Sectoral / Thematic · Equity

Kotak MNC Fund

Kotak Mahindra Mutual Fund

Benchmark

Nifty MNC TRI

Riskometer

Very High

Size

₹2,203 cr

Allotted

28 Oct 2024

Holdings as of

Not on record

Kotak MNC Fund is a sectoral / thematic fund of Kotak Mahindra Mutual Fund with ₹2,203 cr under management. It is ahead of its benchmark (Nifty MNC TRI) in 1 of 1 periods. Its direct plan charges 0.90% a year. Harsha Upadhyaya has managed it for 2.0 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Kotak MNC Fund beaten its benchmark?

Ahead of its benchmark, Nifty MNC TRI, in 1 of 1 periods in AMFI's figures; +16.69% over the last year against +1.44%.

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty MNC TRI) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+16.69%	+15.07%	+1.44%	+15.25	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Kotak MNC Fund cost?

0.90% a year on the direct plan, 2.29% on the regular plan; 21 of 174 funds in its category charge less.

Direct plan

0.90% a year

Category median 1.22%

Regular plan

2.29% a year

Category median 2.38%

Gap

1.39 points

for the same holdings

21 of 174 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak MNC Fund?

Harsha Upadhyaya, since 28 Oct 2024; Dhananjay Thikaria, since 28 Oct 2024; Abhishek Bisen, since 28 Oct 2024.

Harsha Upadhyaya

2.0 years

since 28 Oct 2024

Dhananjay Thikaria

2.0 years

since 28 Oct 2024

Abhishek Bisen

2.0 years

since 28 Oct 2024

Benchmark as filedNifty MNC Index (Total Return Index (TRI))

Exit load

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 Units issued on reinvestment of IDCWs shall not be subject to entry and exit load Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme.

From 2 Scheme Summary Documents filed with NSE, first on 30 Aug 2026; as on 29 Sep 2026

What does Kotak MNC Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.