Kotak Manufacture In India Fund - Regular Plan Growth
Expense Ratio: 1.97
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Manufacturing TRI
Inception: 01-02-2022
Exit Load: Nil
Fund Size:₹2,469.88 Cr
Performance
1Y
Fund12.13%
Cat. Avg.N/A
2Y
Fund4.73%
Cat. Avg.N/A
3Y
Fund18.93%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund18.54%
Cat. Avg.N/A
Fund Facts
Beta
0.96
Std Dev
15.14%
PE Ratio
33.96
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Triparty Repo | 144.58 | 6.02% |
| 2 | SUN PHARMACEUTICAL INDUSTRIES LTD. | 123.00 | 5.12% |
| 3 | Tata Steel Ltd. | 111.28 | 4.63% |
| 4 | Mahindra & Mahindra Ltd. | 110.80 | 4.62% |
| 5 | RELIANCE INDUSTRIES LTD. | 100.79 | 4.20% |
| 6 | Hindalco Industries Ltd. | 88.44 | 3.68% |
| 7 | TVS Motor Company Ltd. | 84.92 | 3.54% |
| 8 | Bharat Electronics Ltd. | 81.13 | 3.38% |
| 9 | Hero MotoCorp Ltd. | 81.01 | 3.37% |
| 10 | Maruti Suzuki India Limited | 79.99 | 3.33% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 64418 | +7.4% | +16.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.35 L. | +12.3% | +12.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.19 L. | +21.8% | +13.8% |
| SI | 07 Mar, 22 | 2.65 L. | 3.82 L. | +44.2% | +17.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.12 L. | +12.1% | +12.1% |
| 2Y | 15 Jul, 24 | 1 L. | 1.09 L. | +9.1% | +4.5% |
| 3Y | 14 Jul, 23 | 1 L. | 1.68 L. | +68.2% | +18.9% |
| SI | 02 Mar, 22 | 1 L. | 2.10 L. | +110.3% | +18.6% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.