Kotak MNC Fund Direct growth

Equity • Other • Direct growth

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Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Other

Direct growth

Launched On
28 Oct 2024
0.2 years ago
Lock-in Period
No lock-in
NAV
as of 15 Jan 2025
₹9.73
+0.1029% (0.10)
AUM
₹2,410 Cr
Expense ratio
0.57%
Benchmark
Nifty MNC
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 90D

0.5%

If units sold after 90D

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Consumer Defensive

Consumer Defensive

24.11%
Industrials

Industrials

19.30%
Consumer Cyclical

Consumer Cyclical

16.96%
Healthcare

Healthcare

16.62%
Technology

Technology

12.51%

Fund House

Kotak Mahindra

Kotak Mahindra

Inc: 29 Dec 1998 • Total AUM: ₹4,15,228 Cr • Rank #4
Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.

Fund Managers

Abhishek Bisen

Experience: 16.79 yrs • Total AUM: 9,87,136 Cr

Harsha Upadhyaya

Experience: 12.44 yrs • Total AUM: 5,27,887 Cr

Dhananjay Tikariha

Experience: 0.78 yrs • Total AUM: 16,972 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.