FundLens
77
MNCBuy

Kotak MNC

Kotak · Direct–Growth · rank #2 of 7 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
21.9%
+18.9% vs index
3 Years
5 Years
Since launch
14.2%

Year-by-year performance

last entry = YTD
2025
+8.1%
2026
+16.9%

Why this score

Kotak MNC scores 77/100 — #2 of 7 MNC fund (Buy). It stands out for expense ratio and sortino ratio — beating 93% of peers on expense ratio. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs MNC peers — a longer bar beats more of the category.

Expense ratio0.86% · 93rd percentile in category
Sortino ratio0.76 · 93rd percentile in category
Alpha10.45 · 93rd percentile in category
Sharpe ratio0.55 · 79th percentile in category
1Y return21.95% · 93rd percentile in category
Volatility13.96 · 50th percentile in category

Top holdings

top 5 = 24% of portfolio
1.Maruti Suzuki India Ltd7%
2.Hindustan Unilever Ltd4.7%
3.Ami Organics Ltd4.16%
4.Torrent Pharmaceuticals Ltd4.15%
5.Britannia Industries Ltd4%

43 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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