Kotak Banking & Financial Services Fund-Dir Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.69 %
Expense Ratio
Rating
820
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 22.7% | - | - | 24.7% | ||||
| Category Average | 13.2% | 12% | 11.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
11.39
Alpha
3.44
SD
0.86
Beta
1.57
Sharpe
Exit Load
| Exit Load | For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment. |
|---|
Fund Objective
The investment objective of the scheme is 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.
Fund Managers
Shibani Kurian - Equity Research - Fund Manager
Before joining Kotak Mahindra Mutual Funds Online in India, Ms Shibani Kurian worked at Dawnay Day AV India Advisors Pvt Ltd and UTI AMC. Shibani Sircar Kurian has over 19 years of extensive experience in the Indian stock market. Over 11 years have been spent at Kotak Mahindra Mutual Funds Online in India Asset Management Company Limited. Her primary responsibilities are heading the equity research team and catering to equity fund management.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 3,192
-
17.9%Fund Size - 3,192
-
9.7%Fund Size - 3,192
-
16.6%Fund Size - 3,192
-
- Equity .
- Sectoral / Thematic .
-
- 5,186
-
65.1%Fund Size - 5,186
-
41.7%Fund Size - 5,186
-
27.1%Fund Size - 5,186
-
- Equity .
- Sectoral / Thematic .
-
- 2,191
-
74.2%Fund Size - 2,191
-
37.9%Fund Size - 2,191
-
24.9%Fund Size - 2,191
-
- Equity .
- Sectoral / Thematic .
-
- 225
-
66.7%Fund Size - 225
-
33.7%Fund Size - 225
-
23.4%Fund Size - 225
-
- Equity .
- Sectoral / Thematic .
-
- 2,950
-
70.9%Fund Size - 2,950
-
28.5%Fund Size - 2,950
-
23.3%Fund Size - 2,950
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
More Funds from Kotak Mahindra Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Multi Cap .
-
- 132
-
35.5%Fund Size - 132
-
18.5%Fund Size - 132
-
16.2%Fund Size - 132
-
- Equity .
- Small Cap .
-
- 13,881
-
42.1%Fund Size - 13,881
-
25.4%Fund Size - 13,881
-
27.4%Fund Size - 13,881
-
- Debt .
- Fixed Maturity Plans .
-
- 146
-
11.2%Fund Size - 146
-
14.5%Fund Size - 146
-
14%Fund Size - 146
-
- Debt .
- Fixed Maturity Plans .
-
- 802
-
11.2%Fund Size - 802
-
14.5%Fund Size - 802
-
14%Fund Size - 802
-
- Debt .
- Fixed Maturity Plans .
-
- 569
-
11.2%Fund Size - 569
-
14.5%Fund Size - 569
-
14%Fund Size - 569
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
39.3%Fund Size - 1,863
-
20.4%Fund Size - 1,863
-
18.8%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
31.1%Fund Size - 12,577
-
17.1%Fund Size - 12,577
-
18.2%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 53,505
-
38.7%Fund Size - 53,505
-
22.1%Fund Size - 53,505
-
18%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 24,378
-
43.3%Fund Size - 24,378
-
26.3%Fund Size - 24,378
-
17.9%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 118
-
43.9%Fund Size - 118
-
21.2%Fund Size - 118
-
17.6%Fund Size - 118
Frequently Asked Questions
How to invest in Kotak Banking & Financial Services Fund-Dir Growth ?
You can invest in Kotak Banking & Financial Services Fund-Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Banking & Financial Services Fund-Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Banking & Financial Services Fund-Dir Growth ?
The NAV of Kotak Banking & Financial Services Fund-Dir Growth is ₹12.8 as of 16 April 2024.
How to redeem Kotak Banking & Financial Services Fund-Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Banking & Financial Services Fund-Dir Growth?
The minimum SIP amount of Kotak Banking & Financial Services Fund-Dir Growth is ₹100
What are the top sectors Kotak Banking & Financial Services Fund-Dir Growth has invested in?
The top sectors Kotak Banking & Financial Services Fund-Dir Growth has invested in are
- Banks - 65.44%
- Finance - 20.86%
- Insurance - 7.01%
- Debt - 6.7%
- Capital Markets - 0.3%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Banking & Financial Services Fund-Dir Growth?
Yes, You can select both SIP or Lumpsum investment of Kotak Banking & Financial Services Fund-Dir Growth based on your investment objective and risk tolerance.
How much returns have Kotak Banking & Financial Services Fund-Dir Growth generated ?
The Kotak Banking & Financial Services Fund-Dir Growth has delivered 24.7% since inception
What is the expense ratio of Kotak Banking & Financial Services Fund-Dir Growth ?
The expense ratio of Kotak Banking & Financial Services Fund-Dir Growth is 0.69 % as of 16 April 2024.
What is the AUM of Kotak Banking & Financial Services Fund-Dir Growth?
The AUM of Kotak Banking & Financial Services Fund-Dir Growth is ₹3,12,371 Cr as of 16 April 2024
What are the top stock holdings of Kotak Banking & Financial Services Fund-Dir Growth?
The top stock holdings of Kotak Banking & Financial Services Fund-Dir Growth are
- HDFC Bank - 19.24%
- ICICI Bank - 16.47%
- St Bk of India - 7.18%
- Axis Bank - 6.85%
- Power Fin.Corpn. - 4.33%
How can I redeem my investments in Kotak Banking & Financial Services Fund-Dir Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Banking & Financial Services Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Banking & Financial Services Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.