Kotak Banking & Financial Services Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

It is better to invest in a fund with a longer track record as Kotak Banking & Financial Services Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark Nifty Financial Services, as the Funds portfolio is similar to its benchmark.

The process for redemption is

• Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
• You will get information about the redemption and the NAV at which redeemed.
• The amount will be deposited in the designated bank account.

The AUM of Kotak Banking & Financial Services Fund - Regular Plan - Growth is currently ₹1,031 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and SBI and account for 44% of its portfolio. Top 5 and 10 stocks of fund account for 56% and 70% of fund’s portfolio respectively.

Top three sectors of Kotak Banking & Financial Services Fund - Regular Plan - Growth fund are BFSI, Miscellaneous and accounting for 100% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Banking & Financial Services Fund - Regular Plan - Growth Fund is Equity - Sectoral Fund - Banks & Financial Service.

Shibani Kurian and Abhishek Bisen manage the Kotak Banking & Financial Services Fund - Regular Plan - Growth Fund.

Kotak Banking & Financial Services Fund - Regular Plan - Growth current PE ratio is 20.45 and PB ratio is 3.20

The asset allocation of Kotak Banking & Financial Services Fund - Regular Plan - Growth is Stocks : 94.15%, Debt : 5.85% and Gold : 0%

The minimum SIP amount for Kotak Banking & Financial Services Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Banking & Financial Services Fund - Regular Plan - Growth is Nil upto 10% of investment and 1% for remaining investments on or before 1 year, Nil after 1 year