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 Smallcap 50 Index Fund - Regular Plan - Growth - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 100.00%

Market Cap

Mid Cap: 22.59%Small Cap: 77.41%

Number of stocks

Top 10 Holdings

73.14% of portfolio

Market Cap of Equity

Mid Cap

22.5900%

Small Cap

77.4100%

Companies Allocation of Equity

MCX INDIA LIMITED EQ NEW RS. 10/-15.18%

LAURUS LABS LIMITED EQ NEW FV RS. 2/-11.50%

RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-6.90%

CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED EQ6.86%

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-6.66%

DELHIVERY LIMITED EQ NEW FV RE.1/-5.88%

NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-5.82%

CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/-4.80%

PNB HOUSING FINANCE LTD EQ4.78%

Computer Age Management Services Limited4.76%

Sector Allocation of Equity

Capital Markets18.77%

Pharmaceuticals & Biotechnology15.40%

Beverages3.45%

Banks5.05%

Transport Services2.94%

Chemicals & Petrochemicals7.07%

Finance12.20%

Consumer Durables5.25%

Commercial Services & Supplies3.58%

Healthcare Services5.16%

Cement & Cement Products1.78%

Construction2.96%

Industrial Manufacturing1.68%

Electrical Equipment1.59%

IT - Services2.78%

Auto Components1.49%

Industrial Products1.42%

Power2.74%

Petroleum Products1.24%

Gas1.20%

Paper, Forest & Jute Products1.17%

IT - Software1.08%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth

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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.