Kotak Banking and Financial Services Fund - Direct - Growth
Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
15.42%
Expense Ratio
0.68%
as of 01/03/2026
AUM
₹81.97 Cr
Qtr End: Mar 26
NAV
₹17.556
as of 17/07/2026
3Y Returns (CAGR)
15.42%
Expense Ratio
0.68%
as of 01/03/2026
AUM
₹81.97 Cr
Qtr End: Mar 26
NAV
₹17.556
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 5.63% | 24.47% | 17.38% |
| 6M | 3.56% | 7.25% | 22.87% |
| 1Y | 7.29% | 7.29% | 17.53% |
| 3Y | 53.76% | 15.42% | 16.65% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 06/02/2023
- Fund Age
- 3.4 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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