Kotak Mahindra Asset Management Company Limited

Kotak Banking & Financial Services Fund - Regular Plan - Growth

EquitySector Specific - Banks & Financial Services
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.37%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees557.6
  • NAVRupees11

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Generate Long-Term Capital Appreciation From Aportfolio 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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • HDFC Bank Ltd. 17.7
  • ICICI Bank Ltd. 16.9
  • HDFC Ltd. 10.4
  • State Bank Of India. 8.1
  • AXIS Bank Ltd. 7.6
  • Triparty Repo 5
  • Kotak Mahindra Bank Ltd. 4.6
  • Bajaj Finance Ltd. 3.7
  • Bank Of Baroda 3.3
  • Cholamandalam Investment and Finance Company Ltd. 3.2
  • Power Finance Corporation Ltd. 2.6
  • Sectors %
  • Banks65.9
  • Finance26.5
  • Cash/Deposits/Margins/Treps/Repo/Swaps5
  • Insurance2.4

Fund House