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 77.36 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 0.73%. 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 Medium & Exceptional respectively.

The top holdings of the fund include Bajaj Finance, Bajaj Finserv, Shriram Finance & BSE.

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

Some of the similar funds are Navi Nifty India Manufacturing Index Fund Regular Growth, Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular Growth, Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Regular Growth, Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth, SBI Nifty IT 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%.