Kotak Aggressive Hybrid Fund
Holdings
120
Well diversified
Top 10 weight
34%
Concentration
Active share
70%
Highly Differentiated
Equity
79%
Asset allocation
Portfolio
27Sectors
0Large positions
12.7%Top: Finance
0.0%Cash
Market-cap allocation
Large cap44%
Mid cap27%
Small cap7%
Asset allocation
Equity79%
Debt16%
Top holdings
Triparty RepoDERIVATIVE
4.5%ETERNAL LIMITEDEQUITY
4.4%BHARTI AIRTEL LTD.EQUITY
3.4%HDFC BANK LTD.EQUITY
3.4%ICICI BANK LTD.EQUITY
3.3%3.3%
STATE BANK OF INDIA.EQUITY
3.0%SHRIRAM FINANCE LIMITEDEQUITY
2.7%BAJAJ FINANCE LTD.EQUITY
2.5%Ultratech Cement Ltd.EQUITY
2.3%Bharat Electronics Ltd.EQUITY
2.0%2.0%
1.9%
1.8%
INDIAN BANKEQUITY
1.7%Infosys Ltd.EQUITY
1.6%Mphasis LtdEQUITY
1.6%Apar Industries Ltd.EQUITY
1.4%1.4%
1.3%
IPCA Laboratories Ltd.EQUITY
1.3%1.3%
ROSSELL TECHSYS LTD.EQUITY
1.2%1.2%
1.2%
1.2%
United Spirits LtdEQUITY
1.2%VISHAL MEGA MART LIMITEDEQUITY
1.1%BANK OF MAHARASHTRAEQUITY
1.1%SRF LTD.EQUITY
1.1%Jindal Steel & Power LtdEQUITY
1.1%1.1%
1.1%
SWIGGY LTDEQUITY
1.1%1.0%
0.97%
0.96%
0.94%
0.88%
Minda Industries Ltd.EQUITY
0.88%REC LTDEQUITY
0.87%Tata Power Company Ltd.EQUITY
0.83%0.80%
JK Cement Ltd.EQUITY
0.79%P I Industries LtdEQUITY
0.79%polycab India LimitedEQUITY
0.78%RELIANCE INDUSTRIES LTD.EQUITY
0.77%AVANTI FEEDS LTDEQUITY
0.76%0.76%
0.75%
Havells India Ltd.EQUITY
0.74%Schaeffler India LtdEQUITY
0.71%Deepak Nitrite Ltd.EQUITY
0.64%TATA CAPITAL LTD.EQUITY
0.62%Oberoi Realty LimitedEQUITY
0.61%Net Current Assets/(Liabilities)DERIVATIVE
0.60%Tech Mahindra Ltd.EQUITY
0.57%0.54%
0.54%
0.52%
MRF Ltd.EQUITY
0.48%Birlasoft LImitedEQUITY
0.45%BSE LTDEQUITY
0.43%ZCB REC LTD**DEBT
0.36%0.28%
CD AXIS BANK LTD.**EQUITY
0.27%0.27%
0.27%
0.26%
0.26%
0.26%
0.22%
CD INDIAN BANK**DEBT
0.20%CD CANARA BANK**DEBT
0.16%0.16%
0.16%
0.14%
0.14%
0.11%
0.11%
REC LTD**DEBT
0.11%0.08%
0.07%
0.07%
0.06%
0.06%
0.06%
0.06%
0.05%
0.05%
0.04%
0.03%
0.03%
0.02%
0.02%
0.02%
0.02%
0.01%
0.0%
AI Smart summary
Portfolio read
- 79% equity, 16% debt.
- 120 disclosed positions across 27 classified equity sectors.
- Largest equity sector is Finance at 12.7% of the portfolio.
- Top 10 positions account for 34%, indicating relatively distributed position weights.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Aggressive Hybrid Fund.
ICICI Prudential Equity & Debt Fund249 holdings · 37% top 10 · 59% AS
Aditya Birla Sun Life Equity Hybrid '95 Fund164 holdings · 32% top 10
Mirae Asset Aggressive Hybrid Fund148 holdings · 32% top 10 · 55% AS
HDFC Hybrid Equity Fund137 holdings · 36% top 10 · 65% AS
Canara Robeco Equity Hybrid Fund135 holdings · 30% top 10 · 56% AS
UTI Aggressive Hybrid Fund134 holdings · 34% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
12.7%
12.6%
6.6%
5.4%
5.2%
3.4%
3.2%
3.2%
3.2%
3.2%
3.1%
3.1%
2.8%
2.1%
Other 13 sectors9.7%
1.5%
1.2%
1.1%
0.9%
0.8%
0.8%
0.8%
0.8%
0.7%
0.6%
0.3%
0.3%
0.1%