Equity Create Wealth
Sectoral Fund - Banks & Financial Services
Category Rank
Kotak Banking And Financial Services Fund-regular Plan-growth
Rating
Fund
Time to Invest
Kotak Banking And Financial Services Fund-regular Plan-growth
NAV
11.633
(27/09/2023)
L 52Wk H
9.86
11.87
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Kotak Banking And Financial Services Fund-regular Plan-growth

Equity
Sectoral Fund - Banks & Financial Services
Create Wealth
Rank Kotak Banking And Financial Services Fund-regular Plan-growth
Fund
NAV
11.633
(27/09/2023)
Time to Invest
Kotak Banking And Financial Services Fund-regular Plan-growth
Rating
L 52Wk H
9.86
11.87
Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation from aportfolio 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. .

Category
  • Equity - Sectoral Fund - Banks & Financial Services
Benchmark
  • Nifty Financial Services - TRI
Returns
Absolute
1M
2.44%
3M
3.77%
6M
17.97%
Annualised
1Y
-
3Y
-
5Y
-
Historical NAV
NAV for scheme Kotak Banking & Financial Services Fund - Regular Plan - Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Kotak Banking And Financial Services Fund-regular Plan-growth

AUM

666.12 Cr
Kotak Banking And Financial Services Fund-regular Plan-growth AUM is 62% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 10% of investment and 1% for remaining investments on or before 1Y Nil after 1Y
Lock In Period - NIL

Expense Ratio

2.3%

Turnover Ratio

1.96%