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 ALPHA 50 INDEX FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 100.17%

Market Cap

Mid Cap: 53.33%Small Cap: 24.80%Others: 6.84%Large Cap: 15.19%

Number of stocks

Top 10 Holdings

100.17% of portfolio

Market Cap of Equity

Mid Cap

53.33%

Small Cap

24.80%

Others

6.84%

Large Cap

15.19%

Companies Allocation of Equity

GE Vernova T&D India Ltd5.018%

Hindustan Copper Ltd4.078%

Hitachi Energy India Ltd Ordinary Shares4.048%

Multi Commodity Exchange of India Ltd3.708%

Aditya Birla Capital Ltd3.145%

RBL Bank Ltd2.834%

Laurus Labs Ltd2.794%

L&T Finance Ltd2.793%

Apar Industries Ltd2.609%

Karur Vysya Bank Ltd2.518%

National Aluminium Co Ltd2.486%

Canara Bank2.392%

Ashok Leyland Ltd2.331%

Polycab India Ltd2.327%

Cummins India Ltd2.284%

Indian Bank2.272%

Delhivery Ltd2.221%

Max Financial Services Ltd2.184%

Bharat Forge Ltd2.182%

AU Small Finance Bank Ltd2.168%

Glenmark Pharmaceuticals Ltd2.131%

Bharat Electronics Ltd2.120%

BSE Ltd2.100%

The Federal Bank Ltd2.034%

Navin Fluorine International Ltd1.977%

Bank of India1.975%

State Bank of India1.970%

Union Bank of India1.877%

FSN E-Commerce Ventures Ltd1.867%

TVS Motor Co Ltd1.832%

Eicher Motors Ltd1.787%

Shriram Finance Ltd1.707%

Solar Industries India Ltd1.638%

Muthoot Finance Ltd1.584%

Fortis Healthcare Ltd1.560%

Poonawalla Fincorp Ltd1.506%

IIFL Finance Ltd1.443%

Adani Power Ltd1.427%

One97 Communications Ltd1.266%

HDFC Asset Management Co Ltd1.159%

Manappuram Finance Ltd1.058%

SBI Life Insurance Co Ltd1.036%

Amber Enterprises India Ltd Ordinary Shares1.031%

Radico Khaitan Ltd0.858%

Vedanta Ltd0.779%

Narayana Hrudayalaya Ltd0.634%

Mahindra & Mahindra Ltd0.556%

Bharat Dynamics Ltd Ordinary Shares0.511%

Maruti Suzuki India Ltd0.499%

Redington Ltd0.466%

Malco Energy Limited0.346%

Talwandi Sabo Power Ltd.0.346%

Vedanta Aluminium Metal Ltd0.346%

Vedanta Iron & Steel Ltd0.346%

Sector Allocation of Equity

Industrials23.47%

Basic Materials10.96%

Financial Services43.46%

Healthcare7.12%

Consumer Cyclical9.75%

Utilities1.43%

Technology1.73%

Consumer Defensive0.86%

Equity1.38%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

KOTAK NIFTY ALPHA 50 INDEX FUND REGULAR PLAN IDCW PAYOUT

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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.