Kotak Banking & Financial Services Fund
Fund Overview
Fund Performance
Note: Benchmark Performance not available due to periodic changes in underlying Benchmark composition.
Scheme Information
Investment Objective
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.
Expense Ratio
% 2.21Benchmark
Nifty Financial Services
AUM
₹ 985.92Inception Date
06 Feb 2023Turnover Ratio
% 35.16Exit Load
For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.
If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%.
If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
Asset Class
Equity
Kotak Mahindra Mutual Fund
Total AUM
₹ 473746.88
No. of Schemes under this AMC
93
Phone
61152100
fundaccops@kotakmutual.in
Incorporation Date
6/23/1998
Address
27 BKC, C-27, G Block,, Bandra Kurla Complex,, Bandra (E),
Mumbai - 400051
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