Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The investment objective of the scheme is to replicate the composition of the Nifty Financial Services Ex-Bank Index and to generate returns that are commensurate with the performance of the Nifty Financial Services Ex-Bank Index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized. The scheme does not assure or guarantee any returns

The Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth has an AUM of 15.25 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.88%. The minimum investment in Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

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

The top holdings of the fund include Bajaj Finance, Bajaj Finserve, HDFC Life Insurance Company & SBI Life Insurance Company.

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

Some of the similar funds are Navi Nifty India Manufacturing Index Fund Regular Growth, Edelweiss Nifty Smallcap 250 Index Fund Regular Growth, Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth, Edelweiss Nifty 100 Quality 30 Index Fund Regular Growth, UTI S&P BSE Housing Index Fund Regular Growth. Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.