Kotak Active Momentum Fund
Holdings
48
Concentrated
Top 10 weight
37%
Concentration
Active share
72%
Highly Differentiated
Equity
94%
Asset allocation
Portfolio
24Sectors
2Large positions
12.2%Top: Pharmaceuticals and Biotechnology
0.0%Cash
Market-cap allocation
Large cap39%
Mid cap51%
Small cap4%
Asset allocation
Equity94%
Top holdings
Triparty RepoDERIVATIVE
6.4%Laurus Labs LtdEQUITY
5.4%L&T FINANCE LTDEQUITY
3.9%3.5%
BAJAJ FINANCE LTD.EQUITY
3.4%TVS Motor Company Ltd.EQUITY
3.1%Coforge LimitedEQUITY
2.9%Radico Khaitan Ltd.EQUITY
2.9%BSE LTDEQUITY
2.7%ETERNAL LIMITEDEQUITY
2.6%2.6%
IDFC FIRST BANK LIMITEDEQUITY
2.6%TITAN COMPANY LTD.EQUITY
2.5%2.3%
JSW Steel Ltd.EQUITY
2.2%Nestle India Ltd.EQUITY
2.2%2.1%
Hero MotoCorp Ltd.EQUITY
2.1%YES BANK LTD.EQUITY
2.1%PHOENIX MILLS LTD.EQUITY
2.1%ADANI POWER LTDEQUITY
2.0%TATA COMMUNICATIONS LTDEQUITY
2.0%RELIANCE INDUSTRIES LTD.EQUITY
2.0%Ultratech Cement Ltd.EQUITY
1.9%AXIS BANK LTD.EQUITY
1.9%Alkem Laboratories Ltd.EQUITY
1.8%VEDANTA LTD.EQUITY
1.8%Aurobindo Pharma Ltd.EQUITY
1.7%Mphasis LtdEQUITY
1.7%1.7%
1.7%
Lupin Ltd.EQUITY
1.6%INDUSIND BANK LTD.EQUITY
1.6%NMDC Ltd.EQUITY
1.5%Tech Mahindra Ltd.EQUITY
1.5%Hindustan Zinc Ltd.EQUITY
1.4%Oil India LimitedEQUITY
1.4%Bajaj Auto Ltd.EQUITY
1.4%1.4%
1.3%
TRENT LTDEQUITY
1.3%Infosys Ltd.EQUITY
1.2%1.1%
0.95%
Asian Paints(India) Ltd.EQUITY
0.33%0.33%
Net Current Assets/(Liabilities)DERIVATIVE
-0.7%AI Smart summary
Portfolio read
- 94% equity.
- 48 disclosed positions across 24 classified equity sectors.
- Largest equity sector is Pharmaceuticals and Biotechnology at 12.2% of the portfolio.
- Top 10 positions account for 37%, indicating relatively distributed position weights.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
HDFC Manufacturing fund91 holdings · 34% top 10 · 80% AS
UTI Quant Fund89 holdings · 36% top 10
Icici Prudential Energy Opportunities Fund88 holdings · 43% top 10 · 83% AS
ICICI Prudential Business Cycle Fund86 holdings · 50% top 10 · 70% AS
Edelweiss Technology Fund84 holdings · 54% top 10
Axis Business Cycles Fund81 holdings · 29% top 10 · 67% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
12.2%
12.1%
10.7%
10.2%
6.5%
3.9%
3.5%
2.9%
2.8%
2.7%
2.6%
2.3%
2.2%
2.2%
Other 10 sectors17.4%
2.1%
2.0%
2.0%
2.0%
1.9%
1.8%
1.5%
1.4%
1.4%
1.3%