Kotak Large & Midcap Fund
Holdings
73
Well diversified
Top 10 weight
30%
Concentration
Active share
62%
Active Stock Picker
Equity
98%
Asset allocation
Portfolio
30Sectors
0Large positions
18.9%Top: Banks
0.0%Cash
Market-cap allocation
Large cap48%
Mid cap42%
Small cap7%
Asset allocation
Equity98%
Top holdings
HDFC BANK LTD.EQUITY
4.6%STATE BANK OF INDIA.EQUITY
4.0%ETERNAL LIMITEDEQUITY
3.4%Bharat Electronics Ltd.EQUITY
3.4%ICICI BANK LTD.EQUITY
3.1%BAJAJ FINANCE LTD.EQUITY
2.4%AXIS BANK LTD.EQUITY
2.4%BHARTI AIRTEL LTD.EQUITY
2.3%BHARAT FORGE LTD.EQUITY
2.3%BSE LTDEQUITY
2.3%Larsen and Toubro Ltd.EQUITY
2.3%Ashok Leyland Ltd.EQUITY
2.2%2.1%
Hero MotoCorp Ltd.EQUITY
2.1%2.0%
Linde India Ltd.EQUITY
2.0%SHRIRAM FINANCE LIMITEDEQUITY
1.8%Jindal Steel & Power LtdEQUITY
1.8%BIOCON LTD.EQUITY
1.7%1.7%
Tech Mahindra Ltd.EQUITY
1.7%Mphasis LtdEQUITY
1.6%INDUSIND BANK LTD.EQUITY
1.6%INDIAN BANKEQUITY
1.6%Cummins India Ltd.EQUITY
1.6%PIRAMAL FINANCE LTDEQUITY
1.5%RELIANCE INDUSTRIES LTD.EQUITY
1.5%1.4%
SRF LTD.EQUITY
1.4%Infosys Ltd.EQUITY
1.4%1.4%
IPCA Laboratories Ltd.EQUITY
1.4%1.3%
ABB India Ltd.EQUITY
1.3%Ultratech Cement Ltd.EQUITY
1.3%Apollo Tyres Ltd.EQUITY
1.3%Dalmia Bharat LimitedEQUITY
1.3%Schaeffler India LtdEQUITY
1.2%1.2%
Inter Globe Aviation LtdEQUITY
1.1%Triparty RepoDERIVATIVE
1.1%Ajanta Pharma Ltd.EQUITY
1.1%1.1%
TORRENT POWER LTDEQUITY
1.1%Adani Enterprises LtdEQUITY
1.1%BLUE STAR LTD.EQUITY
1.1%United Spirits LtdEQUITY
1.0%INDIA CEMENTS LTD.EQUITY
1.0%JK Cement Ltd.EQUITY
1.0%SWIGGY LTDEQUITY
0.95%NTPC LTDEQUITY
0.92%0.91%
0.89%
Oberoi Realty LimitedEQUITY
0.89%KOTAK MAHINDRA BANK LTD.EQUITY
0.88%CRISIL Ltd.EQUITY
0.85%Voltas Ltd.EQUITY
0.83%0.75%
BANK OF MAHARASHTRAEQUITY
0.74%0.64%
INDO-MIM LTDEQUITY
0.61%0.44%
Petronet LNG Ltd.EQUITY
0.44%Tata Chemicals Ltd.EQUITY
0.43%Sun TV Network LimitedEQUITY
0.38%BEML LimitedEQUITY
0.33%Net Current Assets/(Liabilities)DERIVATIVE
0.30%0.29%
Kotak Liquid Direct GrowthMUTUAL_FUND
0.28%0.07%
0.02%
Cash MarginDERIVATIVE
0.01%Margin DepositDERIVATIVE
0.01%AI Smart summary
Portfolio read
- 98% equity.
- 73 disclosed positions across 30 classified equity sectors.
- Largest equity sector is Banks at 18.9% of the portfolio.
- Top 10 positions account for 30%, 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 Large & Mid Cap Fund.
HDFC Large and Mid Cap Fund241 holdings · 20% top 10 · 43% AS
WhiteOak Capital Large & Mid Cap Fund129 holdings · 32% top 10
ICICI Prudential Large & Mid Cap Fund127 holdings · 30% top 10 · 74% AS
Axis Large & Mid Cap Fund105 holdings · 26% top 10 · 50% AS
Canara Robeco Large And Mid Cap Fund95 holdings · 37% top 10 · 62% AS
Edelweiss Large & Mid Cap Fund92 holdings · 23% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
18.9%
7.7%
7.1%
4.8%
4.7%
4.7%
4.6%
4.4%
3.9%
3.8%
3.7%
3.0%
3.0%
2.9%
Other 16 sectors21.2%
2.5%
2.3%
2.2%
2.1%
1.8%
1.6%
1.4%
1.3%
1.1%
1.1%
1.1%
1.0%
0.9%
0.5%
0.4%
0.1%