← Kotak Mutual Fund

Kotak Aggressive Hybrid Fund - Direct Plan -Growth

Aggressive Hybrid Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
58
Jul 2026
Equity Holdings
₹7,216.58 Cr
Equity only, excl. debt & cash
AAUM
₹8,382.43 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.8%
Diversified
Top 10 Weight
31.4%
Diversified
Changes
56
2 new · 4 exits
Top Sector
Finance
12.7% of portfolio
Launch Date
29 Nov 1999
10+ year track record

AAUM (Average Assets Under Management) of ₹8,382.43 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Kotak Aggressive Hybrid Fund made 2 new additions and exited 4 stocks this month. The biggest new buy was Rossell Techsys Ltd (N.A.) at 1.21% weight. Bank of Baroda was the biggest exit (Banks), which was held at 1.39%. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 3.34% of the portfolio. GE Vernova T&D India Limited was trimmed the most, now at 1.75%. Eternal Limited remains the top holding with Finance the dominant sector at 12.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 10.9% 12.7% +1.9%
Finance 11.4% 12.5% +1.1%
Retailing 5.7% 6.1% +0.4%
IT - Software 5.9% 5.2% -0.7%
Healthcare Services 4.7% 4.7% +0.1%
Electrical Equipment 4.7% 3.7% -1.1%
Capital Markets 3.7% 3.3% -0.4%
Telecom - Services 3.4% 3.3% -0.1%
Chemicals & Petrochemicals 3.5% 3.3% -0.3%
Cement & Cement Products 3.2% 3.1% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Finance 12.5% 12.7% +0.2%
Banks 12.7% 12.6% -0.1%
Retailing 6.1% 6.6% +0.4%
IT - Software 5.2% 5.4% +0.2%
Healthcare Services 4.7% 5.2% +0.4%
Telecom - Services 3.3% 3.4% +0.1%
Capital Markets 3.3% 3.2% -0.1%
Electrical Equipment 3.7% 3.2% -0.5%
Pharmaceuticals & Biotechnology 3.0% 3.2% +0.1%
Chemicals & Petrochemicals 3.3% 3.1% -0.1%
🟢
Biggest New Buy
Rossell Techsys Ltd
1.21% weight · N.A.
🔴
Biggest Exit
Bank of Baroda
1.39% was held · Banks
Biggest Add
ICICI Bank Limited
+0.98% · now 3.34%
Biggest Trim
GE Vernova T&D India Limited
-0.31% · now 1.75%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
Rossell Techsys Ltd 2 funds
Rossell Techsys Ltd
Kotak MNC Fund-Direct Plan-Growth
Kotak Manufacture in India Fund - Direct Plan Growth
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
NTPC Limited 55 funds
NTPC Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Mirae Asset Nifty Energy ETF + more
Bank of Baroda 47 funds
Bank of Baroda
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
ICICI Lombard General Insurance Company Limited 32 funds
ICICI Lombard General Insurance Company Limited
Edelweiss BSE Capital Markets & Insurance ETF - Growth
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth
Tata Banking And Financial Services Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 4 Exits ↑ 24 Increased ↓ 26 Decreased
#StockSectorWeight (Jul 2026)
1
Rossell Techsys Ltd
₹111.35 Cr
N.A. 1.21%
2
Torrent Pharmaceuticals Limited
₹86.65 Cr
Pharmaceuticals & Biotechnology 0.94%
#StockSectorLast Weight (Jun 2026)
1
Bank of Baroda
₹124.78 Cr
Banks 1.39%
2
JB Chemicals & Pharmaceuticals Limited
₹76.14 Cr
Pharmaceuticals & Biotechnology 0.85%
3
ICICI Lombard General Insurance Company Limited
₹70.09 Cr
Insurance 0.78%
4
NTPC Limited
₹63.37 Cr
Power 0.71%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹307.28 Cr
Banks 2.36% 3.34% +0.98%
2
Apollo Hospitals Enterprise Limited
₹121.99 Cr
Healthcare Services 0.75% 1.33% +0.58%
3
Eternal Limited
₹403.14 Cr
Retailing 3.94% 4.38% +0.44%
4
Indian Bank
₹158.52 Cr
Banks 1.36% 1.72% +0.36%
5
Bajaj Finance Limited
₹227.14 Cr
Finance 2.23% 2.47% +0.24%
6
Infosys Limited
₹150.91 Cr
IT - Software 1.49% 1.64% +0.15%
7
Swiggy Limited
₹96.95 Cr
Retailing 0.91% 1.05% +0.14%
8
Bharti Airtel Limited
₹313.77 Cr
Telecom - Services 3.29% 3.41% +0.12%
9
United Spirits Limited
₹106.66 Cr
Beverages 1.06% 1.16% +0.10%
10
Mphasis Limited
₹145.65 Cr
IT - Software 1.50% 1.58% +0.08%
#StockSectorJun 2026Jul 2026Change
1
GE Vernova T&D India Limited
₹161.21 Cr
Electrical Equipment 2.06% 1.75% -0.31%
2
Bharat Electronics Limited
₹184.32 Cr
Aerospace & Defense 2.18% 2.00% -0.18%
3
Apar Industries Limited
₹130.76 Cr
Electrical Equipment 1.60% 1.42% -0.18%
4
Vishal Mega Mart Limited
₹104.46 Cr
Retailing 1.28% 1.13% -0.15%
5
Fortis Healthcare Limited
₹302.51 Cr
Healthcare Services 3.42% 3.29% -0.13%
6
Polycab India Limited
₹71.81 Cr
Industrial Products 0.88% 0.78% -0.10%
7
Techno Electric & Engineering Company Limited
₹78.06 Cr
Construction 0.94% 0.85% -0.09%
8
State Bank of India
₹277.40 Cr
Banks 3.09% 3.01% -0.08%
9
SRF Limited
₹102.89 Cr
Chemicals & Petrochemicals 1.20% 1.12% -0.08%
10
Havells India Limited
₹67.74 Cr
Consumer Durables 0.82% 0.74% -0.08%

What Stocks Does This Fund Hold?

58 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹403.14 Cr
Retailing
4.38%
2
₹313.77 Cr
Telecom - Services
3.41%
3
₹313.60 Cr
Banks
3.41%
4
₹307.28 Cr
Banks
3.34%
5
₹302.51 Cr
Healthcare Services
3.29%
6
₹290.03 Cr
Finance
3.15%
7
₹277.40 Cr
Banks
3.01%
8
₹244.35 Cr
Finance
2.65%
9
₹227.14 Cr
Finance
2.47%
10
₹213.97 Cr
Cement & Cement Products
2.32%
🏆 Top stocks held by Aggressive Hybrid funds
See which stocks all active Aggressive Hybrid fund managers are buying — ranked by total value invested
🏦 Kotak Mutual Fund — Portfolio & Holdings
See all funds managed by Kotak Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

Found a discrepancy or have feedback? Contact Us — we read every message personally.