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KOTAK NIFTY 200 MOMENTUM 30 INDEX FUND REGULAR PLAN GROWTH - Portfolio Analysis
- Others
- Index Fund
- Very High
-
₹12.7
(0.65%)
Current NAV 11-03-2025
-
-14.42%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 100.85%
- Others -0.85%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 65.51 |
| Mid Cap | 35.34 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Technology
Consumer Cyclical
Healthcare
Communication Services
Financial Services
Industrials
Basic Materials
Consumer Defensive
Energy
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 10-Mar-2025 |
Holdings | PE Ratio 10-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| Bharti Airtel Ltd | Large Cap | Communication Services (171.68) | 5.64% | 39.13 | 38.66% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 5.58% | 27.31 | 39.29% |
| Infosys Ltd | Large Cap | Technology (32.46) | 5.47% | 25.53 | 5.14% |
| Tech Mahindra Ltd | Large Cap | Technology (32.24) | 5.4% | 38.81 | 15.15% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (44.33) | 5.26% | 33.8 | 0.33% |
| HCL Technologies Ltd | Large Cap | Technology (32.24) | 5.04% | 24.88 | -4.49% |
| Persistent Systems Ltd | Mid Cap | Technology | 4.68% | - | 0% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (43.91) | 4.66% | 71.23 | 53.85% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (195.54) | 4.61% | 101.47 | 89.27% |
| Trent Ltd | Large Cap | Consumer Cyclical (47.79) | 4.52% | 91.99 | 24.91% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 4.48% | -10.49 | 85.47% |
| Bharat Electronics Ltd | Large Cap | Industrials (40.32) | 4.2% | 40.65 | 30.72% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (85.19) | 4.09% | 58.48 | 26.11% |
| Info Edge (India) Ltd | Large Cap | Communication Services (65.84) | 3.65% | 154.77 | 29.49% |
| Coforge Ltd | Mid Cap | Technology (32.24) | 3.52% | 66.02 | 22.48% |
| BSE Ltd | Mid Cap | Financial Services | 3.48% | - | 0% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 3.36% | 615.37 | 84.19% |
| Vedanta Ltd | Large Cap | Basic Materials (16.96) | 2.78% | 13.44 | 60.7% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 2.59% | 167.31 | 197.56% |
| Siemens Ltd | Large Cap | Industrials (67.44) | 2.49% | 62.47 | 6.16% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 2.18% | 0 | 0% |
| The Federal Bank Ltd | Mid Cap | Financial Services (18.14) | 2.04% | 10.81 | 15.24% |
| Oracle Financial Services Software Ltd | Mid Cap | Technology (32.46) | 1.6% | 27.99 | -10.9% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (69.76) | 1.58% | 65.5 | 6.71% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (78.63) | 1.53% | 64.91 | 31.08% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (87.36) | 1.53% | 21.23 | 6.96% |
| Torrent Pharmaceuticals Ltd | Large Cap | Healthcare (43.91) | 1.53% | 55.68 | 13.59% |
| One97 Communications Ltd | Mid Cap | Technology (334.88) | 1.22% | -67.9 | 82.52% |
| Bosch Ltd | Large Cap | Consumer Cyclical (29.08) | 1.12% | 38.82 | -9.62% |
| Oil India Ltd | Mid Cap | Energy (7.53) | 1.02% | 8.17 | -9.59% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | -0.85 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
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 |
|---|---|---|---|---|---|
| Triparty Repo | 0.86% | - | 0% | ||
| Net Current Assets/(Liabilities) | -1.71% | - | 0% |
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Chat with usFrequently 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 NIFTY 200 MOMENTUM 30 INDEX 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 NIFTY 200 MOMENTUM 30 INDEX 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.
