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Kotak Manufacture in India Fund(G)-Direct Plan

Kotak Manufacture in India Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+19.06%

3Y annualised

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NAV : 16 Sep 2026

₹23.35

Min. SIP amount

₹100

Fund size (AUM)

3126 Cr

Expense ratio

0.56%

Launched on

22 Feb 2022

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,90,695

Stock Allocation

Stock nameSectorAllocation
Rubicon Research LimitedDomestic Equities4.85%
Sun Pharmaceutical Industries Ltd.Healthcare4.76%
Mahindra & Mahindra Ltd.Automobile & Ancillaries3.94%

Fund Composition

3126 Cr

Large Cap

45.18%

Mid Cap

16.56%

Small Cap

26.53%

Others

11.73%

Sector Allocation

3126 Cr

Automobile & Ancillaries

21.60%

Domestic Equities

16.14%

Healthcare

14.45%

Capital Goods

11.84%

Crude Oil

5.80%

Iron & Steel

4.37%

Cash & Cash Equivalents And Net Assets

4.02%

Construction Materials

3.87%

Others

17.43%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.50% on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

HU

Harsha Upadhyaya

Present

AB

Abhishek Bisen

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+36.32%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
I

ICICI Pru US Bluechip Equity Fund(G)-Direct Plan

+16.23%

FAQs

Kotak Manufacture in India Fund(G)-Direct Plan is a part of Kotak Mahindra Asset Management Company Limited, it was incepted on 22 Feb 2022. This fund is managed by Harsha Upadhyaya and Abhishek Bisen. It is a Equity type of fund.

The current NAV of Kotak Manufacture in India Fund(G)-Direct Plan is ₹23.35 (as of 16 Sep 2026).

Kotak Manufacture in India Fund(G)-Direct Plan has delivered 13.50% in 1 year, 19.06% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Kotak Manufacture in India Fund(G)-Direct Plan is ₹100.

The expense ratio of Kotak Manufacture in India Fund(G)-Direct Plan is 0.56%.

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