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Kotak CRISIL- IBX AAA Bond Financial Services Index - Dec 2026 Fund

Kotak Mutual Fund As of 2026-05-31
Compare Run analysis
Holdings
17
Concentrated
Top 10 weight
79%
Concentration
Active share
-
Style
Equity
-
Asset allocation

Portfolio

1Sectors 13High-conviction bets 95%Top sector wt. -Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Asset mix not available.

Top holdings

ZCB TATA CAPITAL LTD.**DEBT
11.5%
HDB FINANCIAL SERVICES LTD.**EQUITY
9.4%
BAJAJ HOUSING FINANCE LTD.**EQUITY
9.4%
Kotak Mahindra Prime Ltd.**EQUITY
8.5%
INDIAN RAILWAY FINANCE CORPORATION LTD.
8.5%
LIC HOUSING FINANCE LTD.**EQUITY
8.5%
SUNDARAM FINANCE LTD.**EQUITY
6.6%
NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**EQUITY
6.6%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA**EQUITY
5.7%
REC LTD**EQUITY
4.7%

AI Smart summary

Pros

  • Balanced across the metrics we track.

Cons

  • Compact 17-stock portfolio - higher single-stock impact.
  • High top-10 concentration (79%).

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Sector exposure appears once holdings data is connected.