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Kotak MNC  Gr

Kotak MNC Gr

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation20.3%
Sharpe Ratio0.66

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
MTAR Technologies LtdCapital Goods4.86%
Indo MIM LtdCapital Goods4.70%
Acutaas Chemicals LtdCapital Goods4.38%
Azad Engineering LtdCapital Goods4.35%
GE Vernova T&D India LtdCapital Goods3.37%
Hindustan Unilever LtdConsumers3.35%
Oracle Financial Services Software LtdTechnology3.31%
Sun Pharmaceuticals Industries LtdServices3.23%
Britannia Industries LtdConsumers3.23%
Nestle India LtdConsumers3.21%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

AB

Abhishek Bisen

Mr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

Team

50 years

Combined Team Experience

AUM

₹ 1,15,689 Cr

Assets Under Management

DT
Dhananjay Tikariha
Co-Portfolio Manager

Dhananjay Tikariha has experience of 3 years. Manages 12 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹482 Cr

HU
Harsha Upadhyaya
Co-Portfolio Manager

Mr. Harsha Upadhyaya has experience of 25 years. Manages 35 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹36,716 Cr Holds a PGDM degree.

Firm OverviewFirm Overview

Total AUM₹5,80,249.31 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.24%

iconRegulatory & Tax Information

INF174KA1TJ3
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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