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: 2.03% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,812.52 Cr As on (31-03-2024)
Turn over: 17.67% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

16.106

24.97%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
Sharpe Ratio
Alpha
Beta
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 45.78 24.31 - - -
ICICI Prudential Manufacturing Fund - Cumulative Option 07-10-2018 64.01 32.54 31.42 23.66 -
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 31-01-2015 48.55 19.81 18.55 16.53 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.69%

Others

4.03%

Large Cap

54.53%

Mid Cap

32.75%

Scheme Documents

There are no scheme documents available

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