Kotak Aggressive Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.4%
Sharpe Ratio0.10
Beta1.34
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
7.34% Govt Stock 2064Utilities4.85%
Bharti Airtel LtdServices4.53%
HDFC Bank LtdFinancial Services4.51%
7.3% Govt Stock 2053Utilities4.14%
Net Current Assets/(Liabilities)Utilities3.16%
Fortis Healthcare LtdServices2.85%
Eternal LtdConsumers2.73%
UltraTech Cement LtdCapital Goods2.72%
Infosys LtdTechnology2.51%
NTPC LtdUtilities2.41%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.76%
Regulatory & Tax Information
INF174K01450
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)