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Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund

Kotak Mutual Fund As of 2026-05-31
Compare Run analysis
Holdings
12
Concentrated
Top 10 weight
91%
Concentration
Active share
-
Style
Equity
-
Asset allocation

Portfolio

1Sectors 12High-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

ADITYA BIRLA HOUSING FINANCE LTD**EQUITY
11.1%
TATA CAPITAL LTD.**EQUITY
11.0%
BAJAJ FINANCE LTD.EQUITY
11.0%
Mahindra & Mahindra Financial Services Ltd.**EQUITY
9.5%
HDB FINANCIAL SERVICES LTD.**EQUITY
9.1%
LIC HOUSING FINANCE LTD.**EQUITY
8.8%
TATA CAPITAL HOUSING FINANCE LTD.**EQUITY
8.8%
BAJAJ HOUSING FINANCE LTD.**EQUITY
8.8%
NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**EQUITY
6.6%
REC LTD**EQUITY
6.2%

AI Smart summary

Pros

  • Balanced across the metrics we track.

Cons

  • Compact 12-stock portfolio - higher single-stock impact.
  • High top-10 concentration (91%).

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.