Sector Allocation of the of Kotak Balanced Advantage Fund
Here is the most recent list of
holdings in sectors in the Kotak Balanced Advantage Fund's portfolio
as of 31 Jul 2025. The fund's AUM is 15,812.67 crores, of which equity holdings constitute 67.60%.
| Name of the Sector | Holding Percentage |
|---|---|
| N/A | 40.01% |
| Financial | 18.52% |
| Others | 17.68% |
| Financial Services | 16.19% |
| Sovereign | 7.79% |
| Technology | 6.95% |
| Information Technology | 6.53% |
| Oil, Gas & Consumable Fuels | 6.06% |
| Consumer Staples | 5.75% |
| Automobile | 5.64% |
| Energy | 5.47% |
| Automobile and Auto Components | 5.39% |
| Fast Moving Consumer Goods | 3.41% |
| Healthcare | 3.15% |
| Capital Goods | 2.99% |
| Telecommunication | 2.83% |
| Chemicals | 2.77% |
| Construction | 1.95% |
| Consumer Services | 1.88% |
| Power | 1.71% |
| Services | 1.70% |
| Communication | 1.55% |
| Realty | 1.43% |
| Consumer Discretionary | 1.34% |
| Construction Materials | 0.99% |
| Insurance | 0.92% |
| Consumer Durables | 0.82% |
| Metals & Mining | 0.19% |
| Others | -71.61% |