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Sectoral / Thematicregulargrowth📊 Nifty MNC Index (TRI)

Kotak MNC Fund-Regular Plan- Growth

Kotak Mahindra Mutual Fund

#10 of 213 (1Y)

₹11.9850

0.10 (-0.79%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹11.9850

0.10 (-0.79%)

29 May 2026

AMFI: 152913

Direct · Growth

₹₹12.2630

0.10 (-0.78%)

29 May 2026

AMFI: 152910

Regular · IDCW

₹₹11.9850

0.10 (-0.79%)

29 May 2026

AMFI: 152912

Direct · IDCW

₹₹12.2630

0.10 (-0.78%)

29 May 2026

AMFI: 152911

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.99%
1 Month+4.14%
3 Months+6.96%
6 Months+8.83%
1 Year+19.42%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Oct 2024)+9.90%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+22.87%
3 Year SIP
5 Year SIP
Since Inception (Oct 2024)+18.05%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹1,900

Invested

₹2,253

Value today

22.3%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹120

Value today

11.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹7,59,492

Value today

+5.6%

vs lumpsum

STP beat direct lumpsum by 5.6% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹2,253

Benchmark

₹1,924

+₹329 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹7,564

Regular plan

₹7,500

Direct earns ₹64 more on a ₹6K investment1.07% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹1,958 Cr
Expense Ratio2.04%
Min SIP₹100
Min Lumpsum₹100
BenchmarkNifty MNC Index (TRI) ✓
Launch Date07 Oct 2024
AMFI Code152913

Risk Metrics

Trailing 1 year, annualised

0.32

Sharpe Ratio

+0.11

Alpha

0.41

Beta

0.29

Sortino

14.41%

Std Dev

-16.93%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

Maruti Suzuki India Limited

INE585B01010

810.00%

Maruti Suzuki India Limited

INE585B01010

767.00%

Hindustan Unilever Ltd.

INE030A01027

747.00%

Britannia Industries Ltd.

INE216A01030

657.00%

Britannia Industries Ltd.

INE216A01030

607.00%

VEDANTA LTD.

INE205A01025

548.00%

Hindustan Unilever Ltd.

INE030A01027

545.00%

Ami Organics Ltd

INE00FF01025

543.00%

Nestle India Ltd.

INE239A01024

534.00%

Ami Organics Ltd

INE00FF01025

481.00%

MTAR TECHNOLOGIES LIMITED

INE864I01014

454.00%

GE VERNOVA T&D INDIA LIMITED

INE200A01026

414.00%

JB Chemicals & Pharmaceuticals Ltd.

INE572A01036

409.00%

GE VERNOVA T&D INDIA LIMITED

INE200A01026

402.00%

Nestle India Ltd.

INE239A01024

393.00%

JB Chemicals & Pharmaceuticals Ltd.

INE572A01036

354.00%

AZAD ENGINEERING LTD

INE02IJ01035

353.00%

Ashok Leyland Ltd.

INE208A01029

344.00%

MTAR TECHNOLOGIES LIMITED

INE864I01014

325.00%

Ashok Leyland Ltd.

INE208A01029

317.00%

Nippon Life Asset Management Ltd

INE298J01013

288.00%

Cummins India Ltd.

INE298A01020

284.00%

United Spirits Ltd

INE854D01024

279.00%

Cummins India Ltd.

INE298A01020

278.00%

AZAD ENGINEERING LTD

INE02IJ01035

277.00%

United Spirits Ltd

INE854D01024

265.00%

Nippon Life Asset Management Ltd

INE298J01013

261.00%

Oracle Financial Services Software Ltd

INE881D01027

259.00%

Schaeffler India Ltd

INE513A01022

251.00%

ZF Commercial Vehicle Control Systems India Ltd

INE342J01019

251.00%

Oracle Financial Services Software Ltd

INE881D01027

237.00%

ASTER DM HEALTHCARE LTD

INE914M01019

236.00%

Schaeffler India Ltd

INE513A01022

235.00%

ZF Commercial Vehicle Control Systems India Ltd

INE342J01019

234.00%

ASTER DM HEALTHCARE LTD

INE914M01019

216.00%

BHARTI AIRTEL LTD.

INE397D01024

214.00%

Siemens Ltd.

INE003A01024

211.00%

VEDANTA LTD.

INE205A01025

199.00%

BHARTI AIRTEL LTD.

INE397D01024

198.00%

Aditya Birla Sun Life AMC Ltd

INE404A01024

198.00%

Fortis Healthcare India Ltd

INE061F01013

198.00%

Aditya Birla Sun Life AMC Ltd

INE404A01024

196.00%

Fortis Healthcare India Ltd

INE061F01013

195.00%

Siemens Ltd.

INE003A01024

186.00%

ABB India Ltd.

INE117A01022

181.00%

Marksans Pharma Ltd

INE750C01026

180.00%

Marksans Pharma Ltd

INE750C01026

175.00%

ABB India Ltd.

INE117A01022

170.00%

JUBILANT PHARMOVA LIMITED

INE700A01033

162.00%

Bosch Limited

INE323A01026

162.00%

Performance Comparison

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Investment Objective

Kotak MNC Fund-Regular Plan- Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Kotak MNC Fund-Regular Plan- Growth is a Sectoral / Thematic mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,958 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty MNC Index (TRI). The current expense ratio is 2.04%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations