Mutual Funds

Kotak Manufacture in India Fund - Regular Plan Growth

Kotak Mahindra Mutual FundSectoral/ThematicVery High Risk
₹21.3-0.06 (-0.26%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹2,804 Cr

1Y Return

+12.3%

3Y CAGR

+19.2%

5Y CAGR

-

Expense

1.99%

Risk

Very High

Kotak Manufacture in India Fund
₹21.3-0.26%

1Y Return

+12.3%

3Y CAGR

+19.2%

5Y CAGR

-

Since Inception

+18.8%

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NAV History

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52-Week NAV Range

₹18.07
₹21.36

98% from 52W low

Fund Information

Sectoral/ThematicEquitySince 02-03-2022

Fund House

Kotak Mahindra Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity96.5%
Cash3.5%

Market Cap Split

Large Cap46.5%
Mid Cap22.9%
Small Cap15.9%

Top Holdings

59 stocks
Weight1M Change
1

Sun Pharmaceuticals Industries Ltd

Healthcare

4.65%0.0%
2

Rubicon Research Ltd

Healthcare

4.17%0.0%
3

Mahindra & Mahindra Ltd

Consumer Cyclical

4.10%0.0%
4

Tata Steel Ltd

Basic Materials

3.89%0.0%
5

Triparty Repo

3.54%0.0%
6

Reliance Industries Ltd

Energy

3.46%0.0%
7

Maruti Suzuki India Ltd

Consumer Cyclical

3.27%0.0%
8

DEE Development Engineers Ltd

Industrials

3.10%0.0%
9

TVS Motor Co Ltd

Consumer Cyclical

3.09%0.0%
10

Bharat Electronics Ltd

Industrials

2.97%0.0%

Sector Allocation

Weight1M Change
Industrials
24.7%-9%
Consumer Cyclical
24.3%+23%
Healthcare
16.4%0%
Basic Materials
13.6%-20%
Energy
9.0%-25%
Consumer Defensive
4.7%+100%
Technology
3.8%0%

Fundamentals

P/E Ratio

25.09

Cat avg: 28.97

P/B Ratio

3.97

Cat avg: 4.38

Dividend Yield

1.35%

Cat avg: 1.23%

Price/Sale

1.70

Price/Cash Flow

15.14

Risk Metrics (3Y)

Sharpe Ratio

0.75

Sortino Ratio

1.13

Std Deviation

17.05%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak Manufacture in India Reg Gr2,8041.99+12.3%+19.2%-
ABSL India Flexicap (IFSC) A1-----
ICICI Pru India Opports Reg Gr37,2571.31+1.6%+16.9%+19.0%
ICICI Pru Business Cycle Reg Gr16,1381.42+1.7%+16.6%+16.4%
HDFC Defence Reg Gr10,5291.79+18.3%+39.8%-
HDFC Manufacturing Reg Gr10,3281.80+5.4%--
Franklin India Opportunities Gr9,1921.51+1.3%+21.5%+18.5%
Nippon India Power & Infra Gr8,0431.53+8.2%+21.7%+22.0%
ICICI Pru Innovt Reg Gr7,6091.53+3.9%+19.2%-
ICICI Pru Manufacturing Gr6,8431.55+8.8%+21.1%+19.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹2,804 Cr
Expense Ratio1.99%
Volatility (3Y)17.1%
Sharpe Ratio0.75
Sortino Ratio1.13
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings57

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.