Kotak Aggressive Hybrid Fund - Payout of Income Distribution cum capital withdrawal option - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Open
Portfolio Overview
As of December 31, 2025
Asset Allocation
Equity: 79.08%Others: 20.92%
Market Cap
Large Cap: 41.03%Mid Cap: 24.38%Equity: 8.20%Small Cap: 5.48%
Number of stocks
113
Top 10 Holdings
58.48% of portfolio
Market Cap of Equity
Large Cap
41.0260%
Mid Cap
24.3768%
Equity
8.2021%
Small Cap
5.4763%
Companies Allocation of Equity
HDFC Bank Ltd9.07%
GE Vernova T&D India Ltd6.76%
Fortis Healthcare Ltd6.21%
Eternal Ltd6.10%
Bajaj Finance Ltd5.78%
State Bank of India5.54%
Cholamandalam Investment and Finance Co Ltd5.47%
UltraTech Cement Ltd4.98%
Infosys Ltd4.50%
Mphasis Ltd4.08%
Sector Allocation of Equity
Financial Services25.03%
Industrials11.35%
Healthcare6.58%
Consumer Cyclical7.96%
Basic Materials8.38%
Technology9.93%
Communication Services1.86%
Energy2.02%
Equity1.47%
Consumer Defensive2.22%
Utilities0.88%
Real Estate1.41%
SIP Amount
Monthly SIP Date
Kotak Aggressive Hybrid Fund - Payout of Income Distribution cum capital withdrawal option
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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.