Kotak Manufacture in India Fund - Direct Plan Growth
Kotak Mahindra Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.55%
AUM
₹222.62 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-35.57%
Poor
6 Months
+4.29%
Below Average
1 Year
+9.29%
Below Average
3 Years
+21.25%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 14 quarters
AUM Metrics
Key indicators
Current AUM
₹222.62 Cr
Recent Trend
Growing
Stability Score
14.9
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-28.66%
3Y
3Y CAGR
+149.66%
5Y
5Y CAGR
N/A
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.20%
Annualized standard deviation
Sharpe Ratio
0.985
Fair - Risk-adjusted return
Max Drawdown
-22.30%
High - Worst decline
Consistency
68.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.89%
Average daily price movement
Annualized Volatility
14.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance