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 - Payout of Income Distribution cum capital withdrawal option - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 100.24%

Market Cap

Large Cap: 93.45%Mid Cap: 6.79%

Number of stocks

Top 10 Holdings

66.46% of portfolio

Market Cap of Equity

Large Cap

93.4500%

Mid Cap

6.7900%

Companies Allocation of Equity

VEDANTA LIMITED EQ NEW RS.1/-8.88%

TVS MOTOR COMPANY LIMITED EQ FV RE.1/-7.56%

Hindustan Aeronautics Ltd7.20%

DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-7.04%

BHARAT PETROLEUM CORPORATION LTD. EQ6.44%

CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-6.24%

BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 16.16%

Varun Beverages Ltd5.80%

THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/-5.62%

THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/-5.52%

Sector Allocation of Equity

Diversified Metals4.44%

Automobiles5.23%

Aerospace & Defense3.60%

Pharmaceuticals & Biotechnology6.25%

Petroleum Products5.91%

Finance10.75%

Food Products3.08%

Beverages4.75%

Leisure Services2.81%

Power9.21%

IT - Software2.43%

Retailing4.65%

Banks6.48%

Auto Components3.66%

Personal Products2.13%

Insurance2.88%

Gas2.01%

Chemicals & Petrochemicals3.28%

Electrical Equipment5.25%

Realty3.20%

Ferrous Metals1.70%

Consumer Durables1.56%

Cement & Cement Products3.01%

Non - Ferrous Metals1.15%

Industrial Manufacturing0.82%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Nifty Next 50 Index Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option

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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.