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 MNC FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Equity
MNC Themes
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 99.63%Others: 0.37%

Market Cap

Large Cap: 43.93%Small Cap: 29.51%Mid Cap: 26.19%

Number of stocks

Top 10 Holdings

91.58% of portfolio

Market Cap of Equity

Large Cap

43.9300%

Small Cap

29.5100%

Mid Cap

26.1900%

Companies Allocation of Equity

MARUTI SUZUKI INDIA LIMITED EQ18.76%

BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 114.56%

HINDUSTAN UNILEVER LIMITED EQ F.V. RS 112.52%

Nestle India Ltd7.82%

VEDANTA LIMITED EQ NEW RS.1/-7.46%

Ami Organics Limited6.76%

ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-6.18%

JB Chemicals & Pharmaceuticals Limited5.94%

UNITED SPIRITS LIMITED EQ NEW FV RS. 2/-5.94%

GE T&D INDIA LIMITED EQ NEW RS. 2/-5.64%

Sector Allocation of Equity

Automobiles10.48%

Food Products11.19%

Diversified FMCG6.26%

Diversified Metals3.73%

Pharmaceuticals & Biotechnology14.35%

Agricultural, Commercial & Construction Vehicles3.09%

Beverages2.97%

Electrical Equipment10.39%

IT - Software4.41%

Capital Markets2.48%

Industrial Products6.57%

Healthcare Services4.23%

Telecom - Services2.18%

Auto Components6.61%

Retailing2.14%

Aerospace & Defense2.09%

Granites & Marbles1.48%

Industrial Manufacturing1.47%

Consumer Durables1.42%

Chemicals & Petrochemicals1.23%

Finance0.86%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

KOTAK MNC FUND REGULAR PLAN IDCW PAYOUT

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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.