Kotak Nifty Financial Services Ex-Bank Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Kotak Nifty Financial Services Ex-Bank Index Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹99 Cr
N/A
0.8
Nil
Nifty Financial Services Ex-Bank
Kotak Nifty Financial Services Ex-Bank Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.65 | -1.72 | 6.97 |
| 6M | -1.68 | 1.02 | 37.12 |
| 1Y | -3.19 | 2.54 | 48.30 |
| 3Y | 12.36 | 11.60 | 212.80 |
Portfolio Analysis
- Equity: 100.03%
- Debt: -0.03%
- Others
About Fund Kotak Nifty Financial Services Ex-Bank Index Fund Growth
Kotak Nifty Financial Services Ex-Bank Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹99 Crore. The fund benchmarks its performance against the Nifty Financial Services Ex-Bank while maintaining an expense ratio of 0.8. Under the expert guidance of Jeetu Valechha Sonar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Jeetu Valechha Sonar
Mr. Jeetu Valechha Sonar holds B.com. He has more than 11 years experience in Commodity and Equity dealing and advisory. Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India Nifty Smallcap 250 Index Fund Growth | 0 | 3,518 CR | 1.02 |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Growth | 0 | 1,274 CR | 1.46 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Growth | 0 | 99 CR | 0.8 |
| Aditya Birla Sun Life Silver ETF Growth | 0 | 2,993 CR | 0.35 |
| HDFC Silver ETF Growth | 0 | 8,312 CR | 0.58 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Nifty Smallcap 250 Index Fund Growth | 2.8091 | 41.5696 |
| This FundTata Nifty Midcap 150 Momentum 50 Index Fund Growth | -2.0441 | 41.7186 |
| This FundKotak Nifty Financial Services Ex-Bank Index Fund Growth | -3.1856 | 41.8463 |
| This FundAditya Birla Sun Life Silver ETF Growth | 38.7107 | 212.2398 |
| This FundHDFC Silver ETF Growth | 37.9788 | 212.8024 |
Kotak Nifty Financial Services Ex-Bank Index Fund Growth FAQs
- 1 Month : -6.65%
- 6 Months : -1.68%
- 1 Year : -3.19%
- 3 Years : 12.36%
