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EquitySectoral/ ThematicDirect · Growth

Kotak Manufacture in India Fund - Direct Plan Growth

Kotak Mahindra · Scheme 149841

23.59 0.08%NAV · 2026-08-05
86
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
21.3%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+4.64%
3 Months+8.61%
6 Months+12.73%
1 Year+20.47%
3 Years (CAGR)+21.32%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+21.38%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns99
Consistency100
Risk-adjusted67
Downside protection70
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +21.3%
  • 3Y CAGR vs category: +4.6% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 96% of windows
  • Alpha vs benchmark: +12.0%

Risk metrics

Sharpe ratio
0.98
Sortino ratio
1.21
Volatility
14.74%
Max drawdown
-22.27%
Downside capture
86.40%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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