Kotak Nifty Financial Services Ex-Bank Index Fund
Kotak Mutual Fund
As of 2026-05-31
Holdings
30
Concentrated
Top 10 weight
63%
Concentration
Active share
-
Style
Equity
-
Asset allocation
Portfolio
4Sectors
18High-conviction bets
55%Top sector wt.
-Cash
Market-cap allocation
Large cap59%
Mid cap31%
Small cap5%
Asset allocation
Asset mix not available.
Top holdings
BAJAJ FINANCE LTD.EQUITY
14.2%BSE LTDEQUITY
9.9%SHRIRAM FINANCE LIMITEDEQUITY
7.8%Bajaj Finserv Ltd.EQUITY
6.0%4.8%
4.6%
3.8%
3.7%
PB Fintech Ltd.EQUITY
3.4%3.2%
2.8%
2.6%
2.6%
REC LTDEQUITY
2.5%MUTHOOT FINANCE LTD.EQUITY
2.1%ADITYA BIRLA CAPITAL LTDEQUITY
1.8%360 ONE WAM LIMITEDEQUITY
1.7%L&T FINANCE HOLDINGS LTDEQUITY
1.4%1.3%
ANGEL ONE LIMITEDEQUITY
1.3%1.2%
1.2%
PNB HOUSING FINANCE LTD.EQUITY
1.1%1.1%
1.1%
1.1%
LIC HOUSING FINANCE LTD.EQUITY
0.9%Net Current Assets/(Liabilities)CASH_EQUIVALENT
0.1%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- High top-10 concentration (63%).
- Concentrated in Finance - watch sector risk.
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.
54.9%
22.9%
16.0%
6.2%