Kotak Mahindra Mutual Fund

Kotak NIFTY Chemicals ETF

Kotak Mahindra Mutual Fund

Expense Ratio: 0.25
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Chemicals TRI
Inception: 23-10-2025
Exit Load: Nil
Fund Size:₹23.77 Cr

Performance

1Y
FundN/A
Cat. Avg.3.77%
2Y
FundN/A
Cat. Avg.2.69%
3Y
FundN/A
Cat. Avg.-21.10%
5Y
FundN/A
Cat. Avg.-17.16%
10Y
FundN/A
Cat. Avg.-20.16%
SI
Fund1.83%
Cat. Avg.-5.90%

Fund Facts

Manager(s)

Mr. Abhishek Bisen

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*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
1Pidilite Industries Ltd.13.0712.90%
2SRF LTD.11.6111.45%
3UPL Ltd10.4410.31%
4Solar Industries India Limited9.649.52%
5NAVIN FLUORINE INTERNATIONAL LTD.7.437.33%
6Coromandel International Limited7.407.31%
7P I Industries Ltd7.227.13%
8Linde India Ltd.4.724.66%
9Gujarat Fluorochemicals Ltd.4.194.13%
10HIMADRI SPECIALITY CHEMICAL LTD.3.403.36%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI08 Dec, 254000041849+4.6%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI18 Nov, 251 L.1.02 L.+1.8%N/A

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
₹9.00L
Total Gained
₹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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