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.-0.91%
2Y
FundN/A
Cat. Avg.0.60%
3Y
FundN/A
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund-2.21%
Cat. Avg.-6.26%

Fund Facts

No available Data

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.11.8813.43%
2Solar Industries India Limited10.9612.39%
3SRF LTD.9.5810.83%
4UPL Ltd7.718.72%
5NAVIN FLUORINE INTERNATIONAL LTD.6.817.70%
6Coromandel International Limited5.776.52%
7P I Industries Ltd4.985.63%
8Gujarat Fluorochemicals Ltd.4.034.55%
9HIMADRI SPECIALITY CHEMICAL LTD.3.844.34%
10Linde India Ltd.3.714.19%

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Kotak Mahindra Mutual Fund
NAV / Fund Size₹56.14₹6,599.36 Cr
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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI08 Dec, 255500054568-0.8%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI18 Nov, 251 L.97791-2.2%N/A

SIP Calculator

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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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