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KOTAK MNC FUND REGULAR PLAN IDCW REINVESTMENT KOTAK MNC FUND REGULAR PLAN IDCW REINVESTMENT

KOTAK MNC FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

  • ₹10.07 (0.13%)

    Current NAV 24-12-2024

  • 0%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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

Asset Allocation (As on 31-Oct-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 3.5%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 2.64
Mid Cap 0.5
Small Cap 0.36

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Food Products

IT - Software

Diversified FMCG

Automobiles

Electrical Equipment

Pharmaceuticals & Biotechnology

Beverages

Chemicals & Petrochemicals

Telecom - Services

Agricultural, Commercial & Construction Vehicles

Personal Products

Industrial Products

Auto Components

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
26-Dec-2024
Holdings PE Ratio
26-Dec-2024
1Y Return
Hindustan Unilever Ltd. Large Cap Diversified FMCG (38.82) 0.46% 0 0%
Maruti Suzuki India Limited Large Cap Automobiles (28.19) 0.44% 24.43 6.05%
Britannia Industries Ltd. Large Cap Food Products (54.59) 0.37% 53.68 -9.27%
Siemens Ltd. Large Cap Electrical Equipment (86.29) 0.22% 88.03 67.65%
Nestle India Ltd. Large Cap Food Products (54.59) 0.22% 0 -15.72%
Oracle Financial Services Software Ltd Mid Cap IT - Software (38.13) 0.2% 42.62 194.54%
United Spirits Ltd Large Cap Beverages (30.79) 0.17% 0 0%
Infosys Ltd. Large Cap IT - Software (38.13) 0.15% 29.42 23.61%
Tata Chemicals Ltd. Small Cap Chemicals & Petrochemicals (20.19) 0.15% -77.46 -3.29%
Tech Mahindra Ltd. Large Cap IT - Software (38.13) 0.15% 50.72 32.38%
Marksans Pharma Ltd Small Cap Pharmaceuticals & Biotechnology (48.89) 0.13% 38.06 83.71%
SUN PHARMACEUTICAL INDUSTRIES LTD. Large Cap Pharmaceuticals & Biotechnology (48.89) 0.12% 39.97 47.75%
ABB India Ltd. Large Cap Electrical Equipment (109.66) 0.12% 0 45.46%
BHARTI AIRTEL LTD. Large Cap Telecom - Services (168.99) 0.12% 75.65 60.25%
Ashok Leyland Ltd. Mid Cap Agricultural, Commercial & Construction Vehicles (32.29) 0.1% 24.57 26.52%
Colgate- Palmolive (India) Ltd. Mid Cap Personal Products (59.77) 0.1% 0 10.67%
Cummins India Ltd. Mid Cap Industrial Products (48.11) 0.1% 47.75 65.6%
Bosch Limited Large Cap Auto Components (36.28) 0.1% 48.33 56.18%
JB Chemicals & Pharmaceuticals Ltd. Small Cap Pharmaceuticals & Biotechnology (55.16) 0.08% 48.39 61.86%

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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 MNC FUND REGULAR PLAN IDCW REINVESTMENT?

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 MNC FUND REGULAR PLAN IDCW REINVESTMENT?

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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