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Kotak Medium Term Fund

Kotak Mutual Fund As of 2026-07-31
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Holdings
64
Well diversified
Top 10 weight
42%
Concentration
Strategy data
N/A
Not reported
Equity
19%
Asset allocation

Portfolio

8Sectors 2Large positions 5.2%Top: CRISIL AAA(CE) 0.0%Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Equity19%
Debt68%

Top holdings

ZCB JTPM METAL TRADERS PVT LTD ( CATALYST TRUSTEESHIP LIMITE) (^)**DEBT
5.6%
L&T METRO RAIL (HYDERABAD) LTD ( Axis Trusteeship services Ltd . Guaranteed by Larsen & Toubro Limited.) **EQUITY
5.2%
BAMBOO HOTEL AND GLOBAL CENTRE (DELHI) PRIVATE LTD**EQUITY
4.7%
ADANI POWER LTD**DEBT
4.7%
REIT EMBASSY OFFICE PARKS REIT @REIT_INVIT
4.1%
Tata Steel Ltd.**DEBT
3.9%
FRB 360 ONE PRIME LTD.**DEBT
3.9%
FRB MAS FINANCIAL SERVICES LTD.**DEBT
3.9%
ADITYA BIRLA RENEWABLES LIMITED**DEBT
3.1%
Central Government - 2066DEBT
2.9%

AI Smart summary

Portfolio read

  • 19% equity, 68% debt.
  • 64 disclosed positions across 8 classified equity sectors.
  • Largest equity sector is CRISIL AAA(CE) at 5.2% of the portfolio.

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

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Sector exposure

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

CRISIL AAA(CE)5.2%
CRISIL AAA(SO)4.8%
ICRA A+(CE)4.7%
Construction1.3%
ICRA AAA(SO)0.7%
ICRA AA+0.7%
CRISIL AA0.7%
Realty0.6%