Kotak Manufacture in India Fund - Regular Plan Growth
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Thematic-Manufacturing |
| Launch Date: 22-02-2022 |
| Asset Class: |
| Benchmark: Nifty India Manufacturing TRI |
| TER: 1.98% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,266.05 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 17.71% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
16.936
0.13 (0.7499%)
18.31%
Benchmark: 15.14%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty India Manufacturing TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow the manufacturing theme.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.76 |
| Sharpe Ratio | 0.67 |
| Alpha | 0.13 |
| Beta | 0.89 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Manufacture in India Fund - Regular Plan Growth | 22-02-2022 | 4.77 | 23.84 | 17.12 | - | - |
| Axis India Manufacturing Fund - Regular Plan - Growth | 05-12-2023 | 6.37 | - | - | - | - |
| Canara Robeco Manufacturing Fund - Regular Plan - Growth Option | 11-03-2024 | 5.98 | - | - | - | - |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 31-01-2015 | 2.62 | 23.46 | 13.28 | 20.5 | 10.89 |
| BANK OF INDIA Manufacturing & Infrastructure Fund-Growth | 05-03-2010 | 2.44 | 28.24 | 19.75 | 30.7 | 14.94 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 07-10-2018 | 1.73 | 29.11 | 20.82 | 30.3 | - |
| Quant Manufacturing Fund - Growth Option - Regular Plan | 05-08-2023 | -4.14 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
18.05%
Others
2.55%
Large Cap
53.8%
Mid Cap
25.6%
