₹15.76 -0.003%
17-05-20240%
Min. SIP ₹100
Min. Investment ₹100
Allocation | |
---|---|
Large Cap | 68.75 |
Mid Cap | 31.38 |
Automobile
Healthcare
Capital Goods
Financial
Construction
Services
Materials
Energy
Consumer Staples
Metals & Mining
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 18-May-2024 |
Holdings | PE Ratio 18-May-2024 |
1Y Return |
---|---|---|---|---|---|
Trent Ltd. | Large Cap | Services (97.23) | 6.11% | 111.14 | 211.99% |
Tata Motors Ltd. | Large Cap | Automobile (95.46) | 5.76% | 40.82 | 136.49% |
Hindustan Aeronautics Ltd. | Large Cap | Capital Goods (29.93) | 5.74% | 41.38 | 204.84% |
Bajaj Auto Ltd. | Large Cap | Automobile (33.73) | 5.66% | 31.84 | 94.63% |
Coal India Ltd. | Large Cap | Materials (19.32) | 5.1% | 8.9 | 95.99% |
REC Ltd. | Large Cap | Financial (16.83) | 4.98% | 10.13 | 320.27% |
NTPC Ltd. | Large Cap | Energy (22.46) | 4.83% | 18.2 | 109.14% |
Power Finance Corporation Ltd. | Large Cap | Financial (16.83) | 4.63% | 7.76 | 252.32% |
Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (47.56) | 4.53% | 17.38 | 31.47% |
Bharat Electronics Ltd. | Large Cap | Capital Goods (52.68) | 4.28% | 53.09 | 140.69% |
TVS Motor Company Ltd. | Large Cap | Automobile (33.69) | 4.24% | 61.55 | 76.12% |
Larsen & Toubro Ltd. | Large Cap | Construction (41.28) | 4.24% | 37.31 | 58.36% |
Lupin Ltd. | Mid Cap | Healthcare (132.95) | 3.9% | 167.31 | 197.56% |
Aurobindo Pharma Ltd. | Mid Cap | Healthcare (47.56) | 3.8% | 25.46 | 100.88% |
Hero Motocorp Ltd. | Mid Cap | Automobile (33.73) | 3.74% | 27.19 | 86.29% |
Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (62.37) | 3.6% | -910 | 279.07% |
DLF Ltd. | Large Cap | Construction (114.47) | 3.56% | 77.13 | 84.68% |
Colgate-Palmolive (India) Ltd. | Mid Cap | Consumer Staples (61.36) | 2.9% | 0 | 64.62% |
Polycab India Ltd. | Large Cap | Capital Goods (54.27) | 2.67% | 54.7 | 90.72% |
NMDC Ltd. | Mid Cap | Metals & Mining (10.05) | 2.47% | 10.88 | 109.86% |
Punjab National Bank | Large Cap | Financial (12.04) | 2.42% | 15.25 | 160.21% |
Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 2.05% | 0 | 0% |
Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 1.95% | 57.92 | -8.63% |
Zydus Lifesciences Ltd. | Mid Cap | Healthcare (47.56) | 1.75% | 28.33 | 117.73% |
Ipca Laboratories Ltd. | Mid Cap | Healthcare (47.56) | 1.39% | 58.64 | 93.25% |
Oberoi Realty Ltd. | Mid Cap | Construction (114.47) | 1.31% | 32.74 | 94.91% |
L&T Finance Ltd. | Mid Cap | Financial (31.65) | 0.94% | 17.23 | 61.52% |
Escorts Kubota Ltd. | Mid Cap | Automobile (45.43) | 0.7% | 41.18 | 87.5% |
The Ramco Cements Ltd. | Mid Cap | Materials (47.1) | 0.48% | 48.58 | 0.36% |
Sun TV Network Ltd. | Mid Cap | Services (32.89) | 0.4% | 0 | -100% |
Allocation | |
---|---|
Others | -0.13 |
Others
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
---|---|---|---|---|---|
Others | Others | 0.49% | 0% | ||
Others | Others | -0.62% | 0% |
Frequently Asked Questions’s
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.
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 holdings for KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN IDCW PAYOUT?
The top holdings of this fund are Trent Ltd., Tata Motors Ltd., Hindustan Aeronautics Ltd., Bajaj Auto Ltd., Coal India Ltd.
Top 5 Sector for KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN IDCW PAYOUT?
The major sectors of this fund are Automobile, Healthcare, Capital Goods, Financial, Construction.
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.