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KOTAK QUANT FUND REGULAR PLAN GROWTH KOTAK QUANT FUND REGULAR PLAN GROWTH

KOTAK QUANT FUND REGULAR PLAN GROWTH - Portfolio Analysis

  • ₹15.18 (0.07%)

    Current NAV 06-12-2024

  • 30.22%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 99.58%
  • Others 0.35%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 56
Mid Cap 37.15
Small Cap 3.45
Others 2.98

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Automobile

Financial

Energy

Healthcare

Capital Goods

Materials

Services

Consumer Discretionary

Metals & Mining

Construction

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
06-Dec-2024
Holdings PE Ratio
06-Dec-2024
1Y Return
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (49.19) 4.43% 39.18 45.55%
Bosch Ltd. Mid Cap Automobile (38) 4.15% 51.37 68.14%
State Bank of India Large Cap Financial (11.96) 4% 10.78 42.08%
Grasim Industries Ltd. Large Cap Materials (53.93) 3.97% 40.41 31.49%
Bajaj Auto Ltd. Large Cap Automobile (34.46) 3.61% 34.5 50.02%
TVS Motor Company Ltd. Large Cap Automobile (34.46) 3.57% 63.55 33.61%
Zydus Lifesciences Ltd. Mid Cap Healthcare (49.19) 3.44% 22.55 56.59%
Siemens Ltd. Large Cap Capital Goods (98.98) 3.37% 102.19 102.45%
Interglobe Aviation Ltd. Large Cap Services (20.75) 3.37% 26.08 55.98%
Mahindra & Mahindra Ltd. Large Cap Automobile (29.52) 3.19% 32.19 80.4%
Power Grid Corporation Of India Ltd. Large Cap Energy (31.48) 3.18% 19.48 46.66%
Voltas Ltd. Mid Cap Consumer Discretionary (90.48) 3.15% 102.09 102.38%
Apollo Tyres Ltd. Mid Cap Automobile (30.44) 3.06% 20.64 -6.8%
Bank Of Baroda Large Cap Financial (11.96) 3.01% 6.84 26.26%
LIC Housing Finance Ltd. Mid Cap Financial (21.72) 3.01% 7.23 27.12%
Canara Bank Financial 2.98% - 0%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 2.97% 38.75 29.66%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 2.96% 0 0%
ACC Ltd. Mid Cap Materials (53.93) 2.94% 20.81 6.38%
Blue Star Ltd. Small Cap Consumer Discretionary (102.97) 2.92% 76.54 107.75%
GAIL (India) Ltd. Large Cap Energy (17.14) 2.88% 11.98 49.63%
Narayana Hrudayalaya Ltd. Mid Cap Healthcare (98.06) 2.86% 35.15 12.74%
Bharat Petroleum Corporation Ltd. Large Cap Energy (17.27) 2.82% 9.91 26.71%
ABB India Ltd. Large Cap Capital Goods (114.87) 2.78% 0 58.48%
Shriram Finance Ltd Large Cap Financial (29.77) 2.68% 14.59 51.69%
Adani Ports and Special Economic Zone Ltd. Large Cap Services (146.71) 2.66% 27.76 23.72%
The Phoenix Mills Ltd. Mid Cap Construction (116.78) 2.34% 59.54 56.56%
Exide Industries Ltd. Mid Cap Capital Goods (36.12) 2.33% 47.05 59.08%
Torrent Power Ltd. Mid Cap Energy (24.64) 2.22% 35.54 76.26%
NHPC Ltd. Mid Cap Energy (24.64) 2.22% 28.56 40.8%
Power Finance Corporation Ltd. Large Cap Financial (16.58) 2.03% 8.18 35.57%
Samvardhana Motherson International Ltd. Mid Cap Automobile (114.43) 0.54% 31.66 81.59%
NLC India Ltd. Small Cap Energy (24.64) 0.53% 20.14 45.13%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (17.27) 0.5% 20.23 55.84%
Punjab National Bank Large Cap Financial (11.96) 0.5% 8.75 28.92%
Indian Oil Corporation Ltd. Large Cap Energy (17.27) 0.49% 11.43 18.99%
Lupin Ltd. Mid Cap Healthcare (132.95) 0.49% 167.31 197.56%
Zomato Ltd. Large Cap Services (36.51) 0.49% -10.49 85.47%
JK Cement Ltd. Mid Cap Materials (53.93) 0.49% 43.73 21.98%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 0.45% 57.92 -8.63%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 0.35

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.58% - 0%
Others Others -1.23% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

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.

Top 5 holdings for KOTAK QUANT FUND REGULAR PLAN GROWTH?

The top holdings of this fund are

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.

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.

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.

Top 5 Sector for KOTAK QUANT FUND REGULAR PLAN GROWTH?

The major sectors of this fund are .

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 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.

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