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 Next 50 Index Fund - Regular Plan - Growth Option - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 100.65%

Market Cap

Others: 9.01%Large Cap: 73.56%Mid Cap: 14.74%Small Cap: 3.34%

Number of stocks

Top 10 Holdings

100.65% of portfolio

Market Cap of Equity

Others

9.01%

Large Cap

73.56%

Mid Cap

14.74%

Small Cap

3.34%

Companies Allocation of Equity

Adani Power Ltd3.744%

Tata Motors Ltd3.496%

Divi's Laboratories Ltd3.372%

Hindustan Aeronautics Ltd Ordinary Shares3.359%

TVS Motor Co Ltd3.347%

Tata Power Co Ltd3.037%

Cummins India Ltd2.903%

Varun Beverages Ltd2.869%

Avenue Supermarts Ltd2.755%

Britannia Industries Ltd2.753%

Cholamandalam Investment and Finance Co Ltd2.731%

Power Finance Corp Ltd2.664%

Bharat Petroleum Corp Ltd2.485%

Indian Hotels Co Ltd2.278%

CG Power & Industrial Solutions Ltd2.277%

HDFC Asset Management Co Ltd2.255%

Samvardhana Motherson International Ltd2.189%

Indian Oil Corp Ltd2.169%

Bank of Baroda1.994%

Adani Energy Solutions Ltd1.900%

Vedanta Ltd1.883%

Canara Bank1.852%

Jindal Steel Ltd1.848%

Bajaj Holdings and Investment Ltd1.814%

REC Ltd1.806%

GAIL (India) Ltd1.797%

Torrent Pharmaceuticals Ltd1.786%

Godrej Consumer Products Ltd1.752%

Pidilite Industries Ltd1.741%

Adani Green Energy Ltd1.679%

LTM Ltd1.617%

United Spirits Ltd1.598%

ABB India Ltd1.547%

Punjab National Bank1.539%

DLF Ltd1.536%

Solar Industries India Ltd1.535%

Muthoot Finance Ltd1.498%

Siemens Ltd1.373%

Shree Cement Ltd1.320%

Union Bank of India1.308%

Bosch Ltd1.274%

Siemens Energy India Ltd1.183%

Ambuja Cements Ltd1.105%

Hyundai Motor India Ltd1.058%

Hindustan Zinc Ltd1.054%

Lodha Developers Ltd1.032%

Zydus Lifesciences Ltd0.910%

Indian Railway Finance Corp Ltd Ordinary Shares0.855%

Mazagon Dock Shipbuilders Ltd0.847%

Malco Energy Limited0.834%

Talwandi Sabo Power Ltd.0.834%

Vedanta Aluminium Metal Ltd0.834%

Vedanta Iron & Steel Ltd0.834%

Tata Capital Ltd0.587%

Sector Allocation of Equity

Utilities13.34%

Consumer Cyclical13.64%

Healthcare6.07%

Industrials12.31%

Consumer Defensive11.73%

Financial Services20.90%

Energy4.65%

Basic Materials10.49%

Technology1.62%

Real Estate2.57%

Equity3.34%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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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.