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InvestVerdict

Kotak Long Term Fund

Regular Plan · IDCW · Mutual fund · Scheme code 152490

Fund houseKotak Mahindra Mutual Fund
CategoryMutual fund
Plan & optionRegular · IDCW
History
InvestVerdict

Kotak Long Term Fund

Regular Plan · IDCW

Allocation

By asset

Debt90.12%
Cash & Equivalents0.89%

By market cap

Unclassified98.13%

Concentration

Number of stocks13
Top 5 stocks66.57%
Top 10 stocks84.47%
Top 20 stocks90.12%
Largest holding16.69%
Largest sectorSOV 89.29%
Effective stocks9.9
Cash0.89%
InvestVerdict

Kotak Long Term Fund

Regular Plan · IDCW · holdings

Top 18 holdings

#CompanySector% of fund
1 SOV16.69%
2 SOV15.41%
3 SOV12.74%
4 SOV11.07%
5 SOV10.66%
6 SOV7.07%
7 SOV2.79%
8 SOV2.79%
9 SOV2.68%
10 SOV2.57%
11 SOV2.46%
12 SOV2.36%
13 Unclassified0.89%
14 Alternative Investment Fund0.83%

Sector split

SOV — 89.3%Other — 1.7%SOV89.3%Other1.7%
SOV89.29%
Cash & Equivalents0.89%
Alternative Investment Fund0.83%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.