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
61.68% of portfolio
Market Cap of Equity
Mid Cap
27.7848%
Large Cap
39.2010%
Others
6.3763%
Small Cap
6.3588%
Companies Allocation of Equity
GE Vernova T&D India Ltd8.55%
HDFC Bank Ltd7.29%
Bharti Airtel Ltd6.80%
Eternal Ltd6.64%
Fortis Healthcare Ltd6.52%
State Bank of India6.02%
Cholamandalam Investment and Finance Co Ltd5.44%
Bajaj Finance Ltd5.11%
UltraTech Cement Ltd4.95%
Bharat Electronics Ltd4.36%
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.