Kotak-Small Cap Fund - Payout of Income Distribution cum capital withdrawal option

Kotak-Small Cap Fund - Payout of Income Distribution cum capital withdrawal option - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 99.31%Others: 0.69%

Market Cap

Small Cap: 76.29%Mid Cap: 15.41%Large Cap: 4.92%Equity: 2.69%

Number of stocks

82

Top 10 Holdings

56.08% of portfolio

Market Cap of Equity

Small Cap
76.29%
Mid Cap
15.41%
Large Cap
4.92%
Equity
2.69%

Companies Allocation of Equity

Aster DM Healthcare Ltd Ordinary Shares8.07%
Krishna Institute of Medical Sciences Ltd6.99%
Techno Electric & Engineering Co Ltd6.38%
Vijaya Diagnostic Centre Ltd6.24%
Century Plyboards (India) Ltd5.65%
Kalpataru Projects International Ltd4.95%
Cyient Ltd4.77%
Vishal Mega Mart Ltd4.50%
Brigade Enterprises Ltd4.34%
Garware Technical Fibres Ltd4.18%

Sector Allocation of Equity

Healthcare24.00%
Industrials27.22%
Basic Materials11.16%
Consumer Cyclical21.01%
Real Estate3.95%
Consumer Defensive2.94%
Communication Services2.04%
Technology1.53%
Financial Services5.46%

SIP Amount

Monthly SIP Date

Kotak-Small Cap Fund - Payout of Income Distribution cum capital withdrawal option

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Frequently Asked Questions

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.