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 MIDCAP 150 MOMENTUM 50 INDEX FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 99.94%Others: 0.06%

Market Cap

Mid Cap: 96.24%Large Cap: 3.33%Small Cap: 0.37%

Number of stocks

Top 10 Holdings

82.78% of portfolio

Market Cap of Equity

Mid Cap

96.2400%

Large Cap

3.3300%

Small Cap

0.3700%

Companies Allocation of Equity

BSE LIMITED EQ NEW FV RS. 2/-10.68%

HERO MOTOCORP LIMITED EQ FV RS 29.92%

MUTHOOT FINANCE LIMITED EQ9.86%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-9.14%

AU SMALL FINANCE BANK LIMITED EQ9.14%

CUMMINS INDIA LIMITED EQ FV RS.27.56%

ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-7.50%

L & T FINANCE HOLDINGS LIMITED EQ6.76%

ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-6.38%

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-5.84%

Sector Allocation of Equity

Capital Markets8.44%

Automobiles4.96%

Finance14.70%

Banks15.66%

Industrial Products6.74%

Agricultural, Commercial & Construction Vehicles3.75%

Financial Technology (Fintech)3.19%

Insurance2.92%

Healthcare Services2.85%

Retailing2.55%

Electrical Equipment3.80%

Fertilizers & Agrochemicals3.56%

Transport Infrastructure2.24%

IT - Software4.00%

Telecom - Services3.68%

Pharmaceuticals & Biotechnology4.52%

Non - Ferrous Metals1.78%

Petroleum Products1.64%

Chemicals & Petrochemicals1.64%

Auto Components2.39%

Agricultural Food & other Products1.18%

Ferrous Metals1.07%

Cement & Cement Products1.50%

Diversified0.41%

Consumer Durables0.40%

Gas0.37%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

KOTAK NIFTY MIDCAP 150 MOMENTUM 50 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.