- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Banking & Financial Services Fund Direct Growth
Kotak Banking & Financial Services Fund Direct Plan Growth
₹ 15.93
NAV (Jul 30)
21.18%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services sector. However, there can be no assurance that the investment objective of the scheme would be achieved.
Expense Ratio | 0.73 % |
Launched 2Y ago | 2023-02-27 |
AUM in Crores | 1269.1 |
ISIN | INF174KA1MD1 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Financial Services Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
18.57%ICICI Bank Ltd.
16.42%State Bank of India
7.77%Axis Bank Ltd.
6.72%Power Finance Corporation Ltd.
5%See all holdings
Allocation by Sector
Financial
92.57%Insurance
2.93%Services
0.88%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 110,392 cr | ||
₹ 17,427 cr | ||
₹ 79,584 cr | ||
₹ 26,848 cr | ||
₹ 30,616 cr |
Frequently Asked Questions
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