Kotak Aggressive Hybrid Fund

Kotak Mahindra Mutual FundHybridPortfolio as of 31 July 2026

Kotak Aggressive Hybrid Fund holds 122 instruments (78.35% equity), led by ETERNAL LIMITED (4.38%), Bharti Airtel Limited (3.41%) and HDFC Bank Limited (3.41%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
122
Equity Allocation
78.35%
AMC
Kotak Mahindra Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of Kotak Aggressive Hybrid Fund, managed by Kotak Mahindra Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 122 instruments with an equity allocation of 78.35%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Kotak Aggressive Hybrid Fund's top 10 holdings account for 31.43% of its portfolio, more concentrated than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 28.51% of net assets, spread across 11 sectors in total. Since its 30 June 2026 disclosure, the fund added 2 new positions and exited 4 positions, with ICICI Bank Limited seeing the largest move (+0.98pp to 3.34%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

2 new entries4 exits9 increased6 reduced

Biggest Weight Increases

StockWeightChange
ICICI Bank Limited2.36% → 3.34%▲ +0.98
Apollo Hospitals Enterprise Limited0.75% → 1.33%▲ +0.58
ETERNAL LIMITED3.94% → 4.38%▲ +0.44
Indian Bank1.36% → 1.72%▲ +0.36
Bajaj Finance Limited2.23% → 2.47%▲ +0.24
Infosys Limited1.49% → 1.64%▲ +0.15
Swiggy Limited0.91% → 1.05%▲ +0.14
Bharti Airtel Limited3.29% → 3.41%▲ +0.12
United Spirits Limited1.06% → 1.16%▲ +0.1

Biggest Weight Reductions

StockWeightChange
GE Vernova T&D India Limited2.06% → 1.75%▼ -0.31
Bharat Electronics Limited2.18% → 2%▼ -0.18
Apar Industries Limited1.6% → 1.42%▼ -0.18
Vishal Mega Mart Limited1.28% → 1.13%▼ -0.15
Fortis Healthcare Limited3.42% → 3.29%▼ -0.13
Polycab India Limited0.88% → 0.78%▼ -0.1

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 2.66%, Mar: 3.32%, Apr: 3.81%, May: 3.85%, Jun: 3.94%, Jul: 4.38%
4.38%
Feb: 3.24%, Mar: 3.4%, Apr: 3.47%, May: 3.36%, Jun: 3.29%, Jul: 3.41%
3.41%
Feb: 3.99%, Mar: 3.64%, Apr: 3.39%, May: 3.26%, Jun: 3.38%, Jul: 3.41%
3.41%
Feb: 1.98%, Mar: 1.92%, Apr: 1.52%, May: 1.51%, Jun: 2.36%, Jul: 3.34%
3.34%
Feb: 3.49%, Mar: 3.26%, Apr: 3.42%, May: 3.43%, Jun: 3.42%, Jul: 3.29%
3.29%

Full Portfolio (122 holdings)

