Kotak Manufacture in India Fund

Current Fund Size :

N.A.

₹20.01

NAV

21.33% p.a.

Overall Return

-1.69%

1-Day Change

0.55%

Expense Ratio

₹ 2,446 Cr

AUM (Fund Size)

3+ yrs

Fund Age

Investment Policy

Benchmark

Nifty India Manufacturing TRI

Risk Level

High Risk

Min. Investment

SIP: ₹1000 & Lumpsum: ₹5000

Exit Load

0.5%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

3 yrs 7 m since Feb 01, 2022

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 Sun Pharmaceutical Industries Ltd. Healthcare Equity 4.56%
2 Mahindra & Mahindra Ltd. Automobile Equity 4.25%
3 Reliance Industries Ltd. Energy Equity 4.16%
4 Tata Steel Ltd. Metals & Mining Equity 3.47%
5 Hero Motocorp Ltd. Automobile Equity 3.12%
6 Bharat Electronics Ltd. Capital Goods Equity 3.06%
7 Tata Motors Ltd. Automobile Equity 2.94%
8 Hindalco Industries Ltd. Metals & Mining Equity 2.88%
9 Hindustan Petroleum Corporation Ltd. Energy Equity 2.77%
10 TVS Motor Company Ltd. Automobile Equity 2.68%
11 Kaynes Technology India Ltd. Capital Goods Equity 2.64%
12 Bharat Petroleum Corporation Ltd. Energy Equity 2.52%
13 Divi's Laboratories Ltd. Healthcare Equity 2.51%
14 Maruti Suzuki India Ltd. Automobile Equity 2.42%
15 Ambuja Cements Ltd. Construction Equity 2.30%
16 Biocon Ltd. Healthcare Equity 2.28%
17 Ultratech Cement Ltd. Construction Equity 2.20%
18 Cummins India Ltd. Capital Goods Equity 2.15%
19 Graphite India Ltd. Capital Goods Equity 2.09%
20 Bosch Ltd. Automobile Equity 2.04%
21 Eicher Motors Ltd. Automobile Equity 1.87%
22 DEE Development Engineers Ltd. Services Equity 1.59%
23 ABB India Ltd. Capital Goods Equity 1.58%
24 Ashok Leyland Ltd. Automobile Equity 1.56%
25 The India Cements Ltd. Construction Equity 1.56%
26 Waaree Energies Ltd. Energy Equity 1.55%
27 Solar Industries India Ltd. Chemicals Equity 1.49%
28 Dalmia Bharat Ltd. Construction Equity 1.47%
29 Anthem Biosciences Ltd. Healthcare Equity 1.44%
30 Indian Oil Corporation Ltd. Energy Equity 1.40%
31 Oswal Pumps Ltd. Capital Goods Equity 1.30%
32 Dabur India Ltd. Consumer Staples Equity 1.28%
33 Kei Industries Ltd. Capital Goods Equity 1.25%
34 Britannia Industries Ltd. Consumer Staples Equity 1.19%
35 Coromandel International Ltd. Chemicals Equity 1.18%
36 SRF Ltd. Diversified Equity 1.16%
37 Glaxosmithkline Pharmaceuticals Ltd. Healthcare Equity 1.14%
38 Voltas Ltd. Consumer Discretionary Equity 1.10%
39 MTAR Technologies Ltd. Capital Goods Equity 1.06%
40 M&B Engineering Ltd. Construction Equity 1.04%
41 Carborundum Universal Ltd. Metals & Mining Equity 1.03%
42 Piramal Pharma Ltd. Healthcare Equity 1.01%
43 Jyoti CNC Automation Ltd. Capital Goods Equity 0.94%
44 V-Guard Industries Ltd. Consumer Discretionary Equity 0.93%
45 Schaeffler India Ltd. Capital Goods Equity 0.90%
46 Apollo Tyres Ltd. Automobile Equity 0.89%
47 Thermax Ltd. Capital Goods Equity 0.85%
48 Quadrant Future Tek Ltd. Capital Goods Equity 0.74%
49 3M India Ltd. Diversified Equity 0.69%
50 Vikram Solar Ltd. Energy Equity 0.67%
51 Kross Ltd. Automobile Equity 0.62%
52 Ipca Laboratories Ltd. Healthcare Equity 0.57%
53 Garware Technical Fibres Ltd. Textiles Equity 0.57%
54 Sansera Engineering Ltd. Automobile Equity 0.52%
55 Standard Glass Lining Technology Ltd. Capital Goods Equity 0.47%
56 JNK India Ltd. Capital Goods Equity 0.45%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Kotak Manufacture in India Fund -2.67% 22.12% N.A. 15.27 1.04 0.82 1.10 2,446 Cr 3 yrs 7 m 0.55%
2 ICICI Prudential Manufacturing Fund -2.69% 28.09% 29.79% 16.26 1.13 1.09 1.58 6,490 Cr 7 yrs 0.73%
3 Sundaram Services Fund 1.21% 20.02% 25.84% 12.58 0.87 0.89 1.57 4,333 Cr 7 yrs 1 m 0.74%
4 ICICI Prudential Exports and Services Fund -2.35% 21.4% 24.73% 11.25 0.80 1.16 2.49 1,369 Cr 12 yrs 8 m 1.69%
5 ICICI Prudential Commodities Fund -0.32% 22.09% 32.98% 15.05 0.98 0.87 1.40 2,919 Cr 6 yrs 0.99%
6 UTI Transportation and Logistics Fund 2.12% 26.37% 28.23% 16.11 1.03 0.95 1.32 3,741 Cr 12 yrs 8 m 0.83%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 2.82% 1.76%
2 3 Months 0.69% 0.68%
3 6 Months 12.22% 13.25%
4 1 Year -2.67% -3.61%
5 2 Years 21.24% 20.53%
6 3 Years 22.12% 19.44%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Kotak Infrastructure and Economic Reform Fund 2,313 Cr -9.69% 32.02% View Detail
2 Kotak Midcap Fund 56,988 Cr -0.72% 28.25% View Detail
3 Kotak Small Cap Fund 17,508 Cr -10.73% 27.82% View Detail
4 Kotak Pioneer Fund 3,053 Cr 4.6% 25.41% View Detail
5 Kotak Contra Fund 4,493 Cr -4.13% 24.88% View Detail
6 Kotak Large & Midcap Fund 27,655 Cr -3.51% 23.37% View Detail

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