EquiscaleEquiscale
Kotak Fmp Series 292Equity Fund₹13.31as of 2026-08-12
RiskHigh
Kotak MahindraEquity FundMutual Fund12 HoldingsHigh
Top Sector
SOVHighest portfolio allocation

AI Summary

indian-fund

Strengths0

    Concerns1

    • High sector concentration — SOV accounts for 79.6% of the portfolio

    Rule-based from financial data. Not advice.

    Asset Allocation

    Sector Allocation

    Holdings-Based Style Box

    Value
    Blend
    Growth
    Large
    Mid
    Small

    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

    AUM
    Data not available
    Expense Ratio
    Data not available

    Fund DNA

    Fund DNA analysis is not available yet, data enrichment pending.

    Portfolio Holdings12 positions

    💡Reading the Holdings Table

    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 →
    #CompanySectorAllocationWeight (%)3M Change
    10.0803SOV
    		40.8%-
    20.0801SOV
    		19.3%-
    3Triparty RepoOther / Non-Equity
    		18.3%-
    40.0672SOV
    		4.2%-
    50.0563SOV
    		3.1%-
    6TBSOV
    		3.1%-
    70.0798SOV
    		2.4%-
    80.0699SOV
    		2.1%-
    90.0801SOV
    		1.5%-
    100.0798SOV
    		1.1%-

    Holdings Overlap with Your Portfolio

    Checking for overlaps...

    Investment Calculator

    Estimate future value based on Kotak Fmp Series 292's historical returns

    1102030
    Invested
    ₹6.00 L
    Est. Value
    ₹8.25 L
    Wealth
    ₹2.25 L
    1.4× in 5yr
    Growth ProjectionKotak Fmp Series 292 vs NIFTY 50

    ⚠️ 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.

    📖 SIP · 📖 XIRR · 📖 RCA

    Returns

    1M3M6M1Y3Y CAGR5Y CAGR
    0%+0.6198298499565436%----

    Performance

    This chart shows the fund's NAV growth over time.

    What is CAGR and how is return calculated? →

    👤Fund Manager

    Fund manager information is not available for this fund.

    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.