Kotak Manufacture In India Fund

Sectoral / ThematicEquityVery High risk Rank 25 of 164

NAV · Direct-Growth

₹23.35-0.25-1.06%

As of 1 Oct 2026 · AMFI

NAV growth+15.6%

Oct ’25Oct ’26

Arthkar verdictStrong on the numbers

Returns

Beats category

1Y, 3Y all ahead

Cost

Low

0.61% vs 0.83% peers

Consistency

Strong

positive in 4 of 4 years

Beats its Sectoral / Thematic category on 1Y & 3Y.

1Y return

+14.7%

+11.9 vs cat

3Y CAGR

+20.4%

+6.3 vs cat

5Y CAGR

—

AUM

₹2.7K Cr

fund size

Expense

0.61%

direct plan

Volatility 3Y

17.0%

3Y std dev

Go deeper on Kotak Manufacture In India Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Kotak Manufacture In India Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Kotak Manufacture In India Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Kotak Manufacture in India Fund is a Sectoral / Thematic scheme from Kotak Mahindra. The portfolio is ~97% in equities. 3-year CAGR: about 20.4%. Volatility is typical for equity — 20–30 % drawdowns happen during market stress. Worst historical drawdown: -22% in Feb 2025, recovered in 7 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF174KA1IF4

NAV (Direct-Growth)

₹23.3460

Last 1Y

+15.63%

Oct 25Min ₹19.31 · Max ₹24.27 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Feb 2025

-22.3%

Peak ₹20.70 on 27 Sept 2024 → trough ₹16.09 on 28 Feb 2025 (5 months down).

Recovered in 7 months· 18 Sept 2025

Mar 2026

-11.6%

Peak ₹21.83 on 26 Feb 2026 → trough ₹19.31 on 23 Mar 2026 (1 months down).

Recovered in 1 months· 6 May 2026

Jun 2022

-10.0%

Peak ₹10.68 on 21 Apr 2022 → trough ₹9.61 on 20 Jun 2022 (2 months down).

Recovered in 1 months· 21 Jul 2022

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.61% — typical for category.
AUM size
₹2.7K Cr.
Sector concentration
Top 3 sectors = 64.9% — fairly concentrated.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-2.79%	-2.97%	127/ 291
1M	-2.50%	-4.80%	38/ 289
3M	+3.55%	-2.87%	28/ 286
6M	+18.83%	+11.48%	58/ 286
YTD	+11.10%	+0.50%	49/ 273
1Y	+14.72%	+2.78%	35/ 261
2Y	+8.32%	+1.38%	25/ 211
3Y	+20.35%	+14.01%	25/ 164

Portfolio composition

Asset allocation

Equity96.62%
Cash3.38%

By market cap

Large cap52.48%
Mid cap21.29%
Small cap15.89%
Others10.34%

Concentration

Holdings

Avg market cap

₹88.6K Cr

Top 10 stocks

36.08%

Top 5 stocks

20.88%

Top 3 sectors

64.86%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

2
Sun Pharmaceuticals Industries Ltd
—5.12%
3
Tata Steel Ltd
—4.63%
4
Mahindra & Mahindra Ltd
—4.62%
1
Sun Pharmaceuticals Industries Ltd
—4.59%
2
Tata Steel Ltd
—4.40%
5
Reliance Industries Ltd
—4.20%
3
Mahindra & Mahindra Ltd
—4.16%
4
Hindalco Industries Ltd
—4.11%
6
Hindalco Industries Ltd
—3.68%
5
Reliance Industries Ltd
—3.61%
7
TVS Motor Co Ltd
—3.50%
8
Bharat Electronics Ltd
—3.38%
9
Hero MotoCorp Ltd
—3.37%
10
Maruti Suzuki India Ltd
—3.33%
7
Maruti Suzuki India Ltd
—3.11%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio23.8428.47-4.63
P/B ratio3.804.25-0.45
Price / Sales1.623.21-1.59
Price / Cash Flow14.7619.97-5.21
Dividend yield1.40%1.23%+0.17
Return on equity (ROE)19.67%18.47%+1.20

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
19.3317.07————
Sharpe ratio
Risk-adjusted return — higher is better.
0.420.84————
Sortino ratio
Like Sharpe but only counts downside volatility.
0.661.28————
Beta
1 = moves with the market. <1 = less volatile.
——————

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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