Compare Mutual Funds

Insights from Fund Comparison

• Both Kotak Manufacture in India Fund - Direct (IDCW) and Kotak Active Momentum Fund - Direct (G) are Sectoral / Thematic, Equity schemes. Kotak Manufacture in India Fund - Direct (IDCW) is 4 yrs 2 m old and manages ₹2,647.75 Crs, whereas Kotak Active Momentum Fund - Direct (G) is 0 yrs 8 m old with ₹1,338.83 Crs.
• Kotak Manufacture in India Fund - Direct (IDCW) is therefore older and larger, which may indicate more experience and investor confidence.
• Kotak Manufacture in India Fund - Direct (IDCW) has its top 3 sectors in Automobile (21.40%), Pharmaceuticals (14.68%), and Refineries (11.61%), while Kotak Active Momentum Fund - Direct (G) focuses on Automobile (11.98%), Banks (10.23%), and Pharmaceuticals (9.82%).
• The funds share exposure to Automobile and Pharmaceuticals, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Kotak Manufacture in India Fund - Direct (IDCW) holds Triparty Repo (4.88%), Mahindra & Mahindra Ltd. (4.81%), Tata Steel Ltd. (4.65%), SUN PHARMACEUTICAL INDUSTRIES LTD. (4.59%), and RELIANCE INDUSTRIES LTD. (3.95%), whereas Kotak Active Momentum Fund - Direct (G) holds Laurus Labs Ltd (3.72%), L&T FINANCE HOLDINGS LTD (3.57%), Triparty Repo (3.26%), GE VERNOVA T&D INDIA LIMITED (3.08%), and ADITYA BIRLA CAPITAL LTD (2.90%).
• The funds share exposure to Triparty Repo, which makes their performance partly correlated. However, the unique holdings like Mahindra & Mahindra Ltd. in Kotak Manufacture in India Fund - Direct (IDCW) and Laurus Labs Ltd in Kotak Active Momentum Fund - Direct (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, Kotak Manufacture in India Fund - Direct (IDCW) has 94.86% equity and 0.00% debt, while Kotak Active Momentum Fund - Direct (G) has 96.97% equity and 0.00% debt.
• Risk profile is similar for both funds.