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 50 INDEX FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 99.92%Others: 0.08%

Market Cap

Mid Cap: 78.96%Others: 7.09%Large Cap: 11.88%Small Cap: 1.98%

Number of stocks

Top 10 Holdings

99.92% of portfolio

Market Cap of Equity

Mid Cap

78.96%

Others

7.09%

Large Cap

11.88%

Small Cap

1.98%

Companies Allocation of Equity

BSE Ltd6.891%

Multi Commodity Exchange of India Ltd3.512%

The Federal Bank Ltd3.272%

Suzlon Energy Ltd3.125%

Hero MotoCorp Ltd3.067%

IndusInd Bank Ltd2.795%

AU Small Finance Bank Ltd2.662%

PB Fintech Ltd2.630%

Lupin Ltd2.590%

Indus Towers Ltd Ordinary Shares2.458%

Persistent Systems Ltd2.419%

Bharat Heavy Electricals Ltd2.383%

Bharat Forge Ltd2.323%

Fortis Healthcare Ltd2.228%

Ashok Leyland Ltd2.148%

IDFC First Bank Ltd2.137%

Dixon Technologies (India) Ltd2.135%

One97 Communications Ltd2.135%

Laurus Labs Ltd1.984%

Polycab India Ltd1.983%

ICICI Lombard General Insurance Co Ltd1.981%

Max Financial Services Ltd1.948%

Marico Ltd1.900%

Coforge Ltd1.861%

Aurobindo Pharma Ltd1.799%

Info Edge (India) Ltd1.722%

Swiggy Ltd1.718%

SRF Ltd1.694%

FSN E-Commerce Ventures Ltd1.677%

UPL Ltd1.667%

Hindustan Petroleum Corp Ltd1.666%

Yes Bank Ltd1.621%

APL Apollo Tubes Ltd1.605%

GMR Airports Ltd1.594%

Phoenix Mills Ltd1.526%

Alkem Laboratories Ltd1.464%

Tube Investments of India Ltd Ordinary Shares1.459%

Havells India Ltd1.449%

NMDC Ltd1.447%

Mphasis Ltd1.396%

Waaree Energies Ltd1.385%

Colgate-Palmolive (India) Ltd1.279%

Godrej Properties Ltd1.265%

Oil India Ltd1.240%

NHPC Ltd1.219%

Dabur India Ltd1.208%

Mankind Pharma Ltd1.178%

Prestige Estates Projects Ltd1.105%

Supreme Industries Ltd1.081%

SBI Cards and Payment Services Ltd Ordinary Shares0.894%

Sector Allocation of Equity

Financial Services30.34%

Industrials16.92%

Consumer Cyclical8.78%

Healthcare11.24%

Communication Services4.18%

Technology11.33%

Consumer Defensive4.39%

Basic Materials4.72%

Energy2.91%

Real Estate3.90%

Utilities1.22%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

KOTAK NIFTY MIDCAP 50 INDEX FUND REGULAR PLAN IDCW PAYOUT

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

Frequently Asked Questions

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.