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 Commodities Index Fund - Regular (G) - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 100.21%

Market Cap

Large Cap: 76.49%Others: 4.06%Mid Cap: 16.04%Small Cap: 3.63%

Number of stocks

Top 10 Holdings

100.21% of portfolio

Market Cap of Equity

Large Cap

76.49%

Others

4.06%

Mid Cap

16.04%

Small Cap

3.63%

Companies Allocation of Equity

Reliance Industries Ltd9.117%

NTPC Ltd8.364%

Tata Steel Ltd7.722%

Hindalco Industries Ltd6.641%

UltraTech Cement Ltd6.064%

JSW Steel Ltd5.240%

Oil & Natural Gas Corp Ltd5.143%

Coal India Ltd4.831%

Grasim Industries Ltd4.702%

Adani Power Ltd4.056%

Tata Power Co Ltd3.289%

Bharat Petroleum Corp Ltd2.691%

Indian Oil Corp Ltd2.349%

Adani Energy Solutions Ltd2.058%

Vedanta Ltd2.039%

Jindal Steel Ltd2.002%

Pidilite Industries Ltd1.886%

Adani Green Energy Ltd1.818%

SRF Ltd1.616%

UPL Ltd1.591%

Hindustan Petroleum Corp Ltd1.590%

APL Apollo Tubes Ltd1.532%

Torrent Power Ltd1.458%

Shree Cement Ltd1.430%

NMDC Ltd1.381%

JSW Energy Ltd1.337%

Ambuja Cements Ltd1.197%

Oil India Ltd1.183%

NHPC Ltd1.163%

PI Industries Ltd1.094%

Malco Energy Limited0.907%

Talwandi Sabo Power Ltd.0.907%

Vedanta Aluminium Metal Ltd0.907%

Vedanta Iron & Steel Ltd0.907%

Sector Allocation of Equity

Energy26.91%

Utilities23.54%

Basic Materials44.52%

Industrials1.62%

Equity3.63%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Nifty Commodities Index Fund - Regular (G)

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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.