🎯Investment Objective
“Kotak Nifty MNC ETF is an open-ended scheme replicating/tracking NIFTY MNC Index. The ETF would replicate the composition of the Nifty MNC Index and endeavors to mirror the performance by the Nifty MNC Index, subject to tracking errors.”
Source: Kotak Nifty MNC ETF scheme information document
AI Summary
indian-fundStrengths1
- 1Y return of 14.6% beats the category median of 2.1%
Concerns0
Rule-based from financial data. Not advice.
Asset Allocation
Sector Allocation
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 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Percentile ranking within ETF category (higher = better)
What does this shape tell you?
This radar shows how the fund ranks against ETF peers across 5 dimensions. A "perfect" fund would fill the entire pentagon, but that rarely exists.
This fund's strongest trait is Returns (61th percentile), it has delivered higher returns than most peers.
Its weakest area is Scale (smaller AUM), not necessarily bad, but smaller funds can face liquidity constraints.
Learn about risk-adjusted returns → · Why expense ratio matters →
Portfolio Holdings30 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 (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | VEDANTA LTD. | Diversified Metals | 11.4% | - | |
| 2 | Hindustan Unilever Ltd. | Diversified FMCG | 9.6% | - | |
| 3 | Nestle India Ltd. | Food Products | 8.7% | - | |
| 4 | Maruti Suzuki India Limited | Automobiles | 8.6% | - | |
| 5 | Britannia Industries Ltd. | Food Products | 6.6% | - | |
| 6 | Cummins India Ltd. | Industrial Products | 6.2% | - | |
| 7 | Ashok Leyland Ltd. | Agricultural, Commercial and Constr | 5.7% | - | |
| 8 | United Spirits Ltd | Beverages | 3.8% | - | |
| 9 | HITACHI ENERGY INDIA LTD. | Electrical Equipment | 3.0% | - | |
| 10 | ABB India Ltd. | Electrical Equipment | 3.0% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Kotak Nifty MNC ETF's historical returns
⚠️ Important Disclaimer
This projection uses past returns (14.74613802938829% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/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 |
|---|---|---|---|---|---|
| -4.518543957758492% | -8.235998952586243% | +14.61157659977705% | +14.62150017283097% | +14.74613802938829% | - |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 17.9%.
👤Fund Manager
Fund manager information is not available for this fund.
Similar Funds
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.