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 Small Cap Fund Regular Growth - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.78%Others: 2.22%

Market Cap

Small Cap: 75.76%Mid Cap: 15.13%Large Cap: 6.89%

Number of stocks

Top 10 Holdings

54.36% of portfolio

Market Cap of Equity

Small Cap

75.7600%

Mid Cap

15.1300%

Large Cap

6.8900%

Companies Allocation of Equity

ASTER DM HEALTHCARE LIMITED EQ8.40%

VIJAYA DIAGNOSTIC CENTRE LIMITED EQ NEW FV Re.1/-7.20%

Krishna Institute Of Medical Sciences Limited5.96%

CENTURY PLYBOARDS INDIA LIMITED EQ NEW RS.1/-5.60%

SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/-5.08%

KALPATARU POWER TRANSMISSION LTD EQ NEW F.V RS.2/-4.98%

TECHNO ELECTRIC & ENGINEERING COMPANY LIMITED EQ NEW FV RS. 2/-4.56%

CYIENT LIMITED EQ NEW FV RS.5/-4.28%

BRIGADE ENTERPRISES LIMITED EQ4.22%

VISHAL MEGA MART PRIVATE LIMITED EQ4.08%

Sector Allocation of Equity

Healthcare Services12.95%

Consumer Durables11.42%

Auto Components6.97%

Construction5.56%

IT - Services3.51%

Realty4.08%

Retailing8.49%

Pharmaceuticals & Biotechnology6.62%

Textiles & Apparels2.20%

Finance5.79%

Electrical Equipment1.74%

Agricultural, Commercial & Construction Vehicles3.20%

Chemicals & Petrochemicals2.01%

Telecom - Services1.48%

Leisure Services1.46%

Insurance2.17%

Transport Services1.35%

Banks3.37%

Industrial Products6.05%

Capital Markets1.40%

Commercial Services & Supplies1.13%

Agricultural Food & other Products1.12%

Cement & Cement Products1.00%

Fertilizers & Agrochemicals0.92%

Other Consumer Services0.67%

Entertainment0.57%

IT - Software0.55%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Small Cap Fund Regular Growth

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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.