๐ฏInvestment Objective
โThe investment objective of the scheme is to replicate the composition of the Nifty Chemicals Index and to generate returns that are commensurate with the performance of the Nifty Chemicals Index, subject to tracking errors.โ
Source: Kotak Nifty Chemicals ETF scheme information document
AI Summary
indian-fundRule-based from financial data. Not advice.
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity, it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation - The Single Most Important Investment Decision โ
Sector Allocation
โ ๏ธ High concentration, the top 3 sectors account for 100.0% of this fund. If these sectors face headwinds simultaneously, the fund will feel it. This is common in thematic or sectoral funds but unusual for diversified funds.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101โ250 by market cap) โ offering a balance of growth potential and relative stability. The โBlendโ position means the portfolio mixes both value and growth stocks โ a balanced approach.
๐ What do Large/Mid/Small Cap mean? โKey Metrics
Fund DNA
Portfolio Holdings20 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (โ green) means they're buying more, decreasing (โ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
๐ Learn: Diversification & Asset Allocation โ| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | Pidilite Industries Ltd. | Chemicals and Petrochemicals | 13.5% | - | |
| 2 | SRF LTD. | Chemicals and Petrochemicals | 10.8% | - | |
| 3 | UPL Ltd | Fertilizers and Agrochemicals | 10.4% | - | |
| 4 | Solar Industries India Limited | Chemicals and Petrochemicals | 9.6% | - | |
| 5 | Coromandel International Limited | Fertilizers and Agrochemicals | 7.6% | - | |
| 6 | P I Industries Ltd | Fertilizers and Agrochemicals | 7.3% | - | |
| 7 | NAVIN FLUORINE INTERNATIONAL LTD. | Chemicals and Petrochemicals | 6.7% | - | |
| 8 | Gujarat Fluorochemicals Ltd. | Chemicals and Petrochemicals | 4.3% | - | |
| 9 | Linde India Ltd. | Chemicals and Petrochemicals | 4.1% | - | |
| 10 | HIMADRI SPECIALITY CHEMICAL LTD. | Chemicals and Petrochemicals | 3.3% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Kotak Nifty Chemicals ETF's historical returns
โ ๏ธ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
๐ก Why SIP works: Investing โน10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| -0.0982340725151909% | +2.5546226180902076% | +8.2535683884978% | - | - | - |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 2.9%.
๐คFund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.