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 Pioneer Fund- Regular Plan- Growth Option - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 75.40%Others: 24.60%

Market Cap

Large Cap: 29.63%Small Cap: 16.23%Mid Cap: 21.88%Others: 7.66%

Number of stocks

Top 10 Holdings

75.40% of portfolio

Market Cap of Equity

Large Cap

29.63%

Small Cap

16.23%

Mid Cap

21.88%

Others

7.66%

Companies Allocation of Equity

Eternal Ltd4.822%

Aster DM Healthcare Ltd Ordinary Shares3.631%

ICICI Bank Ltd3.127%

Maruti Suzuki India Ltd2.743%

Bharti Hexacom Ltd2.688%

Reliance Industries Ltd2.620%

InterGlobe Aviation Ltd2.550%

Aditya Infotech Ltd2.158%

UNO Minda Ltd2.136%

Titan Co Ltd2.133%

Vishal Mega Mart Ltd2.117%

Krishna Institute of Medical Sciences Ltd2.071%

Mahindra & Mahindra Ltd2.038%

360 One Wam Ltd Ordinary Shares1.976%

Avenue Supermarts Ltd1.962%

Vijaya Diagnostic Centre Ltd1.907%

Godrej Consumer Products Ltd1.877%

PB Fintech Ltd1.792%

ICICI Lombard General Insurance Co Ltd1.789%

Dixon Technologies (India) Ltd1.709%

GE Vernova T&D India Ltd1.610%

SBI Life Insurance Co Ltd1.561%

Solar Industries India Ltd1.524%

Mankind Pharma Ltd1.405%

Capillary Technologies India Ltd1.367%

AIA Engineering Ltd1.304%

Trent Ltd1.245%

Info Edge (India) Ltd1.197%

HDFC Bank Ltd1.170%

Schaeffler India Ltd1.162%

Aptus Value Housing Finance India Ltd1.098%

Anthem Biosciences Ltd1.082%

PhysicsWallah Ltd1.053%

Jubilant Ingrevia Ltd Ordinary Shares1.005%

Medplus Health Services Ltd0.983%

TVS Motor Co Ltd0.956%

Happy Forgings Ltd0.941%

Minda Corp Ltd0.893%

Swiggy Ltd0.831%

Mahindra Lifespace Developers Ltd0.804%

Rolex Rings Ltd0.799%

Ratnamani Metals & Tubes Ltd0.677%

3M India Ltd0.667%

CMS Info Systems Ltd0.637%

Carborundum Universal Ltd0.555%

Cyient Ltd0.515%

Brainbees Solutions Ltd0.402%

Tracxn Technologies Ltd0.113%

Sector Allocation of Equity

Consumer Cyclical21.48%

Healthcare11.08%

Financial Services12.51%

Communication Services3.89%

Energy2.62%

Industrials11.73%

Consumer Defensive4.89%

Technology3.19%

Basic Materials3.21%

Real Estate0.80%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Pioneer Fund- Regular Plan- Growth 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.