Kotak Nifty Smallcap 50 Index Fund
Holdings
52
Well diversified
Top 10 weight
32%
Concentration
Strategy
Index
Passive exposure
Equity
100%
Asset allocation
Portfolio
19Sectors
0Large positions
15.2%Top: Finance
0.0%Cash
Market-cap allocation
Mid cap10%
Small cap87%
Asset allocation
Equity100%
Top holdings
4.3%
KARUR VYSYA BANK LTD.EQUITY
4.0%3.5%
DELHIVERY LTDEQUITY
3.4%PIRAMAL FINANCE LTDEQUITY
3.1%3.0%
RBL BANK LTD.EQUITY
2.9%Welspun Corp LimitedEQUITY
2.7%ASTER DM HEALTHCARE LTDEQUITY
2.6%Manappuram Finance Ltd.EQUITY
2.6%Gland Pharma LimitedEQUITY
2.5%CITY UNION BANK LTD.EQUITY
2.5%PNB HOUSING FINANCE LTD.EQUITY
2.5%ANGEL ONE LIMITEDEQUITY
2.4%2.4%
Redington (India) Ltd.EQUITY
2.4%Anand Rathi Wealth Ltd.EQUITY
2.3%2.3%
2.2%
2.1%
2.1%
2.0%
Wockhardt Ltd.EQUITY
2.0%AEGIS LOGISTICS LTDEQUITY
2.0%HINDUSTAN COPPER LTD.EQUITY
2.0%BANDHAN BANK LIMITEDEQUITY
2.0%1.9%
DR.Lal Pathlabs LtdEQUITY
1.9%India Infoline LtdEQUITY
1.8%Narayana Hrudalaya LtdEQUITY
1.8%TATA TECHNOLOGIES LTDEQUITY
1.6%KFIN TECHNOLOGIES LTD.EQUITY
1.6%PIRAMAL PHARMA LIMITEDEQUITY
1.5%KAYNES TECHNOLOGY LTDEQUITY
1.5%1.4%
Indraprastha Gas Ltd.EQUITY
1.3%1.3%
Tata Chemicals Ltd.EQUITY
1.3%CESC Ltd.EQUITY
1.3%Affle (India) Ltd.EQUITY
1.3%PG ELECTROPLAST LTDEQUITY
1.2%NBCC (India) LtdEQUITY
1.2%Castrol (India) Ltd.EQUITY
1.1%Natco Pharma LtdEQUITY
1.0%INOX WIND LIMITEDEQUITY
0.94%0.91%
0.86%
Reliance Power Ltd.EQUITY
0.85%KEC INTERNATIONAL LTD.EQUITY
0.76%Triparty RepoDERIVATIVE
0.17%Net Current Assets/(Liabilities)DERIVATIVE
0.0%AI Smart summary
Portfolio read
- 100% equity.
- Passive index strategy; portfolio differences should primarily reflect index tracking and cash management.
- Largest equity sector is Finance at 15.2% of the portfolio.
- Top 10 positions account for 32%, indicating relatively distributed position weights.
Watchpoints
- Small-cap exposure is 87%, which may increase volatility and liquidity risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Similar index portfolios by equity allocation and concentration.
Aditya Birla Sun Life NIFTY Smallcap 50 Index Fund52 holdings · 32% top 10
Axis Nifty Smallcap 50 Index Fund52 holdings · 32% top 10
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF102 holdings · 32% top 10
Kotak Nifty Midcap 50 ETF51 holdings · 32% top 10
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund101 holdings · 32% top 10
Kotak Nifty Midcap 50 Index Fund51 holdings · 32% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
15.2%
12.2%
11.6%
11.4%
7.1%
7.0%
5.7%
5.3%
3.4%
3.3%
2.9%
2.7%
2.4%
2.2%
Other 5 sectors7.5%
2.0%
2.0%
1.5%
1.1%
0.9%