#HoldingSector% to NAV
1Triparty Repotreps4.5%
2ETERNAL LIMITEDConsumer Discretionary4.38%
3Bharti Airtel LimitedTelecommunication3.41%
4HDFC Bank LimitedFinancial Services3.41%
5ICICI Bank LimitedFinancial Services3.34%
6Fortis Healthcare LimitedHealthcare3.29%
7Cholamandalam Investment and Finance Company LimitedFinancial Services3.15%
8State Bank of IndiaFinancial Services3.01%
9Shriram Finance LimitedFinancial Services2.65%
10Bajaj Finance LimitedFinancial Services2.47%
11UltraTech Cement LimitedMaterials2.32%
12Bharat Electronics LimitedIndustrials2%
137.34% Central Government Securitiesbond1.98%
14Power Finance Corporation LimitedFinancial Services1.89%
15GE Vernova T&D India LimitedIndustrials1.75%
16Indian BankFinancial Services1.72%
17Infosys LimitedInformation Technology1.64%
18MphasiS LimitedInformation Technology1.58%
19Apar Industries LimitedIndustrials1.42%
20Solar Industries India LimitedMaterials1.37%
21Apollo Hospitals Enterprise LimitedHealthcare1.33%
22Nippon Life India Asset Management LimitedFinancial Services1.25%
23IPCA Laboratories LimitedHealthcare1.25%
24Rossell Techsys Limited1.21%
25Century Plyboards (India) LimitedConsumer Discretionary1.18%
26Oracle Financial Services Software LimitedInformation Technology1.17%
27United Spirits LimitedConsumer Staples1.16%
287.24% Central Government Securitiesbond1.16%
29Vishal Mega Mart LimitedConsumer Discretionary1.13%
30Bank of MaharashtraFinancial Services1.12%
31SRF LimitedMaterials1.12%
32JINDAL STEEL LIMITEDMaterials1.07%
33Small Industries Development Bank of Indiabond1.07%
34BANK OF BARODA - CDbond1.06%
35Axis Bank Limitedbond1.06%
36Swiggy LimitedConsumer Discretionary1.05%
37Poonawalla Fincorp LimitedFinancial Services1.02%
38Sun Pharmaceutical Industries LimitedHealthcare0.97%
396.90% Government of India (MD )bond0.96%
40Torrent Pharmaceuticals LimitedHealthcare0.94%
41UNO Minda LimitedConsumer Discretionary0.88%
42LG Electronics India LimitedConsumer Discretionary0.88%
43REC LimitedFinancial Services0.87%
44Techno Electric & Engineering Company LimitedIndustrials0.85%
45Tata Power Company LimitedUtilities0.83%
46Tamil Nadu State Govt - 2036 - Tamil Nadu(^)bond0.82%
47Prudent Corporate Advisory Services LimitedFinancial Services0.8%
48PI Industries LimitedMaterials0.79%
49JK Cement LimitedMaterials0.79%
50Polycab India LimitedIndustrials0.78%
51Reliance Industries LimitedEnergy0.77%
52Nuvama Wealth Management LimitedFinancial Services0.76%
53Avanti Feeds LimitedConsumer Staples0.76%
54Bharat Petroleum Corporation LimitedEnergy0.75%
55Havells India LimitedConsumer Discretionary0.74%
56Schaeffler India LimitedConsumer Discretionary0.71%
57Karnataka State Govt - 2040 - Karnataka(^)bond0.71%
58Deepak Nitrite LimitedMaterials0.64%
59Tata Capital LimitedFinancial Services0.62%
60Oberoi Realty LimitedReal Estate0.61%
61Net Current Assets/(Liabilities)other0.6%
62Tech Mahindra LimitedInformation Technology0.57%
63Max Healthcare Institute LimitedHealthcare0.54%
649.33% 360 One Prime Limited 2028 (FRN)bond0.54%
65Bahadur Chand Investments Private Limitedbond0.53%
66HDFC BANK LTD - CDbond0.52%
67MRF LimitedConsumer Discretionary0.48%
68BIRLASOFT LIMITEDInformation Technology0.45%
69BSE LimitedFinancial Services0.43%
700.00% REC Ltdbond0.36%
71Uttar Pradesh State Govt - 2041 - Uttar Pradesh(^)bond0.33%
72Small Industries Development Bank of India - 7.79%bond0.28%
737.64% Power Finance Corporation Limitedbond0.28%
748.58% Muthoot Finance Limited 2029 (FRN)bond0.27%
75Tamil Nadu State Govt - 2032 - Tamil Nadubond0.27%
76HDFC Bank Limitedbond0.27%
77Axis Bank Ltdbond0.27%
78V.S.T Tillers Tractors LimitedConsumer Staples0.26%
79Bank of Baroda^bond0.26%
80HDFC Bank Limited^bond0.26%
816.79% Central Government Securitiesbond0.22%
82ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITEDbond0.2%
83INDIAN BANKbond0.2%
849.35% Telangana State Industrial Infrastructure Corporation Limitedbond0.19%
857.75% Tata Capital Housing Finance Limitedbond0.16%
86Canara Bank 2026bond0.16%
87SUNDARAM FINANCE LTDbond0.16%
88GS CG - (STRIPS)bond0.14%
89GS CG - (STRIPS)bond0.14%
90ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITEDbond0.12%
91ANDHRA PRADESH STATE BEVERAGES CORPORATION LIMITEDbond0.12%
927.71% REC Ltd. (MD )bond0.11%
937.50% National Bank for Agriculture and Rural Development (MD )bond0.11%
948.05% Muthoot Finance Limited 2027bond0.11%
95Karnataka State Govt - 2032 - Karnatakabond0.11%
967.30% Government of India (MD )bond0.11%
97GS CG - (STRIPS)bond0.08%
98ADITYA BIRLA CAPITAL LTDbond0.07%
999.15% Andhra Pradesh State Beverages Corporation Limitedbond0.07%
100NCD POWER FINANCE CORPORATION LTDbond0.07%
101Tamil Nadu State Govt - 2028 - Tamil Nadubond0.06%
102Haryana State Govt - 2031 - Haryana(^)bond0.06%
103Kerala State Govt - 2028 - Keralabond0.06%
104Punjab State Govt - 2027 - Punjabbond0.06%
105GS CG - (STRIPS)bond0.06%
1066.48% Central Government Securitiesbond0.05%
107GS CG - (STRIPS)bond0.05%
108GS CG - (STRIPS)bond0.04%
1097.26% Government of India (MD )bond0.03%
110GS CG - (STRIPS)bond0.03%
111Dixon Technologies (India) LimitedConsumer Discretionary0.02%
112Gujarat State Govt - 2033 - Gujaratbond0.02%
113Tamil Nadu State Govt - 2033 - Tamil Nadubond0.02%
114Rajasthan State Govt - 2033 - Rajasthanbond0.02%
115Andhra Pradesh State Govt - 2033 - Andhra Pradeshbond0.02%
116GS CG - (STRIPS)bond0.02%
117GS CG - (STRIPS)bond0.02%
118Rajasthan State Govt - 2031 - Rajasthanbond0.01%
1197.09% Government of India (MD )bond0.01%
120Andhra Pradesh State Govt - 2031 - Andhra Pradeshbond0%
1217.74% Power Finance Corporation Ltd. (MD )bond0%
122Central Government - 2050bond0%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ETERNAL LIMITED is 4.38% of Kotak Aggressive Hybrid Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 3.41% of Kotak Aggressive Hybrid Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 3.41% of Kotak Aggressive Hybrid Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 3.34% of Kotak Aggressive Hybrid Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Fortis Healthcare Limited is 3.29% of Kotak Aggressive Hybrid Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Kotak Mahindra Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.