Kotak Manufacture in India Fund Regular Growth

Kotak Manufacture in India Fund Regular Growth is an equity fund. This fund was started on 2 March, 2022. The fund is managed by Harsha Upadhyaya, Abhishek Bisen. The fund could potentially beat inflation in the long-run.

1. Kotak Manufacture in India Fund Regular Growth has ₹2429 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 2.
   

Kotak Manufacture in India Fund Regular Growth has given a CAGR return of 21.06% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -1.04% and 23.50% respectively.

Kotak Manufacture in India Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Industrial, Consumer Cyclical, Health, Basic Materials, Energy, Tech, Corporate, Consumer Defensive, Government. Its top holdings are Sun Pharmaceuticals Industries Ltd, Reliance Industries Ltd, Mahindra & Mahindra Ltd, Tata Steel Ltd, Bharat Electronics Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The scheme shall seek to generate capital appreciation by investing in a diversified portfolio of companies that follow the manufacturing theme. However, there is no assurance that the objective of the scheme will be realized.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Manufacture in India Fund Regular Growth has no lock in period.