Kotak Mahindra Mutual Fund

Kotak Manufacture In India Fund - Regular Plan Growth

Kotak Mahindra Mutual Fund

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
Fund10.03%
Cat. Avg.N/A
2Y
Fund5.63%
Cat. Avg.N/A
3Y
Fund17.38%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund17.93%
Cat. Avg.N/A

Fund Facts

No available Data

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1SUN PHARMACEUTICAL INDUSTRIES LTD.130.384.65%
2RUBICON RESEARCH LIMITED116.874.17%
3Mahindra & Mahindra Ltd.115.084.10%
4Tata Steel Ltd.109.073.89%
5Triparty Repo99.303.54%
6RELIANCE INDUSTRIES LTD.97.043.46%
7Maruti Suzuki India Limited91.753.27%
8DEE DEVELOPMENT ENGINEEERS LTD86.863.10%
9TVS Motor Company Ltd.86.523.09%
10Bharat Electronics Ltd.83.392.97%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000063212+5.4%+11.3%
2Y07 Nov, 241.20 L.1.35 L.+12.4%+12.4%
3Y07 Nov, 231.80 L.2.14 L.+18.6%+11.9%
SI07 Mar, 222.80 L.4.04 L.+44.4%+16.2%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.10 L.+10.0%+10.0%
2Y16 Oct, 241 L.1.12 L.+11.6%+5.6%
3Y16 Oct, 231 L.1.62 L.+61.7%+17.4%
SI02 Mar, 221 L.2.14 L.+114.5%+17.9%

SIP Calculator

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
₹9.00L
Total Profit
₹14.80L
SIP 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.

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