Compare Mutual Funds
Kotak Banking & Financial Services Fund
EquitySectoral-Banking & Financial Services
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Risk
Very High
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Rating
3.0
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Min SIP Amount
₹100
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Expense Ratio
2.25
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NAV
₹15.51
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Fund Started
06 Feb 2023
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Fund Size
₹1448.47 Cr
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Exit Load
0.5% for redemption within 30 Days
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1 Year
-1.90%
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3 Year
10.17%
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5 Year
-
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Equity
98.81%
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Cash
1.19%
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Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 12.67% |
HDFC Bank Ltd. | 11.28% |
State Bank of India | 8.31% |
Axis Bank Ltd. | 7.36% |
Bajaj Finance Ltd. | 6.04% |
Shriram Finance Ltd | 4.83% |
Kotak Mahindra Bank Ltd. | 3.69% |
Cholamandalam Investment and Finance Company Ltd. | 2.52% |
Poonawalla Fincorp Ltd. | 2.52% |
Indusind Bank Ltd. | 2.51% |
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Name
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Start Date
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Description
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.
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Launch Date
06 Feb 2023
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