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EquitySectoral/ ThematicDirect · Growth

Kotak MNC Fund-Direct Plan-Growth

Kotak Mahindra · Scheme 152910

₹13.08▲ 0.27%NAV · 2026-09-18
84
Excellent FundScore
Start SIP
AUM
₹2,237 cr
Expense ratio
0.87%
3Y CAGR
—
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Harsha UpadhyayaExit load: 0.5% for redemption within 90 Days
Excellent · 84/100

A standout fund on our data — strong across almost every dimension.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 17%.
  • ✓1Y return: +27.3%
  • ✓Alpha vs benchmark: +13.7%

📉 What could drag it down

  • •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
  • •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • •Sharpe ratio: 0.69
  • •Sortino ratio: 0.91

FundScore breakdown

84/100 · Excellent
How it works →
100
Returns
Excellent
50
Consistency
Average
57
Risk-adjusted
Decent
90
Downside protection
Excellent
77
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

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