Kotak Nifty Financial Services Ex-Bank Index 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 Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

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 Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth is currently ₹38 Crores.

The Top three stocks are Bajaj Finance, JIO Financial Serv. and Bajaj Finserv and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 40% and 63% of fund’s portfolio respectively.

Top three sectors of Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth fund are BFSI, IT and Construction & Infrastructure 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 Index Funds - Other 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 Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth Fund is Index Funds - Other.

Devender Singhal and Satish Dondapati manage the Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth Fund.

Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth current PE ratio is 47.35 and PB ratio is 5.77

The asset allocation of Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth is Stocks : 99.86%, Debt : 0.14% and Gold : 0%

The minimum SIP amount for Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth is Nil