Kotak Banking & Financial Services Fund
500
Min SIP
5,000
Min Lumpsum
0.79 %
Expense Ratio
Rating
557
Fund Size (in Cr)
3 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 9.9% | ||||
| Category Average | 20.5% | 31.6% | 12.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
H D F C
St Bk of India
Axis Bank
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
-
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. |
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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
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 293
-
4.7%Fund Size - 293
-
5.6%Fund Size - 293
-
2.5%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 2,373
-
30.8%Fund Size - 2,373
-
46.2%Fund Size - 2,373
-
16.4%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
5.6%Fund Size - 9,940
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39.7%Fund Size - 9,940
-
21%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
27.1%Fund Size - 1,241
-
39.1%Fund Size - 1,241
-
15.1%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 6,312
-
22.4%Fund Size - 6,312
-
35.5%Fund Size - 6,312
-
10.4%Fund Size - 6,312
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
How to invest in Kotak Banking & Financial Services Fund ?
You can invest in Kotak Banking & Financial Services Fund 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 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 ?
The NAV of Kotak Banking & Financial Services Fund is ₹10.9 as of 26 May 2023.
How to redeem Kotak Banking & Financial Services Fund 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?
The minimum SIP amount of Kotak Banking & Financial Services Fund is ₹500
What are the top sectors Kotak Banking & Financial Services Fund has invested in??
The top sectors Kotak Banking & Financial Services Fund has invested in are
- HDFC Bank - 17.78%
- ICICI Bank - 16.95%
- H D F C - 10.4%
- St Bk of India - 8.18%
- Axis Bank - 7.68%
How much returns have Kotak Banking & Financial Services Fund generated ?
The Kotak Banking & Financial Services Fund has delivered 9.9% since inception
What is the expense ratio of Kotak Banking & Financial Services Fund ?
The expense ratio of Kotak Banking & Financial Services Fund is 0.79 % as of 26 May 2023.
What is the AUM of Kotak Banking & Financial Services Fund?
The AUM of Kotak Banking & Financial Services Fund is ₹2,83,896 Cr as of 26 May 2023
What are the top stock holdings of Kotak Banking & Financial Services Fund?
The top stock holdings of Kotak Banking & Financial Services Fund are
- HDFC Bank - 17.78%
- ICICI Bank - 16.95%
- H D F C - 10.4%
- St Bk of India - 8.18%
- Axis Bank - 7.68%