Kotak Fmp Series 292
Asset Allocation
Quarterly comparison data not available.
A balanced-to-growth allocation with 80% in equities and 18% in debt instruments.
The fund holds 18% in cash — above typical levels. This could indicate the fund manager is waiting for better entry points or being defensive.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
⚠️ High concentration — the top 3 sectors account for 79.6% of this fund. If these sectors face headwinds simultaneously, the fund will feel it. This is common in thematic or sectoral funds but unusual for diversified funds.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings12 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves — increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 1 | 0.0803 | SOV | 40.8% | — | ||
| 2 | 0.0801 | SOV | 19.3% | — | ||
| 3 | Triparty Repo | Other / Non-Equity | 18.3% | — | ||
| 4 | 0.0672 | SOV | 4.2% | — | ||
| 5 | 0.0563 | SOV | 3.1% | — | ||
| 6 | TB | SOV | 3.1% | — | ||
| 7 | 0.0798 | SOV | 2.4% | — | ||
| 8 | 0.0699 | SOV | 2.1% | — | ||
| 9 | 0.0801 | SOV | 1.5% | — | ||
| 10 | 0.0798 | SOV | 1.1% | — |
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Performance
This chart shows the fund's NAV growth over time.
Investment Calculator
Estimate future value based on Kotak Fmp Series 292's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.