Kotak Aggressive Hybrid Fund - Payout of Income Distribution cum capital withdrawal option

Kotak Aggressive Hybrid Fund - Payout of Income Distribution cum capital withdrawal option - Portfolio Analysis

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%

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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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

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.