KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH

KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH - Portfolio Analysis

  • ₹17.2 (-0.392%)

    Current NAV 12-09-2024

  • 65.73%

    1Y Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Jun-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 99.1%
  • Others 0.44%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 84.6
Mid Cap 14.5

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Automobiles

Electrical Equipment

Aerospace & Defense

Power

Finance

Telecom - Services

Auto Components

Retailing

Transport Infrastructure

Consumable Fuels

Industrial Products

Pharmaceuticals & Biotechnology

Diversified Metals

Consumer Durables

Banks

Minerals & Mining

IT - Software

Realty

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
12-Sep-2024
Holdings PE Ratio
12-Sep-2024
1Y Return
National Thermal Power Corporation Ltd. Large Cap Power (24.18) 5.15% 18.27 71.75%
Tata Motors Ltd. Large Cap Automobiles (95.46) 5.09% 40.82 136.49%
Trent Ltd Large Cap Retailing (161.94) 5.04% 150.04 250.03%
Bharti Airtel Ltd. Large Cap Telecom - Services (166.5) 5.01% 94.61 83.66%
Adani Ports and Special Economic Zone Limited Large Cap Transport Infrastructure (161.6) 4.99% 34.82 71.12%
Siemens Ltd. Large Cap Electrical Equipment (116.13) 4.96% 96.54 73.43%
Bharat Electronics Ltd. Large Cap Aerospace & Defense (48.96) 4.85% 50.24 117.71%
Mahindra & Mahindra Ltd. Large Cap Automobiles (29.88) 4.84% 30.75 75.3%
Bajaj Auto Ltd. Large Cap Automobiles (40.22) 4.83% 40.87 143.14%
Hindustan Aeronautics Ltd. Large Cap Aerospace & Defense (48.96) 4.81% 37.62 135.34%
Coal India Limited Large Cap Consumable Fuels (19.29) 4.57% 8.33 82.64%
Rural Electrification Corporation Ltd. Large Cap Finance (17.22) 4.02% 10.29 130.31%
Power Finance Corporation Ltd. Large Cap Finance (17.22) 3.86% 8.05 123.47%
Tata Power Company Ltd. Large Cap Power (24.18) 3.73% 38.04 67.36%
Cummins India Ltd. Mid Cap Industrial Products (53.9) 3.73% 57.99 123.43%
Vedanta Ltd. Large Cap Diversified Metals (19.29) 3.13% 33.19 90.57%
Hero MotoCorp Ltd. Large Cap Automobiles (40.22) 2.98% 28.42 92.02%
Samvardhana Motherson International Ltd Large Cap Auto Components (116.48) 2.76% 40.92 92.67%
Dixon Technologies India Ltd Mid Cap Consumer Durables (223.12) 2.74% 177.93 154.92%
ABB India Ltd. Large Cap Electrical Equipment (124.01) 2.53% 0 75.11%
Bharat Heavy Electricals Ltd. Large Cap Electrical Equipment (118.74) 2.52% -857.1 111.29%
Punjab National Bank Large Cap Banks (11) 2.02% 10.17 62.65%
Indus Towers Ltd. Mid Cap Telecom - Services (26.49) 1.69% 17.65 138.15%
Lupin Ltd. Mid Cap Pharmaceuticals & Biotechnology (132.95) 1.63% 167.31 197.56%
Bharat Forge Ltd. Mid Cap Auto Components (26.29) 1.63% 0 0%
Zydus Lifesciences Ltd. Large Cap Pharmaceuticals & Biotechnology (50.18) 1.53% 26.11 78.53%
Bosch Limited Large Cap Auto Components (36.59) 1.38% 39.5 78.24%
NMDC Ltd. Mid Cap Minerals & Mining (10.05) 1.26% 10.88 109.86%
Oracle Financial Services Software Ltd Mid Cap IT - Software (38.16) 1.08% 43.05 170.37%
Oberoi Realty Limited Mid Cap Realty (104.46) 0.74% 29.28 54.68%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 0.44

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Triparty Repo 0.44% 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

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.

Top 5 holdings for KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH?

The top holdings of this fund are National Thermal Power Corporation Ltd., Tata Motors Ltd., Trent Ltd, Bharti Airtel Ltd., Adani Ports and Special Economic Zone Limited

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.

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.

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.

Top 5 Sector for KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH?

The major sectors of this fund are Automobiles, Electrical Equipment, Aerospace & Defense, Power, Finance.

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 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.

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