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Kotak Quant Fund

Kotak Mutual Fund Sectoral / Thematic Highly Differentiated As of 2026-07-31
Holdings
59
Well diversified
Top 10 weight
31%
Concentration
Active share
77%
Highly Differentiated
Equity
99%
Asset allocation

Portfolio

25Sectors 0Large positions 16.8%Top: Pharmaceuticals and Biotechnology 0.0%Cash

Market-cap allocation

Large cap45%
Mid cap40%
Small cap15%

Asset allocation

Equity99%

Top holdings

3.4%
3.3%
2.9%
2.8%

AI Smart summary

Portfolio read

  • 99% equity.
  • 59 disclosed positions across 25 classified equity sectors.
  • Largest equity sector is Pharmaceuticals and Biotechnology at 16.8% of the portfolio.
  • Top 10 positions account for 31%, 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 Sectoral / Thematic.

HDFC Manufacturing fund91 holdings · 34% top 10 · 80% AS
UTI Quant Fund89 holdings · 36% top 10
Icici Prudential Energy Opportunities Fund88 holdings · 43% top 10 · 83% AS
ICICI Prudential Business Cycle Fund86 holdings · 50% top 10 · 70% AS
Edelweiss Technology Fund84 holdings · 54% top 10
Axis Business Cycles Fund81 holdings · 29% top 10 · 67% AS

Sector exposure

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

Banks8.2%
Other 11 sectors14.6%