Kotak Aggressive Hybrid Fund - Payout of Income Distribution cum capital withdrawal option - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Open
Portfolio Overview
Asset Allocation
Equity: 77.26%Others: 22.74%
Market Cap
Large Cap: 41.21%Mid Cap: 23.78%Equity: 4.87%Small Cap: 7.41%
Number of stocks
110
Top 10 Holdings
56.44% of portfolio
Market Cap of Equity
Large Cap
41.2081%
Mid Cap
23.7752%
Equity
4.8681%
Small Cap
7.4086%
As of August 31, 2025
Companies Allocation of Equity
HDFC Bank Ltd8.34%
Eternal Ltd7.46%
Fortis Healthcare Ltd6.94%
UltraTech Cement Ltd5.79%
Bajaj Finance Ltd5.25%
GE Vernova T&D India Ltd5.08%
Infosys Ltd4.83%
NTPC Ltd4.47%
State Bank of India4.29%
Bharat Electronics Ltd4.00%
Sector Allocation of Equity
Financial Services19.03%
Consumer Cyclical8.42%
Healthcare7.14%
Basic Materials9.55%
Industrials11.19%
Technology9.89%
Utilities2.23%
Communication Services2.98%
Energy2.34%
Consumer Defensive3.07%
Real Estate1.40%
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.