Kotak Banking & Financial Services Fund Direct Growth is an equity fund. This fund was started on 27 February, 2023. The fund is managed by Shibani Kurian, Abhishek Bisen, Arjun Khanna. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.69% |
Benchmark | S&P BSE BANKEX INR |
AUM | ₹820 Cr |
Inception Date | 27 February, 2023 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 0% |
Size breakup
Kotak Banking & Financial Services Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.63% | 2.63% |
6 Month Returns | 13.42% | 13.42% |
1 Year Returns | 24.01% | 24.01% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Kotak Banking & Financial Services Fund Direct Growth | 8.97 | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Kotak Banking & Financial Services Fund Direct Growth | 0.83 | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Kotak Banking & Financial Services Fund Direct Growth | 1.52 | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Kotak Banking & Financial Services Fund Direct Growth | 11.44 | - | - |