Investment Objective and Approach

The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of companies that follow the manufacturing theme. It invests in companies engaged in manufacturing activities, giving you an opportunity for wealth creation alongside the growing Indian economy.

However, there is no assurance that the objective of the scheme will be realized. Kotak performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

The fund follows a manufacturing theme approach by:

- Investing across market capitalizations in manufacturing companies

- Focusing on companies contributing to India's manufacturing growth

- Maintaining diversification within the manufacturing sector

- Capitalizing on the Make in India initiative and manufacturing boom

Fund Managers

The fund is currently managed by two experienced fund managers:

Mr. Harsha Upadhyaya

Mr. Harsha Upadhyaya has been managing the fund since 01/10/2023. Harsha Upadhyaya is a Chartered Financial Analyst and an MBA in Finance from the Indian Institute of Management, Lucknow. He also holds a Mechanical Engineering from the National Institute of Technology, Suratkal. Mr. Upadhyaya has been working in fund management and equity research for more than two decades. As of March 2019, he currently oversees assets of more than Rs. 62,500 Crore and manages funds like Kotak Tax Saver, Equity Opportunities, and Standard Multicap.

Mr. Abhishek Bisen

Mr. Abhishek Bisen has been managing the fund since 22/02/2022. Abishek Bisen holds a BA (Management) and MBA (Finance) degree. Hong Kong-based financial magazine The Asset awarded him the Highly Commended Investors in Indian Rupees Bonds twice. Before joining Kotak, Mr. Bisen worked in the Portfolio Advisory and Sales & Trading of Fixed Income Products of the Securities Trading Corporation of India Ltd. He joined KMAMC or October 2006 and manages debt schemes.

About the Fund House (AMC)

Kotak Mahindra Mutual Fund is managed by Kotak Mahindra Asset Management Company Limited (KMAMC), which is part of the larger Kotak Group. Kotak Mahindra Mutual Fund is a part of the Kotak Group established in 1985 by Mr. Uday Kotak. Kotak Mahindra Asset Management Company (KMAMC) is the asset manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC started its operations in 1998.

Key highlights about the AMC:

- As of 31st March 2024, the asset under management of Kotak AMC is more than 3.81 lakh crores

- KMAMC has 86 branches spread over 82 cities in India and has 25.9 lakh unique investors

- Part of the established Kotak Group with presence across various financial services

- Strong track record in fund management with experienced investment professionals

Should I Invest in Kotak Manufacture In India Fund?

This fund is suitable for investors who:

Ideal Investor Profile:

- Seek long-term capital appreciation through manufacturing theme exposure

- Believe in India's manufacturing potential and Make in India initiative

- Want to participate in the growth of manufacturing companies across market caps

- Have a moderate to high risk appetite

- Investment horizon of at least 3-5 years

Key Considerations:

- Scheme Inception date is 22/02/2022, making it a relatively new fund with limited long-term track record

- The riskometer level of Kotak Manufacture in India Fund - Regular Plan is Very High

- Manufacturing sector exposure can be cyclical and volatile

- Fund performance depends on manufacturing sector dynamics and economic conditions

Recent Performance Metrics:

- Kotak Manufacture in India Fund Direct Growth has given a CAGR return of 22.38% since inception

- Over the last 1 and 3 years the fund has given a CAGR return of 8.27% and 25.01% respectively (as available data)

- Kotak Manufacture in India Fund Direct Growth has ₹2303 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average

FAQs

What is today's NAV of Kotak Manufacture In India Fund?

The NAV changes daily. You can check the latest NAV on Allvest platform or the official Kotak Mutual Fund website for real-time updates.

What is the AUM of Kotak Manufacture In India Fund?

The AUM of Kotak Manufacture in India Fund - Regular Plan Growth is Rs 2510.06 Crs as of recent data available.

What is the expense ratio of Kotak Manufacture In India Fund?

The expense ratio of this fund is 1.97% for Regular Plan and The fund has an expense ratio 0.6 for Direct Plan.

What are the returns of Kotak Manufacture In India Fund since inception?

It has delivered 17.06% returns since inception for Regular Plan, while Kotak Manufacture in India Fund Direct Growth has given a CAGR return of 22.38% since inception.

What is the minimum SIP amount to invest in Kotak Manufacture In India Fund?

It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment.

How do I invest in Kotak Manufacture In India Fund?

You can invest through Allvest platform by simply creating an account, completing your KYC, selecting the fund, choosing investment amount and payment method. Alternatively, you can invest directly through Kotak Mutual Fund website or authorized distributors.

How to start a SIP in Kotak Manufacture In India Fund?

Through Allvest, log in to your account, search for the fund, select SIP option, choose your investment amount and SIP date, set up auto-debit mandate, and start your systematic investment plan.

How do I automate an SIP in Kotak Manufacture In India Fund?

Set up an auto-debit mandate through Allvest platform or your bank, which will automatically deduct the SIP amount on your chosen date each month and invest in the fund.

How can I withdraw/redeem my investment in Kotak Manufacture In India Fund?

You can redeem through Allvest platform by placing a redemption request. For redemption / switch out within 90 days from the date of allotment: 0.5%. If units are redeemed or switched out on or after 90 days from the date of allotment -Nil.