Kotak Banking & Financial Services Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.37
• Std Deviation 15.20%
• Tracking Error 0.00%

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.

The Kotak Banking & Financial Services Fund Regular Growth has an AUM of 1435.53 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.10%. The minimum investment in Kotak Banking & Financial Services Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, State Bank of India & AXIS Bank Ltd.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Investment Services & Insurance (Life).

Some of the similar funds are Invesco India Financial Services Fund Growth, Sundaram Financial Services Opportunities Fund Regular Plan Growth, UTI Banking and Financial Services Fund Growth, Kotak Banking & Financial Services Fund Regular Growth, Bandhan Financial Services Fund Regular Growth. Kotak Banking & Financial Services Fund Regular Growth has a sharpe ratio of 0.37 & a standard deviation of 15.20%.