.158%

Petronet LNG Ltd0.945%

Oil India Ltd0.931%

Apollo Tyres Ltd0.929%

Exide Industries Ltd0.896%

M & B Engineering Ltd0.882%

WPIL Ltd0.793%

Brigade Enterprises Ltd0.571%

H.G. Infra Engineering Ltd Ordinary Shares0.495%

Concord Enviro Systems Ltd0.458%

Gujarat State Petronet Ltd0.397%

Sector Allocation of Equity

Industrials49.60%

Communication Services9.25%

Energy6.64%

Basic Materials12.54%

Consumer Cyclical10.82%

Financial Services3.14%

Technology2.78%

Real Estate1.79%

Healthcare1.20%

Utilities2.04%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Payout of Income Distribution cum capital withdrawal option

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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.