Kotak Banking & Financial Services Fund - Regular Plan - Growth

Kotak Banking & Financial Services Fund - Regular Plan - Growth is a scheme launched by Kotak Mutual Fund on February 27, 2023, and falls under the Banking & Financial fund category. It currently manages an AUM of Rs 1,236.49 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2.19% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Kotak Banking & Financial Services Fund - Regular Plan - Growth trailing returns over different times are 5.64% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 7.03%.