Kotak Aggressive Hybrid Fund - Payout of Income Distribution cum capital withdrawal option - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Open
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 79.72%Others: 20.28%
Market Cap
Mid Cap: 27.78%Large Cap: 39.20%Others: 6.38%Small Cap: 6.36%
Number of stocks
116
Top 10 Holdings
30.84% of portfolio
Market Cap of Equity
Mid Cap
27.78%
Large Cap
39.20%
Others
6.38%
Small Cap
6.36%
Companies Allocation of Equity
GE Vernova T&D India Ltd4.28%
HDFC Bank Ltd3.64%
Bharti Airtel Ltd3.40%
Eternal Ltd3.32%
Fortis Healthcare Ltd3.26%
State Bank of India3.01%
Cholamandalam Investment and Finance Co Ltd2.72%
Bajaj Finance Ltd2.56%
UltraTech Cement Ltd2.47%
Bharat Electronics Ltd2.18%
Sector Allocation of Equity
Industrials12.29%
Financial Services25.65%
Communication Services3.40%
Consumer Cyclical8.32%
Healthcare7.06%
Basic Materials8.49%
Technology7.89%
Consumer Defensive2.28%
Utilities1.81%
Energy1.44%
Real Estate1.09%
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.