PMS · Equity · Sectoral
Kotak - Fintech Fund
Fund size₹23 Cr
IRRSince inception13.68%
3Y return15.20%
Fund age7 yrs 9 mo
Fund Manager
Growth of₹Cr
Kotak Fintech
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Kotak Fintech | — | 9.96% | 9.47% | 15.20% | 13.99% | 13.68% |
| NIFTY 50 TRI | −12.33% | 11.88% | 10.97% | 14.31% | 14.67% | 14.37% |
| Excess over benchmark | — | −1.92% | −1.50% | 0.89% | −0.68% | −0.69% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2025.
Portfolio Details : Where the money actually sits
Stocks
5
Asset class
Equity
Market cap
Large cap74.68%
Mid cap11.55%
Small cap12.23%
Cash & others1.54%
As on 31 Dec 2025
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