Kotak Banking & Financial Services Fund Regular Growth
EquitySector - Financial Services
16.04
-0.02(-0.12%)
NAV as on 15 Dec, 2025
CAGR
18.40%
- AUM (Crs.)1,366.81
- Expense Ratio2.12 %
- Sharpe Ratio / Category Average- / 0.61
- Standard Deviation / Category Average- / 14.79
- Beta / Category Average- / 0.98
- Portfolio Turnover / Category Average26.91 / 105.98
- Top 5 Stocks Wt.52.87
- Top 10 Stocks Wt.67.48
- Top 3 Sectors Wt.98.41
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryShibani Kurian, Abhishek Bisen
- Launch Date27 Feb, 2023
- BenchmarkS&P BSE 500
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.
Riskometer
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