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 NIFTY 100 EQUAL WEIGHT INDEX FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 99.85%Others: 0.15%

Market Cap

Large Cap: 95.80%Mid Cap: 4.03%Equity: 0.02%

Number of stocks

102

Top 10 Holdings

20.76% of portfolio

Market Cap of Equity

Large Cap

95.8000%

Mid Cap

4.0300%

Equity

0.0200%

Companies Allocation of Equity

JSW STEEL LIMITED EQ NEW FV RE. 1/-2.12%

TATA STEEL LIMITED EQ NEW FV RE.1/-2.12%

JINDAL STEEL & POWER LIMITED EQ. NEW RS.12.12%

BHARAT PETROLEUM CORPORATION LTD. EQ2.08%

AXIS BANK LIMITED EQ NE FV RS. 2/-2.06%

INDIAN OIL CORPORATION LIMITED EQ2.06%

Canara Bank2.06%

Shriram Finance Limited2.06%

BANK OF BARODA EQ NEW FV RS. 2/-2.04%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.04%

Sector Allocation of Equity

Ferrous Metals3.18%

Petroleum Products3.07%

Banks8.10%

Finance9.93%

Automobiles7.06%

Oil1.02%

Non - Ferrous Metals1.97%

Personal Products1.01%

Agricultural Food & other Products1.01%

Beverages2.01%

Food Products2.02%

Consumer Durables3.01%

Chemicals & Petrochemicals1.99%

Power6.99%

Pharmaceuticals & Biotechnology5.98%

Construction1.00%

Cement & Cement Products3.99%

Insurance4.00%

Gas1.00%

Diversified Metals1.00%

IT - Software5.87%

Aerospace & Defense1.99%

Auto Components2.00%

Metals & Minerals Trading1.00%

Diversified FMCG1.98%

Leisure Services0.99%

Electrical Equipment3.92%

Retailing3.93%

Telecom - Services0.99%

Consumable Fuels0.99%

Transport Services0.99%

Realty1.96%

Healthcare Services1.95%

Transport Infrastructure0.98%

Industrial Manufacturing0.97%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

KOTAK NIFTY 100 EQUAL WEIGHT INDEX FUND REGULAR PLAN IDCW REINVESTMENT

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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.