Kotak Nifty Next 50 Index Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option - Portfolio Analysis
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 99.77%Others: 0.23%
Market Cap
Large Cap: 76.42%Others: 8.43%Mid Cap: 14.92%
Number of stocks
56
Top 10 Holdings
33.75% of portfolio
Market Cap of Equity
Large Cap
76.42%
Others
8.43%
Mid Cap
14.92%
Companies Allocation of Equity
Vedanta Ltd5.19%
Tata Motors Ltd3.85%
TVS Motor Co Ltd3.69%
Divi's Laboratories Ltd3.53%
Hindustan Aeronautics Ltd Ordinary Shares3.09%
Britannia Industries Ltd2.98%
Tata Power Co Ltd2.96%
Adani Power Ltd2.90%
Cummins India Ltd2.84%
Avenue Supermarts Ltd2.71%
Sector Allocation of Equity
Basic Materials13.94%
Consumer Cyclical14.40%
Healthcare6.60%
Industrials11.42%
Consumer Defensive11.68%
Utilities11.43%
Financial Services21.15%
Energy5.01%
Technology1.74%
Real Estate2.40%
Communication Services0.00%
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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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.