Kotak Balanced Advantage Fund
Holdings
198
Broad portfolio
Top 10 weight
34%
Concentration
Strategy
Active
Portfolio style
Equity
73%
Asset allocation
Portfolio
43Sectors2Large positions14.6%Top: Banks0.0%Cash
Market-cap allocation
Large cap49%
Mid cap10%
Small cap8%
Asset allocation
Equity73%
Top holdings
Central Government - 2064DEBT5.8%
ICICI BANK LTD.EQUITY5.1%
Triparty RepoDERIVATIVE4.7%
STATE BANK OF INDIA.EQUITY3.8%
RELIANCE INDUSTRIES LTD.EQUITY3.5%
HDFC BANK LTD.EQUITY3.1%
BHARTI AIRTEL LTD.EQUITY2.5%
BAJAJ FINANCE LTD.EQUITY2.0%
Larsen and Toubro Ltd.EQUITY2.0%
Infosys Ltd.EQUITY1.7%
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Portfolio read
- 73% equity.
- Large-cap exposure is 49%.
- Largest equity sector is Banks at 14.6%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks14.6%
IT - Software4.2%
Finance4.1%
Automobiles4.0%
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