Kotak Midcap Fund
Holdings
71
Well diversified
Top 10 weight
29%
Concentration
Active share
63%
Active Stock Picker
Equity
98%
Asset allocation
Portfolio
23Sectors
0Large positions
12.2%Top: Finance
0.0%Cash
Market-cap allocation
Large cap13%
Mid cap71%
Small cap14%
Asset allocation
Equity98%
Top holdings
3.8%
ETERNAL LIMITEDEQUITY
3.2%IPCA Laboratories Ltd.EQUITY
3.1%VISHAL MEGA MART LIMITEDEQUITY
3.1%FEDERAL BANK LTD.EQUITY
2.9%L&T FINANCE LTDEQUITY
2.9%Mphasis LtdEQUITY
2.7%KEI Industries Ltd.EQUITY
2.5%2.4%
INDIAN BANKEQUITY
2.2%BHARTI HEXACOM LTD.EQUITY
2.2%2.2%
Schaeffler India LtdEQUITY
2.1%Oberoi Realty LimitedEQUITY
2.1%BANK OF MAHARASHTRAEQUITY
2.1%2.0%
Apar Industries Ltd.EQUITY
1.9%Bharat Electronics Ltd.EQUITY
1.9%Global Health Ltd.EQUITY
1.8%1.7%
1.7%
1.6%
SWIGGY LTDEQUITY
1.6%1.6%
1.6%
SRF LTD.EQUITY
1.5%1.5%
1.4%
BHARAT FORGE LTD.EQUITY
1.3%1.3%
1.3%
BLUE STAR LTD.EQUITY
1.3%1.3%
1.2%
P I Industries LtdEQUITY
1.2%Metro Brands Ltd.EQUITY
1.2%Triparty RepoDERIVATIVE
1.2%Dalmia Bharat LimitedEQUITY
1.2%PIRAMAL FINANCE LTDEQUITY
1.2%REC LTDEQUITY
1.2%JK Cement Ltd.EQUITY
1.1%ASTER DM HEALTHCARE LTDEQUITY
1.1%1.0%
Voltas Ltd.EQUITY
1.0%Deepak Nitrite Ltd.EQUITY
0.98%BIOCON LTD.EQUITY
0.97%AVANTI FEEDS LTDEQUITY
0.94%MRF Ltd.EQUITY
0.94%0.91%
0.90%
0.85%
Minda Industries Ltd.EQUITY
0.85%Jindal Steel & Power LtdEQUITY
0.83%Birlasoft LImitedEQUITY
0.81%RUBICON RESEARCH LIMITEDEQUITY
0.81%0.77%
Apollo Tyres Ltd.EQUITY
0.69%Net Current Assets/(Liabilities)DERIVATIVE
0.67%BSE LTDEQUITY
0.66%0.66%
0.65%
0.58%
CITY UNION BANK LTD.EQUITY
0.47%United Spirits LtdEQUITY
0.39%Kotak Liquid Direct GrowthMUTUAL_FUND
0.17%0.16%
Cash MarginDERIVATIVE
0.01%AI Smart summary
Portfolio read
- 98% equity.
- 71 disclosed positions across 23 classified equity sectors.
- Largest equity sector is Finance at 12.2% of the portfolio.
- Top 10 positions account for 29%, 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 Mid Cap Fund.
Nippon India Growth Mid Cap Fund103 holdings · 25% top 10 · 54% AS
Edelweiss Mid Cap Fund97 holdings · 24% top 10
Axis Midcap Fund90 holdings · 28% top 10 · 43% AS
UTI Mid Cap Fund84 holdings · 23% top 10
HDFC Mid Cap Fund81 holdings · 37% top 10 · 64% AS
Sundaram Mid Cap Fund78 holdings · 25% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
12.2%
9.2%
8.2%
7.6%
7.3%
6.7%
6.6%
5.5%
4.8%
4.7%
4.3%
3.1%
3.0%
2.3%
Other 9 sectors12.2%
2.2%
2.2%
2.1%
1.9%
1.3%
0.9%
0.8%
0.4%
0.4%